What are the responsibilities and job description for the Senior Universal Banker III position at Dexian?
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.
Key Responsibilities:
- Customer Service & Sales: 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.
