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.

Nov 18, 2018
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 Bakersfield, CA, USA Part-Time
Nov 18, 2018
Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), 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 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 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: Provide primary shift leadership within a seven-day banking schedule and support the office manager in the attainment of Bank strategic objectives. Supervise and coach the sales team in the absence of the Branch Manager. Develop customer relationships to increase deposit and consumer loans, which will require flexibility and creativity to maximize new business opportunities in a highly visible environment. Major Responsibilities: Support the branch manager in the execution of duties and perform as primary officer as required. Implement branch sales plan, develop branch staff and lead sales activities to achieve branch sales and profitability goals. Administer Bank personnel policy and programs. Participate in recruiting activities for branch. Assist in the development and training of personnel, including performance reviews, giving constructive feedback, and administrating corrective action processes. Maintain personal banking skills and provide leadership in each of the bank's critical customer contact areas. Complete customer transactions at the "teller" window, sell and cross-sell effectively all consumer banking products and services, and proficiently perform aisle selling activities. Ensure that the office is operating in a safe and effective manner and that employees are trained in Bank safety and security policies relating to branch safety, emergency preparedness, and robberies. Qualifications: Additional Information: Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities. A strong background in operations and/or financial services (to include consumer lending) is preferred. Typically requires 2+ years of experience. 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 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 Corona, CA, USA Full-Time
Nov 18, 2018
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. 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 Redmond, WA, USA Part-Time
Nov 18, 2018
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 San Diego, CA, USA Full-Time
Nov 18, 2018
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 Product and Portfolio Manager, the Portfolio Management Associate is responsible for execution of commercial real estate loan requests for loan modifications, retentions, extensions, and new loans. Major Responsibilities: Reviews and evaluates loan requests for of secured multi-family and commercial income properties. Specific tasks include, but not limited to completing loan underwriting for multi-family, mobile home parks, and commercial properties. Analyzing the guarantor’s creditworthiness. Based on analysis of both property and guarantor, develop loan structure which maximizes loan returns and quality, while remaining competitive in the marketplace. Responsible for high quality loan submissions. Comply with bank lending policies and procedures. Act as primary contact to borrower during loan underwriting and approval process, effectively representing Union Bank and REI/CMO group. Portfolio Officer is responsible for successfully meeting both individual and team goals for loan retention, relationship expansion, and referrals. Qualifications: Preferably, requires a degree from a four-year college (e.g., BA, BS) in business, finance or related field and a minimum of five years professional experience in a financial or loan setting. The candidate should be either in process of pursuing Commercial Credit Training Program or enrolled in it. Underwriting and risk assessment, for multifamily and mobile home park related real estate loans. Underwriting abilities to include the analysis of real estate appraisals, environmental reports, borrower and guarantor financial condition and collateral evolution. Technical knowledge of entity structure and related documentation. Technical knowledge of real estate loan documentation, knowledge of real estate lending regulations, title insurance, and disbursement procedures. Effective sales/marketing and customer service techniques. Excellent writing and verbal presentation skills, including ability to communicate complicated analysis in a clear and compelling manner. Strong analytical, time management, and organizational skills and the capacity to integrate diverse objectives with a high level of attention to detail. Ability to work well with others including management, other team members, internal bank partners, and challenging customer situations with limited hands-on supervision. Ability to multi-task and work well under competing deadlines. Strong attention to detail. Competent with Microsoft Office products. Ability to quickly master new technology systems. Willingness and ability to travel to conduct site visits and borrower interviews. Ability to maintain confidentiality of customer data. 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 Brea, CA, USA Full-Time
Nov 16, 2018
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 Gardena, CA, USA Part-Time
Nov 16, 2018
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 Lending Operations, Managing Director, this senior management-level role is responsible for middle market and business banking centralized underwriting, portfolio monitoring and loan closing and operation related processes for Commercial Bank. Responsible for the design, coordination, implementation and/or oversight of all processes affecting the centralized commercial credit team. Responsible for the lending operations direction, growth, compliance and coordination of all activities to ensure achievement of financial goals and expectations. Responsible for ensuring that the group's systems and operational infrastructure can support outstanding execution of current programs, as well as ensuring a leading position among competitors. Responsible for ensuring the effectiveness of new and existing processes, in coordination with all business partners. Responsible for establishing and enforcing Internal Service Level Agreements, maximizing and monitoring productivity and improving customer service. Actively participates in senior level management meetings, strategy planning, discussions and decisions. Manages 5 to 6 managers who manage 50+ Underwriters and Loan Administrators responsible for Commercial Bank centralized portfolio. Major Responsibilities: 65% - Responsible for Credit Processing and Continuous Improvement. Responsible for interviewing, hiring, termination, coaching and counseling, training, performance reviews, compensation changes, promotions and transfers, delegating assignments, and oversight of work. Plan, direct, and coordinate operational activities at a senior management level. Take overall responsibility and accountability for loan administration and all aspects of labor management for all staff. Provide oversight to the Credit and Processing teams supporting Commercial Bank. Monitor staff performance against objectives. Lead Re-Engineering Initiatives. Lead systems enhancements and monitoring. Support Managers and Senior Operations Management Team of Commercial Credit Services to develop stream-lined processes and thorough management practices. Make recommendations to Senior Management for improvements on projects, processes, tasks and objectives. Create, simplify and improve processes to maximize efficiency and meet changing business needs. Build and manage pull-through Service Level Agreements (SLAs) for all credit and operations functions that support Commercial Bank. Negotiate external Service Level Agreements with business partners in support of Commercial Bank’s financial goals and objectives. Drive the development and design of new processes, systems and products. Drive the development and design of management reports highlighting various metrics, including capacity, production and efficiency. Coordinate work flow changes with internal and external departments of the Bank, ensuring maximum efficiency and customer service results. 15% - Foster Collaboration with Business Partners & Customer Service. Demonstrate good understanding of business unit dynamics and navigate effectively. Reach out to multiple groups to create and sustain a successful culture of collaboration and inclusive teamwork. Partner on initiatives to enhance products, service levels and drive performance. Enhance the division's reputation by proactively identifying and addressing pain points. Proactively initiate an information sharing process and anticipate the information needs of business partners. Take proactive steps to recognize, address or minimize conflict. Provide multiple desirable alternatives. Recognize and celebrate team successes. Proactively stay current and knowledgeable on industry-leading customer experience strategies and continually improve customer service. Set high, realistic expectations with all customers, including high profile or institutional customers, with results that exceed expectations. Anticipate and resolve customer problems in a timely manner and take proactive steps to prevent problems from occurring. Develop a process that regularly solicits customer feedback. 10% - Responsible for Risk Management. Actively participate in management meetings, strategic planning, discussions and decisions. Actively participate in the audit process to achieve satisfactory results. Interface with Executive Management, Line Management and Business Partner Management to resolve conflicts and issues. Address compliance, legal and audit issues as they relate to commercial operations. Work closely with other executives and senior managers to facilitate problem solving, and to obtain necessary resources to meet objectives. 10% - Responsible for Project Management Participation. Represent Commercial Bank’s interests and goals in enterprise-wide projects. Support Project Managers within Commercial Credit Services to achieve winning results. Prepare functional requirements, feasibility studies, program specifications, user test plans and user training plans related to systems. Maintain a close relationship with Senior Management, Credit Administration, Internal Audit and other business partners through interaction with these units. Ensure that an open line of communication is established at all levels, both inside and outside the commercial credit center. Qualifications: Typically requires 10 or more years of commercial lending experience including credit portfolio management and client interaction skills. Excellent credit skills. A Bachelor's degree is preferred. Effective people management, listening, verbal and written communication skills. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Irvine, CA, USA Full-Time
Nov 16, 2018
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 Banker 1 position is required to proactively attract, deepen and manage comprehensive financial relationships within the affluent and small business segments. Incumbents will be required to understand complex banking, credit, investment, insurance and estate/business planning needs of clients and engage Union Bank Wealth, Business Banking and Global Treasury Management partners to provide holistic solutions where appropriate. Additional responsibilities: Deliver a differentiated client experience that support’s Union Bank’s value proposition through a consultative, needs based approach and proactive relationship management; Deploy end to end sales process and own the client experience, including regular face to face client meeting and needs assessments through in depth discovery meetings, solution presentations introducing an array of products / services, implementation of recommended plans, and ongoing client communication; Advise and consult with clients to maximize their service usage, loan, insurance, investment, and business opportunities; Cultivate internal and external referral networks to source new high value clients; Partner with all members of their assigned branch team to ensure client has a positive in branch experience; Achieve quarterly and annual performance goals through proactive growth and retention of high quality client portfolio with a focus on driving overall profitability to meet bank targets. It is expected that more than 40% of the incumbent’s work time will be spent away from the Bank's places of business. Major Responsibilities: 75% - SALES, BUSINESS DEVELOPMENT, RELATIONSHIP MANAGEMENT, MARKETING AND NEW ACQUISITION Develop and execute marketing and sales strategies to attract, deepen and retain a profitable portfolio, engaging internal Union Bank partners as well as external centers of influence. Act as consultative banker and trusted client advisor, anticipating needs relative to mass affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Implement defined sales process with prospective and existing clients. Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive UB products and services in alignment with client needs. Establish and maintain excellent working relationships with appropriate business partners (Wealth, Private Bank partners, Mortgage, Business / Commercial, Investments etc.) to deliver comprehensive, holistic solutions to clients. Monitor, maintain and update sales activity, pipeline and other pertinent information using sales management tools. Achieve quarterly and annual revenue production goals. Effectively assemble and lead advisory team of UB partners in addressing client needs. 25%- PORTFOLIO AND RISK MANAGEMENT Engage mass affluent clients on value and opportunity related to growing their relationship with the Bank. 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 within the bank. Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client’s personal credit needs and requests. Monitor and manage portfolio 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. Respond to problems clients may experience and ensure proper handling of service requests balancing risk and opportunity. Consult with operational resources to proactively identify and mitigate operational risk in the servicing of client portfolio. 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. Qualifications: Additional: A minimum of 2 - 4 years of commercial and/or consumer lending experience Demonstrated professional competency with 4 to 6 years financial sales experience in affluent segment. College degree or equivalent work experience preferred Series 6 & 63 licenses or series 65 license is preferred as well as appropriate state insurance licensing; however, candidates can also enter into Licensed Banker program if not already licensed Knowledge, Skills, Abilities: Robust understanding of wealth issues and product solutions relevant to affluent clients including financial, estate and tax planning principles Demonstrated experience with broad understanding of personal and commercial financial statements and consumer or commercial lending Conversational knowledge of investments, trust and credit products Proficient knowledge of computer skills required Ability to assess client needs and proven client interviewing skills. Strong sales and service orientation. Strong interpersonal and relationship management skills with demonstrated aptitude for sales. Ability to prospect, anticipate needs and close sale Communicate effectively with clients of varying levels of business and financial sophistication 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 Orange, CA, USA Full-Time
Nov 16, 2018
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 San Ramon, CA, USA Part-Time
Nov 16, 2018
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: Complete understanding and application of technical principle, theories, and concepts in performing identified risk. Responsible for reviewing new and existing customer accounts for deposit and returned item risk. Exam new accounts for fraudulent/erroneous information, and evaluate potential loss situations. Determine on action to be taken based on predefined procedures or escalating to management for review, which may include closing the accounts, resolving client questions from branch personnel or external customers, review of the Bank's core and fraud monitoring systems. Assist management in achieving the Bank's fraud management goals by identifying and recognizing changing patterns and techniques utilized by fraud perpetrators and by taking appropriate action to mitigate Operational Losses bank wide. Major Responsibilities: 40% Ability to resolve problems and investigate a wide variety of issues and requests to include gathering additional information, contacting other bank departments and branch offices, and working with personnel at all levels. Consolidate evidence to conclude that an account must be closed or that the suspicious activity does not represent a risk to the bank without disrupting service to our clients. Complete and submit Suspicious Activity Reports (SAR's) to meet OCC guidelines, maintaining all research and analysis. Assist in the recovery of losses by deciding on actions, to be taken i.e., send demand letters, Hold Harmless Agreement & Indemnification letter to other financial institutions. Investigate potential losses to determine suspect, explore avenues of recovery. 35% Responsible for reconciling, reviewing and processing identified risk transactions. Determine the degree of operational risk and/or fraudulent conduct when reviewing suspect fraud. Identify and escalate to management other compliance or operational potential weaknesses i.e. new account fraud, failure to follow policy etc. Perform daily review and analysis of suspected check fraud items and a risk assessment on suspicious accounts and activities. 5% Provide reporting and/or information to other business units, Legal Division, Corporate Compliance, Regulatory Agencies, and Law Enforcement as required. Respond to inquires received from branch/department personnel bank-wide, clients, and non-clients, Corporate Security, other financial institutions. 5% Facilitates escalated customer or branch calls. 5% Assist in the development and training of less experienced team members. Qualifications: Typically requires 5 + years of direct related experience. BA/BS preferred but not required. Extensive operational background, knowledge of Bank policies, Regulations, and procedures. Excellent verbal and written communication skills to articulate with customers and internal management. Strong analytical, problem solving, and decision making skills. Demonstrated pro-active initiative, ability to work under minimal supervision. Proficient in Microsoft Word, Excel, Power Point, and Visio. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank San Diego, CA, USA Full-Time
Nov 16, 2018
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 Santa Maria, CA, USA Full-Time
Nov 16, 2018
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 Bakersfield, CA, USA Part-Time
Nov 15, 2018
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, 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. 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 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 Risk Management and Compliance Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensure customer information meets bank and regulatory documentation Adhere to the SAFE Act requirements Qualifications: Education, Licensure, Year of Experience (and type of work experience): Bachelor’s Degree preferred, but not required Series 6 and 63 Licenses preferred, but not required Typically requires 2+ years of experience in operations and sales Knowledge, Skills and 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 Proven sales track record and sound operational and risk management knowledge required Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of 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
Nov 15, 2018
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 Norwalk, CA, USA Part-Time
Nov 15, 2018
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: Additional Information: Must have strong verbal and written communication skills Must have good leadership and interpersonal skills Familiar with standard branch technology and teller equipment Customer service and cash handling experience. Good math, reading, and comprehension abilities Strong problem-solving skills Typically requires 2+ years of customer service experience in a retail bank 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 Rancho Cucamonga, CA, USA Part-Time
Nov 15, 2018
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: Under general supervision, provide consumer and real estate loan account information, respond to customer inquiries via telephone. Research and resolve moderately complex customer problems. Ensure compliance with federal, state, and investor agreements, and any Bank policies and procedures to minimize and avoid potential Bank loss and liability, as pertaining to the servicing of real estate and consumer loans. Major Responsibilities: Evaluate and respond to customer and Bank personnel inquiries via telephone. Understand and utilize ACD system within department guidelines. Maintain online information in response to customer needs, to include coupon ordering, name and address changes, history and amortization requests, credit corrections, and other miscellaneous requests and other duties, as needed. Prepare forms, pre-written business letters, short memos, reports, documents and instruments. Operate PC and / or mainframe terminal, microfiche and standard office equipment. Analyze and resolve payment inquiries / problems, research title, escrow and year-end documents. Inform customers of consumer and real estate product lines, answer questions on such items, and make referrals to loan production offices. Ensure compliance with federal and state regulatory requirements (B, C, H, X and Z). Ensure compliance with government agency and private investor warranties and servicing agreements. Qualifications: Typically requires a high school diploma or G.E.D. and 1 to 2 years of technical mortgage servicing and customer service experience. Call center experience is highly preferred. Must be a quick learner and have strong organizational skills. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Arlington, TX, USA Full-Time
Nov 15, 2018
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: Additional Information: Must have strong verbal and written communication skills Must have good leadership and interpersonal skills Familiar with standard branch technology and teller equipment Customer service and cash handling experience. Good math, reading, and comprehension abilities Strong problem-solving skills Typically requires 2+ years of customer service experience in a retail bank 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 Riverside, CA, USA Part-Time
Nov 15, 2018
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 Solana Beach, CA, USA Full-Time
Nov 14, 2018
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 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 Must have strong verbal and written communication skills Must have good leadership and interpersonal skills Familiar with standard branch technology and teller equipment Customer service and cash handling experience. Good math, reading, and comprehension abilities Strong problem-solving skills Typically requires 2+ years of customer service experience in a retail bank. 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 Luis Obispo, CA, USA Part-Time
Nov 10, 2018
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 developing new commercial credit relationships and managing a portfolio of complex credits. In conjunction with a credit executive, structures transactions and assists credit executive in obtaining credit approval. Works with clients to present solutions to short and long term strategic objectives. May act as agent in complex multi-bank syndicated transactions. Major Responsibilities: Business Development: Focus on the achievement of new business goals, as determined by manager. Call on a qualified list of prospects and referral sources with calling activity goals set by manager. Demonstrate the ability to advance the sales process with prospects. Financial: Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region's annual new business goal. Portfolio Management: Pro-actively manage a portfolio of commercial relationships. Act as the focal point for existing relationships in the portfolio. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank. Lead a team, which may consist of RM, CE, CA and various product specialists, in delivering service to the client. Thoroughly understand clients' short and long term strategies in order to provide value-added advice and suggestions to help clients meet their objectives. Share responsibility with the CE for cross-selling other bank products to existing clients. Share responsibility with the CE for the credit quality of the portfolio. May act as agent in complex multi-bank syndicated transactions. Acts as mentor in developing calling skills of junior credit executives and credit officers. Qualifications: Normally requires 10+ years in commercial banking. Experience acting as the agent in multi-bank transactions. Through knowledge of other banking products and services, including bank and capital market products. Results oriented. Excellent interpersonal and negotiating skills (both internal and external). Strong understanding of credit. Ability to handle several tasks simultaneously. Ability to both lead a deal team and work as part of a team. Strong time management and organizational skills. Strong sales 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 City of Industry, CA, USA Full-Time