Senior Universal Banker San Francisco

Senior Universal Banker San Francisco

Job details

Posted
11 May 2026

Location
San Francisco, CA

Reference
1002955

Job description

Senior Universal Banker III Location: San Francisco, CA (On-site) Employment Type: Full-Time Industry: Retail Banking / Business Banking

Position Overview
Are you a banking professional who excels at building high-value relationships and leading branch excellence? We are seeking a Senior Universal Banker III to join our team in the heart of San Francisco, CA .
This is a "high-touch" role designed for an expert who can seamlessly pivot between serving as a trusted financial advisor for complex consumer/business needs and providing the operational leadership necessary to maintain a top-performing branch. If you are looking to move away from the "big bank" grind and into a fast-growing community business bank where your voice is heard, this is your next career move.

Key Responsibilities

Business Development & Relationship Management

• Advisory Services: Provide expert financial guidance, recommending tailored solutions across checking, savings, CDs, IRAs, and lending products.
• Business Growth: Proactively deepen relationships within the San Francisco business community, supporting clients with Treasury Services, Remote Deposit Capture (RDC), and specialized commercial banking needs.
• Community Presence: Serve as a brand ambassador at local networking events and community forums to drive new business acquisition and community impact.

Operational Excellence & Compliance

• Risk Management: Act as the subject matter expert on BSA, AML, KYC, and Information Security protocols.
• High-Level Oversight: Monitor and approve large-scale or complex transactions, maintaining rigorous fraud-prevention controls and audit readiness.
• Account Lifecycle: Manage the full lifecycle of complex consumer and business accounts with 100% documentation accuracy.

Leadership & Mentorship

• Team Support: Act as a mentor to junior bankers and tellers, fostering a collaborative environment focused on professional growth and service standards.
• Strategic Partner: Work directly with the Branch Manager to execute sales initiatives and meet regional performance goals.
• Conflict Resolution: Serve as the first point of escalation for complex client inquiries, ensuring a "client-first" resolution every time.

Qualifications & Experience

• Experience: 3+ years of retail banking experience is required (must include both teller operations and new account/platform experience).
• Expertise: Strong background in Business Banking and Treasury products is highly preferred.
• Compliance: Deep knowledge of federal banking regulations and risk mitigation.
• Communication: Exceptional interpersonal skills with the ability to explain complex financial concepts clearly to a diverse and sophisticated client base.
• Systems: Proficient in core banking software and the MS Office Suite.
• Notary: Active California Notary Public commission is a major plus (or willingness to obtain within 90 days of hire).

Why You'll Love Working With Us

• Growth Opportunities: We are one of California's fastest-growing institutions and prioritize internal promotions.
• Competitive Pay: Market-leading base salary plus performance-based incentives.
• Benefits Package: Comprehensive medical, dental, and vision coverage, 401(k) matching, and generous PTO.
• Community Impact: We value our community; enjoy paid volunteer time to support local San Francisco and Bay Area non-profits.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.


Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit

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.