What are the responsibilities and job description for the Universal Banker position at Dexian?
Client Service Representative
Location : Fremont, CA
Department : Retail Banking
Job Type : Full-time
Your New Role
As a Senior Client Service Representative, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's products and services will be crucial in achieving sales targets and fostering business growth.
Core Responsibilities
Advanced Account Management : Open and manage both consumer and complex business accounts, delivering customized financial solutions.
Sales and Promotion : Actively identify opportunities for cross-selling and promoting the bank's diverse products and services to new and existing clients.
Customer Excellence : Provide top-tier customer service, building and strengthening client relationships to enhance customer retention.
Compliance Mastery : Ensure strict adherence to all banking regulations and policies, including the Bank Secrecy Act, exercising excellent judgment in handling confidential information.
Leadership Support : Offer supervisory support, manage large transactions, and provide overrides as necessary, showcasing a high level of responsibility and leadership.
Qualifications
Experience : A minimum of three years in a banking teller or client service role is required, with advanced experience in handling consumer and complex business accounts.
Leadership : Prior supervisory experience is preferred, showcasing the ability to lead and manage tasks efficiently.
Customer Service : Strong customer relations skills, with a minimum of three years of experience in fostering positive interactions and resolving customer queries adeptly.
Banking Expertise : Deep knowledge of banking regulations, product offerings, and account management strategies.
Technology Proficiency : Proficiency in Microsoft Office suite (Word, Excel, Outlook) and banking software is necessary.
Education : A high school diploma or equivalent; further education in finance, business, or related fields is advantageous.
What's In It For You?
Competitive salary reflective of your experience and skills
A robust benefits package including health, dental, and vision coverage
Retirement savings plan with company matching to support your future
Generous paid time off and opportunities for professional growth
A supportive and enriching work environment where your contributions are valued
Join Us
If you are a banking professional with a passion for delivering exceptional financial services and a track record of exceeding customer expectations, we want you on our team. Apply today by submitting your resume and a cover letter detailing your suitability for the Senior Client Service Representative role.
We are committed to fostering a diverse and inclusive workspace and enthusiastically await applications from candidates of all backgrounds.
This position offers a dynamic work environment with opportunities for professional growth and development across multiple branches. Apply today to join our team!
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 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.
