Business Banker
Dexian
Senior Universal Banker Job Type: Full-Time Join Our Team as a Senior Universal Banker! We are looking for a Senior Universal Banker who is passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role is perfect for a motivated, customer-focused professional with expertise in banking operations, financial products, and client relationship management. If you thrive in a fast-paced environment and are looking for an opportunity to lead, develop, and make an impact, this is the role for you! Key Responsibilities: Engage with customers to identify financial needs and recommend suitable banking products and services. Build long-term client relationships, ensuring a seamless and personalized banking experience. Proactively cross-sell financial products, including checking/savings accounts, CDs, IRAs, and Trust & Estate accounts. Support business clients with Treasury Services, such as RDC (Remote Deposit Capture), armored, and courier services. Operations & Compliance Open and maintain consumer and business accounts, ensuring accuracy and compliance with bank policies and state/federal regulations. Process teller transactions while maintaining an exceptional balancing record. Review branch documentation, reports, and account openings for adherence to compliance standards. Ensure adherence to Bank Secrecy Act (BSA) and regulatory guidelines. Leadership & Team Development Assist in training and mentoring junior staff to enhance operational efficiency and customer service skills. Support the Branch Manager in setting team goals and executing promotional activities. Provide guidance on complex transactions, ensuring staff and customer concerns are effectively resolved. Qualifications & Experience 3+ years of experience in retail banking, including new accounts and teller services. Advanced expertise in opening consumer and business accounts. Strong customer service and sales skills, with the ability to recommend financial products. Working knowledge of banking regulations (BSA, AML, and Information Security). Proficiency in MS Word, Excel, Outlook, and banking software. Notary Public certification preferred. Why Join Us? Career Growth – Gain valuable leadership experience and progress within retail banking. Exciting Work Environment – Be part of a high-energy team that values collaboration and innovation. Community Impact – Participate in minimum 10 hours of CRA volunteer service annually, contributing to local community initiatives. Comprehensive Benefits – Competitive compensation and benefits package. 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
$56k - $58k
...Full Recruitment Lifecycle Management Enthusiast Senior Universal Banker III Duration: Full time permanent Location: Various Locations... ...customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various...SuggestedPermanent employmentFull timeInternship$94k - $141k
...7-13Location: San Diego, California, United StatesSalary: $94,000.00 - $141,000.00Category: Commercial and Business Sales, WealthCompany: CitiThe Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing...SuggestedFull time$149k - $170k
...Overview 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...SuggestedFull timePart timeLocal area$147.42k - $180.18k
## Healthcare Business Banking Relationship ManagerApplylocations: Los Angeles, CA: San Diego, CA: San Francisco, CAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: July 31, 2026 (23 days left to apply)job requisition id: 2026-0019486At U.S....SuggestedTemporary workWork experience placementLocal areaRemote workFlexible hoursShift work3 days per week- ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with... ...firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of...SuggestedPart time
$43.16k - $61.75k
...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Banking organization, you will be... ...customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating...Full timeTemporary workPart timeWork experience placementWork at office$20 per hour
...core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability... ...each year to community organizations. Join Banner Bank as a Banker and be the welcoming face of our branch. In this role, you'll...- ...About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Citi in Chula Vista, CA is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team. The goal is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients...
$41.71k - $50.5k
...collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship...Contract workPart timeLocal areaDay shift$20 per hour
In this role you’ll Process client transactions accurately and efficiently while following established policies and procedures. Provide an excellent experience for clients and act as the face of the Bank. Assist clients in achieving financial goals by referring Bank products...- 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
$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...Full timeWork experience placement- ...This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable...Work experience placementWork at officeLocal areaShift workDay shift
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to... .... Our mentors will provide hands‑on training pertaining to business strategies and provide support through your initial transactions...Hourly payFull timeFor contractors$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to... .... Our mentors will provide hands‑on training pertaining to business strategies and provide support through your initial transactions...Hourly payFull timeFor contractors$18 - $24 per hour
...identifying and referring basic bank products to the appropriate business partner. About You: High School Diploma or GED, required. 1... ...Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional...Full timeNight shift- Bank of America is seeking a Client Associate to greet financial center clients, uncover personal banking needs, and connect them with specialists for tailored solutions. You will deepen relationships through platform services and support clients with self‑service or transactional...
$27 - $41 per hour
...Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells...Temporary workWork experience placementImmediate start$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- Bank of America is seeking a motivated professional for client engagement in Lemon Grove, California. This role involves assisting clients with transactions through self-service resources and cultivating relationships to meet their financial goals. Ideal candidates will...
- ...client experience by managing financial center traffic, appointments, and outbound calls effectively Requirements Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance One year of demonstrated successful...
- ...Relationship Banker - San Diego South San Ysidro, California;Chula Vista, California; Chula Vista, California; San Diego, California... ...for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you...Work at officeFlexible hoursShift workWeekend workDay shift
$41.71k - $69k
...locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers...Local areaImmediate startDay shift- ...About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to our Breakthrough Client... ...services, and referring clients to the appropriate internal business partners when necessary. Additional duties involve uncovering and...Immediate start
$132.5k - $205k
...Private Banker Position Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full... ...(e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients...Full timeFlexible hours$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch... ...financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to...Temporary workWork experience placementImmediate start- ...SchoolsFirst FCU Chula Vista Branch is seeking a Personal Banker (Member Service Representative III) to deliver world-class service and promote credit union products. The role handles savings, loans, memberships, and account services in a 100% on-site environment. Qualified...
$22 - $26 per hour
...About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering...Immediate start- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Banker. Be the first to apply!
- bankers life San Diego, CA
- business banker San Diego, CA
- bachelors business San Diego, CA
- business operations intern San Diego, CA
- business architect San Diego, CA
- business attorney San Diego, CA
- business to business sales San Diego, CA
- entry level international business San Diego, CA
- administrative & business operations San Diego, CA
- associates degree business San Diego, CA

