Senior Universal Banker

Dexian; San Francisco (CA); On-site; USD 38,572 - 41,328; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Child care support

Paid maternity leave

Paid paternity leave

401(k)

Pension plan

Job summary

A leading banking organization is seeking a Senior Universal Banker III in San Francisco. This role involves providing personalized banking services, managing accounts, ensuring compliance with regulations, and driving branch profitability. The ideal candidate has at least 3 years of retail banking experience and excels in client relationship management. Join a team committed to excellence in customer service and benefit from a supportive work culture with competitive rewards.

Qualifications

• Experience in opening and managing consumer and business accounts.
• Proven customer service skills and sales growth.
• Knowledge of BSA, AML, and information security.

Responsibilities

• Guide clients to suitable financial products.
• Cross-sell financial solutions to enhance customer loyalty.
• Ensure compliance with banking regulations.

Skills

Financial operations

Client relationship management

Sales growth strategies

Banking regulations knowledge

Education

Minimum 3 years' experience in retail banking

Notary Public certification preferred

Tools

MS Office Suite

Banking software applications

Job description

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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

$28.00/hr - $30.00/hr

Direct message the job poster from Dexian

Senior Technical Recruiter | Recruiting, Talent Acquisition | Driving Organizational Success by Seamlessly Securing Top Talent for Permanent and…

Senior Universal Banker III

Join Our Team as a Senior Universal Banker III in San Francisco!

We are currently seeking a seasoned, client-focused Senior Universal Banker III to join our thriving San Francisco branch. This position is ideal for an experienced banking professional who excels in financial operations, client relationship management, and driving sales growth. The successful candidate will demonstrate a proven track record in opening and managing consumer and business accounts, delivering outstanding customer service, and contributing proactively to the

branch's performance.

If you thrive in dynamic, customer-centric environments and are eager to make a significant impact in retail banking, we invite you to join our dedicated team in San Francisco!

Key Responsibilities:

• Provide personalized, comprehensive banking services, guiding clients to suitable financial products.
• Actively cross-sell financial solutions including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
• Build and nurture lasting client relationships to enhance customer satisfaction, loyalty, and retention.
• Support commercial clients with Treasury Services, including Remote Deposit Capture (RDC), armored transport, and courier solutions.
• Conduct strategic outreach and business development activities to drive branch profitability and attract new clients.

Operations & Compliance:

• Open, maintain, and manage both consumer and business accounts, ensuring strict adherence to state and federal banking regulations.
• Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and information security policies.
• Review and approve large transactions and daily financial reports, ensuring accuracy and mitigating fraud risks.
• Oversee branch security protocols including cash management, key controls, and emergency response procedures.
• Regularly monitor branch documentation and compliance reports, proactively addressing discrepancies.

Leadership & Training:

• Assist in training, mentoring, and developing junior team members to strengthen their operational knowledge and enhance customer service skills.
• Collaborate with the Branch Manager to set and achieve branch goals and execute promotional strategies.
• Lead by example, fostering professionalism, efficiency, and exceptional client service.
• Provide expert guidance on complex transactions and assist team members with resolving customer escalations.

Qualifications & Experience:

• Minimum of 3 years' experience in retail banking, including account opening and teller operations.
• Advanced knowledge and proven capability in managing consumer and business account openings.
• Comprehensive understanding of banking regulations (BSA, AML, Information Security).
• Demonstrated success identifying client financial needs and recommending appropriate solutions.
• Proficiency with MS Office Suite (Word, Excel, Outlook) and banking software applications.
• Notary Public certification preferred.

Why Join Us?

Career Advancement: Thrive in a forward-thinking banking environment offering clear pathways for growth and leadership development.

Competitive Rewards: Receive industry-leading compensation and comprehensive benefits in a supportive, collaborative team culture.

Community Engagement: Actively participate in local business events and volunteer programs, including at least 10 hours annually dedicated to CRA service (compensable, including mileage reimbursement).

Collaborative Culture: Join a dynamic team dedicated to innovation, cooperation, and excellence in customer service.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

• Industries

  Banking

Referrals increase your chances of interviewing at Dexian by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Child care support

Paid maternity leave

Paid paternity leave

401(k)

Pension plan

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