Branch Service and Sales Officer, San Ramon, CA
Company: Union Bank
Location: San Ramon
Posted on: August 6, 2022
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Job Description:
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 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 potential.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.Major Responsibilities:40% Sales Support
Activities--- Build strong and lasting financial relationships with
customers.--- 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,
etc.--- 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 retention.--- 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 accuracy.--- 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 adjustments.--- Approve or disapprove transactions
within assigned authority limits.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
confidentiality.--- 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
approvalsQualifications:--- 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
abilities.--- 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 communication skills.--- 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 influencing skills.
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, San Ramon , Branch Service and Sales Officer, San Ramon, CA, Sales , San Ramon, California
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