Discover your opportunity with Union Bank and become a part of one of the world's leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial Group (MUFG), the world's 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 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.
The Branch Manager is responsible for all activities within their Branch and manages staff to achieve the mission, vision and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. The Branch Manager ensures adherence to Bank policies and procedures by all Branch personnel. Depending on office/market location, the Branch Manager may be assigned specialty customer segments.
Responsible for directly managing staff consisting of 2-3 employees, including interviewing, hiring, and termination of staff, recommending salary changes and job promotions, setting work hours, conducting counseling/performance reviews, and planning of the staff's work.
60% - Sales and Branch Management
Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff
Responsible for the achievement of both assigned Branch and individual sales and profitability goals
Implement branch sales plan, develop Branch staff and lead sales activities
Maintain Branch at approved staffing level
Effectively manage the branch budget
Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
Maintain proficiency in new account opening systems and procedures
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
Maintain a current and thorough understanding of all consumer and business related products and services
Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base
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
Prepare frequent updates and communications to senior management on Branch sales and profitability results
30% - Branch Operations
Oversee branch operations in conjunction with the Assistant Manager
Develop and manage employee schedules
Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
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
10% - 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
The Branch Manager position requires 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
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
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 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 in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank, N.A.