Senior Relationship Banker

2 months ago


San Diego, United States Dexian Full time

As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll 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 Bank's products and services will be crucial in achieving sales targets and fostering business growth.


Responsibilities:

  • Open new consumer and complex business accounts
  • Process new account transactions
  • Assist clients in selecting accounts and financial services
  • Cross-sell the Bank's products and services
  • Maintain and close all account types
  • Promote business for the Bank and maintain client relations
  • Refer clients to relevant staff and partners for additional services
  • Ensure compliance with Bank policies, procedures, and state and federal regulations
  • Perform branch clerical duties


Qualifications:

  • 3+ years of banking teller experience
  • Advanced experience with opening consumer and complex business accounts
  • Prior supervisory experience preferred
  • Strong customer relations skills with a cooperative and positive communication style
  • Knowledge of banking regulations (e.g., BSA, Information Security)
  • Strong judgment and ability to handle confidential information
  • Proficiency in MS Office (Word, Excel, Outlook) and banking programs



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