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MUFG Union Bank Branch Service Officer, San Clemente, CA in San Clemente, 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 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 150,000 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.


Have you always dreamed of pursuing a career where your interpersonal skills puts the customer first? Do you love interacting and providing extraordinary customer service? We have the job for you!

This role reports to the Branch Manager. The Branch Service Officer is responsible for assisting Management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance. You will also mentor, promote effective sales referrals activities and provide ongoing staff training and development. You may receive day-to-day work direction from the Branch Manager or Branch Service Manager. Depending on the office assigned, may be in charge of service management of specialty segments.


With the Branch Manager's mentorship, the Branch Service Officer will be responsible for:


  • You will Train employees and help in supporting risk mitigation activities.

  • You will ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements.

  • Effectively resolve problems, exceptions, and account adjustments.

  • Approve or disapprove transactions within assigned authority limits.

  • Perform the role of the primary or secondary Branch Security Coordinator.

  • You will help to optimize staffing by using workforce planning tools.

  • Depending on staffing needs you may perform activities related to other branch positions (e.g. cash handling, opening new relationships).

  • Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.


  • Assist Manager to foster customer retention by consistently providing excellent experiences.

  • Tackle customer inquiries and complaints in a timely, professional and effective manner.

  • Be a liaison between Bank support areas and the client in order to resolve customer issues.


  • Help to train and coach staff.

  • Assist Manager in facilitating cross-training opportunities for growth and development of employees.

  • Provide input to Manager on employee performance.


  • Promote sales referrals by demonstrating leadership and modeling the sales culture.

  • Assist in the implementation of customer acquisition campaigns and monitoring referrals from operations staff.

  • Assist with coaching tellers to effectively identify quality referral opportunities and refer appropriately.

  • The Branch Service Officer actively supports the programs and goals of Branch and Bank Management.

  • You will operate the office in the absence of other branch officers.

  • Job grade is dependent on branch level and complexity - exceptions to standard grade assignments require Regional Executive approval.



  • Do you have 3 years of experience in banking operations?

  • Have you had growing responsibilities throughout your banking career progression?

  • Thorough knowledge of banking products and services is imperative.

  • Your strong sales and service orientation is key to succeed.

  • Your ability to communicate effectively with all levels of management and clients is key.

  • Your excellent verbal, written and interpersonal communication skills are an asset.

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: Branch Banking

Primary Location: CALIFORNIA-San Clemente

Schedule Full Time

Shift Day

Req ID: 10030060-WD