Senior Universal Banker

Overview Title: Universal Banker/ Business Banker Location: San Ramon, CA Duration: Permanent (Direct - hire) Salary Range: $20.00 - $28.00/hr JOB DESCRIPTION: Are you an experienced banking professional who excels at building relationships and guiding branch operations? Senior Universal Banker III to join the team in San Ramon, CA. This is a leadership role that combines client service, financial expertise, and daily operational support. You will act as a trusted advisor to both consumer and business clients, delivering tailored financial solutions while driving business development and fostering a performance-driven team culture. If you are a proactive leader looking to make a significant impact in the San Ramon market with a top-tier financial institution, we want to speak with you. Qualifications A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required. Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner. Possesses strong knowledge of basic banking regulations such as BSA and Information Security. Must possess excellent judgment and the ability to accept responsibility and handle confidential information. Must be proficient in using Word, Excel, and Outlook applications and banking programs. Responsibilities Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed. Equal Opportunity Employer 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. #J-18808-Ljbffr Dexian