Title: PRIORITY BANKING RELATIONSHIP MANAGER - DANVILLE
Location: CALIFORNIA-DANVILLE
Invest in your career. Invest in your future.
At Union Bank, our people are our greatest asset. We are one of the largest banks in California with a longstanding reputation for professional training and career development. In addition to investing in our employees, Union Bank has established a generous community reinvestment program that works to uplift communities and watch them grow. We invest in a diverse workforce as our employees come from many different backgrounds, bringing with them different experiences and perspectives.
Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!
Develop and service comprehensive personal financial relationships within consumer target market through a professional sales effort. Identify qualified potential clients, initiate contacts, assess needs, present array of products and services, and close sales. Responsible for total servicing of client relationship. Consult with clients to maximize their service usage and investment opportunities and monitor client portfolio to ensure profitability. Ensure retention of existing clients by providing them with accurate, timely, and extensive information on bankproducts/services; by continual management of the portfolio; by availability for appointments; and by personal contact. Represent the Bank and its Priority Banking program in the community. This is an intermediate level position.
College degree or equivalent work experience. Typically requires at least two years experience as a grade 41 P.B.O. or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise.
Thorough knowledge of: the characteristics and financial needs of Priority Banking's target market; full array of Priority Banking services/products; and relationship profitability measurements. Working knowledge of: Personal and business financial statement analysis; personal tax return analysis, bank operations and loan policies and procedures; current events and activities in the financial marketplace. Requires knowledge of or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Knowledge of financial planning process suggested.
Strong sales and service orientation. Ability to: earn and maintain the confidence of clients; identify client needs and related Bank services; sell the concept of relationship servicing, close the sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with clients of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentation, identify unique opportunities in individual market areas.
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 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.
Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions.
