We are partnering with one of the fastest growing financial institutions in California to find an experienced Personal Banker for their Santa Monica & Westwood locations. This position offers room for growth and advancement within the organization.
Key Responsibilities
Open new consumer and complex business accounts with efficiency and accuracy.
Process all new account transactions and handle account maintenance and closures.
Actively cross-sell the bank's products and services to meet sales goals.
Provide branch clerical support and maintain good client relations.
Refer clients to appropriate staff and partners for new services.
Ensure compliance with all bank policies, procedures, and applicable banking regulations.
Qualifications:
Minimum of three years of banking teller experience required.
Advanced experience in opening consumer and complex business accounts.
Strong customer relations skills with excellent communication abilities.
Knowledge of basic banking regulations and information security.
Essential Duties:
Conduct comprehensive customer interviews to recommend suitable banking products and services.
Actively cross-sell bank products to new and existing customers.
Generate new business opportunities to meet branch goals.
Collaborate with other business lines to identify sales opportunities and enhance customer experience.
Open and support various types of accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts.
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Desired Skills and Experience
Minimum of three years of banking teller experience required. * Advanced experience in opening consumer and complex business accounts. * Strong customer relations skills with excellent communication
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 https://dexian.com/ 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Banking and Financial Services
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