Senior Universal Banker III Walnut Creek

Senior Banker
Location: Walnut Creek, CA | Employment Type: Full-Time | Industry: Retail Banking
Join Our Team as a Senior Banker in Walnut Creek!
We are currently seeking a seasoned, client-focused Senior Universal Banker III to join our thriving Walnut Creek branch. This position is ideal for an experienced banking professional who excels in financial operations, client relationship management, and driving sales growth. The successful candidate will demonstrate a proven track record in opening and managing consumer and business accounts, delivering outstanding customer service, and contributing proactively to the branch’s performance.
If you thrive in dynamic, customer-centric environments and are eager to make a significant impact in retail banking, we invite you to join our dedicated team in Walnut Creek!
Key Responsibilities:
Customer Service & Sales:

• Provide personalized, comprehensive banking services, guiding clients to suitable financial products.
• Actively cross-sell financial solutions including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
• Build and nurture lasting client relationships to enhance customer satisfaction, loyalty, and retention.
• Support commercial clients with Treasury Services, including Remote Deposit Capture (RDC), armored transport, and courier solutions.
• Conduct strategic outreach and business development activities to drive branch profitability and attract new clients.

Operations & Compliance:

• Open, maintain, and manage both consumer and business accounts, ensuring strict adherence to state and federal banking regulations.
• Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and information security policies.
• Review and approve large transactions and daily financial reports, ensuring accuracy and mitigating fraud risks.
• Oversee branch security protocols including cash management, key controls, and emergency response procedures.
• Regularly monitor branch documentation and compliance reports, proactively addressing discrepancies.

Leadership & Training:

• Assist in training, mentoring, and developing junior team members to strengthen their operational knowledge and enhance customer service skills.
• Collaborate with the Branch Manager to set and achieve branch goals and execute promotional strategies.
• Lead by example, fostering professionalism, efficiency, and exceptional client service.
• Provide expert guidance on complex transactions and assist team members with resolving customer escalations.

Qualifications & Experience:

• Minimum of 3 years’ experience in retail banking, including account opening and teller operations.
• Advanced knowledge and proven capability in managing consumer and business account openings.
• Comprehensive understanding of banking regulations (BSA, AML, Information Security).
• Demonstrated success identifying client financial needs and recommending appropriate solutions.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and banking software applications.
• Notary Public certification preferred.

Why Join Us?

• Career Advancement: Thrive in a forward-thinking banking environment offering clear pathways for growth and leadership development.
• Competitive Rewards: Receive industry-leading compensation and comprehensive benefits in a supportive, collaborative team culture.
• Community Engagement: Actively participate in local business events and volunteer programs, including at least 10 hours annually dedicated to CRA service (compensable, including mileage reimbursement).
• Collaborative Culture: Join a dynamic team dedicated to innovation, cooperation, and excellence in customer service.

Apply Today!
If you’re a skilled banking professional ready to elevate your career in retail banking operations, client relationship management, and sales, we encourage you to apply today!

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

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.