Senior Banking Client Experience Specialist

Dexian; Santa Barbara (CA); On-site; USD 50,000 - 66,000; Full time

Job summary

Dexian seeks a Senior Client Service Representative in Santa Barbara, CA to interview and profile clients, recommend banking products, and identify cross-sell opportunities. You will open and maintain various consumer and business accounts and support treasury and cash management services.

The role requires strong client relationship skills, knowledge of banking regulations, and experience in handling confidential information.

Qualifications

• Minimum three years of banking teller experience required.
• Advanced experience opening consumer and complex business accounts required.
• Previous supervisory or leadership experience preferred.
• Strong customer relationship management and business development skills.
• Knowledge of banking regulations, compliance requirements, BSA/AML, and information security practices.
• Strong decision-making, organizational, and problem-solving skills.
• Ability to handle confidential information with discretion.
• Proficiency with MS Office applications and banking systems.

Responsibilities

• Interview and profile clients to recommend appropriate banking products and services.
• Identify opportunities to cross-sell products and services that align with client needs.
• Generate new business opportunities to support branch growth and profitability goals.
• Collaborate with internal business partners to deliver an exceptional client experience.
• Participate in business development and relationship-building activities.
• Open and maintain consumer, business, trust, estate, CD, IRA, and related deposit accounts.
• Support business clients with treasury and cash management services.
• Maintain advanced knowledge of banking products, services, account ownership structures, and applicable regulations.
• Ensure all account documentation is complete, accurate, and maintained appropriately.
• Process teller transactions as needed and maintain balancing accuracy.
• Respond to client inquiries and complex service requests.
• Assist with branch reporting and operational processes.
• Resolve client concerns with professionalism, diplomacy, and sound judgment.
• Identify opportunities to retain and expand client relationships.
• Serve as a role model for exceptional client service and professionalism.
• Participate in company-sponsored community engagement activities.
• Perform other duties as assigned.
• Review and approve designated reports and operational activities.
• Approve transactions within assigned authority limits.
• Provide required operational overrides and approvals.
• Support branch leadership with assigned responsibilities.
• Assist with escalated client concerns and operational issues in management's absence.

Skills

Customer relationship management

Business development

MS Office

Banking systems

Tools

CRM software

Banking systems

Job description

Dexian seeks a Senior Client Service Representative in Santa Barbara, CA to interview and profile clients, recommend banking products, and identify cross-sell opportunities. You will open and maintain various consumer and business accounts and support treasury and cash management services.

The role requires strong client relationship skills, knowledge of banking regulations, and experience in handling confidential information.