MUFG Union Bank Assistant Mgr I, San Clemente Hills, CA in San Clemente, California
Discover your opportunity with Union Bank® and become a part of one of the world’s leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 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.
The Assistant Manager is responsible for managing, and when needed, participating in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. The Assistant Manager provides leadership in conjunction with the Branch Manager in achieving Branch goals and objectives and may be responsible for management of specialty segments.
Major Responsibilities :
60% - Branch Operations
Oversee branch operations in conjunction with the Branch Manager
Develop and manage employee schedules
Serve as primary Operations Officer and maintain proficiency in operating policies and procedures
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
Serve as Security Coordinator for the Branch
Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements
Exercise sound judgment when processing customer transactions and providing approvals
Partner with the Branch Manager in training and supporting risk mitigation activities
Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs.
30% - Branch Sales
Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff
Support Branch Manager, act as primary officer and manage both Sales and Operations as required
Recommend, present and sell appropriate products and services identified based on customer need as well as follow-up on direct marketing opportunities
Serve as back-up in sales platform and open new accounts as needed
Maintain proficiency in new account opening systems and procedures
Participate in customer acquisition and retention activities
Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems
Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system
Maintain a current and thorough understanding of all consumer and business related products and services
Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees.
10% - Risk Management and Compliance
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
Ensure customer information meets bank and regulatory documentation
Adhere to the SAFE Act requirements
Education, Licensure, Year of Experience (and type of work experience):
Requires 3 to 5 years of financial services experience, with an emphasis in operations
Requires previous supervisory, administrative and analytical skills and work experience
Requires experience in customer service, communications and time management
Previous knowledge of operations and regulatory requirements is also required
Knowledge, Skills, Abilities:
Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities
A background in operations and/or financial services (to include consumer lending) is preferred
Proven sales track record and sound operational and risk management knowledge required
Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service
This position may be subject to SAFE Act Registration Requirements. 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 in employment decisions on the basis of any protected category.