Dexian
Senior Universal Banker III
Location: Corte Madera, CA
Job Type: Full Time
Base Pay Range: $28.00/hr - $31.80/hr
Key Responsibilities
Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately.
Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations.
Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals.
Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system.
Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed.
Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement.
Qualifications
Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts.
Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management.
Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information.
Education: Relevant degree in finance, business administration, or related field is advantageous.
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.
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.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
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Location: Corte Madera, CA
Job Type: Full Time
Base Pay Range: $28.00/hr - $31.80/hr
Key Responsibilities
Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately.
Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations.
Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals.
Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system.
Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed.
Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement.
Qualifications
Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts.
Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management.
Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information.
Education: Relevant degree in finance, business administration, or related field is advantageous.
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.
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.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
#J-18808-Ljbffr