Branch Manager, Vice President, Walnut Creek & Pleasant Hill…

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.

The Branch Manager of combined retail branches is responsible for all activities within their assigned combined retail branches. Manages staff to achieve the mission, vision and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. In this role, the Branch Manager will inspire, model and motivate service through staff coaching and training to achieve a superior customer experience. The Branch Manager maintains and develops relationships with existing consumer and small business customers and creates great partnerships within the bank and the community. Depending on office/market location, the Branch Manager may be assigned specialty customer segments.

Major Responsibilities

• Responsible for the overall operating efficiency of the branches, for delivering a consistent customer experience and for coaching the entire staff
• Manages branches as profit centers, and maintains branches at approved expenditure levels
• Reviews, controls and reports on general ledger activity.
• Maintain both branches at approved staffing level to meet customer service, sales, community relations, and employee development goals
• Effectively manage the branch budget
• 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
• Strategize and implement a course of action to acquire, retain, and deepen the customer base of both locations
• 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
• Actively represent the Bank in the community and at not-for-profits
• Prepare frequent updates and communications to senior management on Branch sales and profitability results
• Develop and manage employee schedules
• Oversee branch operations in conjunction with the assigned Operations staff
• Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
• Occasionally 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
• Administer counseling, corrective action processes, and all disciplinary actions, including termination decisions

• Responsible for the achievement of both assigned Branches and individual sales and profitability goals
• Responsible for behavioral based coaching, as well as the development and 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
• Responsible for driving a consultative sales and service approach
• Implement branch sales plan, develop branch staff and lead sales activities
• Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
• Maintain a current and thorough understanding of all consumer and business related products and services
• Maintain proficiency in new account opening systems and procedures
• Provide guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments

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):

• 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

Knowledge, Skills, Abilities:

• 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
• Ability to manage teams remotely
• Ability to travel between assigned branch locations on a consistent basis

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.