Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Branch Service Specialist, Part-Time, 20 Hours, Simi Main, Simi Valley, CA

Expired Job

Union Bank, N.A. Simi Valley , CA 93062

Posted 2 months ago

Description:

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 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.

Job Summary

Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals.

The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc.

Major Responsibilities:

Under guidance of office leadership, will be responsible for:
50% - Customer Service Transactions

  • Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements.

  • Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority.

  • Respond directly to customer issues and complaints in a timely, professional and effective manner.

  • Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly.

  • Maintain cash drawer within prescribed cash limits and meet cash balancing standards.

  • Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards.
    30% - Sales Referrals

  • Identify and recommend appropriate bank services that result in quality sales and best meet customers' needs.

  • Participate in sales promotions and meet monthly referral goals.

  • May assist Manager in training tellers to effectively identify quality referral opportunities.
    20% - Operations/Risk/Compliance

  • Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.).

  • 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. Conform to all government compliance regulations.

Qualifications:

  • Typically requires 3+ years of experience and increasing levels of responsibility within branch operations.

  • Possess knowledge of banking products and services.

  • Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients.

  • Possess excellent verbal, written and interpersonal communication skills.

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.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
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
At Your Service Center Seasonal Associate Part Time Simi Valley Town Center

Macy's, Inc.

Posted 2 days ago

VIEW JOBS 11/11/2018 12:00:00 AM 2019-02-09T00:00 71491575 Job Overview: The At Your Service Center Associate is responsible for providing a great customer experience during all At Your Service activities including Buy Online Pickup in Store transactions, ringing and processing return merchandise, handling non-congruent items and performing other assigned duties in accordance with procedures and standards. In order to present our customers with the best holiday shopping experience, many of our Seasonal associates arrive prior to store opening and remain after closing to ensure we are ready to make Macy's magic. Seasonal associates will have the opportunity to work a flexible schedule on a temporary basis, which may include early mornings, evenings, weekends and busy events such as the day after Thanksgiving and the day after Christmas. And don't forget - just in time for holiday shopping, you will receive an employee discount of up to 20% starting your first day! Any schedule hours listed in the job posting title are subject to change based on business needs. All holiday associates may be required to work hours other than those stated in the job posting title on weekends, or on key holiday events such as the Friday after Thanksgiving. Essential Functions: * Proactive in assisting customers who are using devices to shop and compare, whether Macy's devices or their own * Assist customers in all aspects of total store fulfillment and have the ability to satisfy the needs of our digital and physical customers by making appropriate partnerships when necessary. * Provide an exceptional customer experience by ensuring the customer is always the # 1 priority * Acknowledge Customers in a friendly and helpful manner upon Customer's entry into the area * Be knowledgeable of POS/MPOS procedures and proficient in all transactions including BOPS Pickup, Customer Returns, Non-Congruent Chits, Search and Send, My Client and More@ Macy's tablet app * Proactive in assisting customers who are using devices to shop and compare, whether Macy's devices or their own * Meet our BOPS/Service Level Agreement (SLA) by ensuring the BOPS collection area is organized and the Customer pick up experience is friction-free * Handle all returns professionally, with sincerity and enthusiasm * Demonstrate knowledge of store products and services to drive sales and minimize returns * Sell gift cards and work to resolve customers' Macy's card issues, as needed * Process merchandise returns per merchandise presentation and non-congruent standards, to ensure efficient placement back on the sales floor or transfer to the receiving location * Follow store's audit policies and procedures * Adhere to Asset Protection and inventory control and compliance procedures * Follows shortage programs and procedures * Perform these functions in an efficient manner, as directed by the Supervisor, while maintaining regular, dependable attendance and punctuality Qualifications: Education/Experience: * High School degree or equivalent. At least one year of customer service experience. Communication Skills: * Excellent written and verbal communication skills. * Ability to interpret instructional documents such as safety rules, operating and maintenance instructions, and procedure manuals. Mathematical Skills: * Basic math functions such as addition, subtraction, multiplication, and division. * Able to use a calculator. Reasoning Ability: * Self-starter, able to work independently and as part of a team and must have good time management skills. Physical Demands: * This position involves constant moving and standing. * Involves standing for at least two consecutive hours. * Involves lifting at least 30 lbs. * May occasionally involve reaching, stooping, kneeling, crouching, and climbing ladders. * May involve reaching above eye level. * Involves close vision, color vision, depth perception, and focus adjustment. Other Skills: * Strong organizational skills. * Must be able to multitask in a fast-paced environment. * Must be able to collaborate and function as a member of a team. * Must possess a strong sense of urgency. * Should be comfortable with the use of computers and frequent use of RF equipment. Work Hours: * Flexible with scheduling and available to work retail hours, which may include day, evening, weekends, and/or holidays based on department and store/company needs. This job description is not all inclusive. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. Macy's, Inc. Simi Valley CA

Branch Service Specialist, Part-Time, 20 Hours, Simi Main, Simi Valley, CA

Expired Job

Union Bank, N.A.