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Dexian - DISYS

Dexian - DISYS | Universal Banker CA

Dexian - DISYS, San Diego, California, United States,


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 bonusNew Accounts / Universal Banker III$24 - $26/hour W2 + annual bonusNew Accounts / Universal Banker II$20 - $24/hour + annual bonusNumber of Positions: 2 openings total 1 opening - Senior New Accounts/ Universal Banker III1 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 servicesIdentify and act on sales opportunities to cross-sell banking products and servicesGenerate new business to meet bank profitability and branch goalsPartner with other business lines within the Bank for sales opportunitiesMaintain thorough knowledge of bank products, services, regulations, and complianceProcess teller transactions and maintain excellent balancing recordsRespond to client inquiries and requests regarding accountsProvide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitudeProactively identify and retain "at-risk" customersLook for ways to exceed customer expectationsComplete 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 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 Supervisory Responsibilities: Backup supervisory responsibilities during branch managers absence Qualifications: 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 programsBackup Supervisory Responsibilities:Process daily large transaction reportsApprove large transactions up to set limitsProvide supervisor overrides as neededSupport branch manager with assigned dutiesHandle difficult client situations in the managers absence New Accounts / Universal Banker III Essential Duties: Interview and profile customers to recommend banking products and servicesIdentify and act on sales opportunities to cross-sell banking products and servicesGenerate new business to meet bank profitability and branch goalsPartner with other business lines within the Bank for sales opportunitiesMaintain thorough knowledge of bank products, services, regulations, and complianceProcess teller transactions and maintain excellent balancing recordsRespond to client inquiries and requests regarding accountsProvide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitudeProactively identify and retain "at-risk" customersLook for ways to exceed customer expectationsComplete 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 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 regulations Qualifications: 2+ years of banking teller experienceExperience with opening consumer and basic business accountsStrong 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 New Accounts / Universal Banker II Essential Duties: Interview and profile customers to recommend banking products and servicesIdentify and act on sales opportunities to cross-sell banking products and servicesGenerate new business to meet bank profitability and branch goalsPartner with other business lines within the Bank for sales opportunitiesMaintain thorough knowledge of bank products, services, regulations, and complianceProcess teller transactions and maintain excellent balancing recordsRespond to client inquiries and requests regarding accountsProvide exemplary customer service in person and on the phone, with a friendly, positive, and professional attitudeProactively identify and retain "at-risk" customersLook for ways to exceed customer expectationsComplete 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 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 regulations Qualifications: 1+ year of banking teller experienceBeginner experience with opening consumer accountsExperience opening basic business accounts preferredStrong customer relations skills with a cooperative and positive communication styleStrong judgment and ability to handle confidential informationProficiency 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, Dexians platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.Dexians 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.