Branch Service Officer, Cypress, CA
Requisition # 10034898-WD
Job Type Day
Location Cypress, CALIFORNIA
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.
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.
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
Schedule Full Time