Universal Banker III

Back to job search
  • Location:

    Cupertino

  • Job type:

    Permanent

  • Job ref:

    896231

  • Published:

    8 months ago

  • Expiry date:

    12/04/2023

  • Startdate:

    ASAP

Description:

We are currently seeking a Senior Universal Banker III to join our team. As a Senior Universal Banker III, you will be responsible for opening new consumer and complex business accounts, processing account transactions, cross-selling bank products and services, and providing exceptional customer service. This role requires compliance with all bank policies, procedures, and applicable state and federal banking regulations.

Responsibilities:

- Conduct interviews and profile customers to recommend appropriate banking products and services

- Actively cross-sell bank products and services to new and existing customers

- Generate new business to meet bank profitability and branch goals

- Collaborate with other business lines within the bank to identify sales opportunities

- Open and support consumer and business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts

- Provide support for essential Treasury Services for business clients

- Maintain thorough knowledge of bank products and services

- Stay updated on applicable New Account laws, procedures, account titling, and required documentation

- Ensure all documentation is approved and uploaded in the core system

- Process teller transactions and maintain accurate balancing records

- Respond to client inquiries and requests regarding accounts

- Adhere to banking regulations, including Bank Secrecy Act

- Prepare and process various reports as assigned

- Provide expedient and courteous service to clients in person and via phone

- Model exemplary customer service and resolve difficult situations creatively and diplomatically

- Proactively identify and retain "at-risk" customers

- Look for opportunities to exceed customer expectations and provide exceptional service

- Perform other duties as assigned

Backup Supervisory Duties:

- Process Daily Large Transaction report and submit to Compliance Department

- Approve large transactions for teller staff within assigned limit

- Provide supervisor override for transactions requiring review

- Support Branch Manager or backup with assigned duties

- Handle difficult client situations in the absence of the Branch Manager or backup

Qualifications:

- Minimum of three years of banking teller experience

- Advanced experience with opening consumer and complex business accounts

- Prior supervisory experience preferred

- Strong customer relations skills and ability to communicate effectively with employees and customers

- Knowledge of basic banking regulations such as BSA and Information Security

- Excellent judgment, responsibility, and ability to handle confidential information

- Proficiency in Word, Excel, Outlook, and banking programs

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.

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.

Back to job search