Branch Service & Sales Officer, Sunny Hills, CA
Company: Union Bank
Posted on: November 26, 2022
Are you passionate about creating an exceptional client
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 have our clients' best
interest in mind and draw on more than 160 years of experience to
understand their distinct needs to tailor our solutions. We're part
of 180,000 colleagues around the globe striving to be the world's
most trusted financial group, knowing that trust starts with a
culture of putting people first and empowering you to achieve your
Join Union Bank, where being inspired is expected and creating
results is rewarded.
The Branch Service and Sales Officer is responsible for assisting
and educating clients on self-service banking options (for example,
mobile, online, ATM) as well as performing day-to-day Branch
operations activities, including but not limited to client-facing
transactions and maintenance, cash handling and identifying sales
opportunities. The incumbent will be expected to develop
long-standing and mutually beneficial banking relationships through
the process of profiling while opening new accounts. The position
requires great flexibility and nimbleness as the incumbent must be
comfortable expertly executing all branch sales and service
functions and engaging in high degrees of interaction with
customers. Responsibilities within amount of time focused between
sales and service activities may fluctuate based on branch staffing
and market opportunity of assigned branch.
Management or Supervision: No
40% Sales Support Activities
--- Build strong and lasting financial relationships with
--- Build on a holistic understanding of customer needs to build
brand trust and become their primary institution.
--- Ensure customers have complete and accurate understandings of
product features, including service charges, interest rates,
--- Maintain a current and thorough understanding of all consumer
and business-related products and services and ensure proficiency
in new account opening systems and procedures.
--- Open deposit accounts and sell banking products as appropriate
for the customer's needs (examples: credit cards, CDs, loans).
--- Ensure customers are connected to the appropriate teammate or
partner to help them achieve their financial goals; make sure all
sales, service and specialized needs are met; and help drive
overall branch growth.
40% Customer Service and Branch Operations
--- Assist Branch Manager to ensure consistent and exceptional
experiences are provided to foster customer satisfaction and
--- Leverage available resources and technologies (such as tablets
and kiosks, where appropriate) to optimize the customer experience
and serve our customers with operational excellence and
--- Displays passion, commitment and drive to deliver an experience
that improves our customers' financial lives.
--- 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.
--- Actively support the programs and goals of Branch and Bank
Management and must be able to operate the office in the absence of
other branch officers.
--- Effectively resolve problems, exceptions, and account
--- Approve or disapprove transactions within assigned authority
20% 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
--- Ensure the branch staff understands, has knowledge of, and
adheres to operating procedures and regulatory requirements.
Assisting the branch in the training and support of risk mitigation
activities when necessary.
--- Exercise sound judgment when processing customer transactions
and providing approvals
--- Typically requires 2+ years of experience and increasing levels
of responsibility within branch operations
--- Requires a thorough knowledge of all Bank products and
services, as well as effective communication and sales
--- 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.
--- Possess excellent verbal, written and interpersonal
--- Basic Microsoft Office Skills.
--- Skilled at and/or aptitude for assessing customer needs,
providing applicable solutions/recommendations, and building
customer relationships based on mutual trust to optimize sales
opportunities to new and existing customers.
--- Ability to build solid relationships with teammates, business
partners and specialists by fostering teamwork, partnership and
collaboration in a virtual or face-to-face environment.
--- Actively use and leverage current technologies to better
understand the technology solutions available to improve our
customers' financial lives.
--- Ability to learn and understand technology to assist customers
with self-service needs.
--- Apply strong critical thinking and problem-solving skills to
meet customers' needs.
--- Demonstrate initiative, a commitment to continuous learning,
and the ability to adapt to changing demands and requirements.
--- Ability to understand and implement process and/or regulatory
requirements during all interactions with customers (examples:
Anti-Money Laundering, appropriate disclosures.)
--- Excellent oral and written communication skills with strong
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 on the basis of
race, color, national origin, religion, gender expression, gender
identity, sex, age, ancestry, marital status, protected veteran and
military status, disability, medical condition, sexual orientation,
genetic information, or any other status of an individual or that
individual's associates or relatives that is protected under
applicable federal, state, or local law.
Keywords: Union Bank, Fullerton , Branch Service & Sales Officer, Sunny Hills, CA, Other , Fullerton, California
Didn't find what you're looking for? Search again!