Branch Service Specialist, Solana Beach, CA

Union Bank, N.A. Solana Beach , CA 92075

Posted 2 weeks 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.

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.

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Branch Service Specialist, Solana Beach, CA

Union Bank, N.A.