Relationship Banker Job at Dexian, Santa Rosa, CA

U3JRRGZuOWRFQlU3TkJwYWxhREZCQkt0dnc9PQ==
  • Dexian
  • Santa Rosa, CA

Job Description

Title: Relationship Banker

Location: Santa Rosa, CA

Duration: Full Time

Position Overview:

We are seeking a Relationship Banker to join our dynamic team. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations.

Key Responsibilities:

  • Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately.
  • Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations.
  • Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals.
  • Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system.
  • Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed.
  • Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement.

Qualifications:

  • Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts.
  • Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management.
  • Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information.
  • Education: Relevant degree in finance, business administration, or related field is advantageous.

About 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 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

Job Tags

Full time, Worldwide,

Similar Jobs

Max Mara Fashion Group

Operations/Stock Assistant, MaxMara Outlet Cabazon (Part Time) Job at Max Mara Fashion Group

 ...areas maintain inventory preparedness throughout the year ~ Support selling floor when necessary. ~ And other duties assigned from time to time Requirements: Prior experience in a retail stockroom is preferable Physical capability to lift a minimum of 30... 

Lumicity

Test Engineering Manager Job at Lumicity

&##128680; Were Hiring: Test Engineering Manager &##128680; Were seeking a Test Engineering...  ...infrastructure for cutting-edge RF technology, optoelectronics, and manufacturing...  ...technical expertise, and collaboration to drive innovation in semiconductor technology.... 

Flowtec Group

Project Manager Job at Flowtec Group

 ...Requirements: Bachelors degree in civil engineering, Construction Management, or related field/equivalent experience Heavy Civil background with minimum of 2-6 years managing construction projects Excavation, bridge, pavement, asphalt, utilities experience... 

Insight Global

Computational Scientist Job at Insight Global

 ...Experience developing automated pipelines - Understand how to productionize tools or software - Background in Biomedical / Life Science Industry Nice to Have Skills & Experience - More advance math skills - Implementing new statistics (using math to work with... 

Worldwide Clinical Trials

Pharmacy Technician I - San Antonio, TX - Office Based Job at Worldwide Clinical Trials

What the Pharmacy Technician I does Worldwide The Pharmacy Technician, along with other technicians, performs the bulk of the study dosing. They perform dispensing, preparation, and dosing procedures following WCT procedures and study protocol requirements. The Pharmacy...