Demo

Retail Banking Professional

Dexian
Poway, CA Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/20/2025

About the Position:

We are looking for a skilled Retail Banking Professional to join our team. As a Senior Universal Banker, you will play a vital role in delivering excellent customer service, growing business, and excelling in branch operations.

Key Responsibilities:

  • Foster strong relationships with customers by understanding their financial needs and recommending relevant banking products and services.
  • Develop and maintain a comprehensive knowledge of banking products and services to effectively cross-sell and upsell.
  • Collaborate with business clients to provide tailored Treasury Services, including RDC, armored, and courier services.
  • Manage consumer and business accounts while ensuring accurate processing and compliance with bank policies and regulations.
  • Maintain accurate records and reports while adhering to compliance standards.
  • Stay up-to-date with banking regulations, including BSA and Information Security.

About Us:

Dexian is a global leader in staffing, IT, and workforce solutions. Our company is built on the principles of collaboration, innovation, and community impact.

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