MUFG Union Bank Sr Relationship Banker, Monterey Bay Region in Salinas, California
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.
We're seeking a Senior Relationship Banker, reporting to the Branch Manager, who will develop new and existing business and consumer banking relationships. This requires soliciting new business from prospective clients and contacting current clients to retain and expand banking relationships to meet or exceed assigned monthly goals.
Sales and Networking
Develop new business by researching and analyzing community markets, planning and executing business development strategies, and calling on existing and potential clients.
Assess clients' financial information and recommend, present, and sell appropriate products and services.
Interview loan applicants to decide on appropriate loans and cross-sell opportunities.
Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area.
If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio.
Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.
Solicit and obtain referrals from existing clients, internal departments, and community contacts.
Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns product/service training sessions lobby merchandising materials display.
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.
Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information.
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. Accountable for customer satisfaction and retention.
Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned.
The right candidate will have:
Excellent interpersonal, verbal, and written communication skills
Excellent organization and time management skills with attention to detail
Self-starter with the ability to synthesize ambiguous information
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.
Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) 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.