Relationship Banker: Elevate Client Experience

United States Digital Space LLC; Glendale (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

United States Digital Space LLC seeks a service-oriented banking professional to engage clients in the lobby, educate on self-service tools, and assist with transactions. You will handle cash, build relationships, and connect clients with appropriate financial solutions to help achieve their goals.

Key responsibilities include risk culture adherence, meeting needs through proactive guidance, and collaborating with experts in small business, lending, and investments. Flexible scheduling may apply.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate's Degree

High School Diploma / GED

Job description

United States Digital Space LLC seeks a service-oriented banking professional to engage clients in the lobby, educate on self-service tools, and assist with transactions. You will handle cash, build relationships, and connect clients with appropriate financial solutions to help achieve their goals.

Key responsibilities include risk culture adherence, meeting needs through proactive guidance, and collaborating with experts in small business, lending, and investments. Flexible scheduling may apply.