Sr. Relationship Banker, San Gabriel, CA
Company: Union Bank
Location: San Gabriel
Posted on: June 22, 2022
Job Description:
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 have our clients'
best interest in mind and draw on more than 160 years of experience
to understand their distinct needs to tailor our solutions. We're
part of 180,000 colleagues around the globe striving to be the
world's most trusted financial group, knowing that 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.The Sr. Relationship
Banker will develop new and existing business and consumer banking
relationships by proactively soliciting new business from
prospective clients and by contacting present clients to retain and
expand banking relationships, to meet or exceed assigned monthly
goals. Accountable for customer satisfaction and retention. May be
assigned a portfolio of clients. Responsibilities within amount of
time focused between sales and service activities may fluctuate
based on branch staffing and market opportunity of assigned
branch.Management or Supervision: NoMajor Responsibilities:60%
Sales:
- Develop new business by researching and analyzing community
markets, analyzing and prioritizing clients to target, planning and
executing business development strategies and calling on existing
and potential clients, whether in person or over the phone.
- Proactively assess clients' financial information by completing
a Needs Assessment to determine total current and future financial
needs.
- Summarize and discuss the opportunities uncovered; recommend,
present and sell appropriate products and services.
- Interview loan applicants to elicit information, determine
appropriate loans, cross-sell opportunities, or communicate
decisions or recommendations; obtain and/or send proper
documentation and to resolve related customer issues.
- Makes face to face sales calls to the local community
businesses.
- Refer clients as necessary to the appropriate banker or
department to cross-sell additional services or products.
- Proactively contact and consult with clients on a regular basis
to update the Needs Assessment information and to educate clients
on changes in the financial industry that would affect them and the
products and services they currently use.
- Proactively solicit and obtain referrals from existing clients,
internal departments and community contacts.30% Customer Service
and Operations:
- Assure proper handling of service requests and resolution of
customer problems.
- Maintain established customer service level expectations in
accordance with the Bank's and Manager's overall goals and
objectives.
- Perform other duties as may be assigned, which may include
providing work guidance to lower level sales staff when
assigned.
- Responsible for maintaining customer accounts by making
necessary account and signature card changes, securing additional
account information.
- Function as a back-up in operations as warranted by levels of
responsibility.10% Risk and Compliance:
- 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.
- Ensures customer information meets bank and regulatory
documentation.
- Exercise sound judgment when processing customer transactions
and providing approvals.Qualifications:
- Generally requires 2+ years of direct working experience in all
financial service products and services including Small Business
Sales and Credit products, risk management procedures, etc.
- Requires excellent verbal and written communication
skills.
- Ability to operate PC, Windows, Word, Excel and other standard
banking software.
- Requires completion of all basic branch banking sales training
classes.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 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 on the basis of race, color,
national origin, religion, gender expression, gender identity, sex,
age, ancestry, marital status, protected veteran and military
status, disability, medical condition, sexual orientation, genetic
information, or any other status of an individual or that
individual's associates or relatives that is protected under
applicable federal, state, or local law.Some MUFG roles require
that individuals be fully vaccinated against COVID-19, subject to
exemptions for medical or religious reasons, as well as any other
reason required by applicable law or order. Should you be selected
for an interview, your recruiter will provide additional
information.#LI-Onsite
Keywords: Union Bank, San Gabriel , Sr. Relationship Banker, San Gabriel, CA, Other , San Gabriel, California
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