Senior Banker: Client Solutions & Relationships

United States Digital Space LLC; San Jose (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

United States Digital Space LLC in San Jose, CA, is seeking a Financial Center Associate to be the first point of contact for clients, uncover personal banking needs, and connect them to appropriate solutions. You will support self-service transactions and deepen relationships with individuals and small businesses.

The role requires at least one year of sales experience, strong communication, and the ability to obtain a notary commission if not already licensed.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn new information and adapt to changing circumstances.
• Requires notary commission or ability to obtain one within a few months.

Responsibilities

• Partners with teams to provide consumer and small business solutions and guidance.
• Educates clients on conducting simple transactions through self-service technologies.
• Leverages resources to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines for day-to-day activities including account openings.
• Manages client interactions and regulatory compliance in daily work.

Skills

Sales experience

Client-focused

Communication skills

Time management

Notary commission

Education

High School Diploma / GED

Associate or Bachelor’s degree

Job description

United States Digital Space LLC in San Jose, CA, is seeking a Financial Center Associate to be the first point of contact for clients, uncover personal banking needs, and connect them to appropriate solutions. You will support self-service transactions and deepen relationships with individuals and small businesses.

The role requires at least one year of sales experience, strong communication, and the ability to obtain a notary commission if not already licensed.