Senior Banker - 19th and Thunderbird Financial Center

United States Digital Space LLC

Phoenix (AZ)

On-site

USD 48,000 - 60,000

Full time

6 days ago

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Job summary

United States Digital Space LLC is seeking a results-driven sales-focused professional to serve as the first point of contact for financial center clients in Phoenix. You will uncover personal banking needs, offer solutions, and connect clients to specialists, while supporting self-service and transactions.

You will deepen relationships, assist with transactions, and uphold regulatory standards. A notary commission is required or obtainable within a few months; weekend hours are possible.

Qualifications

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Confident in identifying solutions for helping new and existing clients based on their needs
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
Applies strong critical thinking and problem-solving skills to meet clients' needs
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

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

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Job Description

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

The company is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance. All designated at 5% travel

Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

Assists, educates, and trains clients on conducting simple transactions through self-service technologies

Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

Collaborates effectively to get things done, building and nurturing strong relationships

Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

Confident in identifying solutions for helping new and existing clients based on their needs

Strong written and verbal communications skills

Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

Applies strong critical thinking and problem-solving skills to meet clients' needs

Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)