Union Bank

Company Description
About Union Bank
Union Bank is a full -service bank with offices across the United States. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank also offers an extensive portfolio of value-added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services. With assets of $106.7 billion (USD), as of March 31, 2014, the bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world’s largest financial organizations with total assets of approximately ¥258 trillion (JPY) or $2.5 trillion (USD)*, as of March 31, 2014. MUFG Americas Holdings Corporation, the financial holding company of Union Bank has corporate headquarters in New York City.

*Exchange rate of USD = ¥102.92 (J-GAAP) as of March 31, 2014.

© 2014 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.

Sep 20, 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: Provide loan administration services for complex permanent commercial real estate loans, construction loans, and/or commercial business loans for SBA business line. Major Responsibilities: 40% Documentation Preparation: Prepare loan documentation to reflect approved loan terms and consistency with Bank Policy and Procedures for new loans and modifications as well as compliance with governing regulatory authorities. Ensure loan documentation complies with Banks operational requirements and can be serviced on Banks system of record. Coordinate document negotiations between borrower, attorney and account offices as appropriate and obtain approvals as required. Deliver executable loan documents in accordance with account officer and borrower requirements. Communicate and coordinate with all external parties with regards to required information (legal, title, and escrow). 3 30% Loan Closing: Review of executed loan documents to determine they have been properly signed, initialed and/or notarized. Prepare closing instructions and transmission of loan documents for recording of title/escrow. Determine that all pre-closing requirements and audit exceptions are satisfied or appropriate waivers are obtained. Preparation or coordination of applicable loan documents for filing/recording, funding and boarding of loan onto Banks system of record within required timeframes. Establish appropriate ticklers to cover all loan information to be monitored. 15% Post-Close: Continue to provide customer service to account officers and borrowers throughout life of loan. Follow up for post close documentation deficiency items. Establish and monitor loan ticklers on Banks tracking system. Coordinate review and approvals for all disbursements throughout construction, interfacing with Construction technical engineer and account officers. Ensure loan remains in balance with construction budget. 15% Miscellaneous Duties. Qualifications: In-depth knowledge of SBA commercial real estate and/or commercial documentation, with a minimum of 2-5 years of experience. Previous experience with preparing loan documents through the use of an automated documentation system. 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
Sep 20, 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 into the Customer and Employee Readiness group, this role oversees the creation and implementation of the business line’s strategic initiatives. Responsibilities include special project management, day-to-day management of Customer and Employee Experience work-flow, preparation of reports and timely development and implementation of related procedures. The incumbent also provides leadership, advice, and guidance on sales processes and other activities aimed at enhancing employee growth and development. Major Responsibilities: Strategic Planning Initiatives In collaboration with senior management, identify, and develop revenue generating strategic initiatives to support the Regional Bank Partner with Management to ensure ongoing development plan alignment with the business line budget and mid-term plan Lead training initiatives aimed at deepening customer relationships, acquiring new revenue, and fostering the ultimate customer experience Provide subject matter expertise and guidance for sales and operational support for all business line strategic initiatives Build, maintain, and manage strategic partnerships across various business units Provide support for complex projects to the Customer and Employee Experience team Develop communications and presentations for the Leadership Team and business line partners Create best-in-class development and management programs to enhance overall employee performance Manage development plans to report the success of programs for employee development and performance Analyze and present recommendations and findings; develop and implement strategies to meet opportunities and challenges Program Management Lead various business partners within cross-functional project teams to identify and address business opportunities and challenges Manage project implementation in support of business line service and sales initiatives, contributing to profitability and a best-in-class customer experience Coordinate efforts of multiple functional areas, monitor progress, and make recommendations on work flow and timeliness to achieve completion of initiatives in a timely, cost effective and efficient manner Manage other high priority and confidential special projects as required. Resource Management Manage the training coordination and administrative staff Responsible for strategic updates including Monthly Business Reviews, Weekly Executive Reporting, Intake processing and analysis, as well as initiative management and communications Participate in overall department planning, evaluation, and budgeting process by analyzing needs and making recommendations Provide leadership on internal projects Analytics & Reporting Identify trends and the impact to program goals and strategic plans and present analysis and interpretation of results to and business line leadership Conduct research and data analysis for segments and ongoing project Interpret data and provide reporting on programs for analysis Risk and Compliance Maintains current knowledge of the regulatory environment, the Risk Vision of the Bank, and risk management policies and programs Demonstrates knowledge of and is sensitive to the current regulatory environment Balance the pursuit of growth and financial performance with disciplined risk management practices Recognizes and proactively addresses risk issues, including those associated with the Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy. Qualifications: BA/BS degree required, MBA preferred 5+ years of management experience in a financial institution 5+ years’ experience in a learning and development organization Knowledge of basic business and banking terminology, concepts, and processes and knowledge of federal regulations, bank policies, operating practices and procedures normally attained through 5+ years’ banking experience Proficiency in working with PC applications (MS Office Suite) and other software utilized by the bank. Expertise in curriculum and workshop design Current experience in instructional design and/or technical writing Strong organization development and consulting skills, as well as, creative problem solving ability Ability to prioritize, schedule, and meet deadlines Excellent communications skills to present technical and complex concepts and able to understand and communicate those concepts quickly and accurately Strong writing, editing, and proofreading skills Excellent interpersonal and relationship development skills necessary to influence employees at all levels about opinions, ideas, attitudes, or things with tact and sensitivity Creates a culture of collaboration to ensure the success of projects from development to deployment Keeps knowledge up to date on changes in bank and department policies, procedures, and products within the bank Develops knowledge and skills to continuously enhance industry, company, management, design skills and knowledge, and internal process improvement 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
Sep 20, 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 world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: Responsible for setting the standards, monitoring results, and provides the infrastructure required for the Bank to select the right projects and to successfully complete all projects. Establish, implement and manage the revised project management processes. Responsibility, accountability and authority to standardize and institute the standard of business functions and methodologies, (planning, work structure, scheduling, estimating, scope definition, and project control management) in the execution of projects. Manager will also be the leadership source of documentation, guidance, training, metrics on the practice of project management and execution. Manage the governance process required to ensure the consistent and effective delivery of projects throughout the organization. Establish and enforce the policies and procedures necessary for the Bank to achieve Best Practices in the area of Project Management. Major Responsibilities: The Enterprise Program Office manager will be responsible for managing the following: Enterprise Project Methodology process development and execution of training programs for project management resource staff (in conjunction with corporate training). Development, validation, enforcement and analysis of project scorecards. Facilitate project prioritization. Manage the Portfolio Management & Reporting Benefits Realization Tracking Stage Gating Process Standardization and post implementation tracking. Executive-Sponsor Coordination Project Management Methods Standardization Best Practice Dissemination. Qualifications: Strong verbal/written communication, presentation, and negotiation skills. Project leadership and management skills. Strong analytical and financial skills. Strong PC skills. 15+ years in project management, system testing, and implementation. 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
Sep 20, 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 world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: The Commercial Credit Quality Control (QC) Auditor supports the objectives of the Regional Banks Commercial Credit QC Program. This includes following prescribed QC protocols, processes and / or methods designed to detect, and monitor the Regional Bank commercial credit front line business units activities ensuring adherence to all applicable policies, procedures and processes. Provide feedback of observed issues and technical assistance to front line & supporting staff, as appropriate. Major Responsibilities: Support the Regional Bank’s Commercial Credit Quality Control Program, ensuring the supported front line business units are adhering to all applicable policies, procedures and processes. Proactively surface identified issues to QC manager or supported business units, as appropriate. Primarily supports policies/procedures of higher complexity. Remain current with all applicable policy, procedures and process. Develop and maintain an effective working relationship with supported front line business units. Provide technical guidance to supported front line business units related to policies, procedures, processes as well as QC protocols, processes, or methods. Promote effective and open communication with Regional Banks team. Promote teamwork within the Risk & Control, as well as with other bank units. May act as lead or subject matter expert working within the team. Qualifications: Additional Information: BA or BS degree is required. 5+ years of experience required with progressive lending, quality control, or examination experience of commercial & industrial credits and/or secured by commercial real estate. Experience in credit-related fields. Excellent skills in credit/financial statement analysis and/or collateral valuation analysis as well as through understanding of the banks policies, procedures and processes. Effective communication skills, both oral and written. Strong computer skills with a working knowledge of Microsoft Office suite of programs. 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
Sep 20, 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 Director, Process Improvement Manager manages a team that leads critical strategic transformation efforts focused on the business needs to improve internal functions that result in more efficient processes, greater positive client impact, and improved profitability. This leadership role oversees the development and implementation of specific process improvement programs. Management or Supervision: Yes Major Responsibilities: Identify and champion the selection of process improvement activities across the business line. Plan, mobilize, and drive change for complex transformational efforts through leadership experience, tools, and processes. Oversee day-to-day project management and coaching of process improvement team members and of client teams as they implement recommendations. Lead problem scoping efforts that identify major issues and actionable opportunities, conduct root cause analysis, assess alternative approaches, design solutions, and quantify potential bottom-line financial impact. Partner with business leadership, information technology teams and project management staff in developing strategies and implementation efforts that lead to process improvement in executing key initiatives and strategies for the business. Advise and influence senior leaders and business executives on key business decisions and transformational initiatives. Translate business goals and objectives into tactical changes in the use of current technology in daily activities; identify and evaluate new technology opportunities and “to be” operating models that improve efficiency, quality, and the client and employee experience. Lead multiple client projects, including directly or indirectly managing multiple associates / analysts across several workstreams. Develop deep trust-based advisor relationships with key client stakeholders and ensure client is satisfied throughout engagement. Lead working sessions, and senior client presentations; maintain composure and presence in difficult situations. Review cost benefit and return on investment analyses for resource allocation and recommend action plans. Oversee process improvement / project portfolio and manage demand with project priorities and resources available. Identify potential roadblocks and overcome obstacles. Develop team members, serving as a mentor. Qualifications: Education, Licensure, Year of Experience (and type of work experience): 8-10 years project management and / or process improvement experience, preferably in the financial services industry 5-7 years management experience Six sigma skills are a plus Bachelor’s degree required, advance degree preferred Knowledge, Skills, Abilities: Excellent Project Management and leadership skills to support transformational change. Ability to collaborate and build coalitions across functions at the executive level. Ability to challenge status quo and elevate peer thinking. Ability to engage with competitors, vendors, consultants and subject matter experts to identify and incorporate best practices or alternative approaches. Excellent writing and communications skills; understands what it takes to influence others to achieve intended results. Strong analytical skills: Ability to develop creative solutions. Understands current regulatory environment. Results oriented leader who continually drives a strong sense of urgency with a demonstrated ability to produce desired outcomes. Ability to structure and scope complex problems and apply a range of analytical tools to develop solutions. 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
Sep 20, 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 Retail Product Manager, responsible for the product development and revenue management for retail products (small business or consumer). Support retail bank growth strategy to acquire households and deepen relationships to build balances and optimize product profitability. Major Responsibilities: 15% Develop product strategy for retail products (small business or consumer). Leverage existing capabilities and identify product gaps based on competitive assessment and opportunities. Responsible for ensuring the product strategy is aligned with the Retail Bank strategies. Works closely with business banking administration, commercial product managers, retail banking product managers, marketing, deposit operations and servicing. 60% Responsible for managing the existing product line and the development and launch of new products, features and functionality. Manages the revenue stream for assigned products used by retail customers. Manages the product profitability and develops tactics to improve profitability and performance through product design and pricing discipline. Measures and tracks the financial performance volumes against established goals and works closely with Retail Deposit Portfolio Management. Responsible for competitive market research, analysis of competitive and market forces and ongoing assessment of internal strengths and weaknesses. Develop pricing recommendations. Ensure the product development and enhancements comply with the bank's Product Development Policy (PDP) Responsibilities and Requirements. Determine training gaps and lead efforts with Training to address needs. Has a key role in managing the IT systems development of new and enhancement of existing products. Has key responsibility in managing the project from conception to implementation. 15% Responsible for working with the Marketing team to develop marketing plans for retail products (consumer or small business) to drive acquisition or retain existing households. 10% Project coordination activities with other product managers through the Bank for Product or Service adaptation for retail channel, new product or process changes for retail, training/communications, billing methods/processes/pricing schemes. Qualifications: Additional Information: Requires a minimum 5+ years of direct work experience as a product manager in a financial services organization. Must have direct work experience in developing and driving product initiatives from start to finish, from recommendation to post-rollout measurement. Strong analytics, strategic and critical thinking and customer empathy are required. Effective team work, interpersonal and organizational skills. A comprehensive understanding of product and project management practices. Proven ability to interact and influence executive management. Requires excellent verbal and written communication and presentation skills. Requires computer skills (MS Word, Excel, Outlook and Powerpoint). BA is strongly preferred. MBA is a plus. 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 Glendale, CA, USA Full-Time
Sep 20, 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 The Assistant Manager is responsible for managing, and when needed, participating in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. The Assistant Manager provides leadership in conjunction with the Branch Manager in achieving Branch goals and objectives and may be responsible for management of specialty segments. Major Responsibilities : 60% - Branch Operations Oversee branch operations in conjunction with the Branch Manager Develop and manage employee schedules Serve as primary Operations Officer and maintain proficiency in operating policies and procedures Resolve customer issues and complaints in a timely, professional and effective manner Act as liaison with other support areas of the Bank to resolve customer issues Serve as Security Coordinator for the Branch Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements Exercise sound judgment when processing customer transactions and providing approvals Partner with the Branch Manager in training and supporting risk mitigation activities Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs. 30% - Branch Sales Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff Support Branch Manager, act as primary officer and manage both Sales and Operations as required Recommend, present and sell appropriate products and services identified based on customer need as well as follow-up on direct marketing opportunities Serve as back-up in sales platform and open new accounts as needed Maintain proficiency in new account opening systems and procedures Participate in customer acquisition and retention activities Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system Maintain a current and thorough understanding of all consumer and business related products and services Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees. 10% - Risk Management and Compliance Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensure customer information meets bank and regulatory documentation Adhere to the SAFE Act requirements Qualifications: Education, Licensure, Year of Experience (and type of work experience): Requires 3 to 5 years of financial services experience, with an emphasis in operations Requires previous supervisory, administrative and analytical skills and work experience Requires experience in customer service, communications and time management Previous knowledge of operations and regulatory requirements is also required Knowledge, Skills, Abilities: Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities A background in operations and/or financial services (to include consumer lending) is preferred Proven sales track record and sound operational and risk management knowledge required Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .
Union Bank Ladera Ranch, CA, USA Full-Time
Sep 20, 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: 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. Major Responsibilities: Customer Service Transactions (70%) 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 (15%) 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 (15%) 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. 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 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 Part-Time
Sep 20, 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 San Diego, CA, USA Full-Time
Sep 20, 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 world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary The Branch Manager is responsible for all activities within their Branch and manages staff to achieve the mission, vision and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. The Branch Manager ensures adherence to Bank policies and procedures by all Branch personnel. Depending on office/market location, the Branch Manager may be assigned specialty customer segments. Responsible for directly managing staff consisting of 2-3 employees, including interviewing, hiring, and termination of staff, recommending salary changes and job promotions, setting work hours, conducting counseling/performance reviews, and planning of the staff’s work. Major Responsibilities: 60% - Sales and Branch Management Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff Responsible for the achievement of both assigned Branch and individual sales and profitability goals Implement branch sales plan, develop Branch staff and lead sales activities Maintain Branch at approved staffing level Effectively manage the branch budget Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities Maintain proficiency in new account opening systems and procedures Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system Maintain a current and thorough understanding of all consumer and business related products and services Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees Provide solutions for complex or difficult customer issues Prepare frequent updates and communications to senior management on Branch sales and profitability results 30% - Branch Operations Oversee branch operations in conjunction with the Assistant Manager Develop and manage employee schedules Provide back-up in operations as needed and maintain proficiency in operating policies and procedures Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed) Exercise sound judgment when processing customer transactions and providing approvals Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs 10% - Risk Management and Compliance Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensure customer information meets bank and regulatory documentation Adhere to the SAFE Act requirements Qualifications: The Branch Manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, responsible for the service management of specialty segments Bachelor’s Degree preferred, but not required Series 6 and 63 Licenses preferred, but not required Requires previous supervisory, administrative and analytical skills and work experience Requires experience in customer service, communications and time management Previous knowledge of operations and regulatory requirements is also required Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word Current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities Proven sales track record and sound operational and risk management knowledge required 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 San Carlos, CA, USA Full-Time
Sep 20, 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: This individual will report to the Director of Brand & Enterprise Advertising and will manage the day to day development of brand and offline advertising across print, out-of-home, radio and TV for PurePoint Financial. He/she will work closely with our creative and media agencies, leveraging previous experience in advertising, to provide direction and consolidated stakeholder feedback as creative progresses. He/she will also be responsible for working with the agencies to ensure that creative development, feedback and reviews are tracking towards key media deadlines. Major Responsibilities: Provide strategic feedback as advertising creative is developed and presented by the agency, working with the PurePoint team to resolve discrepancies in feedback and to then provide consolidated direction to the agency Manage the execution of creative production with agency partners, ensuring key deadlines are being met. Lead the review and approval process with product and compliance partners Conduct in-depth analysis of competitor advertising Manage/monitor development of advertising campaigns by developing project-specific marketing/creative strategy documents for the effective development of these elements Qualifications: Additional Information: Requires a minimum of 7 to 10 years of advertising experience, focused on creative and brand strategy, production, creative development and close partnership with our creative and media agency partners Experience on both the agency and client side of advertising and brand management is preferred. Prior experience should be focused on managing offline advertising with a strong understanding of the various channels (i.e. radio, print, outdoor, tv) Minimum of 5 years financial services experience is recommended. Requires strong computer skills of Microsoft Outlook, Word, Excel and PowerPoint. Requires excellent verbal and written communication and presentation skills. Ability to copy write and edit is highly desirable. Ability to develop and manage resources to implement marketing strategies for products, services and markets to take advantage of identified market opportunities and to differentiate the Bank from competition. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank San Francisco, CA, USA Full-Time
Sep 20, 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 Senior Investment Associate position provides both administrative support and analytical expertise for IM&T Portfolio Managers. Responsibilities include completing client investment reviews, new business presentations, coordinating day-to-day schedules, performing various office tasks and completing compliance related activities and other complex support activities. The incumbent will interact directly with clients in client and participate in colleague meetings as needed. Major Responsibilities: (40%) Administrative support and client presentations: Provides all administrative and general support to Portfolio Managers and other investment professionals within IM&T and HighMark Capital Management. Coordinates the day-to-day schedules and activities of the Portfolio Managers to include completing all required paperwork and record maintenance, preparing activity and sales reports, conducting limited research projects, and providing administrative coordination of schedules and activities for the Portfolio Managers in trading, operations, and client service areas (to include typing memos, preparing reports and composition of routine letters. Completes current client investment reviews and prepares all client investment presentations and reviews, new business presentations for prospective clients, recommendations, and correspondence for current clients. Provides client service support and oversee client inquiries, when appropriate. Interacts with Wealth Market partners to resolve client and operational issues and complete ad hoc projects for IM&T's management team. (25%) Analytical and Creative Thinking Creatively solves complex challenges and analyzes complicated matters. Maintains strong knowledge of the financial and capital markets. Analyzes detailed and complex investment data necessary to build, develop and present customized analysis and conclusions to Portfolio Managers. (15%) Office Related Tasks Performs various office related tasks, such as distributing reports; operate and maintain office machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies, and general office administration. Improves skill set annually by completing targeted training. (10%) Training, Mentoring and Transformation Mentors and trains other assistants in the organization (i.e. resource for systems questions, training on policy and procedures, contacts within the bank for problem resolution etc.) Provides job specific training as requested. Shares ideas for process improvement. (10%) Risk Management Provides support for all compliance related activities such as new and Reg 9 account reviews, investment action plans, corporate actions and other Bank sponsored requirements. Uploads necessary documents to On-line systems and Reg 9’s as needed. Tracks all compliance related activity for PM’s and provide follow up assistance. Qualifications: 5+ years of experience in an investment related role in the financial services industry. An under graduate degree is required. Extensive work experience at Union Bank may substitute for an undergraduate degree. Strong practical knowledge of financial markets and the firm's business, products, and services, including experience with both institutional and retail clients is required. Possess sound analytical skills, superior judgment, and ability to function autonomously, while anticipating the data reporting and presentation needs of the Portfolio Managers. Knowledge of Bloomberg and/or other securities trading systems strongly desired. Proficiency with full Microsoft Office Suite products (i.e Word, Excel, PowerPoint, etc.). Knowledge of trust accounting systems and/or trust administration is desired. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified . We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Beverly Hills, CA, USA Full-Time
Sep 20, 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 world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary : Directly and through subordinates, act as region expert for branch operations, Human Resources/Training functions for the Branch, and for policies and procedures for the Branch/Region. Manage various assigned priorities and general projects to ensure the attainment of specific objectives. Major Responsibilities : Directly and through subordinates, act as region expert for branch operations; receive inquiries from various sources pertaining to bank and regional operations policies and procedures; interpret and implement policies and define procedures for the resolution of operational problems affecting the Bank, customers, and employees. Directly and with peers, plan, schedule and implement new or changed operations procedures and systems independent of or with the operations group staff; implement form changes, equipment changes and methodology of branch operations; evaluate feasibility of proposed and present policies and procedures; recommend necessary changes. Directly and through subordinates, act as region expert on Human Resources/Training functions. Responsible for the equitable and consistent administration of personnel policies and procedures within assigned region/branch. Coordinate efforts with Human Resources Division in the resolution of personnel problems affecting assigned region/branch. Through resourcefulness and creativity, provide support and assistance to branch personnel regarding personnel matters. Directly and with peers and through subordinates, plan training programs to ensure program is producing a high level of quality employees. Research and recommend new programs as needed. Direct and with subordinates, review, recommend and approve floor plans and furnishings of all new, remodeled, relocated branches and automated teller machine (ATM) sites; review and approve all changes in branch telecommunications needs such as fax, telephones, etc. Directly and with peers, approve all Regional operations personnel staffing; participate in the hiring and development of external candidates for various exempt positions; may participate in recruiting; may act as member of Selection Review Board. Directly and through subordinates, manage all security control functions of branches; respond to robberies, fraud and security problems; investigate, take corrective action on defalcations, teller shortages, robberies, operating losses, etc. through reports and/or calls from the Branch, audit or retail operations; ensure combinations are changed according to policy; establish preventive programs and communicate with retail operations to resolve problems. Directly and through subordinates, manage the scheduling and assignment of Regional Operations Relief/Trainer staff to meet temporary staffing needs of individual branches. Schedule and assign training of Operations branch non-exempt and exempt personnel. Establish and approve changes in branch cash limits and authorize signing authorities. Approve all branch operating loss charge-off documentation. Participate in region management programs such as Branch evaluation, Branch calling programs, budgeting, business development, etc. to provide branch operations perspective relating to the Region's resources; monitor the Branch authorized staffing to ensure the meeting of performance factors and volume count requirements. Directly and through subordinates, review Federal, State and internal branch audit reports identifying operations and/or procedural exceptions; transmit internal audit reports to branch managers and monitor corrective action. Approve, implement and monitor corrective action by spot visits and review of selected reports. Respond to customer complaint calls or letters. Review and approve suspense reports to minimize loss exposure; monitor regional overdraft report for corrective action. Manage budget for assigned functions. Implement personnel policies to include hiring, training, affirmative action, performance appraisal, and salary administration up to Branch Manager. Qualifications: Additional Information: Requires extensive knowledge of Bank/Personnel philosophy, policies, and procedures. Comprehensive knowledge of government regulations affecting Bank operations. Good verbal and written communication skills. Excellent leadership skills. Excellent creative and innovative skills. A bility to assimilate information into the policies and philosophies of the Bank. Involved in the most complex issues and processes of a major functional area requiring substantial knowledge and originality under limited guidance. 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
Sep 20, 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 Reporting to the Branch Manager, you will develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Sales and Networking: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk Management: Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank’s and Manager’s overall goals and objectives. Accountable for customer satisfaction and retention. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Qualifications: Excellent interpersonal, verbal, and written communication skills Excellent organization and time management skills with attention to detail Self-starter with the ability to synthesize ambiguous information Generally requires 2+ years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) and other standard banking software Requires completion of all basic branch banking sales training classes This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses .
Union Bank San Gabriel, CA, USA Full-Time
Sep 20, 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 : The primary responsibility of the person in this role will be to provide technical support for all Loan Boarding software applications, ensuring the successful transition and onboarding of loans to the Loan Servicing Platform - Mortgage Servicing Platform (MSP). This person will team with Business Partner(s) and Loan Boarding Team members to identify, define scope, test and implement Loan Boarding projects and enhancements. Major Responsibilities: Provide technical support for Loan Boarding software application(s): Black Knight Financial Services (BKFS) Electronic Loan Boarding Interface (ELI), BKFS Loan Boarding Loan Sphere, and BKFS Mortgage Servicing Platform (MSP). Perform day to day Loan Boarding activity related to the onboarding of loan originated loans internally, the transfer of Mortgage Service Right (MSR’s), and Flow Loans (loan originated externally). Lead and perform data mapping activity, system configurations, testing, defect resolution and implementation of Loan Boarding projects. Develop and document and technical specifications/requirements for the implementation of Loan Boarding projects and/or enhancements. Implement and manage automated audit processes for the validation of Loan Boarding. Support business initiatives by providing technical support for the implementation of Loan Boarding system enhancements and New Product development. Communicate verbally and in writing with Business Partners in a clear, concise and effective manner. Respond and address problems identified by users. Perform analytics to review and mitigate identified problems. Look to improve and automate existing and new system operations and processes. Contribute to projects by performing task as assigned. Perform other related technology duties and projects as assigned. Qualifications: Bachelor’s degree preferred and 3-5 years of experience or an equivalent combination of education and experience. Knowledge and experience with Loan Boarding software application(s): BKFS Electronic Loan Boarding Interface (ELI), BKFS Loan Boarding Loan Sphere, and BKFS Mortgage Servicing Platform (MSP). Prior production support/incident management experience. Highly proficient in Microsoft Office Suite tools: Excel, PowerPoint, and Visio. Demonstrated abilities in Microsoft SQL Server. Exceptional organizational skills and great attention to detail. Strong analytical and problem solving skills. Ability to learn what is needed to achieve results. Ability to work effectively on a high-performing team. Ability to communicate effectively (written and verbal). Resiliency and ability to adapt in a dynamic environment. Ability to execute under pressure to meet demanding deadlines. Experience working effectively with a global team in a virtual environment. Ability to effectively partner with the business and a process team to drive out change and achieve business goals. 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
Sep 20, 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 Newport Beach, CA, USA Full-Time
Sep 20, 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 Regional Sales Manager or Producing Sales Manager in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships through originating residential real estate loans for the bank. Participate in related business development activities. Work with clients and prospects to present solutions to short and long term strategic objectives. Major Responsibilities: 100% Generate new bank business through outside sales. Spends majority of time calling on clients, prospects, referral sources and centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Effectively uncover and assess prospects’ needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between processing center and client. Stay informed as to current underwriting guidelines. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. Qualifications: Additional Information: Typically requires a high school diploma or G.E.D. and must have excellent sales and customer relations. 3+ years’ experience in the residential real estate business. This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspective, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Bellevue, WA, USA Full-Time
Sep 20, 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 world’s 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary Responsible for developing new commercial real estate relationships and managing a portfolio of complex credits. In conjunction with a Real Estate Executive, structures transactions and assists Real Estate Executive in obtaining credit approval. Works with clients to present solutions to short and long term strategic objectives. 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 real estate 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, Real Estate Executive, 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 Real Estate Executive for cross-selling other bank products to existing clients Share responsibility with the Real Estate Executive 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 real estate 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 work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank San Francisco, CA, USA Full-Time
Sep 20, 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: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Mortgage Consultants maybe designated with the Bank branch and will be required to assist in the origination of conventional real estate loans for the supported branch. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Qualifications: Additional Information: Typically requires a high school diploma or G.E.D. and must have excellent sales and customer relations. 3+ years’ experience in the residential real estate business. This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspective, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Oakland, CA, USA Full-Time
Sep 20, 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: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Mortgage Consultants maybe designated with the Bank branch and will be required to assist in the origination of conventional real estate loans for the supported branch. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Qualifications: Additional Information: Typically requires a high school diploma or G.E.D. and must have excellent sales and customer relations. 3+ years’ experience in the residential real estate business. This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspective, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank Berkeley, CA, USA Full-Time