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MUFG Union Bank Assistant Branch Manager, Assistant Vice President, Beverly Hills, CA in Beverly Hills, California

Assistant Branch Manager, Assistant Vice President, Beverly Hills, CA - 10043104-WD


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 care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group. 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.

We're seeking an Assistant Manager who handles the overall operating efficiency of the Branch. You will support the Branch Manager and act as the primary officer, which includes managing and, when needed, participating in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance, and sales referrals. As part of this leadership role, you are responsible for achieving Branch goals and objectives and may be responsible for the management of specialty segments.


60% - Branch Operations

  • Resolve customer issues and complaints in a timely, professional, and effective manner and liaise with other areas of the Bank.

  • Serve as Security Coordinator for the Branch.

  • Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.

  • Exercise sound judgment when processing customer transactions and providing approvals.

30% - Branch Sales

  • Recommend, present, and sell appropriate products and services based on customer needs and follow-up on direct marketing opportunities.

  • Serve as a back-up in sales platform and open new accounts as needed.

  • Participate in customer acquisition and retention activities, including partner referral opportunities.

  • Coach employees on proper utilization of Branch systems and tools to document customer information.

10% - Risk Management and Compliance

  • Adhere to all bank operational and security policies and procedures, including compliance and privacy.

  • Ensure customer information meets bank and regulatory documentation.



The right candidate will have:

  • 3 to 5 years of financial services experience, preferably in operations (include consumer lending)

  • Supervisory and administrative experience

  • Familiarity with operations and regulatory requirements and operational and risk management knowledge

  • General knowledge of Windows, MS Outlook, Excel, and Word

  • Detailed knowledge of all Bank products and services, as well as effective communication and sales abilities

  • Ability to solve complex customer transactions and/or service issues, under minimal direct supervision while providing outstanding customer service

This position may be subject to SAFE Act Registration Requirements. 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 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.

Job : Consumer Banking

Primary Location : CALIFORNIA-Beverly Hills

Job Posting : Apr 23, 2021, 4:27:51 PM

Shift: : Day

Schedule: : Full Time

Req ID: 10043104-WD