Branch Service Officer Floater, Asssitant Vice President, Sa…

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Company: Union Bank
Location: Sacramento, CA

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Are you passionate about creating an exceptional client experience?

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.


Have you always dreamed of pursuing a career where your interpersonal skills put the customer first? Do you love interacting and providing extraordinary customer service? We have the job for you!

This role reports 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. You will also mentor, promote effective sales referrals activities and provide ongoing staff training and development. May receive day-to-day work direction from the Regional Manager, Branch Manager or Branch Service Manager. This position travels to branches within a region as assigned by the Region Manager. Depending on the office assigned, may be in charge of service management of specialty segments.


WHAT YOUR ROLE WILL BE:


BRANCH OPERATIONS, RISK MANAGEMENT, AND COMPLIANCE

  • You will train employees and help in supporting risk mitigation activities.

  • You will 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.

  • You will help to optimize staffing by using workforce planning tools.

  • Depending on staffing needs you may perform activities related to other branch positions (e.g. cash handling, opening new relationships).


CUSTOMER SERVICE

  • Assist Manager to foster customer retention by consistently providing excellent experiences.

  • Tackle customer inquiries and complaints in a timely, professional and effective manner.

  • Be a liaison between Bank support areas and the client in order to resolve customer issues.

TRAINING AND MENTORING STAFF

  • Help to train and coach staff as needed.

  • Provide mentorship to branch employees to ensure they are able to perform their job effectively.

  • You will coach staff to achieve consistent performance expectations.


SALES SUPPORT ACTIVITIES

  • Promote sales referrals by demonstrating leadership and modeling the sales culture.

  • Assist with coaching tellers to effectively identify quality referral opportunities and refer appropriately.

  • The Branch Service Officer actively supports the programs and goals of Branch and Bank Management.

  • You will operate the office in the absence of other branch officers.

  • Assist in the implementation of customer acquisition campaigns and monitoring referrals from operations staff.

  • Job grade is dependent on branch level and complexity – exceptions to standard grade assignments require Regional Executive approval.

Qualifications:


SUCCESS FACTORS

  • Do you have 3 years of experience in banking operations?

  • Have you had growing responsibilities throughout your banking career progression?

  • Thorough knowledge of banking products and services is imperative.

  • Your hands-on experience with processes such as opening new accounts, with lost or stolen checkbooks, deceased processing, and conversion to trust accounts is key.

  • Your strong sales and service orientation is key to succeed.

  • Your ability to communicate effectively with all levels of management and clients is key.

  • Your excellent verbal, written and interpersonal communication skills are an asset.

  • Your flexibility and ability to travel to various branches in a region as assigned is key.

  • Being able to work independently and to collaborate with others is critical.

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.