Relationship Banker: Elevate Client Financial Solutions

United States Digital Space LLC; Rohnert Park (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Supportive work culture

Job summary

United States Digital Space LLC is hiring for a client-focused banking advocate to engage clients in the lobby, educate on self-service transactions, and process cash with accuracy. The role requires building relationships, following risk and regulatory guidelines, and connecting clients to suitable financial solutions across branches.

Open to candidates who can work weekends or extended hours, with a background in financial services and cash handling.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Ability to build relationships and collaborate cross-functionally.
• Strong communication and client education skills for self-service banking.
• Experience in financial services and cash handling.
• Willing to work weekends/extended hours.

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 in Business/Finance

Associate Degree in Business

Job description

United States Digital Space LLC is hiring for a client-focused banking advocate to engage clients in the lobby, educate on self-service transactions, and process cash with accuracy. The role requires building relationships, following risk and regulatory guidelines, and connecting clients to suitable financial solutions across branches.

Open to candidates who can work weekends or extended hours, with a background in financial services and cash handling.