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$131.67k - $160.93k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...SuggestedTemporary workWork experience placementLocal areaRemote workFlexible hoursShift work3 days per week$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$30.77 - $45.67 per hour
...Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: 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...SuggestedFull timeWork experience placementWork at officeImmediate start$40.5k - $67.5k
...to contribute to the company's success. As a Full Time Regional Banker/Teller within PNC's Branch Banking organization, you will be... ...customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized...Full timeTemporary workPart timeWork experience placementWork at office- ...that lawmakers change unjust policies.We are seeking a Universal Banker to join our San Diego, CA team!Consumer LendingManage the... ...Provide prompt, efficient and accurate service.Open consumer and business accounts according to credit union policies.Promote credit union...Hourly pay
$21.47 - $29.15 per hour
...Universal Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal... ...transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers. If you...Hourly payFull time$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...$21.47 - $29.15 per hour
...full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility... ...motivated individual to fill the position of a Universal Banker at our San Diego, CA branch! Customer Service experience...Hourly payFull time$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$23 - $28 per hour
...Sr. New Accounts/Csr/Banker We are a professional staffing firm, working with organizations across the country to place exceptional... ...of accounts and perform branch clerical duties. Promote business for the Bank by maintaining strong client relationships and referring...Temporary work$22.05 - $28.6 per hour
...Senior New Accounts/CSR/Banker We are a professional staffing firm, working with organizations across the country to place exceptional... ...new account transactions, including opening consumer and basic business accounts. Assisting customers with account-related inquiries...Hourly pay- ...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
$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...$47.51k - $61.99k
Job Overview Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service... ...of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for...Hourly payFull timePart time- Citigroup Inc. in California’s Chula Vista is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team to build loyalty and increase sales to individual consumer clients. You will assist in...
- ...purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch... ...bank. Shows sincere appreciation for each customer’s time and business. Gives business card if not already given. Knows and follows...Temporary work
$21.47 - $29.15 per hour
...full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility... ...motivated individual to fill the position of a Universal Banker at our San Diego, CA branch! Customer Service experience is a...Hourly payFull time$20 - $25 per hour
...commission eligible role. About This Job Axos Bank is hiring a Premier Banker who is responsible for driving cross‑sell services, products and features with new and existing customer including of other business verticals with the objective to promote bank’s products 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
- Citi is looking for an entry-level Universal Banker in Chula Vista, California. This role is vital for assisting in sales and service activities while building customer loyalty. You will help customers with account opening, resolve service issues, and support branch sales...
- Banner Bank is hiring a Banker to be the welcoming face of our California branch in El Cajon. You will process transactions accurately and introduce customers to Bank products and services that help them reach their financial goals. We seek individuals with reliable cash...
$47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for...Hourly payFull timePart time- SchoolsFirst FCU in Chula Vista seeks a dedicated Personal Banker (Member Service Representative II) to deliver trusted financial guidance at the branch. You will handle transactions, promote products, and build relationships with members while working in a fast-paced...
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of...Part time
- Axos Bank is hiring a Premier Banker responsible for driving cross-sell of services and products to new and existing clients, including other business verticals. You will manage Premier client deposit relationships, focus on balance growth, retention, and portfolio profitability...
$53.67k - $70.03k
Citigroup Inc. is seeking a Head Universal Banker in Chula Vista, California, responsible for leading the branch team in delivering exceptional service and mentoring staff. The role includes executing transactions, guiding clientele, and ensuring compliance with bank policies...$53.67k - $70.03k
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers... ...effectively. Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and...Full timeFlexible hours$22.05 - $28.6 per hour
...Currently, we have an exciting opportunity for a Customer Service Banker with one of the nation's top-performing banks . Renowned for... ...new account transactions, including opening consumer and basic business accounts. ~ Assisting customers with account-related...Hourly payTemporary work
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