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MUFG Union Bank Client Services Officer - Hybrid in Monterey Park, California

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

The Client Services Officer provides exceptional customer service to the banks top-tier client portfolio. Independently research, analyze and resolve a broad range of complex customer issues involving services and products. Provide a high level of responsiveness to external customer inquiries by phone. Analyze data and make recommendation as to exposure and possible risk to the bank, fraud process, wire transfers and overdraft conditions. Requires strong critical thinking ability, Regulatory and Risk knowledge.

This is a hybrid position. A member of our recruitment team will discuss schedule with you in more details.

Major Responsibilities:

  • Provide outstanding customer service to clients, manage risk and comply with bank’s regulatory process.

  • Develop rapport and establish key relationships with critical business units.

  • Assist in making decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience.

  • Proactively assist with complex customer service needs.

  • Assist with non-credit and operational risk to minimize operational losses, wires and other exceptions. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity.

  • Use the highest level of expertise to quickly and effectively resolve banking office and client issues. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis.

  • Maintain customer centric approach and effectively identify course of action to meet service level agreements with an emphasis on first call resolution.

  • Develop creative win-win service solutions.

  • Provide absolute one-stop shopping customer service experience.

  • Accountable for the servicing and operational customer experience across departments throughout the organization.

  • Demonstrate excellent service level awareness and quickly respond to issues that could impede customer service.

  • Assist with department initiative as appropriate.

  • Assist in training new employees.

  • Act as a resource to other Customer Service Representatives.

  • Work closely with customer, Relationship Manager and internal departments as needed.

  • Discuss applicable delivery channel and service options with customer.

  • Utilize a strong knowledge of products, wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries.

  • Independently support all inquiries on any transaction.

  • Provide technical assistance to external clients to resolve complex inquiries, Technical online banking issues, servicing requests and operational matters.

  • Perform other responsibilities as assigned.

The right candidate will have:

  • High School Diploma or GED Banking and regulatory experience (4+ years).

  • Bank sales, risk and operations experience.

  • Call center experience (4+ years).

  • Exceptional customer service and leadership skills.

  • Model the highest degree of honesty, integrity, and reliability.

  • Excellent interpersonal skills.

  • Able to work effectively and efficiently in a fast-paced call center.

  • Possess outstanding research and follow-up skills.

  • Flexible to work various shifts to meet the needs of the business.

  • Some travel is required.

  • Strong computer systems aptitude; including a strong knowledge of Microsoft applications (Word, Excel, Power point).


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.