Senior Universal Banker III — Client-Centric Banking Leader

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

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.