Strategic Banking Solutions Advisor

United States Digital Space LLC; Boca Raton (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

United States Digital Space LLC seeks a client-focused professional to deliver financial center guidance and solutions. You will meet with clients, present tailored borrowing and banking options, and help them reach their financial goals.

The role emphasizes a strong sales trajectory, risk awareness, and superior client care, with potential collaboration across teams to ensure an exceptional experience.

Qualifications

• Experience in business-to-business sales or small business banking.
• Proven ability to build and deepen client relationships.
• Strong customer service skills and end-to-end client experience.

Responsibilities

• Provide specialized advice to financial center clients across borrowing and banking offerings.
• Acquire new clients and deepen relationships through meetings and customized solutions.
• Balance sales performance with operational risk and client relationship care.
• Coordinate with internal partners to deliver an exceptional client experience.

Skills

Client Management

Relationship Building

Sales

Outreach

Education

High School Diploma / GED

Tools

Spreadsheets

Job description

United States Digital Space LLC seeks a client-focused professional to deliver financial center guidance and solutions. You will meet with clients, present tailored borrowing and banking options, and help them reach their financial goals.

The role emphasizes a strong sales trajectory, risk awareness, and superior client care, with potential collaboration across teams to ensure an exceptional experience.