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.
Reporting to the Regional Manager, the Branch Service Officer Floater is responsible for assisting management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development. The position requires collaboration as well as independence and flexibility as the incumbent must travel to assist branches within the region as requested. The Branch Service Officer Floater may receive day-to-day work direction from the Regional Manager, Branch Manager or Branch Service Manager, if applicable. Depending on the office assigned, the Branch Service Officer Floater may also be responsible for service management of specialty segments.
35% Branch Operations/Risk Management/Compliance
Assist the branch in the training and support of risk mitigation activities.
Ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements.
Effectively resolve problems, exceptions, and account adjustments.
Approve or disapprove transactions within assigned authority limits.
Assist the branch in leveraging workforce planning tools to optimize staffing. When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts).
Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.
25% Customer Service Assist Manager
To ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention.
Resolve customer issues and complaints in a timely, professional and effective manner.
Act as liaison with other support areas of the Bank to resolve customer issues.
20% Training/Coaching Staff Assist
Manage provide coaching of staff as appropriate.
Provide guidance to branch employees to ensure they are able to perform their job effectively.
Coach applicable staffs to ensure consistent performance expectations are achieved.
20% Sales Support Activities
Promote sales referrals by demonstrating leadership and modeling the sales culture.
Assist the branch in coaching tellers to effectively identify quality referral opportunities and refer appropriately.
The Branch Service Officer Floater actively supports the programs and goals of Branch and Bank Management and must be able to operate the office in the absence of other branch officers.
Typically requires 2+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services.
Requires a strong sale and services orientation, have the ability to communicate effectively with all levels of management, and clients.
Possess excellent verbal, written and interpersonal communication skills.
Requires a hand-on experience in opening new accounts, lost or stolen checkbooks, deceased processing, and conversion to trust account, etc.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are committed to leveraging the diverse backgrounds, perspectives and experiences of our workforce to create opportunities for our people and our business. Equal Opportunity Employer Minority/Female/Disability/Veterans.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank is a part of MUFG (Mitsubishi UFJ Financial Group), one of the world’s leading financial groups. MUFG is the fifth largest bank globally by assets, with a worldwide network of 150,000 employees, over 1,800 locations, and in more than 50 countries.
Our high performing culture enables our clients and 13,000 colleagues in the Americas to achieve their aspirations. It’s why we’ve been honored with awards for client service and reputation, inclusion and diversity, corporate social responsibility, and more.
Join us as we build on our rich history that spans more than 350 years. Explore our career site to learn more about our growth, opportunities, and how we’re driving positive change.
In addition to career opportunities, we are proud to support veterans, servicemembers and military families at MUFG Union Bank, N.A., and in the community in a variety of ways.
We strive to make the dream of home ownership possible for veterans and servicemembers through our VA loan program.
We are also honored to provide special banking bonuses, benefits, discounts, and preferred relationship rates to veterans and servicemembers through our Military Banking Program.
We are dedicated to helping veteran-owned businesses succeed by offering small business loans through our Business Diversity Lending Program.
In addition, our Supplier Diversity office is committed to purchasing goods and services from a diverse group of suppliers, including companies that are majority-owned and –operated by veterans.
We are proud to be an Equal Opportunity/Affirmative Action Employer committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.