Branch Service Officer, Bayview San Francisco, CA

Mufg San Francisco , CA 94118

Posted 4 weeks ago

Branch Service Officer, Bayview San Francisco, CA

  • Requisition # 10034471-WD

  • Job Type Day

  • Location San Francisco, CALIFORNIA

  • Brand

  • Date Posted 03/18/2020

Your potential. Your opportunity.

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 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 180,000 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? Do you love interacting and providing extraordinary customer service? We have the job for you!

Branch Service Officer, Bayview, San Francisco, CA

This role reports to the Branch Manager. The Branch Service Officer is responsible for assisting Management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance. You will also mentor, promote effective sales referrals activities and provide ongoing staff training and development. You may receive day-to-day work direction from the Branch Manager or Branch Service Manager. Depending on the office assigned, may be in charge of service management of specialty segments.

WHAT YOUR ROLE WILL BE:

With the Branch Manager's mentorship, the Branch Service Officer will be responsible for:

BRANCH OPERATIONS, RISK MANAGEMENT AND COMPLIANCE

  • You will Train employees and help in supporting risk mitigation activities.

  • You will ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements.

  • Effectively resolve problems, exceptions, and account adjustments.

  • Approve or disapprove transactions within assigned authority limits.

  • Perform the role of the primary or secondary Branch Security Coordinator.

  • You will help to optimize staffing by using workforce planning tools.

  • Depending on staffing needs you may perform activities related to other branch positions (e.g. cash handling, opening new relationships).

  • Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.

CUSTOMER SERVICE

  • Assist Manager to foster customer retention by consistently providing excellent experiences.

  • Tackle customer inquiries and complaints in a timely, professional and effective manner.

  • Be a liaison between Bank support areas and the client in order to resolve customer issues.

TRAINING AND MENTORING STAFF

  • Help to train and coach staff.

  • Assist Manager in facilitating cross-training opportunities for growth and development of employees.

  • Provide input to Manager on employee performance.

SALES SUPPORT ACTIVITIES

  • Promote sales referrals by demonstrating leadership and modeling the sales culture.

  • Assist in the implementation of customer acquisition campaigns and monitoring referrals from operations staff.

  • Assist with coaching tellers to effectively identify quality referral opportunities and refer appropriately.

  • The Branch Service Officer actively supports the programs and goals of Branch and Bank Management.

  • You will operate the office in the absence of other branch officers.

  • Job grade is dependent on branch level and complexity - exceptions to standard grade assignments require Regional Executive approval.

Qualifications

SUCCESS FACTORS

  • Do you have 3 years of experience in banking operations?

  • Have you had growing responsibilities throughout your banking career progression?

  • Thorough knowledge of banking products and services is imperative.

  • Your strong sales and service orientation is key to succeed.

  • Your ability to communicate effectively with all levels of management and clients is key.

  • Your excellent verbal, written and interpersonal communication skills are an asset.

The above statements are intended to describe the general nature and level of the 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.

  • Job Consumer Banking

  • Primary Location San Francisco, California

  • Shift Day

  • Schedule Full Time

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Service Line Sales Specialist Application Development And Management Any Major US City Including San Francisco

Cognizant Technology Solutions

Posted 6 days ago

VIEW JOBS 5/22/2020 12:00:00 AM 2020-08-20T00:00 * Cognizant will not sponsor H-1b or other U.S. work authorization for this role. * SERVICE LINE SALES SPECIALISTS We continuously seek exceptional associates when recruiting new employees. We pride ourselves on having extensive experience working with clients in all major markets. Cognizant's delivery model is infused with a distinct culture of high customer happiness. We consistently deliver positive relationships, cost reductions and business results. Are you ready to be a change-maker? At Cognizant, we believe those who challenge the way they work today will lead the way tomorrow. Cognizant Technology Solutions is currently seeking highly skilled Service Line Sales Specialists who will have the ability to work independently and remotely, with willingness to travel for client engagements as needed. Service Line Sales Specialists (SLS) will support our ADM Horizontal (Part of Digital Systems & Technology), an Integration of AD & AM Service lines. This gives our clients access to a larger, integrated practice that is more efficient, faster & innovative. To drive growth within the ADM, we require Service Line Specialists with strong Sales & Technology experience. This is a key role that provides deep expertise in a Service Line Practice Area to support the Client Leadership Team to close new and expansion opportunities on accounts. Below is the requirement and skill/experience needed to perform this role. Work Location: Preferably closer to any of these locations, and willing to travel to these cities: San Francisco - CA, Chicago - IL, Charlotte - NC, Teaneck - NJ, Dallas - TX, Toronto - ON Key Responsibilities: * Drive sales across existing and new clients with expertise in the latest trends including cloud, digital, modernization and automation etc. * Balance client/project responsibilities with business development and sales responsibilities including identifying, qualifying and closing new business opportunities that align with their specialism. * Actively involved in growing the service line's footprint and assisting the Client Partner to engage clients with service line opportunities * Responsible for overseeing high quality delivery while developing strategies and tactics for further penetrating the account in addition to cross selling Cognizant's emerging services. * Support the Client Partner in achieving "trusted advisor" status and have a mix of strategic and tactical management experience * Putting together business cases/ROI for the proposals. * Owning & driving the opportunities and deals end-to-end. * Work closely with the Verticals/MCUs (SBU Heads/Client Partners/CRMs), LOSs, ADM Solution Architects to promote collaboration and provide the best solutions for clients. .Responsible for quarterly and annual sales targets e.g., Revenue, Won TCV, Margin and CSAT. Cognizant Technology Solutions San Francisco CA

Branch Service Officer, Bayview San Francisco, CA

Mufg