Senior Universal Banker III San Francisco

Senior Universal Banker III Location: San Francisco, CA Employment Type: Full-Time Industry: Retail Banking
Join Our Team as a Senior Universal Banker III!
We are currently seeking a seasoned and client-centric Senior Universal Banker III to join our vibrant Los Altos branch. This position is ideal for an experienced banking professional who excels in financial operations, customer relationship management, and sales growth initiatives. The successful candidate will demonstrate a proven track record in opening and managing consumer and business accounts, delivering exceptional customer experiences, and proactively contributing to branch performance.
If you thrive in dynamic, customer-facing environments and are eager to significantly impact retail banking, we invite you to join our dedicated team!
Key Responsibilities:
Customer Service & Sales:

• Provide personalized and 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.
• Perform 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, adhering strictly 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, maintaining operational 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 and resolving discrepancies.

Leadership & Training:

• Assist in training, mentoring, and developing junior team members to strengthen their operational knowledge and enhance customer service capabilities.
• Collaborate with the Branch Manager in creating and achieving branch goals and executing promotional strategies.
• Lead by example, fostering a culture of professionalism, efficiency, and exceptional client service.
• Provide expert guidance for complex transactions and support the team with resolving customer escalations.

Qualifications & Experience:

• Minimum of 3 years’ experience in retail banking, including account openings 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 in identifying client financial needs and recommending appropriate solutions.
• Proficiency in MS Office Suite (Word, Excel, Outlook) and banking-related software.
• Notary Public certification is preferred.

Why Join Us?

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

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

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.