Senior Banking Advisor: Personal & Small Business

United States Digital Space LLC

Duarte (CA)

On-site

USD 36,000 - 44,000

Full time

11 days ago
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

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

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Banker: Client Solutions & Relationships
Senior Banker: Client Solutions & Relationships

United States Digital Space LLC • San Jose (CA)

On-site
USD 36,000 - 44,000
Formulaic incentive plan
Benefits eligible
Paid time off
Relationship Banking Specialist
Relationship Banking Specialist

United States Digital Space LLC • Rosemead (CA)

On-site
USD 74,415,000 - 90,977,000
Formulaic incentive plan
Benefits eligible
Paid time off
Client Relationship Banker
Client Relationship Banker

United States Digital Space LLC • Brooklyn Park (MN)

On-site
USD 36,000 - 44,000
Benefits eligible
Paid time off
Senior Banker — Client Growth & Solutions
Senior Banker — Client Growth & Solutions

United States Digital Space LLC • Boulder City (NV)

On-site
USD 36,000 - 43,000
Formulaic incentive plan
Industry-leading benefits
Paid time off
Client Relationship Banking Advisor
Client Relationship Banking Advisor

United States Digital Space LLC • Pasadena (MD)

On-site
USD 34,000 - 36,000
Client Experience & Banking Advisor
Client Experience & Banking Advisor

United States Digital Space LLC • Warminster Township

On-site
USD 32,000 - 52,000
Personal Banking Solutions Advisor
Personal Banking Solutions Advisor

United States Digital Space LLC • Hickory Hills (IL)

On-site
USD 36,000 - 47,000
Benefits
Senior Banker - Bilingual (Spanish)
Senior Banker - Bilingual (Spanish)

United States Digital Space LLC • Town of Southampton (NY)

On-site
USD 36,000 - 44,000
Incentive plan
Client Experience Banker
Client Experience Banker

United States Digital Space LLC • Rohnert Park (CA)

On-site
USD 34,000 - 37,000
Senior Client Banking Advisor
Senior Client Banking Advisor

United States Digital Space LLC • Phoenix (AZ)

On-site
USD 48,000 - 60,000