Branch Manager, Vice President, Clairemont, CA

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 150,000 colleagues around the globe striving to be the world’s most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

Have you always dreamed of pursuing a career where your interpersonal skills put the customer first and provide excellent customer service? We have the job for you!

The Branch Manager is responsible for all management of activities in a branch office. Lead staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. The manager ensures adherence to Bank policy and procedures by all Branch personnel.

What Your Role Will Be:

• Leads branch as a profit center, maintains branch at approved expenditure levels.

• Reviews, controls and reports on general ledger activity

• Writes business letters and reports pertaining to branch operations.

• Accountable for the overall operating efficiency of the Branch, for delivering a consistent customer experience, and for mentoring the staff.

• Administers Bank personnel policy and programs.
• Conducts recruiting activities for branch.

• Responsible for the development and training of branch personnel, including evaluations and performance reviews.

• Identifies promotions and salary increases for branch staff.
• Plans and assigns work to employees.
• Develops and builds work schedules.
• Evaluates processes and workflow to improve productivity.
• Educates employees on expectations and policies.

• Provides feedback to the team. Administers counseling, corrective action processes, including termination decisions.

• Handles complaints and grievances and advances as appropriate.

• Translates Bank strategic sales objectives into specific branch activities.

• Responsible for behavioral based mentoring, as well as performance of all sales activities at the branch.

• Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values.

• Establishes the plan and strategy to acquire, retain, and expand the branch’s customer base.

• Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Encourages and trains employees on sales techniques.

• Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects.

• Conducts routine meetings, including one-on-one reviews, with all team members to build more effective communications. Understand training and development needs, and to provide insight for improvement.

• Maintains and monitors production or sales records for use in supervision; assists sales staff in preparation of proposals and presentations.

• Maintains detailed knowledge of the company’s products or services and keeps abreast of evolving industry and bold practices.

RISK MANAGEMENT/COMPLIANCE

• Ensures that operating procedures are in place and provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments.

• Performs function of branch safety and security officer in addition ensures that the office is operating in a safe and effective manner.

Qualifications:

• Do you have 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending?

• Requires that you have previous supervisory, administrative and analytical skills and work experience.

• You have experience in customer service, communications, and time management.

• You possess previous knowledge of operations and regulatory requirements.

• Your skills include general knowledge of Windows, MS Outlook, Excel and Word.

• Do you have a current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience?

This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and 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.