Universal Banker - Carlsbad, United States - Dexian

Description

Details:

Job Title: Client Services Representative III (Universal Banker III)

Location: Carlsbad California 92009

Type: Permanent

Pay rate: USD 52000 – USD 54000 per annum

Description:

As a Universal Banker III, your role is central to nurturing and expanding customer relationships. Your expertise is expected to encompass a minimum of three years of banking experience with a proficiency in establishing both consumer and multifaceted business accounts. We're looking for someone with a commanding knowledge of banking regulations, unwavering commitment to customer service, and a sales-oriented mindset that thrives in a dynamic work environment.

Key Responsibilities:

• Conduct thorough customer profiling and needs assessments to open and recommend a wide array of banking products and services.
• Drive sales by seizing all opportunities to cross-sell products and recruit new business for branch growth and profitability.
• Collaborate with internal teams to identify sales opportunities and deliver exceptional customer experiences.
• Maintain up-to-date knowledge of banking offerings, and conform to new account laws and procedures, including documentation standards.
• Execute teller transactions when required, maintaining a flawless balancing record, and managing complex customer-facing situations with poise.
• Uphold the bank's reputation by delivering expedient and courteous service, solving intricate inquiries, and building sturdy customer loyalty.
• Participate in community engagement with a minimum of 10 hours annually dedicated to volunteer services.
• Occasionally step in to fulfill supervisory responsibilities and support the branch's operational needs.

Desired Qualifications:

• Three or more years of teller experience with an emphasis on managing both consumer and complex business accounts.
• Strong customer relations skills and effective, professional communication capabilities.
• Solid administrative skills, including proficiency with Microsoft Office Suite and banking systems.
• Deep understanding of and strict adherence to confidentiality and compliance regulations, including banking laws and information security.

Physical/Mental Demands & Work Environment:

This position involves routine desk-based work with requirements for verbal and written communication, operation of standard business equipment, and cognitive analysis. Moderate physical activity may be necessary, including lifting or moving items in an office setting with generally quiet to moderate noise levels.

Commitment to Inclusive Employment:

Our institution is built on a foundation of respect and equality, and we are staunchly committed to providing equal employment opportunities based on merit and capability.

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