Senior Universal Banker III — Complex Business Accounts

Dexian; San Diego (CA); On-site; USD 56,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

A leading financial services company is seeking a Senior Universal Banker III to join their dynamic team in California. This role focuses on delivering exceptional customer service while managing new consumer and complex business account transactions. The ideal candidate will excel in banking operations and possess strong customer relations skills, while also being proactive in promoting bank products. Candidates with a commitment to community service and leadership are encouraged to apply.

Qualifications

• Minimum of three years in banking teller roles with experience in complex business accounts.
• Prior supervisory experience preferred.
• Proficiency in MS Office and banking software.

Responsibilities

• Manage consumer and complex business accounts.
• Deliver superior customer service and engage in problem-solving.
• Proactively cross-sell bank products and services.

Skills

Customer Relations

Problem Solving

Sales

Regulatory Knowledge

Education

Relevant degree in finance, business administration, or related field

Tools

MS Office

Job description

A leading financial services company is seeking a Senior Universal Banker III to join their dynamic team in California. This role focuses on delivering exceptional customer service while managing new consumer and complex business account transactions. The ideal candidate will excel in banking operations and possess strong customer relations skills, while also being proactive in promoting bank products. Candidates with a commitment to community service and leadership are encouraged to apply.