Universal Banker Westwood
Dexian - DISYSBeverly Hills, CA, United States20 days ago
Job type
- Full-time
Job descriptionOpen and manage both consumer and business accounts with full compliance to regulations. Uphold standards under BSA, AML, and Information Security protocols. Oversee large transactions, daily reporting, and implement fraud prevention measures. Manage branch-level security procedures and ensure audit-readiness. Address and resolve documentation or procedural discrepancies proactively. Coach and guide junior team members on operations and client service excellence. Partner with the Branch Manager to execute promotional campaigns and reach performance targets. Act as a leader in resolving complex transactions and escalated client issues. Set a professional example through consistent performance and client care. 3+ years in retail banking including account opening and teller experience. Expertise in managing personal and business accounts. Deep knowledge of federal / state banking regulations and security standards. Proven track record in identifying client needs and offering relevant solutions. Skilled in Microsoft Office and banking applications; Notary Public preferred. Career Growth : Opportunities for advancement in a forward-thinking bank that invests in your development. Competitive Benefits : Enjoy industry-leading compensation and full benefits. Community Impact : Participate in CRA-aligned volunteer work-minimum of 10 paid hours / year, with mileage reimbursement. Team Culture : Thrive in a collaborative, customer-first environment with a strong sense of community.
Senior Universal Banker III
Location : Wetwood , CA | Employment Type : Full-Time | Industry : Retail Banking
Join Our Westwood Team as a Senior Universal Banker III!
We're excited to welcome an experienced, customer-focused Senior Universal Banker III to our vibrant Westwood branch. This role is perfect for a driven professional who thrives in a dynamic retail banking environment, combining expert-level service, operational precision, and a passion for helping clients reach their financial goals.
If you're ready to make a meaningful impact in one of Southern California's most iconic communities, we invite you to bring your talents to our growing Santa Monica team.
Key Responsibilities
Customer Service & Sales
- Deliver personalized, comprehensive financial guidance and recommend suitable banking products.
- Actively cross-sell solutions including checking / savings accounts, CDs, IRAs, and trust services.
- Build and maintain strong client relationships that drive satisfaction and retention.
- Support business clients with Treasury Services such as Remote Deposit Capture (RDC), courier services, and armored transport.
- Lead business development initiatives to expand the branch's reach and profitability.
Operations & Compliance
Leadership & Mentoring
Qualifications & Experience
Why Join Us
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.
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