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 25 Hours, San Juan Capistrano, CA

Expired Job

Union Bank, N.A. San Juan Capistrano , CA 92675

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
Teller Part Time Laguna Beach San Juan Capistrano Mission Viejo San Clamente And Surrounding Areas CA

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 11/6/2018 12:00:00 AM 2019-02-04T00:00 Apply Now Teller - Part Time - Laguna Beach, San Juan Capistrano, Mission Viejo, San Clamente and surrounding areas, CA Req #: 180112142 Location: San Juan Capistrano, CA,US Job Category: Branch Banking Job Description: At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase. Do you have a passion for helping customers, building relationships and delivering extraordinary customer service? We are looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers. From a personal standpoint, you will also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. Tellers who are successful in making referrals may be eligible for monthly incentives. Job Description: As a Teller at Chase, you will play a vital role in ensuring our Customer Promise comes to life for our clients. You will also play a key role helping customers understand our latest technology banking products and proactively helping them access that technology via multiple self-service ways. This will allow our customers to bank and invest when, where and how they want. The minimum hourly rate for this job is $xx per hour. Responsibilities: You'll contribute significantly to the success of the branch and helping customers by: * Engaging the client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Chase * Having a passion for helping customers and making clients feel appreciated * Exhibits strong customer service skills, presenting products and services while proactively educating clients on utilizing available access channels Desired Skills: * Delivers exceptional customer experience by acting with a customer first attitude * Ability to make personal connections, engage customers and always be courteous and professional in a team environment and proactively collaborates with others to help customers * Strong desire and ability to influence, educate and connect customers to technology * Help build relationships with customers by connecting them with team members who can help them address their financial needs * Excellent interpersonal communication skills * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements * Minimum 6 months of customer service experience * High school diploma or GED equivalent required * Ability to pay close attention to detail and time management Jpmorgan Chase & Co. San Juan Capistrano CA

Branch Service Specialist, Part-Time 25 Hours, San Juan Capistrano, CA

Expired Job

Union Bank, N.A.