Sr Universal Banker

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

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 Barbara, 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 Southern California’s most vibrant communities.

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.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.