Senior Universal Banker

Dexian; Santa Rosa (CA); On-site; USD 51,000 - 59,000; Full time

Benefits offered by this job

10 paid CRA volunteer hours annually

Competitive pay

Comprehensive benefits

Performance recognition

Supportive team culture

Job summary

A financial institution in Santa Rosa, CA is seeking a Senior Universal Banker III to provide tailored financial solutions and build client relationships. This full-time position requires over 3 years of retail banking experience, a strong understanding of compliance, and proficiency in account management. The role offers competitive pay and comprehensive benefits, making it a great opportunity for growth and community impact.

Qualifications

• 3+ years of retail banking experience with strong account management and teller operations skills.
• Proven ability to manage both consumer and business accounts.
• Solid understanding of compliance requirements (BSA, AML, Info Security).
• Demonstrated success in identifying needs and delivering the right solutions.

Responsibilities

• Provide tailored financial solutions for both personal and business clients.
• Cross-sell a full range of products: checking, savings, CDs, IRAs, and trust/estate accounts.
• Support business clients with Treasury Services (RDC, courier logistics, cash transport).
• Build client loyalty through consistent follow-up and relationship management.

Skills

Retail banking experience

Account management

Teller operations

Compliance knowledge

Client relationship management

Proficiency in MS Office

Job description

Overview

Senior Universal Banker III — Location: Santa Rosa, CA — Employment Type: Full-Time

Join Our Santa Rosa Branch Team. We’re looking for an experienced, client-focused Senior Universal Banker III to deliver exceptional service, build lasting relationships, and drive results in our Santa Rosa, CA branch. If you excel in both sales and operations, thrive in a fast-paced environment, and enjoy mentoring others, this is your opportunity to make an impact in one of Northern California’s most vibrant communities.

Base pay range: $51,000.00/yr - $59,000.00/yr

What You’ll Do

• Provide tailored financial solutions for both personal and business clients.
• Cross-sell a full range of products: checking, savings, CDs, IRAs, and trust/estate accounts.
• Support business clients with Treasury Services (RDC, courier logistics, cash transport).
• Build client loyalty through consistent follow-up and relationship management.
• Engage in community outreach to grow the branch’s presence.

Operations & Compliance

• Open, manage, and service accounts with precision and in compliance with regulations.
• Ensure adherence to BSA, AML, and information security protocols.
• Authorize high-value transactions and monitor reports to reduce risk.
• Maintain accurate documentation and quickly resolve discrepancies.
• Enforce security procedures and detect potential fraud.
• Coach and develop junior bankers to strengthen skills and confidence.
• Partner with the Branch Manager on sales strategies and branch goals.
• Lead by example in resolving complex client issues.
• Promote a culture of teamwork, professionalism, and accountability.

What We’re Looking For

• 3+ years of retail banking experience with strong account management and teller operations skills.
• Proven ability to manage both consumer and business accounts.
• Solid understanding of compliance requirements (BSA, AML, Info Security).
• Demonstrated success in identifying needs and delivering the right solutions.
• Proficiency in MS Office and banking platforms; Notary certification a plus.

Why You’ll Love Working Here

• Growth: Career development and promotion from within.
• Rewards: Competitive pay, comprehensive benefits, and performance recognition.
• Community Impact: 10 paid CRA volunteer hours annually + mileage reimbursement.
• Culture: Supportive, collaborative team that values excellence and work-life balance.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Business Development
• Industries
  
• Banking