Universal Banker

Dexian DISYS
mileage reimbursement
United States, California, Poway
Dec 17, 2024
Universal Banker Job details Posted 16 December 2024 Location Poway, CA Job type Permanent Reference 928006 Job description Job Title: Universal Banker II-III Location: San Diego California 92131 - 100% onsite Duration: Full Time / Direct Hire / Perm Pay: Senior New Accounts/ Universal Banker III $26 - $28.60/hour W2 + annual bonus New Accounts / Universal Banker III $24 - $26/hour W2 + annual bonus New Accounts / Universal Banker II $20 - $24/hour + annual bonus Number of Positions: 2 openings total 1 opening - Senior New Accounts/ Universal Banker III 1 opening - New Accounts / Universal Banker III or New Accounts / Universal Banker II JOB OVERVIEW Description Depending on your experience, you could join our team as a Universal Banker II, III, or at a Senior level. Apply today and explore your career opportunities with us! Senior New Accounts/ Universal Banker III Essential Duties: Interview and profile customers to recommend banking products and services Identify and act on sales opportunities to cross-sell banking products and services Generate new business to meet bank profitability and branch goals Partner with other business lines within the Bank for sales opportunities Maintain thorough knowledge of bank products, services, regulations, and compliance Process teller transactions and maintain excellent balancing records Respond to client inquiries and requests regarding accounts Provide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitude Proactively identify and retain "at-risk" customers Look for ways to exceed customer expectations Complete a minimum of 10 hours of CRA volunteer work per year (scheduled during business hours, compensated time with mileage reimbursement) Other duties as assigned Responsibilities: Open new consumer and complex business accounts Process new account transactions Assist clients in selecting accounts and financial services Cross-sell the Bank's products and services Maintain and close all account types Promote business for the Bank and maintain client relations Refer clients to relevant staff and partners for additional services Ensure compliance with Bank policies, procedures, and state and federal regulations Perform branch clerical duties Supervisory Responsibilities: Backup supervisory responsibilities during branch manager's absence Qualifications: 3+ years of banking teller experience Advanced experience with opening consumer and complex business accounts Prior supervisory experience preferred Strong customer relations skills with a cooperative and positive communication style Knowledge of banking regulations (e.g., BSA, Information Security) Strong judgment and ability to handle confidential information Proficiency in MS Office (Word, Excel, Outlook) and banking programs Backup Supervisory Responsibilities: Process daily large transaction reports Approve large transactions up to set limits Provide supervisor overrides as needed Support branch manager with assigned duties Handle difficult client situations in the manager's absence New Accounts / Universal Banker III Essential Duties: Interview and profile customers to recommend banking products and services Identify and act on sales opportunities to cross-sell banking products and services Generate new business to meet bank profitability and branch goals Partner with other business lines within the Bank for sales opportunities Maintain thorough knowledge of bank products, services, regulations, and compliance Process teller transactions and maintain excellent balancing records Respond to client inquiries and requests regarding accounts Provide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitude Proactively identify and retain "at-risk" customers Look for ways to exceed customer expectations Complete a minimum of 10 hours of CRA volunteer work per year (scheduled during business hours, compensated time with mileage reimbursement) Other duties as assigned Responsibilities: Open new consumer and basic business accounts Process new account transactions Assist clients in selecting accounts and financial services Cross-sell the Bank's products and services Maintain and close all account types Promote business for the Bank and maintain client relations Refer clients to relevant staff and partners for additional services Ensure compliance with Bank policies, procedures, and state and federal regulations Qualifications: 2+ years of banking teller experience Experience with opening consumer and basic business accounts Strong customer relations skills with a cooperative and positive communication style Knowledge of banking regulations (e.g., BSA, Information Security) Strong judgment and ability to handle confidential information Proficiency in MS Office (Word, Excel, Outlook) and banking programs New Accounts / Universal Banker II Essential Duties: Interview and profile customers to recommend banking products and services Identify and act on sales opportunities to cross-sell banking products and services Generate new business to meet bank profitability and branch goals Partner with other business lines within the Bank for sales opportunities Maintain thorough knowledge of bank products, services, regulations, and compliance Process teller transactions and maintain excellent balancing records Respond to client inquiries and requests regarding accounts Provide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitude Proactively identify and retain "at-risk" customers Look for ways to exceed customer expectations Complete a minimum of 10 hours of CRA volunteer work per year (scheduled during business hours, compensated time with mileage reimbursement) Other duties as assigned Responsibilities: Open new consumer accounts Process new account transactions Assist clients in selecting accounts and financial services Cross-sell the Bank's products and services Maintain and close all account types Promote business for the Bank and maintain client relations Refer clients to relevant staff and partners for additional services Ensure compliance with Bank policies, procedures, and state and federal regulations Qualifications: 1+ year of banking teller experience Beginner experience with opening consumer accounts Experience opening basic business accounts preferred Strong customer relations skills with a cooperative and positive communication style Strong judgment and ability to handle confidential information Proficiency in MS Office (Word, Excel, Outlook) and banking programs Dexian / Digital Intelligence Systems, LLC (DISYS)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. 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.