Senior Universal Banker Napa

Job Title: Senior Universal Banker III
Location: Napa, CA
Employment Type: Full-Time
Industry: Retail Banking

Join our Napa team as a Senior Universal Banker III - a leadership role that combines exceptional client service, financial expertise, and team mentorship.
As a Senior Universal Banker III, you'll serve as a trusted advisor to clients, helping them achieve financial success through tailored solutions and expert guidance. You'll also support business development, ensure operational excellence, and foster a positive team culture within the branch.
If you're a seasoned banking professional who thrives in a client-centered, high-performance environment, this is your opportunity to lead and grow with a respected community bank.

Customer Experience & Sales

• Deliver personalized financial advice and recommend products that meet client goals.
• Deepen relationships by cross-selling checking/savings accounts, CDs, IRAs, and lending or trust services.
• Support business clients with Treasury Services, Remote Deposit Capture (RDC), courier, and armored transport solutions.
• Represent the branch at community events to build visibility and attract new clients.

Operations & Compliance

• Open, manage, and service consumer and business accounts while maintaining full compliance with all regulations.
• Enforce standards for BSA, AML, and Information Security to protect clients and the institution.
• Oversee large transactions, monitor daily reports, and maintain fraud prevention controls.
• Ensure branch security procedures and audit readiness are consistently upheld.

Leadership & Mentorship

• Mentor and support junior staff to foster growth, teamwork, and service excellence.
• Collaborate with the Branch Manager on performance goals, sales initiatives, and community outreach.
• Lead by example in managing complex transactions and resolving escalated client issues.

• Minimum 3 years of retail banking experience, including teller and new account responsibilities.
• Proven ability to manage personal and business banking relationships.
• Strong working knowledge of banking regulations, compliance standards, and security procedures.
• Excellent interpersonal and communication skills with a client-first mindset.
• Proficient in MS Office Suite and core banking systems.
• Notary Public certification preferred (or willingness to obtain).

• Career Growth: Opportunities to advance within a supportive, people-focused organization.
• Competitive Benefits: Industry-leading pay, full health coverage, paid time off, and performance-based incentives.
• Community Impact: Enjoy 10 paid hours annually for volunteer service in the Napa area.
• Team Culture: Thrive in a collaborative environment that values professionalism, integrity, and innovation.

• Competitive base salary (commensurate with experience)
• Performance incentives and career advancement opportunities

Location
Napa- On-site position at one of our local branch locations.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

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.