Universal Banker III (Floater) San Rafael

Company: Dexian - DISYS
Location: San Rafael
Posted on: September 16, 2023

Job Description:

Universal Banker III (Floater) San Rafael, CA

• Retail BankingJob Type Full-time Description New Accounts/Client Services Representative III - Floater (Universal Banker III - Floater) The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Essential Duties and Responsibilities include the following: New Accounts/Sales Activities
  • Effectively interviews and profiles customers to recommend appropriate banking products and services
  • Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
  • Generates new business to assist in meeting bank profitability and branch goals
  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
  • Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
  • Maintains thorough knowledge of bank products and servicesBranch Operations Activities
    • Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
    • Ensures all documentation is approved and uploaded in in FSP
    • Processes teller transactions as needed and maintains an excellent balancing record
    • Responds to client inquiries and requests regarding account
    • Adheres to Banking regulations, including but not limited to Bank Secrecy Act
    • As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)Service Activities
      • Provide expedient and courteous service to all clients both in person and on the phone
      • Consistently models exemplary customer service
      • Actively listens to customers and maintains a friendly, positive, professional attitude
      • Proactively identify and retain "at-risk" customers
      • Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel specialQualifications
        • A minimum of 2 years banking teller experience is required
        • Experience with opening consumer accounts and basic business accounts is required
        • Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
        • Must possess excellent judgment and the ability to accept responsibility and handle confidential information.
        • Must be proficient in using Word, Excel, and Outlook applications and banking programsDexian 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.

Keywords: Dexian - DISYS, San Rafael , Universal Banker III (Floater) San Rafael, Other , San Rafael, California