Relationship Banker: Client Solutions & Banking Advisor

United States Digital Space LLC; Collegeville (PA); On-site; USD 36,000 - 52,000; Full time

Job summary

United States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and handle cash transactions accurately. You will build relationships to meet financial needs and contribute to a smooth client experience.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with a focus on delivering excellent service across the branch network.

Qualifications

• Experience in financial services or client-facing roles is a plus.
• Sales experience with individual goals is preferred.
• Cash handling familiarity is beneficial.
• Bachelor's degree or business-relevant associate degree is a plus.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking transactions.
• Processes cash transactions accurately and efficiently as needed.
• Develops relationships to meet clients' financial needs and goals.
• Grows knowledge by collaborating with experts in lending, investments, and small business.
• Manages center traffic, appointments, and outbound calls to drive client experience.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

United States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and handle cash transactions accurately. You will build relationships to meet financial needs and contribute to a smooth client experience.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with a focus on delivering excellent service across the branch network.