235 Banking jobs

POSITION OVERVIEW: We are seeking an Multi-Line Insurance Agent who is currently licensed in Property and Casualty to join our team. This person will be responsible for growing the business from the ground up by building relationships, gaining trust and networking within the community. Core Duties and Responsibilities: Maintain and grow business through aggressive product sales, upselling and renewals. Establish client relationships and respond to client questions and inquiries. Develop leads, identify customer needs and market appropriate products and services. Prepare insurance quotes, make sales presentations and close new business. Develop and strengthen networking relationships with Small Business owners, such as Real Estate Agents, Mortgage Lenders/Brokers and Retailers. Comply with insurance standards and regulations. Recommends potential products or services to management by collecting customer information and analyzing customer needs. Follow up on Personal and Commercial leads from subsidiaries for closing. Maintain a strong work ethic. Minimum Qualifications: Minimum of 5 years’ experience in sales, insurance or business ownership. Possess a resident state property and casualty insurance license and willing to obtain life and health license. Multi-state licenses a plus. Prior management experience, preferable in financial or insurance product sales (life, property and casualty, other). Preferred Qualifications: Bachelor's degree preferred. Quality candidate is one with a proven insurance sales record looking to expand to an independent agency with more support. Willingness to take your career path to the next level and build a team. Experience with Applied Epic agency software. Career Highlights: Potential to transition from employee agent to agency manager. A competitive compensation plan which includes a base salary, commissions, overrides, and incentives. Resources for growth including a team of support professionals. Ability to be build an agency and agency support team from the ground up. Essential Physical Requirements Must be able to work from a sitting position for extended periods of time. Must be willing and able to work in front of a computer monitor for extended periods of time. Must be able to work on a standard computer keyboard for extended periods of time. Must be able to work in a cubical environment during the workday with limited or no distraction. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization

POSITION OVERVIEW The Assistant Controller is responsible for using analytical abilities and GAAP practices to research, extract and summarize financial data. This position assists with monthly and fiscal reporting, accounting analyzing and balance sheet reconciliation. Year-end audits and multi-jurisdictional tax filings, along with other duties, are also conducted. Minimum Qualifications Minimum of 4-year college degree in Accounting, Business or Related Field Minimum of 7 years progressive accounting experience, including supervision of accounting staff Public Accounting experience strongly preferred Ability to multi-task, work under pressure and meet deadlines required Must possess thorough knowledge of GAAP Analytical abilities to research, extract, and summarize financial information Excellent computer skills: Microsoft Office, Word, Excel; Outlook; experience with Great Plains is a plus Excellent communication skills Fluent with Microsoft Office, extensive knowledge of Excel, and strong computer skills in general Excellent written and oral communication skills Ability to establish priorities, work independently and proceed with objectives without supervision Maintains a positive and respectful attitude Exert professionalism when communicating with the field management and leadership Strong organizational skills and exceptional attention to detail Superior Time Management Must be able to reach all deadlines Ability to troubleshoot, strong problem solving skills, and maintain consistency Motivated Core Duties and Responsibilities Assist with monthly financial reporting Account analysis and balance sheet reconciliation Oversight of the day-to-day financial functions in a high transaction environment Managing, mentoring and developing accounting staff Ensure accounting objectives are being met Assist with Year-End financial statement audits Compile multi-jurisdictional tax filings Establishing accounting policies and procedures Administer sensitive financial matters in a confidential, professional manner; maintaining the highest level of ethics and integrity Manage financial projects and initiatives Responsible for email communications Maintain all Company standards for performance and behavior Meets department productivity standards NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals. The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc. Major Responsibilities: Under guidance of office leadership, will be responsible for: 50% - Customer Service Transactions Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements. Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority. Respond directly to customer issues and complaints in a timely, professional and effective manner. Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly. Maintain cash drawer within prescribed cash limits and meet cash balancing standards. Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards. 30% - Sales Referrals Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs. Participate in sales promotions and meet monthly referral goals. May assist Manager in training tellers to effectively identify quality referral opportunities. 20% - Operations/Risk/Compliance Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.). Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Conform to all government compliance regulations. Qualifications: Qualifications: Typically requires 3+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Possess excellent verbal, written and interpersonal communication skills. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals. The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc. Major Responsibilities: Under guidance of office leadership, will be responsible for: 50% - Customer Service Transactions Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements. Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority. Respond directly to customer issues and complaints in a timely, professional and effective manner. Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly. Maintain cash drawer within prescribed cash limits and meet cash balancing standards. Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards. 30% - Sales Referrals Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs. Participate in sales promotions and meet monthly referral goals. May assist Manager in training tellers to effectively identify quality referral opportunities. 20% - Operations/Risk/Compliance Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.). Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Conform to all government compliance regulations. Qualifications: Qualifications: Typically requires 3+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Possess excellent verbal, written and interpersonal communication skills. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary Reporting to the Regional Manager, the Branch Service Officer Floater is responsible for assisting management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development. The position requires collaboration as well as independence and flexibility as the incumbent must travel to assist branches within the region as requested. The Branch Service Officer Floater may receive day-to-day work direction from the Regional Manager, Branch Manager or Branch Service Manager, if applicable. Depending on the office assigned, the Branch Service Officer Floater may also be responsible for service management of specialty segments. Major Responsibilities: 35% Branch Operations/Risk Management/Compliance Assist the branch in the training and support of risk mitigation activities. Ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements. Effectively resolve problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned authority limits. Assist the branch in leveraging workforce planning tools to optimize staffing. When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts). Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing. 25% Customer Service Assist Manager to ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention. Resolve customer issues and complaints in a timely, professional and effective manner. Act as liaison with other support areas of the Bank to resolve customer issues. 20% Training/Coaching Staff Assist Manager in the coaching of staff as appropriate. Provide guidance to branch employees to ensure they are able to perform their job effectively. Coach applicable staff to ensure consistent performance expectations are achieved. 20% Sales Support Activities Promote sales referrals by demonstrating leadership and modeling the sales culture. Assist the branch in coaching tellers to effectively identify quality referral opportunities and refer appropriately. The Branch Service Officer Floater actively supports the programs and goals of Branch and Bank Management and must be able to operate the office in the absence of other branch officers. Qualifications: Additional Information Typically requires 2+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Possess excellent verbal, written and interpersonal communication skills. Requires hands-on experience in opening of new accounts, lost or stolen checkbook, deceased processing, conversion to trust account, etc. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are committed to leveraging the diverse backgrounds, perspectives and experiences of our workforce to create opportunities for our people and our business. Equal Opportunity Employer Minority/Female/Disability/Veterans. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary The Branch Manager of combined retail branches is responsible for all activities within their assigned combined retail branches. Manages staff to achieve the mission, vision and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. In this role, the Branch Manager will inspire, model and motivate service through staff coaching and training to achieve a superior customer experience. The Branch Manager maintains and develops relationships with existing consumer and small business customers and creates great partnerships within the bank and the community. Depending on office/market location, the Branch Manager may be assigned specialty customer segments NOTE: This position is a Combined Retail Branch Manager, VP for San Clemente and San Clemente Hills In-Store offices. Major Responsibilities Branch and Operations Management: Responsible for the overall operating efficiency of the branches, for delivering a consistent customer experience and for coaching the entire staff Manages branches as profit centers, and maintains branches at approved expenditure levels Reviews, controls and reports on general ledger activity. Maintain both branches at approved staffing level to meet customer service, sales, community relations, and employee development goals Effectively manage the branch budget Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system Strategize and implement a course of action to acquire, retain, and deepen the customer base of both locations Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees Provide solutions for complex or difficult customer issues Actively represent the Bank in the community and at not-for-profits Prepare frequent updates and communications to senior management on Branch sales and profitability results Develop and manage employee schedules Oversee branch operations in conjunction with the assigned Operations staff Provide back-up in operations as needed and maintain proficiency in operating policies and procedures Occasionally perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed) Exercise sound judgment when processing customer transactions and providing approvals Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs Administer counseling, corrective action processes, and all disciplinary actions, including termination decisions Sales Management Activities: Responsible for the achievement of both assigned Branches and individual sales and profitability goals Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values Responsible for driving a consultative sales and service approach Implement branch sales plan, develop branch staff and lead sales activities Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities Maintain a current and thorough understanding of all consumer and business related products and services Maintain proficiency in new account opening systems and procedures Provide guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Risk Management and Compliance: Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensure customer infor mation meets bank and regulatory documentation Adhere to the SAFE Act requirements Qualifications: Additional Information Education, Licensure, Year of Experience (and type of work experience): 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, responsible for the service management of specialty segments Bachelor’s Degree preferred, but not required Series 6 and 63 Licenses preferred, but not required Requires previous supervisory, administrative and analytical skills and work experience Requires experience in customer service, communications and time management Previous knowledge of operations and regulatory requirements is also required Knowledge, Skills, Abilities: Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word Current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities Proven sales track record and sound operational and risk management knowledge required Ability to manage teams remotely Ability to travel between assigned branch locations on a consistent basis This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Major Responsibilities The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch and making sales referrals. Customer Service Transactions: Performs customer service transactions under general supervision provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals: Identify and recommend appropriate bank services to best meet customers’ needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other Responsibilities: Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Qualifications: Additional Information Skills Required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and Experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Major Responsibilities Reporting to the Branch Manager, you will develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Sales and Networking: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk Management: Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank’s and Manager’s overall goals and objectives. Accountable for customer satisfaction and retention. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Qualifications: Qualifications Excellent interpersonal, verbal, and written communication skills Excellent organization and time management skills with attention to detail Self-starter with the ability to synthesize ambiguous information Generally requires 2+ years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) and other standard banking software Requires completion of all basic branch banking sales training classes This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Major Responsibilities The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch and making sales referrals. Customer Service Transactions: Performs customer service transactions under general supervision provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals: Identify and recommend appropriate bank services to best meet customers’ needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other Responsibilities: Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Qualifications: Additional Information Skills Required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and Experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals. The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc. Major Responsibilities: Under guidance of office leadership, will be responsible for: 50% - Customer Service Transactions Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements. Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority. Respond directly to customer issues and complaints in a timely, professional and effective manner. Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly. Maintain cash drawer within prescribed cash limits and meet cash balancing standards. Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards. 30% - Sales Referrals Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs. Participate in sales promotions and meet monthly referral goals. May assist Manager in training tellers to effectively identify quality referral opportunities. 20% - Operations/Risk/Compliance Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.). Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Conform to all government compliance regulations. Qualifications: Qualifications: Typically requires 3+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Possess excellent verbal, written and interpersonal communication skills. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Union Bank® and become a part of one of the world’s leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial Group (MUFG), the world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: The VP - BSA/AML Program Coordinator will be in a highly critical and visible role, reporting to the Director – Wholesale AML Advisory and will serve as a Subject Matter Expert (SME) for Wholesale Banking providing technical regulatory guidance on complex and high risk BSA/AML compliance subjects. Additionally, the individual will provide support and subject matter expertise on enterprise wide projects to ensure BSA/AML risks and solutions are defined, tested, and implemented. Major Responsibilities: The VP - BSA/AML Program Coordinator will be responsible for working with fellow stakeholders within Financial Crimes Compliance and business partners to facilitate feedback on efforts related to process improvement, program enhancements, and strategic alignment with business and other Bank-wide programs relating to Wholesale Banking. Supporting BSA Program Office management to provide SME advice on Wholesale Banking risks to Business Units which utilize Wholesale Banking offerings; Interfacing on Wholesale Banking matters with the First Line of defense and providing support to the Director – Wholesale AML Advisory relating to Wholesale Banking product offerings and related projects; Support BSA Program Office’s oversight over Wholesale Banking-related AML processes conducted by the First Lines of Defense; Develop and expand BSA Program Office’s relationships with First Line partners; Support reporting for senior management review of Wholesale Banking risks; Participate in and/or monitor progress of Internal Audit engagements relating to Wholesale Banking to ensure senior management are informed, as needed; Provide Line of Business Oversight for AML Compliance such as issues management and new products; Ensure First Line procedures are consistent with, are comprehensive, and align to the Bank’s AML policies; Maintain awareness of and complete Risk & Control Self-Assessments (RCSAs) on Wholesale Banking products/services, as needed; Maintain awareness of and complete Products & Services Risk Assessments (PSRAs) on Wholesale Banking products/services, as needed; Participate in key Wholesale Banking initiatives. Qualifications: Bachelor’s Degree, at a minimum, required 7-10 years’ experience in compliance and risk management; Strong understanding of Wholesale products and U.S. banking regulations; ACAMS certification preferred. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary The Office of Foreign Assets Controls (“OFAC”) Testing Analyst is part of the first line of defense in protecting the Bank from an operational risk perspective. Partner with and provide compliance oversight and support to assigned business/support unit(s) to ensure that Compliance Risk is appropriately managed utilizing risk assessment skills and mitigation through an adequate control environment. Provide guidance on applicable compliance laws and regulations, including BSA/AML, Sanctions, Fraud, Fair Lending, Privacy, and Unfair or Deceptive Acts or Practices “UDAP” Major Responsibilities: Review OFAC alerts and perform screening, communication with business units for information relating to OFAC reviews Keep abreast on various OFAC sanctions and related regulations Review and maintain various BSA reports for accuracy, monitor and refer suspicious activities to the appropriate BSA units for further investigation Assume other responsibilities as needed Qualifications: Excellent communication skills, both verbal and written At least five years’ experience as an internal auditor, regulator or other applicable testing skills in the financial services industry At least three years’ experience with BSA/AML and/or Sanctions in the financial services industry Working knowledge of a variety of bank operations, including front office and back office operations Proficiency in the use of various bank computer systems used to monitor transaction activity such as deposits, wires, cash, and monetary instrument sales. Working knowledge of Microsoft Office products Capacity to quickly grasp and understand varying bank products and services and how they may be exploited for money laundering and terrorist financing activities Typically requires a Bachelor’s degree in business, operations research, finance, criminal justice or other relevant discipline The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an a bsolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary The Office of Foreign Assets Controls (“OFAC”) Testing Analyst is part of the first line of defense in protecting the Bank from an operational risk perspective. Partner with and provide compliance oversight and support to assigned business/support unit(s) to ensure that Compliance Risk is appropriately managed utilizing risk assessment skills and mitigation through an adequate control environment. Provide guidance on applicable compliance laws and regulations, including BSA/AML, Sanctions, Fraud, Fair Lending, Privacy, and Unfair or Deceptive Acts or Practices “UDAP” Major Responsibilities: Review OFAC alerts and perform screening, communication with business units for information relating to OFAC reviews Keep abreast on various OFAC sanctions and related regulations Review and maintain various BSA reports for accuracy, monitor and refer suspicious activities to the appropriate BSA units for further investigation Assume other responsibilities as needed Qualifications: Excellent communication skills, both verbal and written At least five years’ experience as an internal auditor, regulator or other applicable testing skills in the financial services industry At least three years’ experience with BSA/AML and/or Sanctions in the financial services industry Working knowledge of a variety of bank operations, including front office and back office operations Proficiency in the use of various bank computer systems used to monitor transaction activity such as deposits, wires, cash, and monetary instrument sales. Working knowledge of Microsoft Office products Capacity to quickly grasp and understand varying bank products and services and how they may be exploited for money laundering and terrorist financing activities Typically requires a Bachelor’s degree in business, operations research, finance, criminal justice or other relevant discipline The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: Reporting to the Regional Manager, the Branch Service Officer Floater is responsible for assisting management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development. The position requires collaboration as well as independence and flexibility as the incumbent must travel to assist branches within the region as requested. The Branch Service Officer Floater may receive day-to-day work direction from the Regional Manager, Branch Manager or Branch Service Manager, if applicable. Depending on the office assigned, the Branch Service Officer Floater may also be responsible for service management of specialty segments. Major Responsibilities: 35% Branch Operations/Risk Management/Compliance: Assist the branch in the training and support of risk mitigation activities. Ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements. Effectively resolve problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned authority limits. Assist the branch in leveraging workforce planning tools to optimize staffing. When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts). Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing. 25% Customer Service: Assist Manager to ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention. Resolve customer issues and complaints in a timely, professional and effective manner. Act as liaison with other support areas of the Bank to resolve customer issues. 20% Training/Coaching Staff: Assist Manager in the coaching of staff as appropriate. Provide guidance to branch employees to ensure they are able to perform their job effectively Coach applicable staff to ensure consistent performance expectations are achieved 20% Sales Support Activities: Promote sales referrals by demonstrating leadership and modeling the sales culture. Assist the branch in coaching tellers to effectively identify quality referral opportunities and refer appropriately. The Branch Service Officer Floater actively supports the programs and goals of Branch and Bank Management and must be able to operate the office in the absence of other branch officers. Qualifications: Additional Information: Typically requires 2+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services. Requires hands-on experience in opening of new accounts, lost or stolen checkbook, deceased processing, conversion to trust account, etc. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Possess excellent verbal, written and interpersonal communication skills. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary The Assistant Manager is responsible for managing, participating as needed, in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. The Assistant Manager provides leadership in conjunction with the Branch Manager in achieving Branch goals and objectives and may be responsible for management of specialty segments. Major Responsibilities : 60% - Branch Operations Oversee branch operations in conjunction with the Branch Manager Develop and manage employee schedules Serve as primary Operations Officer and maintain proficiency in operating policies and procedures Resolve customer issues and complaints in a timely, professional and effective manner Act as liaison with other support areas of the Bank to resolve customer issues Serve as Security Coordinator for the Branch Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements Exercise sound judgment when processing customer transactions and providing approvals Partner with the Branch Manager in training and supporting risk mitigation activities Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs. 30% - Branch Sales Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff Support Branch Manager, act as primary officer and manage both Sales and Operations as required Recommend, present and sell appropriate products and services identified based on customer need as well as follow-up on direct marketing opportunities Serve as back-up in sales platform and open new accounts as needed Maintain proficiency in new account opening systems and procedures Participate in customer acquisition and retention activities Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system Maintain a current and thorough understanding of all consumer and business related products and services Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees. 10% - Risk Management and Compliance Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensure customer information meets bank and regulatory documentation Adhere to the SAFE Act requirements Qualifications: Education, Licensure, Year of Experience (and type of work experience): Requires 3 to 5 years of financial services experience, with an emphasis in operations Requires previous supervisory, administrative and analytical skills and work experience Requires experience in customer service, communications and time management Previous knowledge of operations and regulatory requirements is also required Knowledge, Skills, Abilities: Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities A background in operations and/or financial services (to include consumer lending) is preferred Proven sales track record and sound operational and risk management knowledge required Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary : Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals. The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc. Major Responsibilities: Under guidance of office leadership, will be responsible for: 50% - Customer Service Transactions: Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements. Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority. Respond directly to customer issues and complaints in a timely, professional and effective manner. Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly. Maintain cash drawer within prescribed cash limits and meet cash balancing standards. Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards. 30% - Sales Referrals: Identify and recommend appropriate bank services that result in quality sales and best meet customers' needs. Participate in sales promotions and meet monthly referral goals. May assist Manager in training tellers to effectively identify quality referral opportunities. 20% - Operations/Risk/Compliance: Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.). Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Conform to all government compliance regulations. Qualifications: Qualifications Typically requires 2+ years of customer service experience in a retail bank Familiar with standard branch technology and teller equipment Customer service and cash handling experience Must have strong verbal and written communication skills Must have good leadership and interpersonal skills Good math, reading, and comprehension abilities Strong problem-solving skills The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.