Relationship Banking Advisor: Grow Clients & Solve Needs

United States Digital Space LLC; South Carolina; On-site; USD 30,000 - 42,000; Full time

Job summary

United States Digital Space LLC is seeking a customer-focused Client Services Associate in South Carolina. You will engage lobby clients, educate them on self-service options, and accurately process cash transactions to meet financial goals.

The role emphasizes relationship-building, adherence to regulatory guidelines, and delivering a superior client experience. The ideal candidate provides strong communication, a proactive sales mindset, and the ability to work weekends or extended hours

Qualifications

• High School Diploma or equivalent required; bachelor/associate degree preferred.
• Experience in financial services or sales environment beneficial.
• Cash handling experience of at least 6 months desirable.
• Knowledge of banking products and services is a plus.
• Strong communication and client service skills; ability to educate customers on self-service tools.

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and comply with laws and regulations.
• Assist with scheduling, appointments, and outbound client calls.
• Drive client experience and manage cash responsibilities.

Skills

Customer focus

Sales oriented

Cash handling

Time management

Communication

Problem solving

Adaptability

Team collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Business or Finance-related degree (preferred)

Job description

United States Digital Space LLC is seeking a customer-focused Client Services Associate in South Carolina. You will engage lobby clients, educate them on self-service options, and accurately process cash transactions to meet financial goals.

The role emphasizes relationship-building, adherence to regulatory guidelines, and delivering a superior client experience. The ideal candidate provides strong communication, a proactive sales mindset, and the ability to work weekends or extended hours