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.

Apr 29, 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 originating conventional residential real estate loans for the Bank. Participate in related business development activities. Mortgage Consultants maybe designated with the Bank branch and will be required to assist in the origination of conventional real estate loans for the supported branch. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. 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 Chula Vista, CA, USA Full-Time
Apr 29, 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 Retail Branch Delivery Lead plays a meaningful role in supporting the execution of business strategies within a particular line of business, partnering particularly closely with leadership and various teams including strategy, management, product, marketing and finance. This position is for you if you like using data and analysis to partner closely with others to improve productivity, drive efficiency, grow market share, increase profitability and build a competitive advantage for the company through the optimal deployment of physical distribution assets. This role requires your thought leadership, completion of complex analysis, collaboration across teams, and the ability to present these findings and recommendations to senior leadership. Major Responsibilities: You will work across multiple business divisions and functions to identify and prioritize growth opportunities that result in positive financial and organizational impacts. You will organize, monitor, and report on the delivery and execution of initiatives that aim to drive productivity, profitability, and customer experience improvement in the branch channel. We would like you to analyze market and competitive factors, uncover patterns and themes affecting retail banking, and comfortably share insights and recommendations with senior leadership. Conduct cost benefit analysis of defined strategies and effectively solicit executive approval for execution. You can use your interpersonal skills to partner with business line leaders and other support departments to ensure that the list of prioritized projects within the line-of-business aligns with the strategic priorities of the organization. There's an opportunity to provide work direction to junior analysts or be a project leader. Qualifications: Do you have a Bachelor's degree and 5 - 7+ years of experience as a financial or business analyst or equivalent? Retail banking experience is definitely helpful. We would prefer an MBA, CFA, CPA and/or Big 4 Consulting/Audit experience. Have you demonstrated problem solving, quantitative, analytical, and thought leadership skills? Can you extract insights and turn them into a compelling deliverable to drive the strategic direction and roadmap? Are you great at designing and developing spreadsheets and presentations? You should be able to communicate comfortably and concisely with executive management. We are looking for someone who can work independently and work as part of multiple teams. Strong attention to detail. 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 Los Angeles, CA, USA Full-Time
Apr 29, 2019
Join a financial group that’s as committed to your future as you are. At MUFG (Mitsubishi UFJ (United Financial of Japan) Financial Group), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group. Job Summary: Reporting to the Residential Lending Default Management Supervisor, the Default Support Specialist is responsible for managing an assigned portfolio in accordance with all state and federal laws while maintaining compliance with investor, insurer, agency and company guidelines. Designated functions include but are not limited to: overseeing default letters, periodic billing statement quality assurance, invoice processing, valuation processing, foreclosure property registration/ deregistration, code violation resolution, property preservation monitoring and miscellaneous default support functions. Major Responsibilities: Develop and maintain a good business relationship with internal and external vendors and borrowers. Manage daily, weekly and bi-monthly reports to ensure that all assigned functions are proceeding within a timely fashion. Partner with other departments including Foreclosure, Bankruptcy, Loss Mitigation, Mortgage Assistance, Residential Appraisal, Collections, Cash Transaction Operations and REO. Assist with development and implementation of departmental policies and procedures. Assist in managing aspects of vendor management including SLAs and conference calls to communicate feedback as to quality of work. Assist in managing internal and external audits, and management in new hire training, cross-training and back-up when others are out of the office. Complete special projects as assigned by management. Qualifications: A high school diploma is highly preferred. 3 to 5 years of foreclosure, title, bankruptcy and/or mortgage servicing experience preferred. Superior knowledge of default servicing including agency guidelines, tools and systems. Excellent verbal and written communication skills. Strong organizational and problem solving skills, and attention to detail. Working knowledge of Microsoft Word, Excel, Access and MSP. 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 Full-Time
Apr 29, 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 originating conventional residential real estate loans for the Bank. Participate in related business development activities. Mortgage Consultants maybe designated with the Bank branch and will be required to assist in the origination of conventional real estate loans for the supported branch. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. 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 Fresno, CA, USA Full-Time
Apr 29, 2019
Intrepid Investment Bankers (Intrepid) is seeking to hire talented professionals for its Managing Director (MD) level position. Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Responsibilities Managing Directors, are an important part of Intrepid deal teams, working closely with junior bankers and clients. Managing Directors are involved in all phases of execution including: Building relationships with deal referral sources and business owners. Identifying, qualifying and generating new prospect leads. Managing the client relationship and overseeing all client and counter-party communication. Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors. Overseeing due diligence processes and materials. Overseeing the creation of financial models and valuation analyses and ultimately all collateral material used in the transaction process. Managing the creation of comprehensive pitchbooks, information memoranda, management presentations and marketing materials. Overseeing all key steps in the sale execution process and leading all negotiations and strategy development. Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.). POSSIBLY FLEXIBLE ON LOCATION FOR SPECIAL SITUATIONS Qualifications: The ideal candidate would possess the following: 10+ years of experience in sell-side M&A advisory. Minimum 5 years of Industry Specific M&A experience. Outstanding academic credentials from a top tier school. Team player willing to take an integral role in Intrepid's growth. Excellent written and oral communications skills. Highly proficient financial analysis and modeling skills. Significant level of maturity and the ability to work as part of a small team. Self-starter willing to work in an entrepreneurial, demanding and fast paced environment. About Intrepid Investment Bankers Intrepid provides M&A , capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors . Our heritage, rooted in our founders’ successful 35-year history, breeds a culture that embraces teamwork, tenacity and creativity to win big for our clients . We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins , an exclusive global alliance of M&A advisory firms. Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG Union Bank. Member FINRA / SIPC . Equal Opportunity Employer M/F/D/V
Union Bank Los Angeles, CA, USA Full-Time
Apr 29, 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, the Branch Service Manager is responsible for managing all aspects of day-to-day branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. Provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide a consistent positive customer experience. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Depending on the office assigned, may be responsible for service management of specialty segments such as Priority, Cash and Save etc. Major Responsibilities : Under guidance and direction from the Branch Manager, the Branch Service Manager will be responsible for: 30% Branch Operations /Risk Management/Compliance Partnering with the Branch Manager in training and supporting risk mitigation activities. Ensure understanding, knowledge and adherence to operating policies, procedures and regulatory requirements of branch staff. Effectively resolve problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned authority limits. Transaction approval limits may vary based on branch level and complexity. Assist in managing personnel and operating expenses. Leverage workforce planning tools to optimize staffing. Security Coordinator for the branch. 25% Customer Service Lead, monitor and coach branch employees to deliver a consistent positive customer experience. 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. When necessary, may be required to perform activities related to other branch positions (e.g. cash handling). 20% Training/Coaching Staff Assist in creating and managing a strong sales, service and operations culture, fostering an environment in which all branch employees excel and achieve scorecard goals. Coach and monitor staff to ensure consistent performance expectations are achieved. Provide ongoing guidance, coaching and training to branch employees to ensure they are able to perform their job effectively. Provide cross-training opportunities and direction for the career growth and development of employees. Partner with Branch Manager in the hiring and performance management of staff. 25% Sales Management Activities Coach tellers to effectively identify quality referral opportunities and refer appropriately. Maximize sales growth by developing and participating in customer acquisition and retention programs. Manage customer retention program and conduct retention calls and visits regularly. Open new consumer and business accounts as required by branch traffic and/or staffing. Represent the Bank by participating in local community activities. The Branch Service Manager will assume overall responsibility for the branch in the absence of the Branch Manager. Perform miscellaneous duties as assigned. Qualifications: Additional Information : Typically requires 5+ years’ branch operations experience including management Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients Excellent leadership, interpersonal and coaching skills Working knowledge and experience with compliance regulations Thorough knowledge of banking practices, products and services. 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 Prunedale, CA, USA Full-Time
Apr 29, 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: Reporting to the Managing Director, Wealth Markets Sales & Service, the Sales Development Specialist is responsible for a variety of activities to support sales teams within Wealth Market as they deliver wealth management advice and services to clients. Major Responsibilities: Support wealth management sales teams across the footprint by preparing and delivering client research (dossiers, prospect lists) and sales presentations. Provide sales support to team members, enabling them to drive business opportunities. Responsibilities include conducting client research (briefings/dossiers), preparing sales presentations and proposals, maintaining and updating library of presentation materials and developing client briefings to support client events (45%). Support other initiatives led by Wealth Markets Sales & Service including client and employee event administration, sales tool maintenance, communication administration, management reporting and other special projects and initiatives (45%). Ensure knowledge and application of related risk and compliance requirements (10%). Qualifications: Additional Information: Knowledge and experience in wealth management or financial services Knowledge of investment and asset management preferred Excellent communication and presentation skills, both verbal and written Strong creative and organizational skills Ability to work independently and manage multiple projects with deadline related work Advanced proficiency in all Microsoft programs: PowerPoint, Excel, Word. Adobe and adobe creative suite preferred 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 Diego, CA, USA Full-Time
Apr 29, 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 Head of Digital Adoption and Innovation, the Digital Identification Journey Manager will be responsible for shaping the vision and strategy for digital identification and authentication by developing end-to end customer experience and managing the execution of this vision. The Digital Identification Journey Manager will have the technical understanding of the different digital identity and authentication solutions and latest trends in the field and will ensure that the bank is setting itself up for success while building the digital identity roadmap. Management or Supervision: Yes Major Responsibilities: Develop vision, strategy, point-of–arrival and roadmap for a seamless and secure digital identification and authentication journey and serve as industry expert for all things related to Digital Identity. Manage a team of digital identification journey owners to ensure effective and secure digital customer identification and authentication solutions are implemented and executed on for all digital product channels. Maintain current competitive landscape analysis to inform best-in-class journeys across different industries. Collaborate with LoBs and Control Partners to deeply understand product requirements and security needs and gain alignment across consumer and transaction banking. Monitor and respond to customer feedback and “own” the journey analytics to continuously improve the customer experience and reprioritize roadmap and backlog. Work closely will all internal and external stakeholders to achieve best-in-class customer experience in alignment with the banks goals performance indicators. Work closely with the Agile development team to execute the roadmap in the most efficient way. Collaborate with the design team to develop and build best UI/UX. Partner with control functions to ensure journey adheres to all legal and compliance requirements. Ensure the digital identification journey team operates within a budget established by the business. Act as liaison between businesses, creative agencies and technology teams to ensure that all deliverables are being met. Actively mitigate impediments impacting successful team completion of Release/Sprint Goals. Oversee of product release plans for the delivery of new functionalities. Serve as a thought leader for business and technology team, and assists with the prioritization of backlog functionality. Provide leadership with recommendations on future functionality. Work closely with cross-functional teams, aligning their goals to execute on multiple projects in a timely and efficient manner; drives interaction with marketing, sales, operations,and technology to deliver customer centric products and services. Qualifications: 7+ years of experience in digital payments with strong understand of digital authentication and identification. In depth understanding of information security and digital fraud, latest trends and underlying technology. Knowledge of established digital identity propositions and processes and awareness of the wider players/trends in the market including startups and Fintechs. Ability to work closely with senior experts in the fraud and information security field and translate customer experience needs into technical and control requirements. Experience developing talent and infusing knowledge and experience within the wider organization. Customer Centricity – Passionate about customer experience and satisfaction. In-depth knowledge of Agile process and principles. Experience with JIRA/Aha preferred. Outstanding communication and leadership skills. Strong analytics, strategic and innovative thinking, and customer empathy. Effective team work and team building skills. Proven ability to interact and influence management. Superior presentation abilities. BA is required or comparable work experience; MBA is a plus. 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 Glendale, CA, USA Full-Time
Apr 29, 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 Walnut Creek, CA, USA Part-Time
Apr 29, 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 Senior Investment Associate position provides both administrative support and analytical expertise for IM&T Portfolio Managers. Responsibilities include completing client investment reviews, new business presentations, coordinating day-to-day schedules, performing various office tasks and completing compliance related activities and other complex support activities. The incumbent will interact directly with clients in client and participate in colleague meetings as needed. Major Responsibilities: (40%) Administrative support and client presentations: Provides all administrative and general support to Portfolio Managers and other investment professionals within IM&T and HighMark Capital Management. Coordinates the day-to-day schedules and activities of the Portfolio Managers to include completing all required paperwork and record maintenance, preparing activity and sales reports, conducting limited research projects, and providing administrative coordination of schedules and activities for the Portfolio Managers in trading, operations, and client service areas (to include typing memos, preparing reports and composition of routine letters. Completes current client investment reviews and prepares all client investment presentations and reviews, new business presentations for prospective clients, recommendations, and correspondence for current clients. Provides client service support and oversee client inquiries, when appropriate. Interacts with Wealth Market partners to resolve client and operational issues and complete ad hoc projects for IM&T's management team. (25%) Analytical and Creative Thinking Creatively solves complex challenges and analyzes complicated matters. Maintains strong knowledge of the financial and capital markets. Analyzes detailed and complex investment data necessary to build, develop and present customized analysis and conclusions to Portfolio Managers. (15%) Office Related Tasks Performs various office related tasks, such as distributing reports; operate and maintain office machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies, and general office administration. Improves skill set annually by completing targeted training. (10%) Training, Mentoring and Transformation Mentors and trains other assistants in the organization (i.e. resource for systems questions, training on policy and procedures, contacts within the bank for problem resolution etc.) Provides job specific training as requested. Shares ideas for process improvement. Qualifications: 5+ years of experience in an investment related role in the financial services industry. An under graduate degree is required. Extensive work experience at Union Bank may substitute for an undergraduate degree. Strong practical knowledge of financial markets and the firm's business, products, and services, including experience with both institutional and retail clients is required. Possess sound analytical skills, superior judgment, and ability to function autonomously, while anticipating the data reporting and presentation needs of the Portfolio Managers. Knowledge of Bloomberg and/or other securities trading systems strongly desired. Proficiency with full Microsoft Office Suite products (i.e Word, Excel, PowerPoint, etc.). Knowledge of trust accounting systems and/or trust administration is desired. 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
Apr 29, 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 Corporate Communications Strategist is responsible for a broad range of internal and external enterprise wide communications activities. The successful candidate will have demonstrated success in serving as an influential, trusted communications strategist to high-level executives and other leaders across a full range of communications activities. This position is a senior-level role and requires an individual who exhibits professional confidence at all times and has the ability to work effectively on a high volume of complex internal and external communications activities under tight deadlines. S/he must be an excellent writer who can efficiently draft crisp, accurate and engaging communications, including, but not limited to, communications plans, leadership messages and presentations, speeches/remarks, blogs, talking points, Q&A/briefing documents, news and feature articles for the company’s intranet or other purposes, press releases, biographies, web content, survey instruments, and other materials as required. This role has primary responsibility for all media relations activities for assigned businesses, both reactive and proactive. The successful candidate will also provide strategic communications for internal company meetings/conferences, live events, select corporate and business line video content and other messaging. Critical to the position is the ability and commitment to keep abreast of public policy, regulatory and political trends that impact the financial services industry. Major Responsibilities: Build a strong Corporate Communications brand (one-voice) that is respected and valued throughout the enterprise. Manage the high volume of enterprise-wide internal and external communications to include Line of Business (LOB) support. These activities include, but are not limited to, the development of communications plans (strategies and tactics for all internal and external communications); the development of a wide range of written communications, including but not limited to executive messaging (speeches, organizational announcements, blogs, etc.); all aspects of media relations (reactive and proactive) related to the business lines; and other communications duties as required. Establish and maintain strong relationships with key executives, serving as a trusted communications strategist and advisor who problem-solves and strategizes with management on a range of communications topics in support of business line and bank strategic initiatives and goals. Will require spending time with business executives throughout California. Seek opportunities to build relationships with ECA members attached to the LOBs and with colleagues in key business partner roles (strategy, marketing, sales, risk, legal, compliance and others). Continually gauge the effectiveness of communications programs, adjusting strategies and tactics to align with bank operating model as appropriate. Communicate results to management and track results for KPI purposes. Qualifications: Education / Certifications: B.S. or B.A. in Communications, Marketing Communications, Journalism, English or a closely-related field. Advanced degree highly desirable, but not required. Professional development certificates a plus. Affiliation with communications industry organizations a plus (i.e., PRSA, IABC). Experience: A minimum of 20+ years of combined experience in corporate communications, either in a corporate communications division or in a consultancy role. Prior experience with a publicly traded and/or financial services company, such as insurance, banking and/or investment management, is strongly preferred. The knowledge to provide basic media training and interview coaching to mid-level executives. Technical Skills: Demonstrated success in effective media relations response and outreach. The ability to create effective PowerPoint presentations. Leadership Skills & Behaviors: Lead strong team of communications professionals to be best in class. Be a confident, skilled and persuasive communicator – verbal, written and presentation. Possess excellent organizational and project management skills. Demonstrate strong critical and strategic thinking / analytical skills. Project professional confidence and appreciate the value of collaboration and teamwork. Calmly manage multiple, complex projects under tight deadlines. Work comfortably and effectively with all levels of employees. Successfully influence peers and internal clients to achieve objectives. Execute projects in a timely, cost effective and efficient manner. Provide strong communications strategy in times of crisis and/or other unusual situations (often occurs after hours, requiring rapid mobilization, development and execution of an action plan). Use sound judgment to gather, manage and impart information to the media and various other internal and external audiences, consistent with the bank’s messages and positioning. 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 New York, NY, USA Full-Time
Apr 29, 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 Private Wealth Advisor (PWA) provides relationship management to clients in the affluent $3MM+ market segment. PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes. Advisors in this role need to understand the complexity of wealth planning, investment management, risk management, estate & business planning, as well as banking and loan needs of high net worth clients. PWAs are expected to deliver a differentiated client experience that supports Union Bank’s value proposition through a consultative, needs based approach and proactive relationship management. PWAs cultivate internal and external referral networks to source new high net worth clients and achieve quarterly and annual performance goals through proactive growth and retention of high quality client portfolios with a focus on driving overall profitability to meet bank targets. Major Responsibilities : 65% ‐ SALES, MARKETING AND BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION) Develop and execute marketing and sales strategies to attract, deepen, and retain the most sophisticated $3MM+ relationships to ensure a profitable portfolio and achieve quarterly and annual revenue production goals. Act as a consultative and trusted advisor, anticipating needs relative to the high net worth market segment to ensure maximum profitability and cross ‐ sell opportunities. Implement defined sales processes with prospective and existing clients. Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive Bank products and services in alignment with client needs. Establish and maintain excellent working relationships with appropriate business partners (primarily Corporate Banking, Commercial / Middle Market, Real Estate Industries, and Capital Markets) to deliver comprehensive, holistic solutions to clients. Monitor, maintain and update sales activity, pipeline and other pertinent information using sales management tools. 35% ‐ RELATIONSHIP & RISK MANAGEMENT Develop and maintain client portfolios; accountable for balanced portfolio growth, portfolio profitability and overall portfolio retention. Minimize attrition risk through proactive and disciplined call program with regularly scheduled face to face meetings. Provide advice and solutions based on sound financial principles leveraging considerable resources and expertise. Analyze and respond to client’s personal comprehensive wealth management needs, including resolving problems clients may experience and ensure proper handling of service requests, balancing risk and opportunity. Consistently align client with appropriate channels to provide an exceptional service experience. Represent the Bank in the community by becoming active in professional and community groups. Monitor and manage portfolios to assess and minimize risk as it relates to credit and operations. Follow up with appropriate measures adhering to the Bank’s policy and guidelines; and consult with operational resources to proactively identify and mitigate operational risk in the servicing of client portfolios. Qualifications: Qualifications Education, Licensure, Year of Experience (and type of work experience): Demonstrated professional competency with 5 to 8 years of financial sales experience in the high net worth segment required; a minimum of 5 years of commercial and commercial real estate and/or consumer lending experience dealing with highly complex cases, highly preferred. College degree required, MBA preferred; Series 7 and either a Series 66 or Series 63 & 65 licenses are required (full licensing required within 180 days of hire). Appropriate state insurance license is required (full licensing required within 180 days of hire). CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired. Proficient knowledge of computer skills. Knowledge, Skills, Abilities: Possess exceptionally strong skills in the following areas in dealing with high net worth clients: wealth planning, investments, risk management, trust and estate services, estate and tax planning principles, and banking & loans. A broad understanding of highly complex personal and commercial financial statements and consumer or commercial lending, inclusive of related policies and procedures. Extensive knowledge of investments, trust, and credit products. Individual must be entrepreneurial and personally driven to succeed in their market and community. Strong sales and service orientation, and must be comfortable with and persevere in face of rejection. Ability to communicate effectively with clients of varying levels of business and financial sophistication, understanding the attitudes and behaviors of high net worth people and capable of delivering exceptional service at that level. Strong interpersonal and relationship management skills with extensive aptitude for sales. Ability to prospect, anticipate needs and close sales opportunities. Effectively assemble and lead advisory team of Bank partners in addressing client needs. 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 Francisco, CA, USA Full-Time
Apr 29, 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: Perform more complex administrative duties involving frequent exercise of independent judgment, initiative, and diplomacy in support of an Enterprise Marketing Executive and team. 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 the division's or group's policies and procedures. Type highly confidential materials in the form of memos, correspondence, and letters from drafts. Review drafts and finished documents for correct grammatical usage. Take and transcribe dictation. Compose agenda and correspondence. Collect data and conduct research for the maintenance and compilation of financial spreadsheets. Maintain superior'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 verbally or in written form to internal and external inquiries, which may involve communicating with high level management. Perform administrative duties such as ordering office supplies, coordinating travel arrangements, preparing monthly expense reports, etc. Process and coordinate accounts payables and expense vouchers. May perform personnel activities to include coordination of interviewing/screening, employee orientation, and maintenance of employee profiles. Qualifications: At a minimum, the right candidate should meet the following criteria: Requires excellent organizational and interpersonal skills as well as problem solving, negotiation and follow-up skills. Requires ability to organize and coordinate multiple projects. Good verbal and written communications ability. Requires excellent word processing, spreadsheet, and database computer skills. Strong Microsoft Word, Excel, and PowerPoint skills. Typically requires 3+ years of related experience. 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 Woodland Hills, Los Angeles, CA, USA Full-Time
Apr 29, 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 originating conventional residential real estate loans for the Bank. Participate in related business development activities. Mortgage Consultants maybe designated with the Bank branch and will be required to assist in the origination of conventional real estate loans for the supported branch. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. 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 San Bernardino, CA, USA Full-Time
Apr 29, 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, responsible for selling products and services for all consumer and small business customers. Responsible for day-to-day Branch operations, including but not limited to customer facing transactions and maintenance, cash handling and identifying sales opportunities. Develop long-standing and mutually beneficial banking relationships through the process of profiling and the sale of consumer and business loans, deposit and investment products and other banking services to meet or exceed assigned Branch goals. The position requires great flexibility and nimbleness as the incumbent must be comfortable expertly executing all Branch functions and engaging in high degrees of interaction with customers. Major Responsibilities: 60% - Sales and Service Build strong, lasting, financial relationships with customers Build brand trust and placement as clients’ primary banking institution Proactively assess customer’s financial needs, utilizing Branch systems and tools to properly document information Use expert-level product knowledge and a keen reading of customers’ needs assessments to sell customers products and services that best meet their needs Build on a holistic understanding of customer needs to become their primary savings institution Maintain a current and thorough understanding of all consumer and business related products and services Ensure loan applications are complete and submit to loan center for processing Ensure customers have complete and accurate understandings of product features, including service charges, interest rates, etc. Maintain proficiency in new account opening systems and procedures Work independently of supervision in the attainment of Branch assigned goals and responsibilities Maintain established customer service level expectations in accordance with the Bank’s overall goals and objectives Provide solutions for complex or difficult customer issues Perform miscellaneous duties as assigned 30% - Operations 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 Refer or cross-sell opportunities to customers as deemed appropriate based on customer need Function as a back-up in operations as warranted by levels of responsibility Support the Assistant Manager in operational activities as necessary Ensure that the office is operating in a safe and effective manner 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: Bachelor’s Degree preferred, but not required Series 6 and 63 Licenses preferred, but not required Typically requires 5+ years of experience in operations and sales Knowledge, Skills, Abilities: 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 Significant sales work experience track record and sound operational and risk management knowledge required Requires working knowledge of complex financial service products and services including Small Business deposits and credits Exercise sound judgment when processing customer transactions and providing approvals 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 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 Walnut Creek, CA, USA Full-Time
Apr 29, 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 Fresno, CA, USA Part-Time
Apr 29, 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 Santa Monica, CA, USA Full-Time
Apr 29, 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 Hanford, CA 93230, USA Part-Time
Apr 29, 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: Qualifications Typically requires 2+ years of customer service experience in a retail bank Familiar with standard branch technology and teller equipment Customer service and cash handling experience Must have strong verbal and written communication skills Must have good leadership and interpersonal skills Good math, reading, and comprehension abilities Strong problem-solving skills The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Auburn, CA, USA Part-Time
Apr 29, 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
Union Bank San Diego, CA, USA Part-Time