FTE Permanent Business Banker

Dexian; Corte Madera (CA); On-site; USD 56,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Comprehensive benefits

Job summary

Dexian is seeking a Senior Universal Banker to deliver exceptional customer service and foster business growth within retail banking. Successful candidates will have at least three years of banking experience and a strong ability to manage client relationships while ensuring compliance with all banking regulations.

Qualifications

• Minimum of 3 years experience in retail banking.
• Advanced experience opening and managing accounts.
• Exceptional customer service and sales abilities.

Responsibilities

• Engage with customers to identify financial needs.
• Build and maintain lasting client relationships.
• Ensure compliance with bank policies and regulations.

Skills

Customer Service

Sales Abilities

Client Relationship Management

Education

Notary Public certification

3 years experience in retail banking

Tools

MS Office Suite

Job description

23 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 - $60,000.00/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

Job Description:

Key Responsibilities:

#Business #Banking #BusinessBanker #BusinessAccounts

We are seeking a dynamic Senior Universal Banker committed to delivering exceptional customer service, fostering business growth, and maintaining excellence in branch operations. This role is ideal for a proactive professional experienced in banking operations, financial products, and client relationship management. If you excel in fast-paced environments and seek opportunities to lead and positively impact customer experiences, we invite you to apply!

Key Responsibilities:

• Engage with customers to identify financial needs and provide tailored recommendations for banking products and services.
• Build and maintain lasting client relationships, ensuring personalized and seamless banking experiences.
• Proactively cross-sell financial products, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
• Support business clients through specialized Treasury Services such as Remote Deposit Capture (RDC), armored, and courier services.

Operations & Compliance

• Accurately open and manage consumer and business accounts, ensuring full compliance with bank policies and applicable state and federal regulations.
• Process teller transactions efficiently, maintaining an excellent balancing record.
• Review branch documentation, reports, and account openings to ensure adherence to compliance and regulatory standards.
• Consistently uphold compliance with the Bank Secrecy Act (BSA) and other regulatory requirements.

Leadership & Team Development

• Mentor and train junior staff to enhance customer service skills and operational efficiency.
• Assist the Branch Manager in developing team goals and implementing promotional strategies.
• Provide guidance and expertise on complex transactions, resolving customer and staff concerns effectively.

Qualifications & Experience:

• Minimum of 3 years experience in retail banking, including new accounts and teller services.
• Advanced experience opening and managing both consumer and business accounts.
• Exceptional customer service and sales abilities, with strong skills in recommending financial products.
• Familiarity with banking regulations including BSA, AML, and Information Security.
• Proficient in MS Office Suite (Word, Excel, Outlook) and various banking software applications.
• Notary Public certification preferred.

Why Join Us?

• Career Growth: Expand your leadership skills and progress your career within retail banking.
• Exciting Environment: Join a high-energy, collaborative, and innovative team.
• Community Impact: Participate in a minimum of 10 hours of annual CRA volunteer service, contributing positively to your local community.
• Comprehensive Benefits: Competitive compensation package with exceptional benefits.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Other, and Public Relations

• Industries

  Banking, Investment Banking, and Financial Services

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

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