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MUFG Union Bank Customer Service Associate 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 (as ranked by S&P Global, April 2018). In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.

Job Summary:

Using excellent telephone skills, provide extraordinary customer service to the deposit customer of the bank. Resolve problems, answer questions, handle transaction, arrange for special requests, and make decisions under assigned authority. Provide a high level of responsiveness when working with account officers regarding a customer relationship. Analyze data and make recommendation as to exposure and possible risk to the bank on, new accounts, wire transfers, overdraft conditions and uncollected funds usage.

Major Responsibilities:

  • Handle requests from customers for deposit related activities such as the opening of new accounts and time deposits, wire transfers, stop payments, issuance of cashier's checks, foreign drafts and problem resolution.

  • Respond to customers inquiries regarding deposit products, account analysis, service charges, cash management services.

  • Review credit report, gather information, recommend items to be returned or paid and inform account officers of any OD, NSF. or UCF situation.

  • Contact customers in accordance with request from account officer.

  • Resolve problems, service complaints, and coordinate with various bank departments in the identification and resolution of operational issues.

  • Limited use and/or application of basic principles, theories, and concepts. Limited knowledge of industry practices and standards.

  • Solves routine problems of limited scope and complexity following established policies and procedures.


Additional Information:

  • Excellent communication skills required

  • Able to work independently with maximum efficiency

  • Ability to prioritize and organize multiple tasks with excellent follow up

  • Flexibility and willingness to work any schedule

  • PC knowledge of Lotus Notes, Microsoft Word and Excel

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 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: Customer and Client Services

Primary Location: CALIFORNIA-Monterey Park

Schedule Full Time

Shift Day

Req ID: 10036610-WD