Senior Universal Banker
Dexian - Long Beach, CA
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As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. Youll 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 Banks products and services will be crucial in achieving sales targets and fostering business growth.As the company is looking to expand in the next 1-2 years, this role will have the opportunity to be promoted into management roles based on performance.**Open new consumer and complex business accountsProcess new account transactionsAssist clients in selecting accounts and financial servicesCross-sell the Banks products and servicesMaintain and close all account typesPromote business for the Bank and maintain client relationsRefer clients to relevant staff and partners for additional servicesEnsure compliance with Bank policies, procedures, and state and federal regulationsPerform branch clerical duties**3+ years of banking teller experienceAdvanced experience with opening consumer and complex business accountsPrior supervisory experience preferredStrong customer relations skills with a cooperative and positive communication styleKnowledge of banking regulations (e.g., BSA, Information Security)Strong judgment and ability to handle confidential informationProficiency in MS Office (Word, Excel, Outlook) and banking programs
Created: 2025-01-14