Senior Universal Banker III - Floater Los Altos

Senior Universal Banker III - Floater
Location: Los Altos, CA (Covers 5 Additional Branches) | Employment Type: Full-Time | Industry: Retail Banking
Join Our Los Altos Team as a Senior Universal Banker III - Floater!
Are you a seasoned banking professional who excels at delivering exceptional service, building lasting client relationships, and adapting quickly to new environments? We're seeking a Senior Universal Banker III - Floater to provide expert support across Los Altos and five surrounding branches.
This role is ideal for a versatile and driven individual who thrives on variety, can quickly integrate into different branch teams, and enjoys serving a wide range of clients. If you're looking for a career that offers both challenge and mobility-while keeping you rooted in the heart of the Bay Area-we'd love to meet you.

Key Responsibilities
Customer Service & Sales

• Deliver personalized financial advice and solutions to both personal and business clients at multiple branch locations.
• Proactively cross-sell banking products such as checking, savings, CDs, IRAs, and trust/estate accounts.
• Strengthen client loyalty through consistent follow-up and relationship management, regardless of the branch you're serving.
• Support business clients with Treasury Services including Remote Deposit Capture (RDC), courier logistics, and cash transport coordination.
• Participate in local outreach and community engagement initiatives for each branch you support.

Operations & Compliance

• Efficiently open, manage, and service consumer and business accounts in compliance with procedures and regulations.
• Maintain adherence to BSA, AML, and information security standards at all assigned branches.
• Review and authorize large transactions, monitor daily reporting, and ensure operational accuracy.
• Uphold branch security protocols and remain alert for fraud or irregular activities.
• Ensure client records are accurate, complete, and compliant across all branch assignments.

Leadership & Mentorship

• Provide on-site mentorship to staff at each location, strengthening team skills and service consistency.
• Collaborate with multiple Branch Managers to implement sales strategies and meet performance goals.
• Serve as a go-to resource for complex client issues and escalations in the absence of regular branch leadership.
• Promote teamwork, professionalism, and accountability in every branch you serve.

Qualifications & Experience

• Minimum 3 years of retail banking experience with proven expertise in account management and teller operations.
• Strong knowledge of BSA, AML, and Information Security compliance requirements.
• Demonstrated ability to quickly adapt to new teams, systems, and client bases.
• Track record of meeting sales goals and providing tailored financial solutions.
• Proficiency with MS Office and banking platforms; Notary Public certification preferred.
• Reliable transportation and flexibility to travel between assigned branches as needed.

Why Join Us?

• Variety & Impact: Serve as a key player across six branches, bringing consistency and excellence to every location.
• Growth Opportunities: Develop your leadership and operational skills while advancing your career.
• Competitive Rewards: Enjoy top-tier pay, mileage reimbursement for travel, full benefits, and performance recognition.
• Community Engagement: Take part in paid volunteer initiatives, contributing at least 10 CRA hours annually.
• Collaborative Culture: Work with diverse teams in dynamic branch environments across the Los Altos area.

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.