Talent.com
Universal Banker Scripps Ranch

Universal Banker Scripps Ranch

Dexian - DISYSPoway, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Universal Banker III

Location : Scripps Ranch, CA

Employment Type : Full-Time

Industry : Retail Banking

Join Our Scripps Ranch Team!

We're looking for an experienced, relationship-driven Senior Universal Banker III to join our vibrant Scripps Ranch branch. This is an exciting opportunity for a seasoned banking professional who thrives in a fast-paced retail environment-someone who delivers exceptional client experiences, executes operational excellence, and is passionate about helping customers achieve their financial goals.

If you're ready to make a meaningful impact in one of San Diego's most dynamic communities, we invite you to bring your expertise and energy to our growing Scripps Ranch team.

Key Responsibilities

Client Service & Sales

  • Provide personalized financial guidance and recommend products tailored to each client's goals.
  • Actively cross-sell solutions including checking and savings accounts, CDs, IRAs, and trust services.
  • Build and maintain lasting client relationships that promote satisfaction and loyalty.
  • Support business clients with Treasury Services such as Remote Deposit Capture (RDC), courier services, and armored transport.
  • Lead local business development initiatives to expand the branch's visibility and profitability.

Operations & Compliance

  • Open and manage consumer and business accounts in full compliance with all regulatory standards.
  • Ensure adherence to BSA, AML, and Information Security policies and procedures.
  • Oversee large cash transactions, daily reports, and implement fraud prevention strategies.
  • Maintain branch-level security and ensure ongoing audit readiness.
  • Identify and resolve documentation or procedural discrepancies promptly.
  • Leadership & Mentoring

  • Coach and mentor junior team members in operational accuracy and client service excellence.
  • Partner with the Branch Manager to execute marketing initiatives and achieve performance goals.
  • Serve as the escalation point for complex client inquiries and transaction issues.
  • Model professionalism, accountability, and superior customer care in all interactions.
  • Qualifications & Experience

  • Minimum 3 years of retail banking experience , including new account opening and teller operations.
  • Expertise in both personal and business account management .
  • Strong understanding of federal and state banking regulations and security requirements.
  • Proven success identifying client needs and delivering tailored financial solutions.
  • Proficiency with Microsoft Office and core banking systems; Notary Public certification preferred.
  • Why Join Us

  • Career Growth : Advance in a forward-thinking bank committed to your professional development.
  • Competitive Benefits : Enjoy market-leading compensation and comprehensive benefits.
  • Community Engagement : Contribute to your community with 10 paid volunteer hours per year (mileage reimbursed).
  • Collaborative Culture : Thrive in a supportive, team-oriented environment focused on excellence and client success.
  • 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.

    serp_jobs.job_alerts.create_a_job

    Universal Banker • Poway, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn HausSan Diego Country Estates, CA, US
    serp_jobs.job_card.full_time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Branch Manager (Business Development Focused)

    Branch Manager (Business Development Focused)

    First Citizens BankLa Jolla, CA, US
    serp_jobs.job_card.full_time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker -Riverside South Market

    Relationship Banker -Riverside South Market

    Bank of AmericaTemecula, CA, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Branch Service Representative

    Branch Service Representative

    Apex SystemsEncinitas, CA, US
    serp_jobs.job_card.full_time
    Under the direct management of the Branch Manager, the Branch Service Representative II will process operational functions listed below. The Branch Service Representative II has a very good understa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL FinancialLa Jolla, CA, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker - San Diego Coast

    Relationship Banker - San Diego Coast

    Bank of AmericaSan Diego, CA, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    ComericaCarlsbad, CA, US
    serp_jobs.job_card.full_time +1
    Career growth promotional opportunities.Incentive program based on performance.Paid holidays for full time / part time employees. Health, dental, vision, 401k match and life insurance.Tuition assis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker -Escondido-Oceanside Market

    Relationship Banker -Escondido-Oceanside Market

    Bank of AmericaFallbrook, CA, US
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Universal Banker Scripps Ranch

    Universal Banker Scripps Ranch

    Signature ConsultantsUSA, California, Poway
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We're looking for an experienced, relationship-driven.This is an exciting opportunity for a seasoned banking professional who thrives in a fast-paced retail environment-someone who delivers excepti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Umpqua BankSpring Valley, CA, US
    serp_jobs.job_card.full_time
    Umpqua Bank Relationship Banker.At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated to sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker SAFE Act - Escondido Branch

    Personal Banker SAFE Act - Escondido Branch

    CitigroupEscondido, CA, US
    serp_jobs.job_card.full_time
    Personal Banker Safe Act - Escondido Branch.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Solutions Advisor - San Marcos Financial Center

    Business Solutions Advisor - San Marcos Financial Center

    Bank of AmericaSan Marcos, CA, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Bank Sales & Service Representative (Universal Banker)

    Bank Sales & Service Representative (Universal Banker)

    First Citizens BankSolana Beach, CA, US
    serp_jobs.job_card.full_time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Sales and Serv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Lateral Police Officer - San Francisco Police Department

    Lateral Police Officer - San Francisco Police Department

    City and County of San FranciscoRanchita, CA, United States
    serp_jobs.job_card.full_time +1
    Lateral Police Officer - San Francisco Police Department (Q002) 1245 3rd St, San Francisco, CA 94158, USA Full-timeExam Type : ContinuousJob Code and Title : Q002-Police Officer LateralFill Type : Per...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataAlpine, CA, US
    serp_jobs.job_card.full_time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Border Patrol Agent

    Border Patrol Agent

    US Customs and Border ProtectionPotrero, CA, US
    serp_jobs.job_card.full_time
    Border Patrol Agent (BPA) Entry Level.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including. Border Patrol determines duty assignments at the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Business Banker

    Business Banker

    First Citizens BankSan Diego, CA, US
    serp_jobs.job_card.full_time
    What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our traditi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Branch Manager

    Branch Manager

    MultiplySan Diego, CA, US
    serp_jobs.job_card.full_time
    Multiply Mortgage Branch Manager.Multiply Mortgage is a technology company and a mortgage company.We pair experienced, local mortgage advisors on our team with technology to deliver a better custom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30