Relationship Banking Specialist

United States Digital Space LLC; Rosemead (CA); On-site; USD 74,415,000 - 90,977,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

United States Digital Space LLC is seeking a Client Service Associate for our California financial center in Rosemead. You will be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists.

You will handle self-service transactions, support outbound client outreach, and uphold regulatory requirements while delivering exceptional service. Qualified candidates have at least one year of sales experience, strong communication, time management,

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Demonstrates strong written and verbal communications skills.
• Able to learn and adapt to new information and platforms; handle ambiguity.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, offer appropriate solutions, and connect clients to specialists.
• Assist clients with self-service transactions and educate on digital tools.
• Maintain regulatory compliance while delivering exceptional client care and proactive follow-ups.

Skills

Sales experience

Customer service

Mandarin bilingual

Notary (commissionable)

Time management

Strong communication

Education

High School Diploma

Bachelor’s degree (preferred)

Tools

Microsoft Office

CRM systems

Job description

United States Digital Space LLC is seeking a Client Service Associate for our California financial center in Rosemead. You will be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists.

You will handle self-service transactions, support outbound client outreach, and uphold regulatory requirements while delivering exceptional service. Qualified candidates have at least one year of sales experience, strong communication, time management,