Find & Apply For Banking Branch Manager Jobs in Sonoma, California

Job Order:

Senior Universal Banker III Location:

Brea, CA (On-site)

Job Type:

Full-Time Department:

Retail Banking / Branch Operations Position Summary We are seeking a highly capable Senior Universal Banker III to join our dedicated retail banking team in Brea, CA. This is a premier branch leadership role that combines high-touch client advisory, robust operational oversight, and daily team mentorship. The successful candidate will act as a trusted advisor to both consumer and business clients, delivering tailored financial solutions while supporting business development efforts and fostering a performance-driven team culture. Operating as a cornerstone of the branch, this individual will ensure strict adherence to regulatory compliance while maintaining a distinct, client-first service standard.

Essential Duties and Responsibilities Customer Experience & Relationship Management Financial Advisory:

Provide personalized financial advice to consumer and business clients, recommending deposit structures, products, and services that align with their long-term financial goals.

Portfolio Deepening:

Proactively expand existing relationships by identifying opportunities to cross-sell checking accounts, savings vehicles, certificates of deposit (CDs), IRAs, and lending or trust solutions.

Commercial Client Support:

Assist business clients with specialized commercial needs, facilitating initial coordination for Treasury Management, Remote Deposit Capture (RDC), courier setup, and armored transport services.

Market Networking:

Represent the branch at local San Mateo community and networking events to build market visibility, drive local deposit growth, and attract new relationships.

Operations, Risk & Compliance Account Architecture:

Manage the full lifecycle of complex consumer and business account opening and maintenance in strict compliance with internal bank policies and external regulatory frameworks.

Risk Mitigation:

Enforce rigorous standards for Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Information Security protocols across daily transactions.

Transactional Oversight:

Review and authorize large or complex transactions, monitor daily branch ledger reports, and maintain robust fraud prevention controls.

Audit Readiness:

Maintain constant audit readiness by ensuring branch security procedures, compliance documentation, and physical vault/drawer standards are consistently upheld.

Leadership, Mentorship & Enablement Staff Development:

Provide daily mentorship, training, and operational support to junior bankers and tellers to promote professional growth, teamwork, and service excellence.

Strategic Partnership:

Partner closely with the Branch Manager to execute performance initiatives, meet localized sales goals, and coordinate community outreach efforts.

Escalation Resolution:

Lead by example in resolving complex client needs, maintaining tact, diplomacy, and high-touch service during high-impact problem-solving scenarios.

Community & Regulatory Responsibility CRA Participation:

Participate in paid community volunteer hours annually to support local causes, contributing to the Bank's Community Reinvestment Act (CRA) initiatives in San Mateo and the surrounding San Mateo County region.

Other Duties:

Perform additional branch operations or administrative duties as assigned by leadership.

Position Requirements & Qualifications Experience:

Minimum of 3 years of retail banking experience within a financial institution, encompassing comprehensive teller operations and new account documentation.

Relationship Management:

Proven ability to seamlessly manage and deepen both consumer and business banking relationships.

Regulatory Knowledge:

Deep understanding of branch security procedures, consumer lending compliance, regulatory frameworks, and audit controls.

Certifications:

Notary Public certification is highly preferred (or a willingness to obtain it within the first year of employment).

Technical Skills:

Proficiency with modern core banking applications and the MS Office Suite (Word, Excel, Outlook).

Core Competencies:

Exceptional interpersonal skills, an analytical approach to fraud prevention, and a collaborative mindset capable of guiding junior staff in a fast-paced retail environment. 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.