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MUFG Union Bank Branch Service Officer I , Burlingame Howard, Burlingame, CA in San Mateo, 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, the Branch Service Officer is responsible for assisting Management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development.

The Branch Service Officer may receive day-to-day work direction from the Branch Service Manager, if applicable. Depending on the office assigned, the Branch Service Officer may also be responsible for service management of specialty segments.

Under guidance and direction from the Branch Manager, the Branch Service Officer will be responsible for:

Branch Operations, Risk Management and Compliance

  • Assist the Manager in the training and support of risk mitigation activities.

  • Assist the Manager to 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.

  • Assist the Manager in leveraging workforce planning tools to optimize staffing.

  • When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts). Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.

Customer Service

  • Assist the Manager to ensure consistent and exceptional experiences are provided to foster customer retention.

  • Resolve customer issues and complaints in a timely, professional and effective manner.

  • Act as liaison with other support areas of the Bank to resolve customer issues.

Train and Coaching Staff

  • Assist the Manager in the training and coaching of staff.

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

  • Provide input to the Manager on employee performance.

Sales and Support Activities

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

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

  • Assist the Manager in 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 and must be able to operate the office in the absence of other branch officers.

The Job grade is dependent on branch level and complexity – exceptions to standard grade assignments require Regional President’s approval.


  • Typically requires 3 years of experience and increasing levels of responsibility within branch operations.

  • Possess knowledge of banking products and services.

  • Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients.

  • Possess excellent verbal, written and interpersonal communication skills.

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-Burlingame

Other Locations: CALIFORNIA-San Mateo

Schedule Full Time

Shift Day

Req ID: 10027830-WD