Relationship Banking Advisor

United States Digital Space LLC; Columbia (SC); On-site; USD 38,000 - 48,000; Full time

Job summary

United States Digital Space LLC in Columbia, SC is seeking a customer service professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with suitable solutions.

You will educate clients on self-service options, assist with transactions, and ensure high-quality service while adhering to regulatory requirements. Strong communication and relationship-building are essential.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Excellent written and verbal communications skills; confident engaging all clients in person or by phone.
• Able to learn new information, adapt to technology platforms, handle ambiguity, and meet regulatory requirements.
• Willing to work weekends or extended hours and at multiple financial center locations within a reasonable distance.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates and trains clients on self-service transactions through available technologies.
• Leverages resources and processes to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines for opening accounts and Digital Assisted Shopping.
• Manages client interactions to determine best action for the bank and clients.

Skills

Sales experience

Client focus

Communication

Time management

Problem solving

Relationship building

Notary commission readiness

Education

High School Diploma

Associate's or Bachelor's in business/finance

Tools

Microsoft Office

Laptop technology

Job description

United States Digital Space LLC in Columbia, SC is seeking a customer service professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with suitable solutions.

You will educate clients on self-service options, assist with transactions, and ensure high-quality service while adhering to regulatory requirements. Strong communication and relationship-building are essential.