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Company: Dexian
Location: US - California - Fountain Valley
Category: Financial
Posted: June 23, 2024

Job Title:
Universal Banker III

Location:
San Francisco California 94117 - 100% onsite

Duration:
Full Time / Direct Hire / Perm

Pay:
$25 - $30/hour W2

Number of Positions:
1

JOB OVERVIEW

Our esteemed banking institution is currently seeking motivated and experienced individuals to join our team in the roles of Senior New Accounts/Client Services Representative III, New Accounts/Client Services Representative III, and New Accounts/Client Services Representative II.
Situated in the vibrant heart of San Francisco, CA, these positions offer an exceptional opportunity to contribute to and grow within a leading financial services setting.
Successful candidates will exemplify a commitment to excellence in client service, proficiency in financial product knowledge, and adherence to regulatory standards.

Key Responsibilities:

  • Efficiently open and manage both consumer and business accounts, ensuring a seamless client experience.
  • Actively cross-sell the bank's diverse range of products and services to meet clients' financial needs.
  • Deliver outstanding customer service, consistently exceeding client expectations in every interaction.
  • Strictly adhere to all relevant banking regulations and policies to ensure operational compliance.
  • Execute a variety of branch clerical duties with high accuracy and efficiency.
  • Effectively refer clients to the appropriate internal staff and partner entities to best serve their complex banking needs.

Qualifications:

  • A minimum of 1-3 years of experience in a banking teller role or equivalent, demonstrating an adept understanding of banking operations.
  • Demonstrated competency in opening both consumer and business banking accounts.
  • Exceptional customer service and communication skills, with the ability to engage clients professionally in all interactions.
  • Proficiency in Microsoft Office suite and banking software, indicating strong technical and digital literacy.
  • Exemplary judgment and discretion in handling confidential information, ensuring customer trust and integrity of operations.
  • For consideration at the Senior level, candidates should possess prior supervisory experience, underscoring leadership potential and operational acumen.
  • This opportunity is designed for professionals who aspire to cultivate their career in the banking sector, driven by service excellence and operational integrity.
    We are particularly interested in individuals who bring a strategic mindset to client engagement, with a keen focus on fostering long-term banking relationships.
    If you are eager to contribute to a dynamic team while advancing your professional expertise, we welcome your application.

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 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.


Associated topics:
banker, banking service, banking solution, loan review officer, loan underwriter, mortgage loan originator, mortgage originator, mortgage underwriter, personal banker i, sell
Read the full job description and apply online on the recuiter's web-site

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