Senior Universal Banker: Client Solutions Leader

Dexian; Santa Barbara (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

Dexian is seeking a Senior Universal Banker III for our Santa Barbara, CA branch to deliver exceptional service and build lasting client relationships. You will drive sales and operations, mentoring junior bankers in a fast-paced community setting.

The role emphasizes cross-selling a full spectrum of financial products, managing both personal and business accounts, and ensuring compliance with bank regulations. Community outreach and teamwork are key elements of this position.

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.
• Proficiency in MS Office and banking platforms; Notary certification a plus.

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.
• Engage in community outreach to grow the branch’s presence.

Skills

Retail banking

Account management

Teller operations

Relationship management

Cross-selling

MS Office

Banking platforms

Tools

MS Office

Banking platforms

Job description

Dexian is seeking a Senior Universal Banker III for our Santa Barbara, CA branch to deliver exceptional service and build lasting client relationships. You will drive sales and operations, mentoring junior bankers in a fast-paced community setting.

The role emphasizes cross-selling a full spectrum of financial products, managing both personal and business accounts, and ensuring compliance with bank regulations. Community outreach and teamwork are key elements of this position.