Business Banker
$56k - $58kDexian
21 hours ago Be among the first 25 applicants This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $56,000.00/yr - $58,000.00/yr Direct message the job poster from Dexian Senior Technical Recruiter @ Dexian | Full Recruitment Lifecycle Management Enthusiast Senior Universal Banker III Duration: Full time permanent Location: Various Locations across California Salary Range: 56k – 58k annually Job Description: #BusinessBanker #BusinessAccounts #BusinessBanking #OpeningAccounts We are seeking a Senior Universal Banker III to join our dynamic team. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations. 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. Additional Information: This role requires an individual who can operate with a high level of independence, managing a diverse range of duties and responsibilities. The successful candidate will be a proactive, innovative thinker with a knack for identifying improvements and maintaining high-quality customer relations. If you are looking to advance your career with a role that combines banking expertise, leadership, and a commitment to community service, we encourage you to apply today to become a part of our team! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Accounting/Auditing, Business Development, and Public Relations Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Dexian by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Pension plan Get notified when a new job is posted. Sign in to set job alerts for “Business Banker” roles. La Mesa, CA $45,000.00-$100,000.00 2 weeks ago Fiduciary Advisor - San Diego, CA - 200k (base and bonus) Experienced Financial Advisor Representative National City, CA $50,000.00-$250,000.00 1 day ago Treasury Management Working Capital Consultant Oceanside, CA $31,550.00-$115,740.00 2 weeks ago College Financial Representative, Internship Program La Jolla, CA $500.00-$1,000.00 2 weeks ago Financial Advisor - Greater San Diego and Surrounding Areas Vista, CA $50,000.00-$250,000.00 1 week ago Financial Advisor - San Diego, CA - 200k+ (base and bonus) JPMorgan Private Client Relationship Manager – La Jolla / San Diego, CA Client Relationship Consultant 2 (Banker) -Midway, CA Field Marketing Specialist - Encinitas, CA Carlsbad, CA $65,000.00-$75,000.00 2 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
$128.31k - $196.75k
...Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners...SuggestedFirst Citizens
San Diego, CA3 days ago$166.43k - $221.9k
...Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business...SuggestedLocal areaFirst Citizens Bank
San Diego, CA1 day ago$30.77 - $45.67 per hour
...Business Banker (Lo) Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have...SuggestedWork experience placementWork at officeImmediate start$149k - $170k
A major financial services company in San Diego is seeking an experienced Senior Business Banker to drive business growth by generating new deposits and loans. This role emphasizes building strong client relationships, prospecting new opportunities, and managing existing...Suggested- Senior Universal Banker Job Type: Full-Time Join Our Team as a Senior Universal Banker! We are looking for a Senior Universal Banker... ...passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role is...SuggestedFull timeLocal areaRemote work
$149k - $170k
...Senior Business Banker - San Diego, CA Market The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building...Full timePart timeLocal area- We are seeking an experienced Banker for a direct hire opportunity in La Jolla, CA. This role is ideal for a banking professional with... ...’ goals. As a Banker, you will work closely with consumer and business clients while supporting daily branch operations in a professional...
$149k - $170k
Senior Business Banker - San Diego, CA Market The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building...Local area$25.97 - $31.75 per hour
Responsibilities Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains...Hourly payWork at officeShift workWeekend workDay shift- ...Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and...Work at officeLocal area
- Overview The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service... ...of customer and bank assets Adequately assess risk when business decisions are made, demonstrating particular consideration for...Hourly payPart time
$53.67k - $70.03k
Responsibilities Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales... ...effectively. Be knowledgeable about the client’s accounts and business with the bank and use sound judgment with customers and transactions...Full timeFlexible hours$53.67k - $70.03k
Responsibilities Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales... ...effectively. Be knowledgeable about the client’s accounts and business with the bank and use sound judgment with customers and transactions...Full timeFlexible hours$149k - $170k
A leading financial institution is seeking a Senior Business Banker for the San Diego market. This role focuses on generating new business, building client relationships, and driving profitability through deposits and lending. Applicants should have at least 2 years of...$132.5k - $205k
...full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility... ...individual to fill the position of a full-time Private Banker at our San Diego, CA Location . The salary range for...Full timeFlexible hoursSunflower Bank, N.A.
San Diego, CA18 hours ago$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under...Remote workCity National Bank
La Jolla, CA2 days ago$25 - $27.88 per hour
...meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients...Hourly payFlexible hoursWeekend work$25 - $26.77 per hour
...specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$22 - $29 per hour
...services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years... ...Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our...Hourly payWork experience placementWork at officeMonday to FridayFlexible hours- Job Summary Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those needs...
- ...solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account... ...with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
- ...to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch teams to achieve business objectives. Responsibilities include conducting needs assessments, recommending banking, investments, and lending options, and guiding...
$20.5 - $24.75 per hour
...contact and personal information Perform follow-up activities and outbound calls for new and existing members Partner with other business units in sales and service activities, as appropriate Essential Skills Prior experience in retail sales or service; financial...Hourly payFull timeWork at office- Citigroup Inc. is looking for an entry-level Personal Banker in Chula Vista, California. This role involves assisting in sales and service... ...sales to individual clients. Responsibilities include handling business credit requests, growing small business clients, and providing...
$25 - $27.88 per hour
...meet their financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center and then potentially move to another location within...Hourly payFlexible hoursShift workWeekend workDay shift- ...Third Bank, National Association in San Diego, CA is seeking a Float Personal Banker I-Carmel Mountain to deliver exceptional customer care, handle daily transactions, and refer customers to business partners for banking products. The role involves travel to multiple...
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...sales to individual consumer clients. Responsibilities Work with business credit requests less than $250K, recognize/refer larger lending...- ...India (California) is seeking a dedicated team member to deliver exceptional customer experiences and build relationships with small business customers in San Diego. The role involves managing accounts, processing transactions, and ensuring compliance with banking...
$112.6k - $200k
About the Role:Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also solicit new business relationships with a focus on the profitability of those relationships. This is a sales- and solutions-focused position.Business...Work experience placement$41.71k - $69k
...Overview Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you'll... ...re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on...Part timeLocal areaImmediate startDay shift
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