Senior Universal Banker: Grow Relationships & Solutions

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

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.