Dexian · 9 hours ago
Business Banking Specialist
Corona del Mar, CA
Full-time
Onsite
Mid, Senior Level
$26/hr - $28/hr
3+ years expDexian is seeking an experienced, client-focused Senior Universal Banker III to deliver exceptional service and build lasting relationships in their New Port Beach branch. The role involves providing tailored financial solutions, managing accounts, ensuring compliance, and mentoring junior bankers.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Akash Spolia
Responsibilities
Provide tailored financial solutions for both personal and business clients
Cross-sell a full range of products: checking, savings, CDs, IRAs, and trust/estate accounts
Support business clients with Treasury Services (RDC, courier logistics, cash transport)
Build client loyalty through consistent follow-up and relationship management
Engage in community outreach to grow the branch’s presence
Open, manage, and service accounts with precision and in compliance with regulations
Ensure adherence to BSA, AML, and information security protocols
Authorize high-value transactions and monitor reports to reduce risk
Maintain accurate documentation and quickly resolve discrepancies
Enforce security procedures and detect potential fraud
Coach and develop junior bankers to strengthen skills and confidence
Partner with the Branch Manager on sales strategies and branch goals
Lead by example in resolving complex client issues
Promote a culture of teamwork, professionalism, and accountability
Qualification
Required
3+ years of retail banking experience with strong account management and teller operations skills
Proven ability to manage both consumer and business accounts
Solid understanding of compliance requirements (BSA, AML, Info Security)
Demonstrated success in identifying needs and delivering the right solutions
Proficiency in MS Office and banking platforms
Preferred
Notary certification a plus
Benefits
10 paid CRA volunteer hours annually + mileage reimbursement
Competitive pay
Comprehensive benefits
Performance recognition
Career development and promotion from within
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mahfuz Ahmed
Chairman of the Board
Vikram Motiani
Managing Director
Recent News
2025-11-19
Company data provided by crunchbase