Branch Service Officer, Cypress, CA

Mufg Cypress , CA 90630

Posted 4 weeks ago

Branch Service Officer, Cypress, CA

  • Requisition # 10034898-WD

  • Job Type Day

  • Location Cypress, CALIFORNIA

  • Brand

  • Date Posted 04/10/2020

Your potential. Your opportunity.


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.

We're looking for a Branch Service Officer to assist the Branch Manager with daily branch operations, but with an emphasis on risk mitigation and regulatory compliance. To succeed, you will need to provide exceptional customer service by acting as the liaison between the bank and client and resolving issues in a timely, professional, and effective manner.

This is a leadership role that requires ongoing staff mentorship to model and help promote effective sales referrals.

Other Responsibilities:

Branch Operations, Risk Management, and Compliance

  • Train employees and ensure the branch staff understands and adheres to operating policies, procedures, and regulatory requirements.

  • Effectively problem solve, review exceptions, and account adjustments.

  • Approve or disapprove transactions within assigned authority limits.

  • Act as the primary or secondary Branch Security Coordinator.

  • Perform activities related to other branch positions (e.g. cash handling, opening new relationships) depending on staffing needs.

Sales Support

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

  • Mentor tellers to identify quality referral opportunities and provide cross-training opportunities for growth and development.

  • Operate the office in the absence of other branch officers.



The right candidate will have:

  • 3+ years of experience in banking operations and a deep understanding of banking products and services.

  • Strong background in sales and service

  • Excellent verbal, written, and interpersonal communication skills

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 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 Cypress, 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

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
Operations Manager I Electrical Services Cypress CA

Siemens Corporation

Posted 2 weeks ago

VIEW JOBS 5/10/2020 12:00:00 AM 2020-08-08T00:00 Position Overview: Siemens Smart Infrastructure is seeking an Operations Manager to manage our Electrical Services team in the Southern California market, focused on the Electrical Services business in the Los Angeles area. This position will directly manage our Project Managers, Electrical Service Specialists and Engineers in the execution of our electrical services business working with low- and medium-voltage power distribution systems including switchgear, motor controls, circuit breakers, panel boards, transformers, surge protection devices, vibration analysis and metering, battery maintenance and testing, power monitoring, power quality, and protective relay maintenance. This person is responsible for supporting projects from cost review, pre-booking to final customer acceptance. S/he will supervise, direct, and motivate the project team during planning, estimating, design, installation, start-up, commissioning, turnover, and warranty of assigned projects while ensuring customer satisfaction during and at final project completion. Projects typically consist of: * Low- and Medium-Voltage Acceptance Testing * Preventive Maintenance * Repairs and Upgrades * Power System Studies * Large Turnkey Projects Our Culture: At Siemens, we live and foster an ownership culture, in which every employee takes personal responsibility for our company's success. We trust and empower our leaders to act as owners, self-direct their teams, and innovate to succeed. We communicate openly and honestly to learn from our failures and celebrate our successes. We recognize individual and team achievements frequently. We invest in our team members, offering a wide variety of internal and external development opportunities. Who designs your future? You do. Working within our global company, you can design the career of your dreams. We have more than 200 offices in 101 countries providing you the opportunity to see the world or stay in your own back yard. Do you want to work for a company with innovating technologies that make the world a better place? Can you see yourself learning, growing, and succeeding in this opportunity? If so, then we'd like to meet you! Responsibilities: * Supervise the activities, performance and development of Electrical Service Project Managers and Electrical Service Specialists. * Provide technical support, expertise, leadership and accountability for service projects, service agreements and T&M work in assigned geographic area or location. * Responsible for planning, including resource hiring, development and allocation, financial forecasting, monitoring and issue resolution planning. * Responsible for all service and project activities including monthly financial and labor forecasting, monthly cost-to-complete reviews, and invoicing and collections for assigned projects, service agreements and T&M work. * Manage revenue and gross margin to achieve monthly and annual business plans. Monitor project status and control job costs to maintain margins. * Direct and supervise the development of field personnel to ensure customer commitments are met within the estimated dollars. * Determine resource needs (e.g. staffing, tool rentals, subcontractors) and provide any corresponding documentation. * Provide technical and operational support for the sales teams including proper pricing and scope of work definition for service agreement and service project opportunities. * Communicate regularly with customers through all phases of the service work we perform for them. * Build and maintain an effective operations organization committed to customer and employee satisfaction and profitable growth. * Assist branch with training and development of operations personnel including training on use of financial reports. * Ensure the proper implementation of all company policies, procedures and productivity tools where applicable. * Maintain current knowledge of regulatory laws, changes and requirements and ensure compliance. * Advise and implement industry/field best practices to improve products, applications and services. * Represent Siemens in industry associations, professional organizations and affiliations and develops relationships with customer, contractors and community leaders Required Knowledge, Skills, Abilities, and Education: * Required education: High school diploma, state-recognized GED, or state-recognized high school proficiency exam. * Required experience: Five years of experience in the installation, maintenance, engineering, of low- and medium-voltage power distribution systems as noted in the position overview including at least two years of supervisory, project management, or operations management experience * Required travel: 20% * Other requirements: * Strong understanding of financial reports and ability to implement cost controls. * Excellent listening, oral and written communication skills in English. * Excellent organizational skills: must be able to handle multiple tasks and duties effectively. * Proficient in Microsoft Office: Word, Excel, Outlook and Project. * Must possess a valid driver's license in good standing and be at least 21 years old to participate in the required Siemens vehicle plan. * Must be able to work in the U.S. without a need for current or future sponsorship. Preferred Knowledge, Skills, Abilities, and Education: * * PMI Project Management Professional certification preferred. Why Siemens? Siemens Smart Infrastructure (SI) is shaping the market for intelligent, adaptive infrastructure for today and the future. It addresses the pressing challenges of urbanization and climate change by connecting energy systems, buildings and industries. SI provides customers with a comprehensive end-to-end portfolio from a single source - with products, systems, solutions, and services from the point of power generation all the way to consumption. With an increasingly digitalized ecosystem, it helps customers thrive and communities progress while contributing toward protecting the planet. SI creates environments that care. Siemens Smart Infrastructure has its global headquarters in Zug, Switzerland, and has around 71,000 employees worldwide. * Siemens is a globally diversified engineering powerhouse: an opportunity such as this one can open doors to engineering practices and businesses new to you, preparing you for a great future with potential in so many types of fields-sustainability, energy, medical technologies, to name a few-in almost any location you ever dreamed of exploring. * Competitive compensation. * Excellent health, dental, and vision plans with many options from which to choose. * All employees receive Life Insurance and Short- and Long-Term Disability coverage. * 401(k) match dollar for dollar up to 6% of gross salary. * Education and tuition reimbursement programs available. * Extensive product training and professional career development. Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, marital status, family responsibilities, pregnancy, genetic information, domestic partner status, disability, weight, height or AIDS/HIV status, protected veteran or military status, other categories protected by federal, state, or local law, and regardless of whether the qualified applicants are individuals with disabilities. #LI-PJC Organization: Smart Infrastructure Company: Siemens Industry, Inc. Experience Level: Experienced Professional Job Type: Full-time Equal Employment Opportunity Statement Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected under Federal law from discrimination. To learn more, Click here. Pay Transparency Non-Discrimination Provision Siemens follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, Click here. California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click here. Siemens Corporation Cypress CA

Branch Service Officer, Cypress, CA