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MUFG Union Bank Work Director - Special Operations Support in Tempe, Arizona


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:

Position is responsible for providing work direction and addressing complex issues brought to the attention of the department. SOS Rep III assists in providing operational and technical expertise including departmental training, develops procedural documentation, analyzes service quality disruption and participates in Bank wide projects that impact Retail Banking branches and business partners.

Major Responsibilities:

  • Provides work direction to the SOS staff answering complex new account documentation and operational questions ensuring policy, procedures and regulatory requirements are followed as it relates to new account documentation including CIP requirements.

  • Review complex new account documentation for acceptability to open new account and determine when to escalate to Bank's legal counsel regarding any potential new account risk exposure.

  • Provide approvals within established guidelines.

  • Conducts additional research utilizing approved outside resources.

  • Provides training and develops procedural documentation to the SOS staff.

  • Acts as liaison between the Retail Banking branches and Bank attorneys.

  • Participates, and on occasion coordinates, projects that will ultimately impact Retail Banking Branches and/or business partners.

  • Provides phone coverage to meet established service levels, answers operational and new account document interpretation questions including escalating to legal counsel as appropriate.

  • Monitors and analyzes reported service quality issues to improve overall bank quality.

  • Provides support to internal BOS units' as it relates to new account documentation, superseding accounts and performing RCIF account and client file maintenance.

  • Timely reporting and escalation of problem management situations reported to the unit such as, operational and technical issues and/or emergencies directly/indirectly impacting external/internal customers' overall service quality.

  • Consultant for risk mitigation Provide approvals within established guidelines for interest rate exceptions, wires, overdrafts, memo posting transactions, and new account exceptions.

  • Assists designated supervisors with call monitoring, workflows, staff training and meeting service level standards.

  • Also responsible for researching and correcting problem-management situations and the analysis of service quality disruptions.

  • Work produced must be error-free.

  • Failure to do so will greatly impede the performance and reputation of the department.


Additional Information:

  • Position requires at least three to five years of Retail Banking branch experience, centralized work environment call center experience and a high school diploma or G.E.D.

  • Must possess above average communication skills, both verbal and written, and have good analytical and problem solving skills.

  • Incumbent must be a self-starter with the ability to make decisions and work independently.

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: Operations

Primary Location: ARIZONA-Tempe

Schedule Full Time

Shift Day

Req ID: 10033384-WD