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MUFG Union Bank Senior Relationship Banker, Laguna Hills, CA in Laguna Hills, California

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.

Major Responsibilities

Reporting to the Branch Manager, you 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


Sales andNetworking:

  • Developnew business by researching and analyzing community markets, analyzing andprioritizing clients to target, planning and executing businessdevelopment strategies and calling on existing and potential clients,whether in person or over the phone.

  • Proactivelyassess clients' financial information by completing a Needs Assessment todetermine total current and future financial needs. Summarize and discussthe opportunities uncovered; recommend, present and sell appropriateproducts and services.

  • Interviewloan 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 customerissues.

  • Makesface to face sales calls to the local community businesses. Whenappropriate, refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing thePriority/ Signature portfolio.

  • Referclients as necessary to the appropriate banker or department to cross-selladditional services or products.

  • Proactivelycontact and consult with clients on a regular basis to update the NeedsAssessment information and to educate clients on changes in the financialindustry that would affect them and the products and services theycurrently use.

  • Proactivelysolicit and obtain referrals from existing clients, internal departmentsand community contacts.

  • Conductmonthly in-house products/services seminars for branch employees andcoordinate seminars for bank clients. Perform the Merchandising andMarketing activities as required including functions such as: leadershipsupport in promotional campaigns; product/service training sessions; lobbymerchandising materials display.

Risk Management:

  • Responsiblefor following and adhering to all bank operational and security policiesand procedures, including compliance and privacy policies and proceduresto maintain customer confidentiality. Ensures customer information meetsbank and regulatory documentation.

  • Responsiblefor maintaining customer accounts by making necessary account andsignature card changes, securing additional account information. Inputsall related data into computer and pulls daily reports for verification ofinformation.

Customer Service:

  • Assureproper handling of service requests and resolution of customer problems.Maintain established customer service level expectations in accordancewith the Bank’s and Manager’s overall goals and objectives. Accountablefor customer satisfaction and retention.

  • Performother duties as may be assigned. This may include providing work guidanceto lower level sales staff when assigned.

  • Excellentinterpersonal, verbal, and written communication skills

  • Excellentorganization and time management skills with attention to detail

  • Self-starterwith the ability to synthesize ambiguous information

  • Generallyrequires 2 years of direct working experience in all financial serviceproducts and services including Small Business Sales and Credit products,risk management procedures, etc.

  • Strongcomputer skills specifically with Microsoft Office (Excel, PowerPoint,Word) and other standard banking software

  • Requirescompletion of all basic branch banking sales training classes

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 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


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: Branch Banking

Title: Senior Relationship Banker, Laguna Hills, CA

Location: CALIFORNIA-Laguna Hills

Requisition ID: 10027275-WD