Branch Service Specialist, Part-Time, Mission Viejo, CA

Union Bank, N.A. Mission Viejo , CA 92691

Posted 4 months ago

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.

Have you always dreamed of pursuing a career where your interpersonal skills put the customer first and provide great customer service? We have the job for you!

Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing various duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals. This position may receive day-to-day work direction from other branch officers.

What your role will be:

Under mentorship of office leadership, you will be responsible for:

  • Customer Service Transactions.

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

  • You will provide an extraordinary customer experience when you are responding to customer requests, inquiries, and processing transactions within assigned authority.

  • You'll respond directly to customer issues and complaints in a timely, professional, and effective manner.

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

  • You will maintain a 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 standards.

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

  • Participate in sales promotions to help meet monthly team goals.

  • You may assist Manager in training tellers to effectively identify quality referral opportunities.

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

  • You will need to follow and adhere to all bank operational and security policies and procedures, including compliance and privacy policies to maintain customer confidentiality.

  • Conform to all government compliance regulations.

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Branch Service Specialist, Part-Time, Mission Viejo, CA

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