Universal Banker Scripps Ranch

Senior Universal Banker III
Location: Scripps Ranch, CA
Employment Type: Full-Time
Industry: Retail Banking
Join Our Scripps Ranch Team!
We're looking for an experienced, relationship-driven Senior Universal Banker III to join our vibrant Scripps Ranch branch. This is an exciting opportunity for a seasoned banking professional who thrives in a fast-paced retail environment-someone who delivers exceptional client experiences, executes operational excellence, and is passionate about helping customers achieve their financial goals.
If you're ready to make a meaningful impact in one of San Diego's most dynamic communities, we invite you to bring your expertise and energy to our growing Scripps Ranch team.

Key Responsibilities
Client Service & Sales

• Provide personalized financial guidance and recommend products tailored to each client's goals.
• Actively cross-sell solutions including checking and savings accounts, CDs, IRAs, and trust services.
• Build and maintain lasting client relationships that promote satisfaction and loyalty.
• Support business clients with Treasury Services such as Remote Deposit Capture (RDC), courier services, and armored transport.
• Lead local business development initiatives to expand the branch's visibility and profitability.

Operations & Compliance

• Open and manage consumer and business accounts in full compliance with all regulatory standards.
• Ensure adherence to BSA, AML, and Information Security policies and procedures.
• Oversee large cash transactions, daily reports, and implement fraud prevention strategies.
• Maintain branch-level security and ensure ongoing audit readiness.
• Identify and resolve documentation or procedural discrepancies promptly.

Leadership & Mentoring

• Coach and mentor junior team members in operational accuracy and client service excellence.
• Partner with the Branch Manager to execute marketing initiatives and achieve performance goals.
• Serve as the escalation point for complex client inquiries and transaction issues.
• Model professionalism, accountability, and superior customer care in all interactions.

Qualifications & Experience

• Minimum 3 years of retail banking experience, including new account opening and teller operations.
• Expertise in both personal and business account management.
• Strong understanding of federal and state banking regulations and security requirements.
• Proven success identifying client needs and delivering tailored financial solutions.
• Proficiency with Microsoft Office and core banking systems; Notary Public certification preferred.

Why Join Us

• Career Growth: Advance in a forward-thinking bank committed to your professional development.
• Competitive Benefits: Enjoy market-leading compensation and comprehensive benefits.
• Community Engagement: Contribute to your community with 10 paid volunteer hours per year (mileage reimbursed).
• Collaborative Culture: Thrive in a supportive, team-oriented environment focused on excellence and client success.

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.