Business Banker

Dexian; San Diego (CA); On-site; USD 56,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

A leading financial services company is seeking a Senior Universal Banker III to join their dynamic team in California. This role focuses on delivering exceptional customer service while managing new consumer and complex business account transactions. The ideal candidate will excel in banking operations and possess strong customer relations skills, while also being proactive in promoting bank products. Candidates with a commitment to community service and leadership are encouraged to apply.

Qualifications

• Minimum of three years in banking teller roles with experience in complex business accounts.
• Prior supervisory experience preferred.
• Proficiency in MS Office and banking software.

Responsibilities

• Manage consumer and complex business accounts.
• Deliver superior customer service and engage in problem-solving.
• Proactively cross-sell bank products and services.

Skills

Customer Relations

Problem Solving

Sales

Regulatory Knowledge

Education

Relevant degree in finance, business administration, or related field

Tools

MS Office

Job description

21 hours ago Be among the first 25 applicants

This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$56,000.00/yr - $58,000.00/yr

Direct message the job poster from Dexian

Senior Technical Recruiter @ Dexian | Full Recruitment Lifecycle Management Enthusiast

Senior Universal Banker III

Duration: Full time permanent

Location: Various Locations across California

Salary Range: 56k – 58k annually

Job Description:

#BusinessBanker #BusinessAccounts #BusinessBanking #OpeningAccounts

We are seeking a Senior Universal Banker III to join our dynamic team. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations.

Key Responsibilities:

• Account Management:

Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately.

• Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations.
• Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals.
• Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system.
• Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed.
• Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement.

Qualifications:

• Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts.
• Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management.
• Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information.
• Education: Relevant degree in finance, business administration, or related field is advantageous.

Additional Information:

This role requires an individual who can operate with a high level of independence, managing a diverse range of duties and responsibilities. The successful candidate will be a proactive, innovative thinker with a knack for identifying improvements and maintaining high-quality customer relations. If you are looking to advance your career with a role that combines banking expertise, leadership, and a commitment to community service, we encourage you to apply today to become a part of our team!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Business Development, and Public Relations

• Industries

  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Dexian by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Get notified when a new job is posted.

Sign in to set job alerts for “Business Banker” roles.

La Mesa, CA $45,000.00-$100,000.00 2 weeks ago

Fiduciary Advisor - San Diego, CA - 200k (base and bonus)

Experienced Financial Advisor Representative

National City, CA $50,000.00-$250,000.00 1 day ago

Treasury Management Working Capital Consultant

Oceanside, CA $31,550.00-$115,740.00 2 weeks ago

College Financial Representative, Internship Program

La Jolla, CA $500.00-$1,000.00 2 weeks ago

Financial Advisor - Greater San Diego and Surrounding Areas

Vista, CA $50,000.00-$250,000.00 1 week ago

Financial Advisor - San Diego, CA - 200k+ (base and bonus)

JPMorgan Private Client Relationship Manager – La Jolla / San Diego, CA

Client Relationship Consultant 2 (Banker) -Midway, CA

Field Marketing Specialist - Encinitas, CA

Carlsbad, CA $65,000.00-$75,000.00 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.