Senior Universal Banker Rossmoor Walnut Creek

Title: Senior Universal Banker/ Business Banker

Location: Walnut Creek Rossmoor, CA

Duration: Permanent (Direct - hire)

JOB DESCRIPTION:

Are you a banking professional who excels at building high-value relationships and leading branch excellence? We are seeking a Senior Universal Banker III to join our team in the Rossmoor community of Walnut Creek, CA.

This is a "high-touch" role designed for an expert who can seamlessly pivot between serving as a trusted financial advisor for complex consumer/business needs and providing the operational leadership necessary to maintain a top-performing branch. If you are looking to move away from the "big bank" grind and into a fast-growing community business bank where your voice is heard, this is your next career move.

Key Responsibilities:

Business Development & Relationship Management

• Provide expert financial guidance, recommending tailored solutions across checking, savings, CDs, IRAs, and lending products.
• Proactively deepen relationships within the Walnut Creek and Rossmoor business community, supporting clients with Treasury Services, Remote Deposit Capture (RDC), and specialized commercial banking needs.
• Serve as a brand ambassador at local networking events and senior community forums to drive new business acquisition and community impact.

Operational Excellence & Compliance

• Act as the subject matter expert on BSA, AML, KYC, and Information Security protocols.
• Monitor and approve large-scale or complex transactions, maintaining rigorous fraud-prevention controls and audit readiness.
• Manage the full lifecycle of complex consumer and business accounts with 100% documentation accuracy.

Leadership & Mentorship

• Act as a mentor to junior bankers and tellers, fostering a collaborative environment focused on professional growth and service standards.
• Work directly with the Branch Manager to execute sales initiatives and meet regional performance goals.
• Serve as the first point of escalation for complex client inquiries, ensuring a "client-first" resolution every time.

Qualifications & Experience:

• 3+ years of retail banking experience is required (must include both teller operations and new account/platform experience).
• Strong background in Business Banking and Treasury products is highly preferred.
• Deep knowledge of federal banking regulations and risk mitigation.
• Exceptional interpersonal skills with the ability to explain complex financial concepts clearly, particularly to a sophisticated senior demographic.
• Proficient in core banking software and the MS Office Suite.
• Active California Notary Public commission is a major plus (or willingness to obtain within 90 days of hire).

Why You'll Love Working with Us:

• We are one of California's fastest-growing institutions and prioritize internal promotions.
• Market-leading base salary plus performance-based incentives.
• Comprehensive medical, dental, and vision coverage, 401(k) matching, and generous PTO.

We value our community; enjoy paid volunteer time to support local Walnut Creek and East Bay non-profits.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

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.