Senior Banking Advisor: Personal & Small Business

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

Benefits offered by this job

Benefits

Incentive plan

Job summary

United States Digital Space LLC in Duarte, CA, is seeking a customer-focused financial center associate to serve as the first point of contact for clients, helping uncover banking needs and offering solutions. You will guide clients through self-service options, connect them to specialists, and maintain proactive follow-ups to deepen relationships.

Responsibilities include assisting with transactions, opening and maintaining accounts, and ensuring compliance with regulatory requirements while

Qualifications

• Minimum of one year of sales experience in a client-focused environment.
• Strong written and verbal communication skills.
• Willingness to obtain notary commission within months of start.

Responsibilities

• Serve as first point of contact for financial center clients and uncover personal banking needs.

Skills

Sales experience

Client-focused service

Strong communication

Time management

Education

High School Diploma

Tools

Microsoft Office

Laptop technology

Job description

United States Digital Space LLC in Duarte, CA, is seeking a customer-focused financial center associate to serve as the first point of contact for clients, helping uncover banking needs and offering solutions. You will guide clients through self-service options, connect them to specialists, and maintain proactive follow-ups to deepen relationships.

Responsibilities include assisting with transactions, opening and maintaining accounts, and ensuring compliance with regulatory requirements while