Union Bank

Company Description
About Union Bank

Union Bank is a part of MUFG (Mitsubishi UFJ Financial Group), one of the world’s leading financial groups. MUFG is the fifth largest bank globally by assets, with a worldwide network of 150,000 employees, over 1,800 locations, and in more than 50 countries.

Our high performing culture enables our clients and 13,000 colleagues in the Americas to achieve their aspirations. It’s why we’ve been honored with awards for client service and reputation, inclusion and diversity, corporate social responsibility, and more.

Join us as we build on our rich history that spans more than 350 years. Explore our career site to learn more about our growth, opportunities, and how we’re driving positive change.

In addition to career opportunities, we are proud to support veterans, servicemembers and military families at MUFG Union Bank, N.A., and in the community in a variety of ways.

We strive to make the dream of home ownership possible for veterans and servicemembers through our VA loan program.

We are also honored to provide special banking bonuses, benefits, discounts, and preferred relationship rates to veterans and servicemembers through our Military Banking Program.

We are dedicated to helping veteran-owned businesses succeed by offering small business loans through our Business Diversity Lending Program.

In addition, our Supplier Diversity office is committed to purchasing goods and services from a diverse group of suppliers, including companies that are majority-owned and –operated by veterans.

We are proud to be an Equal Opportunity/Affirmative Action Employer 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.


© 2018 MUFG Union Bank, N.A. All Rights Reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.

Jan 19, 2019
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 Regional Sales Manager or Producing Sales Manager in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships through originating residential real estate loans for the bank. Participate in related business development activities. Work with clients and prospects to present solutions to short and long term strategic objectives. Major Responsibilities: 100% Generate new bank business through outside sales. Spends majority of time calling on clients, prospects, referral sources and centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Effectively uncover and assess prospects’ needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between processing center and client. Stay informed as to current underwriting guidelines. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. Qualifications: Additional Information: Typically requires a high school diploma or G.E.D. and must have excellent sales and customer relations. 3+ years’ experience in the residential real estate business. 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, perspective, 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.
Union Bank Beverly Hills, CA, USA Full-Time
Jan 19, 2019
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 : Responsible for aiding in design, implementation and execution of sales management of the UnionBanc Investment Services, LLC (UBIS) Licensed Banker Program for Retail Banking. This position reports directly to the Licensed Banker Manager for retail and dotted line to Licensed Banker Sales Manager for UBIS. Major Responsibilities : Manage investment-related activities of all Licensed Banker personnel involved in the Program. Responsible for growing sales revenue and referrals for the licensed banker sales team. Developing and implement strategic and tactical sales initiatives to increase investment referrals and revenue from licensed bankers. Sales training and development through group sessions and individual coaching of licensed bankers. Coordination of licensing classes. Individual coaching of bankers through the entire securities and insurance licensing process. Ensure that licensed bankers are following all compliance guidelines. Build alliances with UBIS SFA's, retail bank and licensed bankers. Work with retail bank management to develop action plans for all licensed bankers not meeting quarterly expectations. Responsible for implementing the activity based coaching model for licensed bankers. Responsible for implementing the consultative sales program for licensed bankers. Consultative sales program will drive deeper customer relationships for increased profitability. Work with designated UBIS Licensed banker team to help administer and implement an ongoing training program and/or curriculum designed to improve the Licensed Banker's investment knowledge of various investment products and services; help Licensed Bankers to develop a consultative selling approach to become experts at profiling and presentation skills in their efforts to educate their clientele about broader suite of products we offer including investment products and opportunities. Position will require periodic travel throughout California, Washington and Oregon. Develop and distribute monthly activity reports for management, and identify successful sales activities, sales trends, top producers, referral reporting and special account information or issues to identify ongoing sales opportunities. Promote program through recognition and motivation. Act as liaison between UBIS, Licensed Bankers and Retail Banking Management. Work closely with UBIS to ensure all investment-related activities act in accordance with UBIS policies and are compliant with rules and regulations set by the SEC and FINRA. Qualifications: 5+ years of management level investment experience preferred, along with direct experience in developing, driving and coaching a consultative selling approach. Requires excellent presentation and training skills with highly developed verbal and written communications skills. Must have an extensive understanding of the investment brokerage business as well as appropriate investment licenses including California Life/Health insurance, Series 7, and Series 63. 4-year college degree preferred. 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.
Union Bank San Francisco, CA, USA Full-Time
Jan 18, 2019
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 Mortgage Direct (MD) Consultant is responsible for originating mortgage loans via inbound and outbound phone calls and web contacts in the Mortgage Direct call center. Using consultative selling, Mortgage Rep completes loan interviews over the phone with customers, leads and prospects and matches the Bank's mortgage products to needs. Responsible for completing comprehensive loan application packages and submitting them to a centralized processing center. Responds to inbound calls driven by marketing, advertising and other sources to sell and originate mortgage loans. Responsible for making outbound sales calls for retention, acquisition and/or web campaigns including chat. Cultivates referral relationships with the Bank branches to grow loan origination volumes. *Shifts are 11am to 8pm and 12pm to 9pm Monday through Friday with a rotating half day on one Saturday a month. Saturday hours will be 10am to 2pm or 9am to 1pm(when the time changes). Major Responsibilities: 60% - Consultative inbound and outbound phone selling of mortgage loan products including determining needs and matching product benefits, taking applications and cultivating referral business. 25% - Complete and submit complete, high-quality comprehensive loan packages to centralized processing center and manage pipeline. Activities include proper and timely completion of required disclosures, collecting appropriate fees and customer follow-up for conditions and status. 10% - Ensure compliance with all bank and regulatory compliance requirements and guidelines including Fair Lending and Community Reinvestment Act objectives. 5% - Meetings, training and other duties as assigned. Qualifications: Additional Information: 2-3 years of documented ability to meet or exceed sales goals through consultative selling is required. Mortgage or consumer lending experience highly preferred. Call center experience preferred. Self-starter and strong desire to achieve individual and team goals is required. Comfort and ability to make outbound phone sales is required. Organization and time management abilities are required for success in fast-paced call center environment. High School diploma or GED This position is 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.
Union Bank Tempe, AZ, USA Full-Time
Jan 18, 2019
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 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. 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: Reporting to Underwriter 1, the Mortgage Assistance Group Specialist is responsible for acting as single point of contact for the Bank consumers who have been identified as meeting criteria for Mortgage Assistance Group inclusion for Loss Mitigation or Foreclosure processes. Effectively manage complex relationships with internal and external customers of the bank, while adhering to all state and federal guidelines, such as the Fair Debt Collections Practice Act (FDCPA). Major Responsibilities: 70% Act as single point of contact for consumers in all stages of Loss Mitigation or Foreclosure process on Residential or Real Property loans of all types. Effectively demonstrate a professional level of competency in all stages of Loss Mitigation and Foreclosure processes and requirements for all states in which the Bank holds collateral. Obtain reason for delinquency and offer alternative solutions to resolve delinquency e.g., referral to Consumer Credit Counseling Services, due date changes, deferrals, short term repayment plans, as well as formal Loss Mitigation plans, such as modifications. Have a thorough understanding of the Bank's Loss Mitigation solutions and demonstrate that understanding to the consumer in a professional and collaborative manner. Partner with associated departments and business units to achieve the appropriate solution in a timely and professional manner. Demonstrate a professional level understanding of time management and adherence to department and bank standards surrounding consumer contact. Duties will include, but not be limited to, use of phones and letters in making contact with consumers, managing assigned calling queues in accordance with departmental and bank standards and ensuring that Regulatory requirements, such as California SB1137 or Washington HB1362, are strictly complied with. 30% - Effectively manage work queues, keeping them up to date and appropriately documenting in the systems of record all consumer contact, requests for activity from other business units and next steps in Loss Litigation or Foreclosure processes. Appropriately communicate such information to affected parties, including the consumer, in a clear and collaborative manner. Clearly demonstrate an understanding of all individual, unit and department performance objectives and partner with the Mortgage Assistance Group team and with the leadership of this team to achieve these goals. Qualifications: Additional Information: A thorough working knowledge of departmental policies and procedures, as well as credit bureaus and other credit related reports. Requires an in-depth knowledge of Fair Debt Collection Practices Act (FDCPA), as well as Fair Lending and Fair Housing Acts and any other related state or federal mortgage loan servicing requirement, including knowledge of related bankruptcy laws. Requires advanced reading, spelling and math skills. Also requires professional level written communication skills and oral negotiation skills. Working knowledge of MSP software, phone and Noble dialer platform experience is preferred. Knowledge of the Bank proprietary software, as well as 10 key by sight, typing 40-50 wpm and basic PC and mainframe skills is also required. Requires a high school diploma (or G.E.D.) and 2 to 4 years experience in mortgage related collections activities. 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.
Union Bank Arlington, TX, USA Full-Time
Jan 18, 2019
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: 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 .
Union Bank Porterville, CA 93257, USA Part-Time
Jan 18, 2019
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: Determine on fraud cases the action to be taken based on predefined procedures or escalating to management for review, which may include closing the accounts, resolving client questions from branch personnel or external customers. Evaluate cases for patterns and trends, determining failures in policies, procedures and internal controls, recommending changes for risk mitigation, where appropriate and preparing written reports to various levels or management concerning investigation and recoveries. Major Responsibilities: 50% Responsible for reconciling, reviewing and processing identified risk transactions. Determine the degree of operational risk and/or fraudulent conduct when reviewing returned items. Researches accounts and assesses the risk level of identified transactions. When necessary, contact the office of account and make recommendations or decisions within bank guidelines for exposure of potential loss situations. Limit potential loss exposure by placing holds or card status to limit funds availability. Perform any other monitoring, analysis, and reporting of account activity as required. Block accounts or place holds on accounts to prevent exposure and notify clients and financial centers of blocks placed. 40% Responsible for evaluation and carry out efforts for prevention and recovery, account closure, reporting to ChexSystems and referring to the appropriate collection agency for recovery. Prepare and submit timely Suspicious Activity Reports (SAR's) to meet OCC guidelines, maintaining all research and analysis. Recommend and/or expedite appropriate actions to exit high risk clients. Consolidate evidence to conclude that an account must be closed or that the suspicious activity does not represent a risk to the bank without disrupting service to our clients. Prepare accounts for charge-off, and allocate loss according to policy. 5% Respond to inquiries and act as the business liaison for branch/department personnel bank-wide, clients, and non-clients.Interpret case management system in order to assist management with questions and resolve cases. Work closely with internal partners in analyzing and understanding current fraud/loss trends. Evaluate cases to identify linkages. 5% Identify and escalate to management other compliance or operational weaknesses i.e new account documentation, failure to follow Bank policy etc. Maintain Working Knowledge of related fraud applications and products. Qualifications: Additional Information: Typically requires 3 + years of direct experience in fraud detection. BA/BS preferred but not required. Require advanced training and understanding of prevention techniques i.e. hold decisions, new account screening, working with and reporting to Security and Investigations on check fraud-related issues, and internal tracking of check-related losses using the the Bank related applications and products.Domestic operations experience, working knowledge of the Bank's operating policies, procedures and compliance regulations. Excellent communication skills with attention to detail and documentation. Strong analytical, problem solving, and decision making skills Demonstrated pro-active initiative, ability to work independently and under minimal supervision. Proficient in Microsoft Office-Word, Excel and Visio. 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.
Union Bank San Diego, CA, USA Part-Time
Jan 18, 2019
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: 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 .
Union Bank Newhall, Santa Clarita, CA 91321, USA Part-Time
Jan 17, 2019
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 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. 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: Under general supervision, provide consumer and real estate loan account information, respond to customer inquiries via telephone and written correspondence. Research and resolve simple customer problems and assist other loan servicing units as needed. Ensure compliance with federal, state, and investor agreements, and any Bank policies and procedures as pertaining to the servicing of real estate and consumer loans. Major Responsibilities: Evaluate and respond to all customer and Bank personnel inquiries via telephone and written correspondence. Maintain on-line information in response to customer needs, to include coupon ordering, name and address changes, history and amortization requests, and other miscellaneous requests as needed. Prepare forms, pre-written business letters, short memos, reports, documents and instruments. Distribute and file forms, correspondence, instruments, daily mail and systems reports. Operate PC and / or mainframe terminal, microfiche and standard office equipment. Analyze and resolve payment inquiries / problems, research title, escrow and year-end documents. Inform customers of consumer and real estate product lines, answer questions on such items, and make referrals to loan production offices. May assist other loan servicing units as needed. Qualifications: Additional Information: Typically requires a high school diploma or G.E.D. 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.
Union Bank Arlington, TX, USA Full-Time
Jan 17, 2019
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 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. 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: Minimize bank losses by collecting on more complex and specialized delinquent accounts by telephone or written correspondence while effectively following the guidelines of the Fair Debt Collections Practice Act. Major Responsibilities: Collect on all types of delinquent accounts, i.e., Consumer Loans and Lines, Auto Lease and Operational Losses in an effort to prevent them from escalating to charge off. Obtain reason for delinquency and offer alternative solutions to resolve delinquency e.g., referral to Consumer Credit Counseling Services, due date changes, deferrals, short term repayment plans. Verify, update and maintain customer demographics, e.g., home address and telephone number, business address and telephone number, cellular telephone numbers or other contact numbers. Effectively manage work queues, keeping them up to date, document all collection activity. Manage work queue to ensure customers receive prompt follow up when promises to pay are broken or in-depth collection activity is required to effect collection. Typically handles a higher volume work load. Perform in-depth account analysis as necessary; review statements, last payment copies, repayment histories, verify liable parties. Utilize basic skiptracing tools to locate customers and collateral. Sources: original application/AES, BOS, RCIF, Filenet, CCS, Internet information sources, credit bureaus. Recommend next action to effect collection; chase, 3rd party letter series, repossession, litigation or charge-off. Strive to reach individual, unit and department performance objectives. Qualifications: Additional Information: Requires a high school diploma or G.E.D. and 2 to 4 years experience in collections. A thorough working knowledge of departmental policies and procedures, as well as credit bureaus and other credit related reports. In-depth knowledge of lending policies and bankruptcy laws. Requires advanced reading, spelling and math skills. Also requires above average written communication skills and oral negotiation skills. 10 key by sight. Typing 40-50 wpm. Basic PC and mainframe skills. 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.
Union Bank Arlington, TX, USA Full-Time
Jan 17, 2019
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 .
Union Bank Mammoth Lakes, CA 93546, USA Part-Time
Jan 17, 2019
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: 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 .
Union Bank San Jose, CA, USA Full-Time
Jan 17, 2019
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 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. 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: Reporting to Underwriter 1, the Mortgage Assistance Group Specialist is responsible for acting as single point of contact for the Bank consumers who have been identified as meeting criteria for Mortgage Assistance Group inclusion for Loss Mitigation or Foreclosure processes. Effectively manage complex relationships with internal and external customers of the bank, while adhering to all state and federal guidelines, such as the Fair Debt Collections Practice Act (FDCPA). Major Responsibilities: 70% Act as single point of contact for consumers in all stages of Loss Mitigation or Foreclosure process on Residential or Real Property loans of all types. Effectively demonstrate a professional level of competency in all stages of Loss Mitigation and Foreclosure processes and requirements for all states in which the Bank holds collateral. Obtain reason for delinquency and offer alternative solutions to resolve delinquency e.g., referral to Consumer Credit Counseling Services, due date changes, deferrals, short term repayment plans, as well as formal Loss Mitigation plans, such as modifications. Have a thorough understanding of the Bank's Loss Mitigation solutions and demonstrate that understanding to the consumer in a professional and collaborative manner. Partner with associated departments and business units to achieve the appropriate solution in a timely and professional manner. Demonstrate a professional level understanding of time management and adherence to department and bank standards surrounding consumer contact. Duties will include, but not be limited to, use of phones and letters in making contact with consumers, managing assigned calling queues in accordance with departmental and bank standards and ensuring that Regulatory requirements, such as California SB1137 or Washington HB1362, are strictly complied with. 30% - Effectively manage work queues, keeping them up to date and appropriately documenting in the systems of record all consumer contact, requests for activity from other business units and next steps in Loss Litigation or Foreclosure processes. Appropriately communicate such information to affected parties, including the consumer, in a clear and collaborative manner. Clearly demonstrate an understanding of all individual, unit and department performance objectives and partner with the Mortgage Assistance Group team and with the leadership of this team to achieve these goals. Qualifications: Additional Information: A thorough working knowledge of departmental policies and procedures, as well as credit bureaus and other credit related reports. Requires an in-depth knowledge of Fair Debt Collection Practices Act (FDCPA), as well as Fair Lending and Fair Housing Acts and any other related state or federal mortgage loan servicing requirement, including knowledge of related bankruptcy laws. Requires advanced reading, spelling and math skills. Also requires professional level written communication skills and oral negotiation skills. Working knowledge of MSP software, phone and Noble dialer platform experience is preferred. Knowledge of the Bank proprietary software, as well as 10 key by sight, typing 40-50 wpm and basic PC and mainframe skills is also required. Requires a high school diploma (or G.E.D.) and 2 to 4 years experience in mortgage related collections activities. 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.
Union Bank Arlington, TX, USA Full-Time
Jan 17, 2019
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 .
Union Bank Monroe, WA, USA Part-Time
Jan 17, 2019
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, and when needed, participating 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 .
Union Bank Menlo Park, CA, USA Full-Time
Jan 17, 2019
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: Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Depending on office/market location, the Branch Manager may be assigned specialty customer segments such as Priority, Cash and Save etc. Major Responsibilities : Branch Management 40% Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate. Sales Management Activities: 40% Translates Bank strategic sales objectives into specific branch activities. 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. Establishes the plan and strategy to acquire, retain, and expand the branch's customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company's products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: (20%) Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Qualifications: Additional Information: Branch Manager grading level is based on points in loans and deposits. Minimum Job Requirements: The branch manager position requires 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, specialty segments such Cash and Save, Priority etc. 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. Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word. In addition, 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. 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.
Union Bank Menifee, CA, USA Full-Time
Jan 17, 2019
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. Associate Processor Job Summary The Associate Processor performs daily operational tasks that are considered moderate to complex in nature. Demonstrate analytical capabilities while performing tasks, including assessing and proactively mitigating risk and potential losses to the Bank. Demonstrate a high level of commitment to service quality and teamwork within the unit/department. Responsible for directly contacting external customers as well as Branch personnel to resolve issues Responsibility Completion of assigned operational tasks, while adhering to established policies, procedures, and compliance, which results in a satisfactory audit rating Completion of assigned daily tasks within Service Level thresholds and performance guidelines Responsible for researching and resolution of client or branch issues to ensure excellent customer service Contact customers to collect, validate or research information Providing support to peer staff, ensuring uninterrupted completion of all daily operational tasks Qualifications: High school diploma or GED preferred Self-starter Good verbal and written communication skills Excellent telephone techniques and etiquette Ability to handle high volume processes Ability to work in fast paced environment Ability to recognize and escalate issues that could impact branch, customers or department Ability to work flexible work schedule Ability to work independently and possess initiative for professional growth Typing 35-40 wpm PC knowledge of CICS, RUMBA RCIF and Word preferred Basic knowledge of Filenet system and bank documentation 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. 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.
Union Bank Bellevue, WA, USA Full-Time
Jan 16, 2019
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 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: Perform complex secretarial and administrative duties involving frequent exercise of independent judgment, initiative, diplomacy, and tact in support of an executive. Major Responsibilities: Screen telephone calls and determine which can be handled by other areas of the bank. Answer complex inquiries which require thorough knowledge of departmental policies and procedures. Type confidential materials in the form of memoranda, correspondence, and letters from drafts. Review drafts and finished documents for grammatical usage. May take and transcribe dictation. Compose letters and agenda. Conduct research and data analysis for special and on-going projects. Prepare reports and recommendations. Compiles data for various administrative reports. Prepares /summarizes information from raw data using spreadsheets or other software. Requires the ability to create mathematical computations in spreadsheets and convert to presentation level materials. Develop and maintain filing system. Maintain manager's calendar, coordinate and arrange large and/or recurring meetings, luncheons, conferences and seminars. May prepare materials necessary for meetings, etc. Receive and greet incoming visitors in a professional manner. Direct them to the proper individual and assist them with their needs. Respond to inquiries received internally and externally by mail, which may involve communicating with high level management both verbally and in written form. Perform administrative functions such as ordering department supplies, coordinating equipment repair, making department staff travel arrangements, etc. Process and coordinate department accounts payables and expense vouchers. May coordinate or maintain department budget. Qualifications: Additional Information: This position typically requires a high school diploma or G.E.D. and 6 to 10 years of technical experience. Position typically requires advanced personal computer skills with proficiency in word processing, spreadsheet, database, and graphic software packages. 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 .
Union Bank San Diego, CA, USA Full-Time
Jan 16, 2019
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.
Union Bank Glendora, CA, USA Part-Time
Jan 16, 2019
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 Head of Regional Bank Communications is responsible for supporting and promoting all business lines and shared services support teams in the Regional Bank by developing and deploying various communications strategies for internal and external audiences. The position supervises a team of four. The successful candidate has proven experience in media relations; internal communications; crisis and issues management; change management communications; project management; counseling and influencing senior executives. Produces a broad range of crisp and effective communications including, but not limited to, leadership messages, speeches, remarks and talking points; Q&A documents; news releases; news and feature articles for internal and external audiences; biographies; social media postings; web content; surveys; and other business communications. Provides communications support for internal conferences, live meetings, trade/industry functions, as well as builds relationships with key media. Produces corporate/business line video content and messaging. Keeps abreast of news and trends that impact the banking and financial services industry. The ideal communications professional is a proven effective supervisor; has financial communications experience; is an excellent writer; has successfully served as a trusted advisor to C-suite executives; makes effective use of resources to execute communications plans; enjoys a fast-paced environment; excels within a team environment; is motivated by creativity and innovation; and has a proven track record of managing PR agencies and/or consultants. Essential Functions: Effectively supervise, coach, and mentor professional staff of four; includes 1:1 and team staff meetings, client/project advice and involvement, and work review. Develop and support a robust and detailed communication plan for the West Coast President, including logistics and content for the Regional Bank Quarterly Employee Call; organizational announcements and other internal memos; speeches (internal and external); talking points (internal and external); employee engagement; community group engagement, miscellaneous business communications, and more. Support the communications needs of other senior leaders in the Regional Bank. Build relationships with media, and proactively pitch stories that align with Regional Bank strategic initiatives. Respond to media inquiries. Provide communications support to Regional Bank lines of business in times of crisis and special situations; issues often occur after business hours and may require spur-of-the-moment support, as necessary. Other duties as appropriate. Qualifications: Experience: Requires a minimum of 20 years of combined experience in corporate communications, either in a corporate communications division or at a consultancy. Prior experience with a publicly traded and/or financial services company, such as banking, insurance or investment management, is preferred. Must have a successful track record as a manager of a team of communications professionals. Must be an effective communicator, capable of writing clearly and concisely; ability to use sound judgment to gather, manage and impart information to the media and/or various other internal and external audiences consistent with the bank’s messages and positioning. Track record of interacting with members of the media; proactively identifying, developing and pitching stories to journalists Familiarity with social media, and experience in leveraging the various platforms for communications purposes in a banking environment. Leadership Skills: Highly organized, self-motivated and able to work under tight deadlines. Demonstrated success at managing and mentoring a professional team. Ability to project-manage multiple initiatives simultaneously. Commitment to working effectively and collegially with all levels of employees. Knowledge of how to influence peers and internal clients to achieve objectives. Track record of operating independently to prioritize work plans and tasks to meet agreed-upon time frames and deliverables. Education/Certifications: B.S. or B.A. in Communications, Public Relations, Journalism or related field. Advanced degree is highly desirable, but not required. Technical Skills: Strong computer skills (MS Word, Excel, PowerPoint). Excellent writing and editing skills. Strong project management skills and experience. Strong critical and strategic thinking skills. 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.
Union Bank Los Angeles, CA, USA Full-Time
Jan 16, 2019
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: 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 .
Union Bank San Diego, CA, USA Part-Time