Union Bank Jobshttp://jobs.unionbank.com2012-02-22 12:54:03USASAN FRANCISCOTitle: CONTROLLER Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Vice Chair & Chief Financial Officer (CFO), the Controller has primary responsibility for the management of the Bank's accounting function. The position is responsible for implementing new accounting standards, ensuring compliance with existing accounting regulations, instituting internal controls to minimize risks as well as the preparation of financial reports for management and shareholders; coordinating the accounting activities of the company with other departments, and ensuring that all financial reports are prepared according to GAAP standards and are submitted to management and governmental agencies as required. This position has long-term potential as a successor for the CFO position. The position manages several departments through other managers, including but not limited to SEC, and Regulatory Reporting, Accounting Policy, General Accounting, Corporate Tax, Business Unit Controllers, SOX and Finance Risk Management, and manages upwards of six direct reports and 120 indirect reports. Major Responsibilities: Accounting Function Management Responsible for monthly, quarterly and year-end accounting close processes. Responsible for the interpretation and implementation of all generally accepted accounting principles (GAAP), regulatory accounting principles (RAP), and Securities Exchange Commission (SEC) accounting and reporting standards. Specifically responsible for the preparation of timely, accurate and comprehensive external financial information; bank regulatory and SEC reporting (including Form 10Q, Form 10K, annual report, call report, financial tables for earnings release, etc.); corporate earnings forecast; controller section of Board reports; and assisting the Investor Relations Department with any disclosures. Prepare, present and interpret financial reports to management, directors and governmental agencies. Responsible for Corporate Tax including tax planning and compliance with all federal, state and local corporate taxes. Responsible for the management of the Sarbanes-Oxley Act (SOX) Office. Ensure all open audit and regulatory comments are resolved within agreed-upon time frames. Participate in the strategic planning, budgeting and forecasting processes of the Bank. Oversee and provide for direction for the management of company accounting systems. Responsible for Business Unit Risk Management for Finance Division. Serve on various Bank wide committees. Key Relationship Management Responsible for keeping the CFO, Investor Relations Department, and Executive Management, as well as the Audit Committee, current on all financial matters as well as all GAAP, RAP and SEC accounting reporting developments. Responsible for supporting internal Finance peers and non-Finance partners on SOX, accounting matters, etc., (Credit Department on allowance matters, Treasury Department on interest risks, capital and liquidity, and Corporate Development Department on acquisitions/divestitures). Responsible for managing the relationship with the Independent Auditor. Team Leader Lead, coach and manage the multi-location accounting team; develop a high-performing team. Manage the personnel processes for employees, including selection, training, performance management, disciplinary actions, development and retention. Expense Management Support corporate expense reduction initiatives by identifying corporate opportunities, monitoring and reducing expenses, and achieving the Controller's Department non-interest expense budget. Partner with vendors on evaluating and implementing savings efforts. Assist in monitoring tax risks; providing an effective control environment and ensuring the corporate control environment is adequately monitored. Market Awareness Continuously and proactively conduct financial research, benchmark with bank peers, and participate in professional accounting organizations. Stay current on all developing accounting trends and determine their impact on the Bank. Review, analyze, measure and report new accounting and reporting requirements with the CFO and Audit Committee. Ensure that decisions are reached regarding new requirements well before the time of implementation while supporting a best-in-class accounting organization. Strategic priorities specific to the Finance Division Foster an environment in the Finance Division where people are empowered and have the opportunity to develop and grow. Partner with customers and colleagues to make sound, broad-based decisions and grow revenues while carefully managing expenses. Promote effective management of risk and the efficient use of capital in a way that balances risks and opportunities. Be transparent: create accurate, balanced reporting and clearly communicate to customers, colleagues and shareholder. Additional Information: The ideal candidate will have 15 years of progressive responsibility and direct experience with a banking institution, large public accounting firm, or other relevant regulated industry, as well as six years of management experience. Qualified candidates will have significant accounting leadership experience as a CFO, or Controller from a $10B asset bank or other relevant firm. Candidates will demonstrate the ability to be technically proficient in all aspects of bank accounting. In addition, the ability to analyze, conceptualize and synthesize at all levels of the organization and the ability to obtain results through the development of new concepts and imaginative approaches is a must. He or she will also possess advanced oral and written communications skills. The Management Team will have confidence that the Controller has an affinity for detail, yet can explain the most complex subjects in an effective, understandable and compelling manner to a wide array of audiences. As a proven leader, the selected candidate will have the ability to select, motivate, retain, coach and develop a high-performing team. The successful Controller can move from the detail to broader concepts easily depending on the audience; is connected to the outside world via networking and peer relationships; yearns to learn more; has a compelling leadership and presentation style; thinks and acts like a shareholder; and doesn't ever settle for the status quo. A Bachelor's degree from an accredited university, with a major in Finance or Accounting, as well as a Certified Public Accounting (CPA) certification, is required. 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.United StatesUnion Bank2011-11-15 10:08:25CaliforniaCASAN FRANCISCO, CA24873088http://jobs.unionbank.com/xml/24873088/jobUSAORANGETitle: OPERATIONAL RISK ANALYST - ORANGE Location: CALIFORNIA-ORANGE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Provide support to the Retail Risk Management team by performing risk analyses, reporting operational losses, obtaining and aggregating data from various sources for analysis and reporting, maintaining the system of record in a current and accurate condition, and developing/producing useful reports to monitor risks. Major Responsibilities: At the direction of the BURM or Senior Operations Risk specialist - Perform or assist in the following: Support the process of building and maintaining risk and control self assessments for all significant business processes and enterprise wide modules. Receive operational loss information from the business units; ensuring the data is complete and accurate. Input the loss reports to LEA timely and accurately. Ensure the processes, risks, and controls are maintained in Open Pages in a current and accurate condition. Create accurate and timely reporting of significant and emerging risks. Prepare various bi-weekly, monthly and quarterly reports and presentations to executive management. Identify risks and controls requiring monitoring and testing. Develop and perform monitoring and testing. Qualifications Typically requires a degree and 5 years of related experience in a risk management or internal audit organization within the financial services industry. Knowledge of Retail Banking functions and business processes preferred. Experience in developing, tracking, analyzing, and reporting on key risk indicators. Strong understanding of risk and controls. Must be proficient in documenting process flows and risk and control self assessments. Advanced / Expert in Excel, Visio, Access, PowerPoint and MS Project. SQL / Macros proficiency a plus. Position will require development of extensive working knowledge and familiarity of Open Pages as system of record for risk and controls. Excellent verbal and written communication skills.United StatesUnion Bank2011-11-15 10:08:12CaliforniaCAORANGE, CA24873087http://jobs.unionbank.com/xml/24873087/jobUSALOS ANGELESTitle: GTM Business Compliance Officer Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the SVP of Deposit Compliance in the Bank's centralized Compliance Group, the Global Treasury Management (GTM) Compliance Officer is responsible for developing, implementing, and maintaining GTM's lines of business unit compliance programs and working with the LOB to ensure implementation, in accordance with the Bank's Regulatory Compliance Policy and Program and all applicable laws, regulations and specified safety and soundness requirements. The GTM Compliance Officer manages and conducts the following compliance-related activities: develops and maintains written compliance related policies, procedures and processes; performs ongoing risk assessments; conducts periodic monitoring and testing; oversees communication and training; drives compliance-related process change enhancements; and interfaces with GTM line and risk management teams and other Bank risk management functions. Major Responsibilities: Management or Supervision: Organize and manage a team of compliance professionals (size and scope driven by business needs) Maintain close and effective relationships with GTM management and serve as a trusted adviser to the management team Act as the primary liaison between GTM lines of business and the Senior Leadership Team in the Corporate Compliance Group Manage the establishment and ongoing maintenance of a GTM regulatory compliance risk management program, in accordance with Bank policy, for all GTM products and lines of business designed to ensure compliance with applicable Federal and State laws and regulations Identify new processes or changes to current processes required as a result of new or revised regulatory requirements, including providing support for the implementation of these changes Update GTM compliance risk assessments by assessing the relevant consumer and commercial compliance-related risks, including where appropriate, assessing the risks posed by GTM customers, products, services and transactions/processes Ensure that GTM compliance-related policies, procedures, internal controls and systems are fully established, operating, monitored and tested, as well as updated to comply with emerging regulatory requirements and expectations Proactively and directly participate in regulatory related projects that apply to GTM - provide guidance, perform the necessary research and analysis surrounding the applicability of the regulatory requirement(s), Implement internal quality control processes, testing and reporting designed to address GTM compliance-related risks Provide periodic reports to the Bank's Chief Compliance Officer and senior management on issues, trends, exceptions, violations and appropriateness of corrective actions Maintain a current awareness of the regulatory environment and a working knowledge of State and Federal laws and regulations Identify specific GTM compliance-related training and communication needs and monitors for timely completion of established training goals Participate in the development of new GTM products, services, policies or procedures to ensure proper consideration of regulatory compliance issues Keep Business/Support Unit Management informed of pertinent compliance-related information. Research compliance issues and problems and provide interpretations and clarifications Readily available to support and provide GTM line and risk management with feedback and guidance regarding regulatory matters involving customers, products and changes/exceptions to bank policy. Coordinate regulatory examinations within GTM lines of business and serve as a liaison with regulatory staff Coordinate remedial measures in response to issues raised in compliance examinations, audits and quality control testing in GTM lines of business Additional Information: 5 years of management/supervisory experience 7 years of compliance experience in the banking or financial services industry Extensive knowledge of bank deposit and credit related products and the laws, regulations and legislative processes that govern them Experience interfacing with banking regulators Experience working on the staff of a banking regulatory agency a plus Extensive working knowledge of compliance-related laws, regulations and legislative processes Demonstrated ability to manage multiple tasks and strong project management skills Proven managerial skills necessary to successfully administer a compliance program within a diverse organization and effectively coordinate between multiple business units Well developed oral and written communication skills Interpersonal skills necessary to interact effectively at all levels of the organization, including Bank staff, management, directors and regulatory examiners Adept at reading and interpreting information written in highly technical and legalistic format Ability to work autonomously and initiate/prioritize own work Solid judgment, strong negotiating skills, and a practical approach to implementation - including knowledge of Bank systems Ability to balance regulatory requirements with the best interests of the Bank and its customers College degree required MBA or JD highly desirable Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-11-17 08:13:02CaliforniaCALOS ANGELES, CA24917386http://jobs.unionbank.com/xml/24917386/jobUSASAN FRANCISCOTitle: PROJECT MANAGER Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for the research, initiation, coordination and management of assigned projects for a specific business. Development and delivery of solution are not always well defined, but usually have defined practices. Project may require managing multiple technical project teams or external vendors. Projects assigned are generally highly complex and have significant impact to the Bank's revenue and are multi disciplinary projects Major Responsibilities: Manage multiple large inter-division projects by developing and administering the project plan. Serves as the principal coordinator of the project team responsible for ensuring the project's success and also participates as a key player on other projects. Makes recommendations to management to help identify methods, procedures and technologies that enhance project processes. Manages projects and coordinates implementation of project rollout. Oversees the implementation of projects by developing or coordinating project plans, facilitation of meetings, gaining consensus and creating appropriate communication to offices or status to senior management. Plans and conducts the analysis of complex business problems. Monitors and reports trends. Requires the ability to describe complex business problems and their solutions to senior management. Ensure the project is on target, identify issues resolution and update management on projects. Make recommendations to management for improvements to varies projects, tasks and objectives. Monitors and reports trends. Requires the ability to describe business problems and their solutions to management Coordinate project flow with other impacted departments for the bank. Quickly identify the business needs and translate these needs into business requirements, exhibiting a comprehensive knowledge of the Bank's business and system flows within the organization. Assists in reviewing long-range business plan proposals based on current and anticipated business needs. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. PREFERENCE IS FOR POSITION TO BE LOCATED IN SAN FRANCISCO, BUT LOS ANGELES IS A POSSIBILITY AS WELL. Typically requires 7 years of demonstrated knowledge and direct work experience in leading and project managing large complex projects that cross company business lines. Requires direct experience in business analysis and project leadership and management skills. Requires complete knowledge of customer strategies, practices and priority in order to makes decisions. COMMUNICATIONS: * Excellent verbal and written skills * Ability to communicate complex issues and ideas with absolute precision and clarity * Ability to communicate effectively within all levels of the organization and externally with vendors. * Ability to prepare excellent formal management presentations * Ability to organize and conduct effective meetings appropriate for the topic * Ability to recognize and effectively communicate a course of action on difficult projects * Ability to provide help and guidance to project team members on matters of communication 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/VUnited StatesUnion Bank2011-11-16 09:35:44CaliforniaCASAN FRANCISCO, CA24893351http://jobs.unionbank.com/xml/24893351/jobUSAMONTEREY PARKTitle: OPERATIONAL RISK QUANTITATIVE ANALYSIS MANAGER Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the Operational Risk Workstream Lead, the Quantitative Analysis Manager will lead a team of quantitative risk modelers in developing and enhancing the banks' operational risk (OpRisk) capital model. The Quantitative Analysis Manager will also formulate mathematical/statistical alternative modeling approaches, oversee the banks FFIEC reporting schedule submissions, interface with bank regulators, write technical documentation, and report modeling results to senior mgmt. Major Responsibilities: * Day to day mgmt of the banks OpRisk quantitative modelers. * Formulate mathematical/statistical alternative modeling approaches. * Oversee the completion, submission, and summarization of the FFIEC OpRisk capital schedules. * Work with the banks Model Validation team in enhancing/stabilizing the banks OpRisk capital model. * Work closely with the OpRisk Workstream Lead in meeting project deadlines and presenting modeling results. * Write model documentation suitable for regulatory oversight. * Work with bank regulators in adhering to regulatory guidelines and enhancing/stabilizing the banks OpRisk capital model. * Requires a Master's degree (Ph.D. preferred) in Business, Economics, Financial Engineering, Mathematics, Statistics, or other related field. * Previously managed or was a part of a large scale modeling team. * At least 4 years experience at a financial services institution; operational risk experience strongly preferred. * Experienced and skilled in managing projects; PMP designation a plus. * Experience with SAS and R programming languages. * Basel II AMA experience strongly preferred, but not required. * Excellent skills in risk assessment analysis and a solid understanding of business and financial markets. * The ability to write structured, clear, and comprehensive model documentation to withstand regulatory scrutiny. Strong verbal communication skills also a plus. 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. 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/VUnited StatesUnion Bank2011-11-16 09:36:01CaliforniaCAMONTEREY PARK, CA24893360http://jobs.unionbank.com/xml/24893360/jobUSAMONTEREY PARKTitle: SENIOR OPERATIONAL RISK ANALYST Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the Operational Risk Workstream Lead, the Senior Operational Risk Analyst will establish and maintain the bank's Operational Risk (OpRisk) stress testing program, enhance and maintain the bank's capital allocation methodology, and build the bank's OpRisk appetite process. In addition, oversee and maintain the bank's OpRisk control and oversight mechanisms for its capital model. Complete special projects in support of Basel II AMA qualification. Identify, gather, analyze and interpret operational risk data, and report status/trends to various levels of management, including the executive level and the Board of Directors. Provide operational risk management consultation to various business units as needed. Major Responsibilities: * Under the direction of the Operational Risk Manager, responsible for development of formal operational risk program for the Bank's stress testing approach. Program must meet regulatory requirements to achieve the bank's goal of qualifying for the advanced measurement approach for regulatory capital. * Develop a methodology for allocating capital from the banks OpRisk capital model down to the banks business lines; generate the capital allocation mechanism each quarter. * Build and maintain a regression model to forecast OpRisk capital requirements in stressed environments. * Put in place a plan to effectuate the banks Control & Oversight Mechanisms for its OpRisk capital model * Interface with bank regulators in responding to oversight requests * Construct and rationalize the bank's risk appetite for OpRisk. Assist the various business units in establishing appropriate operational risk appetite statements. * Requires a Master's degree in Business, Economics, Financial Engineering, or other related field, and at least 4 years experience in an analytical risk position at a financial services institution (e.g., Internal Audit or risk management); strongly preferred operational risk mgmt experience. * Basel II AMA experience preferred. * Demonstrated experience in risk management techniques. Strong understanding of risk management processes and internal controls. * Excellent skills in risk assessment analysis and a solid understanding of business and financial markets. * Excellent Excel skills. * Ability to analyze macroeconomic data and financial loss data using correlation, prediction, and regression. * Strong written and verbal communication skills. 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. 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/VUnited StatesUnion Bank2011-11-16 09:36:01CaliforniaCAMONTEREY PARK, CA24893359http://jobs.unionbank.com/xml/24893359/jobUSASAN FRANCISCOTitle: EXECUTIVE ASSISTANT Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Perform moderate to complex administrative duties involving frequent exercise of independent judgment, initiative, diplomacy, and tact. Provide support to an Executive Vice President and the Enterprise Risk Reporting team . Major Responsibilities: Screen telephone calls. Answer complex inquiries which require thorough knowledge of departmental policies and procedures. Type confidential materials in the form of memoranda, correspondence, and letters from drafts. Review drafts and finished documents for grammatical usage. Compose letters and agenda. Manage executive communications and committee materials (upload and download materials to ipad). Troubleshoot formatting issues. Conduct research and data analysis for special and on-going projects. Prepare reports and recommendations. Compiles data for various administrative reports. Prepares /summarizes information from raw data using spreadsheets or other software. Requires the ability to create mathematical computations in spreadsheets and convert to presentation level materials. Develop and maintain filing system and online document libraries. Maintain manager's calendar, coordinate and arrange large and/or recurring meetings, luncheons, conferences and seminars. May prepare materials necessary for meetings. Receive and greet incoming visitors in a professional manner. Direct them to the proper individual and assist them with their needs. Respond to inquiries received internally and externally by mail, which may involve communicating with high level management both verbally and in written form. Perform administrative functions such as ordering department supplies, coordinating equipment repair, making executive travel arrangements, updating contact lists, and distributing communications. Process and coordinate department accounts payables and expense vouchers. Support the new hire on-boarding process. Additional Information: This position requires a minimum of high school diploma or G.E.D. and preferably 6 years of technical and administrative experience. Position typically requires advanced personal computer skills with proficiency in word processing, spreadsheet, database, and graphic software packages. Competency in MS Excel, Word, and Power Point, Visio, share point and web based tools. The ideal candidate is resourceful, organized, responsive, patient, and flexible. 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/VUnited StatesUnion Bank2011-11-17 08:12:44CaliforniaCASAN FRANCISCO, CA24917375http://jobs.unionbank.com/xml/24917375/jobUSAORANGETitle: OPERATIONAL RISK ANALYST Location: CALIFORNIA-ORANGE Job Summary: Provide support to the Retail Risk Management team by performing risk analyses, reporting operational losses, obtaining and aggregating data from various sources for analysis and reporting, maintaining the system of record in a current and accurate condition, and developing/producing useful reports to monitor risks. Major Responsibilities: At the direction of the BURM or Senior Operations Risk specialist - Perform or assist in the following: Support the process of building and maintaining risk and control self assessments for all significant business processes and enterprise wide modules. Receive operational loss information from the business units; ensuring the data is complete and accurate. Input the loss reports to LEA timely and accurately. Ensure the processes, risks, and controls are maintained in Open Pages in a current and accurate condition. Create accurate and timely reporting of significant and emerging risks. Prepare various bi-weekly, monthly and quarterly reports and presentations to executive management. Identify risks and controls requiring monitoring and testing. Develop and perform monitoring and testing. Qualifications Typically requires a degree and 5 years of related experience in a risk management or internal audit organization within the financial services industry. Knowledge of Retail Banking functions and business processes preferred. Experience in developing, tracking, analyzing, and reporting on key risk indicators. Strong understanding of risk and controls. Must be proficient in documenting process flows and risk and control self assessments. Advanced / Expert in Excel, Visio, Access, PowerPoint and MS Project. SQL / Macros proficiency a plus. Position will require development of extensive working knowledge and familiarity of Open Pages as system of record for risk and controls. Excellent verbal and written communication skills. 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/VUnited StatesUnion Bank2011-11-18 07:49:49CaliforniaCAORANGE, CA24937746http://jobs.unionbank.com/xml/24937746/jobUSARANCHO MIRAGETitle: SALES ASSOCIATE - UBIS (Rancho Mirage, Palm Desert & La Quinta) Location: CALIFORNIA-RANCHO MIRAGE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Work with Senior Financial Advisors and Financial Advisors to sell various investment vehicles including Governments, Agencies, Municipal, Mutual Funds, UITs, Stocks, Corporate Bonds, Equities, Annuities, Brokered CD's and fee based investment products. Assist customers in realizing their investments while also producing fee income for the Bank, cross-sell other investment and bank products to existing customer base, and develop new business through customer referrals and working with banking partners and clients. Major Responsibilities: Work with Senior Financial Advisor to sell various investment vehicles to customers of Union Bank of California. Place investment transactions with the appropriate market makers according to established UBIS policies. Provide customers with current market information regarding bid & ask prices, PE information, volume trends, and market updates and assist with all types of customer servicing. Provide and interpret financial market's information and with specialized knowledge assist customers with their investment decision-making process. Cross-sell various investment products to existing customers in order to maximize penetration of customer base and to meet the investment needs of the Bank's clients Solicit new customers by asking for referrals from the branch network and from existing customer base. Educate new customers and prospects on applicable product offerings. Additional Information: Requires NASD Licensed Series 7, 66 and 63 in addition to technical work related experience from zero to two years. This position is an entry level SIS SR. Position receives a base salary (not a draw) and is assigned to a SIS. 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/VUnited StatesUnion Bank2011-11-18 14:04:13CaliforniaCARANCHO MIRAGE, CA24943217http://jobs.unionbank.com/xml/24943217/jobUSALOS ANGELESTitle: Accounting and Operations Manager (Lease Accounting experience desired) Location: CALIFORNIA-LOS ANGELES 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! Reporting to the Senior Vice President and Manager of the Leasing and Asset Finance Division (L&AF), the Accounting and Operations Manager is responsible for the overall accounting and operational management of leases, loans, and equity investments to ensure transactions are accounted for and reported to conform with generally accepted accounting principles, and the bank's policies and procedures. Position responsibilities include: * Accounting (book and tax) for loans, leases, subsidiaries and partnership investments * Budgeting and forecasting, reviewing internal management reporting * Subsidiary cash management including monitoring and maintaining funding lines of credit * Property and sales tax filing for lease assets * Income tax reporting and settlements * Lease booking and servicing, invoicing and payment processing * Ensuring audit and regulatory compliance * Managing daily operations of unit efficiently to ensure accuracy and efficiency of department operations * Performing on-going review of unit's processes to determine opportunities for improvement, andspecial projects as assigned Manages the Accounting and Operations team: * Responsible for hiring and overseeing accounting and operations staff including: * Setting performance plans, conducting performance reviews * Making recommendations to management for staffing decisions * Provide coaching, counseling, and employee training. * Excellent written and verbal communication skills. * Ability to present to executive management as required, as well as successfully manage multiple tasks and projects to meet or exceed deadlines. * Strong knowledge of banking/financial services industry. * Knowledge of leasing/loan transactions, systems and accounting (including FAS 13). * Strong technology skills required --MS Office product suite * Must be proficient at understanding and communicating GAAP and bank polices as they relate to commercial lending, leasing and partnership investment. * Strong knowledge of federal/state income tax, partnership tax, sales/use tax, and property tax laws, Superior organizational skills, analytical skills, project and process management abilities * Management experience preferred. * Ability to interact with various levels of management within the organization. * BA or BS degree in accounting and minimum of 7 years related experience. * CPA strongly desired, but not required. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-11-18 07:50:01CaliforniaCALOS ANGELES, CA24937759http://jobs.unionbank.com/xml/24937759/jobUSASAN FRANCISCOTitle: SENIOR QUANTITATIVE LEADER, COMMERCIAL CREDIT SCORECARD TEAM Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary Drive the development and performance of assigned probability of default scorecards, including maintenance, enhancement, calibration, back-testing and validation. Perform ongoing scorecard analytics and preparation of reports & presentations to Senior Management and regulatory agencies. Major Responsibilities * Provide project management in the development and refinement of assigned Commercial Credit Scorecards, templates or risk assessment tools * Ensure that each task keeps progressing while accommodating the ad hoc tasks and set backs. Prioritize multiple simultaneous tasks, being able to make 80 / 20 trade offs as appropriate, and being able to reasonably set and meet deadlines. * Making quantitative analyses intelligible to all audiences, including summarizing statistical modeling results and model performance, and ensure that questions from the business, IRMG, regulators, etc. are answered. * Thought leader in discussions with senior credit and line managers to obtain expert feedback and foster buy-in of scorecard tools. * As assigned, a) provide validation review other project team member projects to ensure analytic quality. b) train / coach other analysts on concept, methodology and processes. * Provide thorough, audit quality, documentation of projects and processes. * Along with the Department Manager, liaise with various IT and Legacy System teams to form a strategic alliance to deliver high quality services for the group. * Along with the Department Manager, manage assigned project schedules and finances including the budget, revenue and resource allocation. Resolve conflicts internally and externally when project issues arise. * Typically requires a Bachelors / Masters degree (or higher) in statistics/finance/quantitative field, plus at least 5 years of related experience in the financial services industry. * Exceptional skills in quantitative methods and computer technology, including statistical analysis, and computer modeling, are necessary. * Technically sound in statistics and quantitative analysis with the ability to translate strategic concepts into practical reality. * Very strong, demonstrated organizational skills is a must. * Outstanding problem solving skills. * Robust analytical skills and lateral thinking ability to identify underlying issues. Pragmatic and creative depending on the situation, and also effective in making the trade offs between reaching the perfect solution vs. a good, manageable solution. * Outstanding communication skills via meetings, presentations, reports, and ad hoc conversations. * Very strong PC skills, and financial analysis skills. Proficiency in Excel/MS Office, MS Access, and statistical software, such as SAS required or Excel for model building purposes. Additional programming languages and experience, e.g. SQL, Java, C# are considered beneficial and desired. * Working knowledge of BASEL II and its regulatory requirements along with experience in accounting and finance. * Familiarity and proven experience with database design strategies and packages. DESIRED / OPTIMAL: * Familiar with vended models / vended solutions particularly suited for the wholesale credit portfolio. * Familiar with wholesale credit, but certainly the ability to quickly understand and adapt to the conceptual framework related to commercial credit underwriting and risk grading / management. 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. 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/VUnited StatesUnion Bank2011-10-12 08:06:54CaliforniaCASAN FRANCISCO, CA24170361http://jobs.unionbank.com/xml/24170361/jobUSASAN FRANCISCOTitle: SR CREDIT EXAMINER IV - COMMERCIAL CREDIT REVIEW Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Provide a comprehensive assessment of enterprise wide risk management practices by evaluating, monitoring and reporting on the quality of risk assets and effectiveness of the Bank's processes to control credit, trading and associated concentration risks of the most complex nature. Use continuous monitoring of risk assets and onsite examinations to rate the credit risk management process and portfolio quality, including the level of risk and its future direction. Give prompt feedback to Bank management on the results of monitoring and examination activities. Provide coaching and training to less experienced examiners. You will be assigned Examiner-in-Charge responsibility for the most complex portfolios and highest risk issues. Risk Evaluation & Monitoring : * Develop dynamic, ongoing and risk based monitoring and examination programs. Responsible for the most complex risk asset portfolios with particular industry and economic factors. * Monitor risk asset portfolios to identify deterioration or negative management control trends and review compliance with policies, guidelines and regulations. * Prepare periodic Risk Profile & Monitoring Plans to outline key risk factors and allocate appropriate resources to monitoring those risks. * Review and analyze individual credits and/or credit relationships for quality, adherence to approval conditions, accuracy of risk grading and adequacy and accuracy of documentation. * Identify and evaluate the effectiveness of credit risk process controls. Analyze credit files, financial statements, projections and research industry trends to identify risk potential within portfolios. * Document results of monitoring according to Bank requirements and provide periodic risk assessments of assigned portfolios. * Evaluate MIS data and identify adverse trends of leading and lagging performance indicators. Serve in the capacity of Examiner-In-Charge for the most complex portfolios or processes. * As Examiner-In-Charge, effectively plan, coordinate and oversee all aspects of on-site activities. Focus on quality control of transactional reviews and other work performed by the examination team. * Prepare timely, concise reports of examination which indicate appropriate examination ratings and significant issues observed. * Follow up for the satisfactory completion of outstanding issues raised by internal and external examiners. * Provide ongoing training in the Risk Evaluation & Monitoring process for less experienced examiners. Communication: * Promote effective and open communication with internal and external Bank line and staff personnel. Provide technical guidance to units on credit policies and control procedures. Keep management informed on degree of risk in various portfolios, particularly the more complex and/or specialized portfolios. * Write high quality, concise and informative reports, following report standards and guidelines, for senior management and internally to support Risk Evaluation & Monitoring results and examination findings. Clearly communicate sensitive issues at the highest level of management. Teamwork: * Promote teamwork within the unit, as well as with other units. * Maintain effective working relationships with lending unit management and credit administration. * Provide leadership, training and guidance to other examiners. Special Projects: * Independently complete special project assignments such as due diligence examinations, task force projects or ad hoc * BA or BS degree, MBA is highly desirable * 10 plus years of significant lending/examination experience * Strong working knowledge of industry credit processes, lending policies and current financial environments. * Demonstrated experience in credit-related fields, including a working knowledge of appropriate risk management techniques. Strong understanding of credit processes and systematic controls. * Thorough understanding of examination techniques, including control procedures, examination principles and theory. * Excellent skills in credit/financial statement analysis and a solid understanding of business and financial markets and the effects of economic conditions on the Bank's risk assets. Broad Knowledge of corporate finance concepts and theories. * Ability to analyze portfolio trends at a macro level, identifying signs of changing risk levels and/or symptoms of process control breakdowns. * Ability to initiate and implement continuous improvement of the Risk Evaluation & Monitoring process. * Strong leadership skills. Effective communication skills, both oral and written. Ability to interact effectively with unit managers, lending officers, unit support staff, credit administrators and all levels of management. * Good personal computer skills with a working knowledge of word processing, spreadsheet and related software applications. 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/VUnited StatesUnion Bank2011-10-27 09:14:35CaliforniaCASAN FRANCISCO, CA24445867http://jobs.unionbank.com/xml/24445867/jobUSAMONTEREY PARKTitle: GROUP TECHNLOGY MANAGER Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Senior Group Technology Manager, partners with the Group Head and the Group Head's direct reports to provide technology services to enable the business meet their strategic, tactical and operational goals. Meets with this high-level management team regularly to ensure technical requests for the business are prioritized to match expectations and needs of senior management. Position reports to the CIO through the Development Executive and to the business side on a dotted line. Provides consultation and is collaborative in working to provide technology solutions Develops new policies and procedures to improve the effectiveness and performance of their department. Organizes for an effective structure, establishes criteria to measure department performance and the standard personnel functions associated with managerial responsibility. Major Responsibilities: Depending on the size of the group supported, may manage a Deputy GTM and one or more Systems Managers responsible for ensuring that the development, maintenance, modifications and implementation of applications programs is performed within established time constraints. Reviews analysis performed by business and systems analysts and subordinate managers to ensure all aspects of the project development phase have been considered. Has broad technical knowledge providing a gateway into the IT organization for the business as necessary. Also has strong business skills, and understands the operation or business being supported. Requires familiarity with the TAP Technical Project Guidelines. Assumes responsibility for project documentation including a Cost Benefit Analysis for any infrastructure project being done in support of the Business Unit. Requires ability to measure benefit for such projects. Understands business and technical requirements, and the responsibility for the cost side of the CBA to ensure the project completes with the anticipated internal rate of return. Works with business partners to identify appropriate technology vendors. Identifies business, technical, and project risks, and works diligently to mitigate them. Evaluates incoming service requests and determines priorities with the business unit; assigns and delegates work to subordinate managers. Reviews and approves project plans and monitors work progress. Approves final packages to ensure systems adhere to corporate policies, practices and data processing standards. Assists subordinates in the long-range strategic plan by defining organizational goals and objectives, identifying the attributes and long-term needs of customer/user groups, evaluating market opportunities and threats, evaluating the capability and long-term viability of information processing equipment and supplies, application systems, data management systems, human resources, etc. Develops short-medium term goals and objectives for staff. Determines the most effective organization structure and specific responsibilities within that structure. Performs the standard managerial functions such as performance appraisals, salary increases, transfers, promotions, new hires and terminations of staff members as needed. Establishes criteria to measure group performance. Formulates long-range financial plan proposal for assigned area based on current and anticipated growth rate, staff development, changes affecting Applications Development, overall changes in the future of data processing, etc. Assesses the impact of new application systems, technology, physical location changes and priority changes on contingency plan. Analyzes exposure/risk/vulnerability of applications to the overall success and existence to the Bank. Ensures that applications needed to support the essential needs of the Bank are provided in times of system failure or disaster. Provides advice and/or technical assistance to internal customers on large complex projects with major impact on the Bank. Analyzes the feasibility of automated systems, detail requirements, systems design, selection of hardware/software systems, etc. Analyzes exposure/risk/vulnerability of applications to the overall success and existence to the Bank. Ensures that applications needed to support the essential needs of the Bank are provided in times of system failure or disaster. Evaluates the effectiveness of the newly implemented automated systems after they have been in the production environment by determining if user's problems or needs have been resolved. Additional Information: At least 8 to 10 years direct experience in managing staff or directing system maintenance project team or equivalent combination of education (Advanced degree in Computer Science and work experience in assigned area.) Requires 5 years with previous direct work experience in computer programming, Computer Engineering and computer operations. Requires an in-depth knowledge of the system development life cycles, client area functions and system, and application program development alternatives. Requires excellent communication and consultative skills as well as seasoned judgment, tact and the ability to work effectively with clients and other IT management managerial personnel. 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.United StatesUnion Bank2011-10-27 09:14:28CaliforniaCAMONTEREY PARK, CA24445863http://jobs.unionbank.com/xml/24445863/jobUSASAN FRANCISCOTitle: MARKET RESEARCH SPECIALIST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Market Research Director, the Market Research Specialist is responsible for supporting best in class market research for retail, private, and commercial banking, dramatically shifting our approach on how we market to our non-customers and customers. The specialist will work with internal clients and translate business needs into researchable objectives and work with market research firms to execute and provide insight for the business. Major Responsibilities: 20% - Consult with the lines of business on information and analytical needs and develop solutions. Interface with LoB executives, determine what business questions they need answered, and scope how to answer those questions. Recommend research methodology, approach internal or external resources, budget, timeline, and structure deliverables. Determine market sizing to analyze population statistics to generate the insights if not readily available.30% - Translate business needs into researchable objectives and manage custom studies as related to Brand Image & Advertising, Customer Experience, and Product Innovations. Determine whether project can be completed in house using survey tools or outsource if phone interviews, advanced analytical software or analytics are required. Responsible for scoping, design and planning, sampling, implementation, project management, analysis, and reporting. Studies may be off the shelf from secondary research or custom work.30% - Plan, design, and execute brand image and customer satisfaction & loyalty tracking studies. Manage syndicated and secondary research suppliers and research to serve the informational needs of the lines of business.Provide support for the Voice of the Customer program which will include survey questionnaire design/renewal, survey script development, survey result data and text mining using software (e.g. SPSS), causality analysis based on survey results, etc. Design surveys, sometimes with an external vendor, and implementing through a vendor if in-house capability doesn't exist. Manage with research suppliers to deliver on time, within budget, and deliverable excellence.20% - Conduct analysis and generate business relevant and insightful reports. Generate deliverables such as executive reports, data and analysis answering the business questions and present to executives or research sponsors for decision making. Example, we're going to spend money doing advertising, need to measure how much business outcome was influenced by the amount and channel spent on advertising.Generate actionable customer insights to help make better business decisions. Work with the LoB to identify, e.g. customer experience, how to improve customer experience and identify weaknesses. Understand the profiles of Bank's customers, determine wants and needs, work with the business to implement programs, processes, products to gain more deposits, cross-sell other products, etc.Additional Information: Strong business/financial analysis and reporting skills. Familiarity with advanced quantitative techniques and analytical software (SPSS, SAS). Familiarity with hierarchical database and querying languages (Business Object, SQL). Excellent communication skills, both verbal and written. Must be able to convey an inspiring message to large groups as well as one-on-one settings. Experienced project and organizational manager. A strong balance of strategic and business skills, with a high level of intellectual agility and capacity for original thought. A true team player participating on a high quality team of experienced professionals. Ability to work well in a multi-task environment under pressure and tight time constraints.Bachelor's degree required; M.B.A. and consulting experience preferred. 5 - 8 years of experience in custom market research on a combination of client or supplier-side research. Experience in designing and executing large complex multi-year brand and customer satisfaction studies. Experience in designing custom studies from questionnaire writing, sampling design, and reporting and analysis. Prior experience managing market research suppliers.United StatesUnion Bank2011-10-29 10:53:59CaliforniaCASAN FRANCISCO, CA24488217http://jobs.unionbank.com/xml/24488217/jobUSASAN FRANCISCOTitle: PRIVATE BANK RELATIONSHIP MANAGER - SAN FRANCISCO Location: CALIFORNIA-SAN FRANCISCO 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 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 Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of routine to complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is a moderate to experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Major Responsibilities: Business Development and Marketing: (50%) Develop marketing and sales strategies to establish profitable portfolio, using external and internal resources. Implement the program for Enterprise Selling program within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Plan/strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. The plan should include how results can be measured. Identify clients for The Private Bank through research and use of resources, including referrals from within and outside the Bank, office's current client base, local professional/service groups, social contacts, etc. Meet with prospects as needed, often outside the office to present the program of The Private Bank. Proactively identify the needs of the prospects, matching appropriate Bank products and Services. Represent the Bank and The Private Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase program visibility and identify contacts. Document results through prospect tracking. system and reports. Engage in regularly scheduled portfolio performance review with Regional Director to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management: (30%) Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Criteria to be set by Regional Director, with input from Senior Management. Stand accountable for portfolio growth and profitability, as well as any attrition. Using RBS reports and available pricing models, monitor each client's account profitability and service use. Proficiency with and maintenance of customer data in ESB is required. Consult with clients as to various services or product needs which would be advantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency Risk Management: (20%) Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare detailed memorandum of customer request and Relationship Manager recommendation. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follow up with appropriate measures adhering to Bank's policy and guidelines. Minimum Job Requirements: Knowledge Required: A minimum of 3 to 5 years commercial lending experience. Proficient knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures and estate and investment planning. Preferred: College degree or equivalent work experience, Certified Financial Planner accreditation or Series 7, 66 and Insurance License is also preferred. Proficient knowledge of computer skills Abilities Required: Sales and service orientation. Ability to identify client needs and related bank services; sell the concept of relationship banking defined by The Private Bank program. Ability to prospect, anticipate needs and close sales; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work with teams and as a team member; identify unique opportunities in individual markets 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 offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-10-31 14:48:58CaliforniaCASAN FRANCISCO, CA24498511http://jobs.unionbank.com/xml/24498511/jobUSASAN FRANCISCOTitle: CATEGORY SPECIALIST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP, Corporate Strategic Sourcing, the Category Specialist is responsible for the enterprise-wide sourcing and category management execution and delivery of specific spend categories, delivering the best value to the corporation while building and sustaining mutually beneficial relationships with suppliers. Provide subject matter expertise and strategic guidance within the vendor sourcing and purchasing areas to business owners; develop and instill appropriate sourcing and purchasing process and procedures, as well as ensuring compliance with the overall program; influence and support business owners and other groups across the Bank; lead cross-functional teams in support of the Strategic Sourcing and Procurement programs. Major Responsibilities: 75% Sourcing Execution- Design, implementation and execution of bank-wide Strategic Sourcing and Procurement for specific spend categories ranging from $10-$50 million in annual spend. Responsible for strategic sourcing execution of commodity categories across the Bank. Understand business partner's objectives and business drivers and closely collaborate with business partners while leading the development and delivery of spend category strategies relating to commodity purchasing. Provide category intelligence and maintain knowledge of market trends including analysis of market drivers, cost structures and technical improvements across many commodity categories. Responsible for pipeline (value, savings) delivery; in addition to measuring and track performance relating to spending and budgetary impact; 25% Strategic Sourcing bi-directional integration with UB Business Owners- Effectively influence stakeholders and business owners, facilitating the Strategic Sourcing process and compliance with Bank policy and practices. Ensure Strategic Sourcing efforts support business objectives; Establish key internal and external relationships enabling multi-year planning and category strategies, supporting sustainable spend management;Lead cross-functional teams in the execution of sourcing initiatives end-to-end. Additional Information: 7 years of strategic sourcing and supplier relations experience; Bachelor's degree in Business Administration/Finance or equivalent business experience; MBA preferred; Experience in designing, deploying or managing eSourcing tools and technology preferred; Ability to drive performance improvement across a team; strong teamwork and collaboration skills; Excellent category-specific sourcing and category management skills (e.g. -Office Supplies and Equipment, IT and commodity purchasing); Analytical skills, continuous improvement mind-set; Excellent technical strategic sourcing, negotiations and project management skills; Excellent business / financial acumen; understands cost structures and drivers; Ability to prioritize and work on multiple activities at one time; Strong written, graphical and oral communication skills with internal clients, external partners and team members; strong influencing and relationship skills; polished interpersonal skills; Ability to work independently in a dynamic, ambiguous and newly forming organization. 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.United StatesUnion Bank2011-10-31 14:49:11CaliforniaCASAN FRANCISCO, CA24498512http://jobs.unionbank.com/xml/24498512/jobUSASAN FRANCISCOTitle: SENIOR ACCOUNTING MANAGER Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Risk and Commercial Lending Controller, the Business UnitSeniorAccounting Manager works with a dynamic team responsible for diverse and complex accounting and operational matters related to the Bank's allowance for credit losses (ACL) across all business units of the Bank. Primary responsibilities include reviewing the quarterly ACL results and related documentation, understanding and communicating the key drivers for changes in the ACL from quarter to quarter, supporting the Credit Portfolio Group (CPG) on any initiatives they are involved with, and identifying process improvements and other operational matters to increase timeliness and accuracy of the reserving process. The position will also involve supporting CPG as they roll out new product lines which may include credit derivative products and/ structured finance transactions. The individual will also be responsible for supporting SOX, regulatory exams, and internal and external audits. The position in the future may include managing a staff of one. Major Responsibilities: 60% - Business Unit Liaison: Ensure processes and methodologies followed by the CPG are in-line with Bank protocol, GAAP, and industry practice where applicable. Periodically review significant calculations on impaired loans for GAAP compliance. Keep business unit accounting and reporting processes current to meet ongoing and new requirements as mandated by Corporate Controller's. Participate in the new products and services review committee for any new business indicatives, and maintain close working relationships with all operational support areas. Review and approve requests for new G/L accounts and RCs. Keep Line of Business Controller advised of emerging risks and other issues that may have accounting and reporting consequences. Work closely with business unit risk managers and business unit finance staff to share information and identify issues. Review business requirements for new or modified systems which have accounting or financial reporting impacts. 25% - Month-End Close and Financial Reporting: Research and provide variance explanations in support of the month-end close. Ensure that documentation supporting the results are critically reviewed and understood, and written concisely and address accounting requirements over ACL documentation. Identify significant and unusual accounting and reporting issues within the business unit and propose solutions to the Line of Business Controller and CPG. Discuss results with business unit managers and coordinate the gathering of information for SEC reporting, regulatory reporting, management reporting, derivatives and tax filings. Review and certify SEC reports. 15% - Advisory & projects: Advise CPG on accounting and reporting matters. Interpret Union Bank Accounting Policy Manual & assist in writing unit specific accounting guidebooks. Keep business unit management advised of significant accounting and reporting issues. Facilitate communications and run projects as required to ensure accurate accounting results. Familiarity with loan loss reserving methodologies, concepts and models used in the reserving process for both commercial loans and consumer loan products, principally residential mortgage, and home equity. Excellent communication and management skills that allow for building and maintaining client relationships across functional business areas, and executing on key initiatives. Requires the requisite accounting skills (CPA or CFA) and experience needed in a complex financial services organization including financial reporting, accounting policy, internal controls, systems implementations, change management, G/L close and other general accounting processes. Experience with credit derivative products and structured finance preferred. 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/VUnited StatesUnion Bank2011-11-30 15:01:57CaliforniaCASAN FRANCISCO, CA25106487http://jobs.unionbank.com/xml/25106487/jobUSALOS ANGELESTitle: DATA INTEGRITY RISK REPORTING BUSINESS ANALYST Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The primary objective is to meet bank wide data informational and reporting needs in a timely manner. Manage the on-going collection of key data accuracy and integrity information from a variety of sources and test its accuracy. Generate graphs and basic trend analysis from the data for all credit originating business units demonstrating actual performance including comparison to established bank wide error thresholds where appropriate. Support the development of data integrity reporting tools, including a central repository for collection of data accuracy & integrity data. Requires a proficient knowledge of Microsoft Office software, Business Objects queries, SAS & Oracle databases, the Loan Accounting and Origination Systems across the bank, and the data warehousing and staging structures in the IT environment. Must have good interpersonal skills, be team focused, and well-organized, as at times deadlines are tight. Major Responsibilities: 40% Data Reporting - Data Bases Reporting to the Director of Data Management, responsible for managing and maintaining reporting data bases/tools for gathering both data accuracy & integrity reporting information and summarizing into standardized monthly reports. Reviews reports and ensures the data for consistency, completeness, conformity duplication, integrity and accuracy with follow-up on any data irregularities. 20% Development/Maintenance of Data Collection Tools & Processes Maintain and update as necessary the current data collection methods generally using Business Objects, Excel, Access, Adobe Acrobat, and PowerPoint files. Act as a liaison between the department and systems personnel to recommend enhancements to existing data processes or data fields. Implement new data collection processes for the group as needed. 30% Monthly Reporting Prepare data, graphical, and trend analysis for monthly and quarterly presentation and reporting. This includes some written analysis of changes between reporting periods and the results of your investigations on data irregularities. 10% Compliance with Bank Policies Ensure data received or created are effectively controlled and maintained in accordance with Bank policies. Control and dispose of sensitive data and confidential information in accordance with the Corporate Code of Conduct policies. * Proficient in designing and developing spreadsheets, databases, and graphs and a working knowledge of statistical analysis tools. Comprehensive knowledge of Excel, Access, PowerPoint, Business Objects, Crystal Reports and SAS & Oracle data bases to query and manipulate data. * Requires knowledge of the banking industry products and regulatory requirements. Familiarity with loan accounting requirements desirable. * Must be able to work with minimal supervision and under deadlines. Has ability to prioritize and flex with pressures created by a production environment. * Typically has 5 to 10 years of similar data gathering and report development in a financial institution. Requires a 4-year degree preferably with a business major. 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/VUnited StatesUnion Bank2011-11-30 07:58:47CaliforniaCALOS ANGELES, CA25102283http://jobs.unionbank.com/xml/25102283/jobUSAWALNUT CREEKTitle: SR RELATIONSHIP BANKER (ORINDA) Location: CALIFORNIA-WALNUT CREEK Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-13 08:23:19CaliforniaCAWALNUT CREEK, CA25877948http://jobs.unionbank.com/xml/25877948/jobUSAKENTFIELDTitle: SR RELATIONSHIP BANKER - KENTFIELD Location: CALIFORNIA-KENTFIELD Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-13 08:22:43CaliforniaCAKENTFIELD, CA25877933http://jobs.unionbank.com/xml/25877933/jobUSALOMPOCTitle: BRANCH MANAGER (SOLVANG) Location: CALIFORNIA-LOMPOC 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! The Branch Manager is responsible for the administration and supervision of branch staff and bank facility. The Branch Manager will manage the branch as a profit center. This is done by developing sales and revenue generating programs. Which includes creating the branch sales plan, develop branch staff and sales activities to achieve branch sales and profitability goals. Maintain branch at approved expenditure levels. Review, control and report on general ledger activity. Extend credit within lending authority to individuals or business through commercial or consumer loans. Analyze all necessary personal and financial data, check credit standing, and make loan decisions within established policy. Along with the Customer Service Manger, supervise operations of the branch including but not limited to general branch audits, field service audits, and compliance issues. The Branch Manager will provide platform services for special customers or prospects, and assist at times of heavy business volume. Administer Bank personnel policy and programs. Conduct recruiting activities for branch. Assist in the development and training of personnel, including performance reviews, giving constructive feedback, and administering correction action processes. Make assigned calls, typically those of more-than-average importance on prospects and customers. Perform function of branch safety and security officer. Ensure that the office is operating in a safe and effective manner. Participate in local community affairs and support charitable endeavors. The branch manager position requires 5 to 7 years of community banking experience with an emphasis in sales, small business lending, business development, proven successful supervisory, administrative and analytical skills. Success in this position requires excellent customer service, communication and time management skills. Previous knowledge of operations and regulatory requirements is also required. Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word. In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred. 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.United StatesUnion Bank2012-01-13 08:22:45CaliforniaCALOMPOC, CA25877935http://jobs.unionbank.com/xml/25877935/jobUSALOS ANGELESTitle: PROJECT MANAGER - Commercial Lending Business Process Enhancement Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone&#39;s job. Invest in you! Invest in your career. Invest in your future. Job Summary : Responsible for the management of assigned data management projects across the enterprise. The project manager will be responsible for actively managing projects as well as serving as a liaison with other related projects to provide oversight and reporting information to the program office. Projects assigned are generally highly complex and have significant impact to the Bank. Major Responsibilities: Manage multiple large inter-division projects by developing and administering the project plan. Serves as the principal coordinator of the project team responsible for ensuring the project&#39;s success and also participates as a key player on other projects. Makes recommendations to management to help identify methods, procedures and technologies that enhance project processes. Manages projects and coordinates implementation of project rollout. Oversees the implementation of projects by developing or coordinating project plans, facilitation of meetings, gaining consensus and creating appropriate communication to offices or status to senior management. Monitors and reports trends. Requires the ability to describe complex business problems and their solutions to senior management. Ensures the project is on target, identify issues resolution and update management on projects. Make recommendations to management for improvements to various projects, tasks and objectives. Coordinate project flow with other impacted departments for the bank. Quickly identify the business needs and translate these needs into business requirements, exhibiting a comprehensive knowledge of the Bank&#39;s business and system flows within the organization. Typically requires 7 years of demonstrated knowledge and direct work experience in leading and project managing large complex projects that cross company business lines. Requires direct experience in business analysis and project leadership and management skills. Requires complete knowledge of customer strategies, practices and priority in order to makes decisions. COMMUNICATIONS: Excellent verbal and written skills Ability to communicate complex issues and ideas with absolute precision and clarity Ability to communicate effectively within all levels of the organization and externally with vendors. Ability to prepare excellent formal management presentations Ability to organize and conduct effective meetings appropriate for the topic Ability to recognize and effectively communicate a course of action on difficult projects Ability to provide help and guidance to project team members on matters of communication WORKING RELATIONSHIPS: Excellent ability to work within all levels of the organization and externally with vendors Ability to work independently and within teams Ability to develop effective interpersonal networks within the organization Ability to provide help and guidance to project team members on all matters of project management ORGANIZATION and PLANNING: Ability to manage multiple projects concurrently and successfully Excellent personal time-management skills Ability to develop and maintain complex project plans and manage work according to defined methodologies Effective management skills in a matrix environment where project participants report to other 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.United StatesUnion Bank2011-04-26 00:09:39CaliforniaCALOS ANGELES, CA20904041http://jobs.unionbank.com/xml/20904041/jobUSASAN FRANCISCOTitle: DIVISION RISK MANAGER - FINANCE Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Division Risk Managers are the first line of defense responsible for supporting and coordinating all disciplines of operational risk and controls within their area of responsibility. This includes both business-specific risks and enterprise-wide &quot;module&quot; risks. Module risks include, but are not limited to, information security, human resources, fraud, vendor management, business continuity, product risk and model risk. The Division Risk Manager will report to the Operational Risk Management Dept with a dotted line reporting to the Business Unit Risk Manager (BURM) they support. The Division Risk Manager will serve as a back-up to the BURM they support and be a focal point of contact concerning matters of operational risk. The Division Risk Manager will assist the BURM in completion of Risk and Control Self Assessments and managing remediation activities for control deficiencies. Major Responsibilities: * Assist the BURM in building and maintaining risk and control self assessments for all significant risks, and managing control deficiency remediation * Ensure that the appropriate level of risk and controls are documented in the OpenPages system * Create accurate and timely reporting of significant and emerging risks from the business unit view * Participate in ad-hoc working groups to address and resolve new areas of risk * Ensure the resources dedicated to operational risk management within their area of responsibility are qualified and sufficient to efficiently and effectively carry out the required functions * Monitor operational risk management activities to ensure that they are properly performed and completed for the units within their area of responsibility * Identify risk trends and/or symptoms of process control breakdowns * Keep the BURM apprised of changes in inherent risk or control breakdowns/deficiencies that could impact residual risk * Assist business partners in reviewing risks evolving from various initiatives to ensure that operational risks are recognized, mitigated, reported and/or accepted * Review Bankwide procedures and policies as well as Division desktop procedures and ensure input from subject matter experts within the Division as appropriate * Act as liaison with IRMG-Audit and Corporate Compliance on behalf of the Division in consultation with the BURM and assist in resolving identified issues and monitor its resolution * Typically requires a BA or BS degree plus 8 years in operational risk management or related role * Requires a strong understanding of operational risk management techniques, including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures, and development of related metrics * Ability to analyze risk trends, identify signs of changing risk levels and/or symptoms of process control breakdowns * Solid understanding of financial institution processes, products, and risks * Strong written and verbal communication skills * Requires subject matter expertise in Finance/Accounting - CPA or Finance degree preferred 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. 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/VUnited StatesUnion Bank2011-06-02 00:24:03CaliforniaCASAN FRANCISCO, CA21581477http://jobs.unionbank.com/xml/21581477/jobUSABREATitle: RISK CONTROL SELF ASSESSMENT MANAGER Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The RCSA manager will maintain the enterprise-wide operational risk and control self-assessment program, coordinating with the Business Unit Risk Managers (BURMs) and other subject matter experts. Major Responsibilities: Maintain the operational risk and control self assessment process. Provide ongoing support for the risk assessment methodology, design and provide risk reports, and communicate the program to regulators and stakeholders throughout the bank. Provide guidance to BURMs and module owners on RCSA practices. Remain knowledgeable about the operational risks in the functional areas across the bank, including fraud, product, project, data management, model risk, vendor management, information security, business continuity and other areas of cross organizational risk. Maintain the RCSA policies and procedures. (40%) Provide operational risk management consultation, training and communications to various business units as needed. Support BURMs in assessing operational risks and controls. Operational risk and control self assessments are completed by mapping core business processes during facilitated working sessions attended by key business managers from various business entities and other subject matter experts. The process maps are then used to identify the significant risks and the associated controls to determine whether the risks are appropriately managed. The facilitator must be able to keep the discussion and analysis appropriately scoped and focused on the most significant risks. (40%) Gather, analyze and interpret operational risk management data at a macro level. Develop reporting on operational risk results for the integrated operational risk reports and other reporting needs. (10%) Other duties (10%) * Prepare and deliver presentations to various levels of management in written and verbal formats. * Maintain contacts with other institutions to keep abreast of their Operational Risk programs. * Assist in implementation of requirements for compliance with Basel II capital rules, including the use of business environment &amp; internal control factors for capital modeling purposes. * Typically requires a BA or BS degree plus 8 years in operational risk management or related role * Requires a strong understanding of operational risk techniques, including the Basel II requirements for an operational risk management program * Demonstrated experience in meeting/workshop facilitation or professional training techniques * Ability to analyze risk trends at a macro level, identifying signs of changing risk levels and/or symptoms of process control breakdowns * Must be comfortable in providing leadership and guidance on operational risk management to senior level managers * Solid understanding of financial institution processes, products, and risks * Strong written and verbal communication skills * Prior supervisory experience in a manager position 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. 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/VUnited StatesUnion Bank2011-06-01 01:45:02CaliforniaCABREA, CA21560237http://jobs.unionbank.com/xml/21560237/jobUSALOS ANGELESTitle: DIVISION RISK MANAGER - WEALTH MANAGEMENT Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Division Risk Managers are the first line of defense responsible for supporting and coordinating all disciplines of operational risk and controls within their area of responsibility. This includes both business-specific risks and enterprise-wide &quot;module&quot; risks. Module risks include, but are not limited to, information security, human resources, fraud, vendor management, business continuity, product risk and model risk. The Division Risk Manager will report to the Operational Risk Management Dept with a dotted line reporting to the Business Unit Risk Manager (BURM) they support. The Division Risk Manager will serve as a back-up to the BURM they support and be a focal point of contact concerning matters of operational risk. The Division Risk Manager will assist the BURM in completion of Risk and Control Self Assessments and managing remediation activities for control deficiencies. Major Responsibilities: * Assist the BURM in building and maintaining risk and control self assessments for all significant risks, and managing control deficiency remediation * Ensure that the appropriate level of risk and controls are documented in the OpenPages system * Create accurate and timely reporting of significant and emerging risks from the business unit view * Participate in ad-hoc working groups to address and resolve new areas of risk * Ensure the resources dedicated to operational risk management within their area of responsibility are qualified and sufficient to efficiently and effectively carry out the required functions * Monitor operational risk management activities to ensure that they are properly performed and completed for the units within their area of responsibility * Identify risk trends and/or symptoms of process control breakdowns * Keep the BURM apprised of changes in inherent risk or control breakdowns/deficiencies that could impact residual risk * Assist business partners in reviewing risks evolving from various initiatives to ensure that operational risks are recognized, mitigated, reported and/or accepted * Review Bankwide procedures and policies as well as Division desktop procedures and ensure input from subject matter experts within the Division as appropriate * Act as liaison with IRMG-Audit and Corporate Compliance on behalf of the Division in consultation with the BURM and assist in resolving identified issues and monitor its resolution * Typically requires a BA or BS degree plus 8 years in operational risk management or related role * Requires a strong understanding of operational risk management techniques, including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures, and development of related metrics * Ability to analyze risk trends, identify signs of changing risk levels and/or symptoms of process control breakdowns * Solid understanding of financial institution processes, products, and risks * Strong written and verbal communication skills * Requires subject matter expertise in Wealth Management (Personal Trust/Private Banking)/Brokerage 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. 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/VUnited StatesUnion Bank2011-06-02 00:24:06CaliforniaCALOS ANGELES, CA21581481http://jobs.unionbank.com/xml/21581481/jobUSASEQUIMTitle: BRANCH MANAGER ACQ - Sequim Location: WASHINGTON-SEQUIM Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone&#39;s job. Invest in you! Job Summary: Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Major Responsibilities: Branch Management: 40% Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate. Sales Management Activities: 40% Translates Bank strategic sales objectives into specific branch activities. Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values. Establishes the plan and strategy to acquire, retain, and expand the branch&#39;s customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company&#39;s products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: 20% Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Implements and enforces company polices including waste and thief prevention. Additional Information: Branch Manager grading level is based on points in loans and deposits. Minimum Job Requirements: The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for both consumer and small business lending. Requires previous supervisory, administrative and analytical skills 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.United StatesUnion Bank2011-07-16 09:18:54WashingtonWASEQUIM, WA22423369http://jobs.unionbank.com/xml/22423369/jobUSASAN FRANCISCOTitle: AUDIT RELATIONSHIP MANAGER (BASEL II) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community diversity and exceptional service are part of everyone&#39;s job. Invest in you! Invest in your career. Invest in your future. Job Summary: Develop and document understanding of the Basel II qualification requirements and the Bank&#39;s advanced system activities and processes used to achieve compliance with the regulatory requirements. Conduct comprehensive audits of enterprise wide risk management practices by evaluating, monitoring and reporting on the effectiveness of controls supporting the Bank&#39;s advanced capital adequacy framework. Use a risk based approach of continuous monitoring and on-site evaluations to identify the activities and processes of the Bank&#39;s advanced systems of greatest risk or impact to the capital calculation. Ensure audit activities are effective and use the appropriate level of resources. Keep management apprised of the results of all audit activities. Risk Evaluation &amp; Monitoring: * Develop a sound understanding of the Bank&#39;s activities, processes, controls, and systems that support the Bank&#39;s advanced capital adequacy framework and their fulfillment of the Basel II regulatory requirements and best practices. * Act as auditor in charge of on-site audits and continuous monitoring of business units and functions with processes, systems and controls supporting the advanced capital adequacy framework. As auditor in charge, effectively plan, coordinate and oversee all aspects of on-site activities. Audit activity includes assessment of the Bank&#39;s Basel II qualification/implementation plan and gap analysis; process reviews; evaluations of controls supporting the A-IRB, AMA, and regulatory capital calculation; as well as assessments of the operating effectiveness of enterprise-wide functions supporting the advanced capital adequacy framework such as the model validation function, ICAAP, and integration of enterprise-wide governance committees and their supporting working groups. * Develop a dynamic, ongoing and risk based continuous monitoring and evaluation program for assigned units. Continually re-assess IRMG&#39;s audit program and make appropriate changes as risk is identified. * Prepare and update audit programs concentrating on the correct identification of key risks and the efficient and productive use of resources to address those risks. * Prepare timely and unambiguous issues memos and audit reports that clearly and persuasively communicate significant and emerging risks, Basel II compliance matters, and audit findings. * Work with and across multiple departments, including other IRMG staff, Risk Management, Financial Planning &amp; Analysis, Operational Risk Management, Controller&#39;s Department, and business lines. Communication: * Promote effective and open communication with all levels of internal and external UB line and staff personnel. * Provide technical guidance to IRMG staff on control procedures, and subject matter expertise on Basel II qualification and compliance matters. * Provide risk focused guidance to units on operational policies and control procedures. * Keep IRMG management informed on degree of risk in various operating units, particularly the more complex and/or specialized units, through periodic and timely updates of risk assessments and reporting of significant operational monitoring results. * Write high quality, concise and informative reports and issue memos for UB senior management and IRMG internally. Teamwork: * Promote teamwork within IRMG, as well as with other UB units. * Maintain effective and proactive working relationships with line management, Basel II PMO, and Enterprise Wide Risk Management. * Provide leadership, training, and guidance to other auditors. * Possess a strong working knowledge of audit or business processes, financial industry risk management techniques, and internal controls. Have broad knowledge of corporate finance concepts, economic capital, and performance measurement. Specific and relevant product/business experience may be substituted for audit knowledge. Prior Basel II experience is highly desirable. * Bachelor degree required, industry certifications a plus (for example, CFA, CPA, or MBA). * Demonstrate excellent oral and written communication skills to clearly communicate sensitive issues at the highest level of UB management and across multiple departments or levels. * Have an ability to work independently and as a team leader. * Ability to analyze risk trends at a macro level, identifying signs of changing risk levels and/or symptoms of process control breakdowns. * Good personal computer skills with a working knowledge of word processing, spreadsheet, and presentation software applications. Prior experience in auditing the implementation of financial or risk management software is a plus. 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. 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/VUnited StatesUnion Bank2011-07-30 10:13:51CaliforniaCASAN FRANCISCO, CA22729507http://jobs.unionbank.com/xml/22729507/jobUSADALLASTitle: Relationship Manager - Government Services (Dallas) Location: TEXAS-DALLAS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone&#39;s job. Invest in you! Invest in your career. Invest in your future. The Relationship Manager will be responsible for new business development and account retention for the government market. Major Responsibilities: Develop independent leads within the marketplace for deposit and credit services. Coordinate with Treasury Management, Operations and Risk Management to structure proposed banking services for prospects and customers. Prepare and present comprehensive customized deposit and credit services proposals to prospective clients. Structure and manage the implementation process of new customers for deposit services. Manage a complex portfolio of customer relationships for deposit/credit services. Cross-sell additional bank products to deepen existing relationships and generate new revenue. Develop annual business plan for increasing portfolio revenues and profitability through proper management of, and cross-selling to, existing relationships and from new business sales. Actively ensure compliance with Union Bank&#39;s Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Adhere to account opening procedures and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each clients normal account activity, as appropriate for this position. * Typically requires a degree from a four-year college. * Certified Treasury Professional (CTP) certification. * Requires 5 years of sales and relationship management experience. * Candidate must possess: Strong interpersonal sales skills with excellent oral and written communications; Ability to negotiate customer and prospect contracts; and skilled at presenting professional banking services proposals. * Requires thorough knowledge of treasury management products and services, government code, and some knowledge of fund accounting. * Familiar with multiple software applications, to include Word, Outlook, Excel, and PowerPoint. * Frequent travel with extensive travel in a geographically assigned territory. 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.United StatesUnion Bank2011-08-04 12:19:44TexasTXDALLAS, TX22819499http://jobs.unionbank.com/xml/22819499/jobUSALOS ANGELESTitle: SENIOR BUSINESS SYSTEMS ANALYST Location: CALIFORNIA-LOS ANGELES 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&#39;s job. Invest in you! Reporting to Production Support Manager, the Business Systems Analyst is responsible for working with users, developers and business analyst teams to ensure the stability of the production systems is not jeopardized. This is a top-level business analyst and is assigned some of the most complex systems and projects. Responsible for managing the implementation of assigned system projects. Applies specific knowledge of the business and knowledge of systems technology capabilities to business problem solving. Participates in the design, installation and maintenance of complex system projects. Ability to intuitively assess the impact of issues and escalate issues as and when necessary. The incumbent will be responsible for ensuring that all batch jobs are run on time without incidents and collaborate with the development team to fix any problems or incidents encountered in production and design long term solutions to enhance the production environment. Participate in annual DR site testing and environment maintenance/set up. * Projects assigned cross divisional lines and include multiple databases and interfacing with other systems. * Acts as the senior level project manager for large projects. * Project Management and Implementation - Works on the analysis of more complex projects and systems. Projects assigned cross divisional lines and include multiple databases and interfacing with other systems. Consults with users and vendors for needs assessment. Writes detailed analysis of users needs. Presents research and recommendation to management. Identifies solutions, methods or systems that enhances productivity. This includes preparing environments, executing batches, assisting with reconciliation and report reviews, and working with the business users to test new functionality. Monitors implementation and user satisfaction. Design and develop solutions to enhance the existing systems, add new functionality, propose and implement solutions for increased efficiencies. Craft ad hoc SQL queries, scripts, etc. to provide the information/tools that the users may seek from time to time * Provide support services as designated by manager. * Frontline Production Support - supporting the following systems (but not limited to) Calypso, Opics, Endur, Reuters Electronic Trading and InTrader. This may include system maintenance (research problem, solve and test complex system related issues, managing monthly release process of work orders, or developing and managing documentation of the system related fields/policy information online for user access). Develop system related procedure/manuals, and provide system training. Provide coverage during daily production runs; interact with users and vendors; perform analysis of user related queries; contribute to knowledge base. Perform longer term analysis and design of systems and hardware to maintain the production environments. Candidate will be required to participate in early/late shift rotations, as well as some weekend support. * This may include system maintenance (research problem, solve and test complex system related issues, managing monthly release process of work orders, or developing and managing documentation of the system related fields/policy information online for user access.) * May also develop system related procedure/manuals, and provide system training. * Independently conducts studies of new technology and recommends changes based on these findings. * Required to lead, conduct and facilitate meetings. * Plays a major role in the development and implementation of strategic technology plans. * Release Management - participate in deploying software changes to production environment, following, enforcing, and suggesting controls to keep the production and UAT environments controlled. Ensure that all regulatory requirements are adhered to. * Typically requires 8 years of in-depth business knowledge and system design. * Typically has 6-10 plus years of previous project management * Knowledgeable of all processes/systems currently used and comprehensive knowledge of applicable systems, reporting capability and user functionality of system. * Excellent Excel/VBA skills and strong SQLServer/Oracle skills highly preferred * Exposure to any of these other areas would be considered a plus - Java/J2EE, VB/.Net., UNIX, MQ series * Understanding of Financial and Banking applications or related business experience * Exposure to Calypso, Endur, Opics or InTrader beneficial. * Supervisory experience preferred. * Comprehensive knowledge of internal company policies and procedures, loan documentation and security, audit and regulatory requirements impacting the system- Must have specific business knowledge to fully understand the business and applicable system programs, hardware and software. * The individual must have excellent listening, written, and verbal communication skills, as the incumbent will need to interact with the Global Markets team, and should be able to clearly explain technical issues, and contribute to a knowledge base by documenting procedures and common errors. * Advanced communication skills level for composing and writing original business letters, detailed business specifications, recommendations, reports, internal policy and presentation to management. * Strong and demonstrable problem solving/analytical skills. * Should be able to investigate job failures by analyzing event logs and log files, check job dependencies, query databases, restart batch streams, be comfortable with Windows/Unix text editors as well as Excel/VBA, and propose changes to make the batch streams more efficient. * Must be able to work independently within a team. 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/VUnited StatesUnion Bank2011-08-18 07:48:46CaliforniaCALOS ANGELES, CA23092723http://jobs.unionbank.com/xml/23092723/jobUSASAN FRANCISCOTitle: Financial Reporting Analyst Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Reporting to the Accounting Manager of Business Unit Controllers (BUC), the Business Reporting Analyst works with a dynamic team responsible for diverse and complex accounting within Union Bank&#39;s subsidiaries (Highmark, Investment Services, and Private Equity) and international branch. The Business Reporting Analyst is responsible for the majority of reporting required for internal and external users and assisting in projects as required. Major Responsibilities: 50% - Responsible for the reporting suite required for subsidiary activities; understand products and complexities of reporting requirements for Regulatory (SEC, BASEL and CALL) and parent company use. This includes but not limited to financials with footnote disclosures and investment schedules. Provide accounting advice and guidance to the business line on new products or unusual transactions. Prepare all schedules as required under tight deadlines. Ensure that products are properly accounted for, troubleshooting when issues are presented, and independently make decisions for resolution. 30% - Responsible for related projects as assigned including policy related support for Business Unit Controllers. 10% - Act as liaison for Business Unit Controllers to ensure all reporting is accurate and timely, variances are explained and process is automated where applicable.Cultivate strong relationships with business unit partners including trading and audit. Review Global Capital Markets and Treasury transactions as necessary. 10% - Review daily entries and update detail supporting schedules. Ensure entries comply with accounting guidance. Education, Licensure, Experience: Typically requires a four-year college degree with increasingly more complex responsibility in a similar position within a financial services company. CPA (or ACCA) strongly preferred and 7 yrs financial services experience, preferable in banking required as well as direct work experience in accounting policy and best practices. Knowledge, Skills, Abilities: Great interpersonal skills and ability to find solutions quickly Extensive knowledge of accounting for broker dealers, international, leases, and private equity investments Knowledge of complex accounting rules Strong MS Office skills; including excel Ability to collaborate with various levels of management, from first level supervisors to senior executives Knowledge of bank systems including Calypso, DBA, and FCS preferred 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/VUnited StatesUnion Bank2011-06-21 08:07:43CaliforniaCASAN FRANCISCO, CA21924960http://jobs.unionbank.com/xml/21924960/jobUSALOS ANGELESTitle: SBA BUSINESS DEVELOPMENT OFFICER (LOS ANGELES) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Initiate, negotiate, sell and package SBA -government guaranteed loans. Cross sell business products to prospects and existing customers. Call on prospects to develop new business relationships. Major Responsibilities: 80% Responsible for external self-sourcing SBA-government guaranteed loans within assigned territory. Identify and solicit new business relationships. Interview new and existing loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Assemble loan packages and handle loan closing. ross-sell business products to existing customers and prospect business customers through an organized calling program. Generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Actively participate in external community activities in order to promote Union Bank and to develop a business referral network. 20% Interact effectively with Business Banking Center in order to efficiently process all loan application requests. Work with the appropriate Business Banking Relationship Manager and/or Branch to assist in the seamless handoff for the branch to handle all future relationship management. Requires a complete understanding of SBA- government type business loans. Required understanding of Union Bank&#39;s business products and services. Requires a basic understanding of Small Business Lending and familiarity with the interpretation of business financial statements. Strong sales, service and organizational skills. Ability to close sales. Ability to recognize customer needs and match them to bank products. Effective communication with all levels of management. Reports to the SBA -Government Lending Manager. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-08-27 12:54:43CaliforniaCALOS ANGELES, CA23288275http://jobs.unionbank.com/xml/23288275/jobUSAPORTLANDTitle: MORTGAGE CONSULTANT (PORTLAND) Location: OREGON-PORTLAND Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank&#39;s CRA programs. Typically requires a high school diploma or G.E.D. and must have excellent sales. Territory serviced will be Portland, Oregon. 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.United StatesUnion Bank2011-08-27 12:54:33OregonORPORTLAND, OR23288265http://jobs.unionbank.com/xml/23288265/jobUSASACRAMENTOTitle: CREDIT EXECUTIVE/ ANALYST - Sacramento Commercial Banking Location: CALIFORNIA-SACRAMENTO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Responsible for providing financial and credit analysis in the asset generation process for the delivery of credit products and services to customers and prospective customers. Major Responsibilities: Assist in the underwriting, risk assessment and the structuring of transactions. Responsible for providing assistance in the initiation and completion of loan documentation and monitoring risk exposure. Prepare loan presentations and call on customers and prospects, usually with a Relationship Manager. Participate in credit approval process. Prepare loan agreements. May develop new credit products and train more junior level staff. * Typically requires a degree from a four-year college (e.g., BA, BS) and up to 3 years of technical experience. * Requires knowledge of cash flow analysis, intermediate accounting, credit analysis and customer calling skills. 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/VUnited StatesUnion Bank2011-12-01 08:04:45CaliforniaCASACRAMENTO, CA25125573http://jobs.unionbank.com/xml/25125573/jobUSASAN FRANCISCOTitle: Commercial Credit Scorecard Location: CALIFORNIA-SAN FRANCISCO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Owner of Commercial Credit Scorecard Methodology; Manage a team of quantitative analysts; Oversee development of Commercial Credit Scorecards, templates or risk assessment tools to provide complete coverage of the commercial credit loan portfolio; Ongoing management of scorecards, including maintenance, enhancement, calibration, monitoring, back-testing, benchmarking and validation Ongoing scorecard analytics, management, regulatory interaction and reporting Major Responsibilities: Oversee scorecard development, testing and validation; Ensure complete knowledge transfer in-house if external vendor is used in development process; Responsible for initial and ongoing audit of scorecards and scorecard validation; Testing and Reviewing the performance of all scorecards, determination of modifications and enhancements needed, and execution of such changes Continuous evaluation of the possible refinement or expansion of the number of scorecards and execution of recommended changes Remediate issues raised during the audit or validation process; Primary point of contact for all scorecard methodology related questions, including MRMU, IRMG, Credit Exam, Audit, OCC/regulators; Train, coach and develop quantitative analysts; review and approve work products; Provide input into any policy changes required as a result of usage of the scorecards Develop and produce ongoing reporting on scorecard trends, performance, or issues to key constituents; Stay abreast of evolving best practice in the industry for scorecard methodologies and research developments Additional Information: * Masters degree (or higher) in statistics/finance/quantitative field, plus at least 10 years of related experience in the financial services industry. * Broad range of analytical skills, including: quantitative methods, statistical analysis and computermodeling; * Strong understanding of scorecard and risk measurement tool development methodology and intuitive understanding of pragmatic choices; * Strong knowledge of risk management, including both measurement and management principles; * Strong understanding of the bank's lending policies and procedures; * Familiarity with portfolio credit risk management concepts and tools; * Fully conversant on issues and current trends related to credit analysis; * Strong knowledge of Basel II regulatory requirements; * Strong communication skills, both written and verbal; * Collaborative working style with ability to build consensus * Ability to build, inspire and maintain management confidence Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-12-01 15:02:12CaliforniaCASAN FRANCISCO, CA25132344http://jobs.unionbank.com/xml/25132344/jobUSAIRVINETitle: PRIVATE CLIENT ADVISOR - Orange County Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Superior record of new business development across the wealth management product spectrum. Proven leadership capabilities. Demonstrated superior knowledge and implementation of the bank's branded sales process. Ability to manage the most complex high-profitability client relationships. Possessing thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies. Responsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships. Reporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the growth and profitability of large, complex relationships as well as the ongoing management and total servicing of the client relationship. In close collaboration with the Private Bank Team, proactively advises and consults with clients to maximize their usage of all Private Bank capabilities and monitors client portfolio to ensure profitability and deliver a positive client experience. Major Responsibilities: 60% Business Development- Identify clients for The Private Bank through research and use of resources, including referrals from outside the Bank, existing clients, commercial/retail partners, and other Private Bank partners. Proactively advises and consults with existing clients to maximize their service usage and monitors client portfolio to ensure profitability.Meet with prospects as needed, often outside the office to present the capabilities of The Private Bank. Drives the Private Bank sales process across the wealth management spectrum including wealth planning, investments, private banking, trust & estate services and Insurance to proactively identify the needs of the prospects, matching appropriate products and services and ensuring a team delivery approach by including appropriate specialists within the Private Bank. Act as advisor by anticipating needs relative to the high net worth segment to ensure maximum profitability and cross-sell opportunities are met by monitoring each client's account and service use as well as changes in their Life. Consult with clients as to various services or product that would be most advantageous for them and keep them aware of new strategies and market trends that would affect them. Provide various options considering tax implications, estate planning, risk tolerance levels and introductions to the appropriate Private Bank team member to maximize multiple team touch points per client and greater client satisfaction.Thoughtfully plan the introduction of clients to other areas of the Bank for special needs. 20% Teaming- Detail specific actions to introduce Private Bank team members to prospects by embracing, leveraging and leading the team through the Private Bank sales process. Acts as the "quarterback" for the Private Bank team to ensure both new sales and client retention goals are achieved. NOTE: greater time will be devoted to "teaming" during early development of their books of business. 20% Service- Ensure proper handling of service programs and respond to problems clients may experience with the handling of their accounts by pro-actively communicating with clients and coordinating the efforts of the internal team.Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. Additional Information: Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a "win" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills. 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. 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/VUnited StatesUnion Bank2011-12-01 08:04:47CaliforniaCAIRVINE, CA25125574http://jobs.unionbank.com/xml/25125574/jobUSAIRVINETitle: BUSINESS DEV OFF II-BUS BANK Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. The Business Development Officer (BDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. BDO&#39;s coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The BDO assists branch and Regional Managers in achieving their small business loan and product goals. The BDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell&#39;s business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the BDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the BDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank and to develop a business referral network. * Proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-08-27 12:54:32CaliforniaCAIRVINE, CA23288264http://jobs.unionbank.com/xml/23288264/jobUSAIRVINETitle: QUALITY CONTROL COM%27L CREDIT REVIEW OFFICER Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the Quality Control Reviewer Team Lead, the Quality Control Reviewer is responsible for performing quality control review in support of the financial spread sheet process. Major Responsibilities: Quality Review (75%): Reviews spread sheet of projections and financial statement spreadsheets for new and existing individual or businesses borrowers to ensure accuracy and completeness of financial spreads with Bank spread sheet policy. Review the spread and footnotes for accuracy and appropriate treatments. Engage resources and subject matter experts as necessary to clarify and/or confirm accounting to determine spread treatments. Reports discrepancies and errors to the Credit Analyst/Team Leader for correction and follows issues through resolution. May work as a back up support to the Credit Analyst to perform spread sheet function as needed. Communication (25%): Act as communication liaison with Business Unit and Credit Executive. * Requires Bachelor's Degree, preferably with a business-related emphasis Accounting, Economics or Finance major preferred or equivalent working experience. * Assumes fluency in Bank systems and processes from 2 years as a Credit Analyst or related experience * Ability to multi task, prioritize and perform the workflow accurately, productively and efficiently. * Requires good verbal, written, interpersonal skills as well as organization and time management skills. * Knowledge of MS Office/Outlook/Word/Excel and Internet proficiency. * Good working knowledge with Moody's Risk Analyst. * Good interpersonal, analytical and reasoning skills. * Demonstrated ability to understand and apply Financial Spread sheet rules consistent with Bank procedures. * Ability to be work effectively within a team environment. 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.United StatesUnion Bank2012-01-23 08:28:51CaliforniaCAIRVINE, CA26035823http://jobs.unionbank.com/xml/26035823/jobUSANEW YORKTitle: BUSINESS DEVELOPMENT OFFICER- Corporate Trust Sales New York Location: NEW YORK-NEW YORK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Business development for Global Trust Services Institutional Sales Mgmt focused in New York selling Corporate Trust and Escrow Services; will target and develop relationships with corporate bankers, industry consultants, and advisors to expand Union Bank's reputation and book of business, responding to RFPs and other questionnaires from prospects and consultants; participating in marketing activities including conferences and other trade gatherings; assisting in the development/implementation of new products and services as required. Aggressively networking and marketing to spread the name and image of Union Bank Corporate Trust Services. * A demonstrated sales record of new revenue generation for Corporate Trust and Escrow Services in a Trust banking or brokerage environment. * Excellent oral and written communication skills. * Strong technical knowledge of Corporate Trust products. * Strong existing network of contacts. * Computer literacy. PowerPoint proficient, MS Word skilled. * Microsoft Office applications, sales / relationship management software are preferred. 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.United StatesUnion Bank2012-01-23 08:28:01New YorkNYNEW YORK, NY26035799http://jobs.unionbank.com/xml/26035799/jobUSAEL MONTETitle: BRANCH MANAGER DE NOVO - EL MONTE (BILINGUAL PREFERRED: MANDARIN, CANTONESE, SPANISH) Location: CALIFORNIA-EL MONTE 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! Translate Bank strategic objectives into specific branch activities. Create branch sales plan; develop branch staff and sales activities to achieve branch sales and profitability goals. Manage branch as a profit center. Develop sales and revenue generating programs. Maintain branch at approved expenditure levels. Review, control and report on general ledger activity. Write business letters and reports as required by senior management. Extend credit within lending authority to individuals or business through commercial or consumer loans. Analyze all necessary personal and financial data, check credit standing, and make loan decisions within established policy. Provide platform services for special customers or prospects, and assist at times of heavy business volume. Administer Bank personnel policy and programs. Conduct recruiting activities for branch. Assist in the development and training of personnel, including performance reviews, giving constructive feedback, and administering correction action processes. Develop and manage employee work schedules. Maintain personal banking skills and provide leadership in each of the bank's critical customer areas. Make assigned calls, typically those of more-than-average importance on prospects and customers. Perform function of branch safety and security officer. Ensure that the office is operating in a safe and effective manner. Participate in local community affairs and support charitable endeavors. Bilingual candidates preferred: Mandarin, Cantonese or Spanish languages 5 years in retail bank management. Excellent communications skills, both verbal and written. High energy level, and proven track record in managed sales process. Demonstrated business development success. 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.United StatesUnion Bank2012-01-23 08:28:14CaliforniaCAEL MONTE, CA26035813http://jobs.unionbank.com/xml/26035813/jobUSAMONTEREY PARKTitle: Human Resources Relationship Manager Location: CALIFORNIA-MONTEREY PARK Outstanding opportunity for a results-oriented Human Resources professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor details. Job Summary: The HR Relationship Manager will play a key role and act as the liaison between the Business Unit Executives and other HR functions to provide comprehensive HR services to the Businesses. They will be a key member of the leadership team andwill work with the members of Talent Management, Employee Relations, Talent Acquisition, Corporate Training & Development and Corporate Compensation to drive and support strategy and initiatives of the business unit. The primary areas of partnership and responsibility of the HR Relationship Manager will be: Talent Management: * Partner with Talent Management (TM) and Business Unit Executive (BUE) to create BU vision, mission statement, & strategic objectives * Attend and co-facilitate Business Unit Talent Review meetings. This will include conducting Department level Talent Review with Executive Vice President Leaders, and coaching senior leaders in talent management strategies and processes. * Assist BUEs in VP/SVP succession planning. Coach BUEs in creating development plans for key talent * Coach BUEs to lead Employee Engagement efforts and help interpret and communicate survey results and action planning * Coach senior leaders to facilitate / support employee development using Career Development tools such as IDP, Talent Profile, MentoringU, etc. * Partnering with TM, assist BU in Workforce Planning, andTalent Forecasting processes * Coordinate with TM to identify development coaching opportunities for Executive Coaching for executives and senior leaders in BU Employee Relations: * Coordinate with Employee Relations (ER) on performance coaching * Consult with BUE on reorganization/M&A plans to ensure smooth transition from strategy & planning (HR Relationship Manager) to execution (ER) * Advise ER of systemic problems, concerns about trends and patterns * Advise ER of performance or behavior concerns of senior leaders and facilitate smooth handoff to ER for their involvement in investigations and other ER actions * Partner with ER to help disseminate HRRM programs & tools throughout the organization * Conduct proactive reviews of HR data for BUs to identify trends & areas of concern, i.e. turnover reports, resignation survey results. Share analysis with BUE, ER and HR stakeholders * Coach BUEs on preparing executive & senior leader performance reviews before focal review in the areas of performance goal setting and development plans for senior leaders with consideration of bank-wide / BU rating distributions. Advise ER of any performance derailment Talent Acquisition & Staffing: * Partner with Talent Acquisition & Staffing (TAS)and BUs in discussions of senior level recruitment strategy including helping to identify internal candidates for senior roles, creating job descriptions and participating in final selection process for candidates * Coordinate orientation and onboarding process for new executives with TAS and TM * Participate in Diversity Strategic Planning Discussion with BUE and D&I. Help develop & implement action plans to accomplish BU & bank-wide Diversity and Inclusion goals, e.g., improve diversity representation in senior positions Corporate Training & Development: * Partner with BUs and CT&D to identify training options for key BU leaders; understand development opportunities within BU and facilitate discussions to develop training strategies * Refer position-specific skills training needs to CT&D * Participate in the nomination of enterprise-wide leadership development programs to assigned BU, and ensure BU nominations align with D&I aspirations and TM strategies Compensation: * Understand BU incentive plans and the desired performance outcomes behind them. Help senior leaders understand incentives' impact on team and individual performance * May provide input/feedback to BUE on bonus recommendations based on Bank's pay for performance principles * Understand BUs' short term & long term retention strategies and participate in BU strategy discussion around key talent and retention concerns overall Position requires the following core competencies: Substantial business acumen Clear, comprehensive understanding of the link between HR and business strategy Ability to develop clear, actionable steps in support of an overall business strategy Ability to identify new ways for HR to support the business strategy Ability to engage, inspire and influence people Effective team player Strong interpersonal, communication and service orientation This position typically requires: Bachelor's degree in Human Resources, Business Administration, or related combination of education and experience Significant HR experience at the senior level (HR Business Partner, HR Manager/Director, Sr. ER Consultant, OD Consultant) Project management experience involving concept development through implementation and measurement stages Working knowledge of Microsoft Office, Excel and HRIS 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/VUnited StatesUnion Bank2012-01-23 08:28:14CaliforniaCAMONTEREY PARK, CA26035812http://jobs.unionbank.com/xml/26035812/jobUSAMODESTOTitle: TELLER (MODESTO/PELANDALE IN-STORE / PART TIME 20 HRS W/BENEFITS) Location: CALIFORNIA-MODESTO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-23 08:28:16CaliforniaCAMODESTO, CA26035817http://jobs.unionbank.com/xml/26035817/jobUSASAN DIEGOTitle: SR RELATIONSHIP BANKER - SORRENTO VALLEY (SAN DIEGO) Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-23 08:28:16CaliforniaCASAN DIEGO, CA26035818http://jobs.unionbank.com/xml/26035818/jobUSASAN FRANCISCOTitle: Investment Banking Officer (Technology Finance) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone&#39;s job. Invest in you! Invest in your career. Invest in your future. Major Responsibilities Make calls on corporations within an assigned geographical region to solicit the Bank&#39;s credit and non-credit services to potential customers and to cross-sell additional services to existing customers. Identify customer needs and level of servicing required through discussions with corporate officers and analysis of financial status and/or operations. Examine the depository services needed by the organization, discuss the Bank&#39;s major services in general, and enlist the aid of additional service specialists to explain and eventually implement the desired services. Evaluate the organization&#39;s credit needs, analyze the financial statements, structure loan package, and independently negotiate the terms and conditions with the customer on all but the most complex loans. Present loans to the appropriate committee(s) as required. Anticipate and identify potential servicing and/or credit problems of customers, research and develop possible solutions, and present solutions to customers and/or bank management for approval. Independently develop and implement a personal marketing plan with proper approvals. Assist senior officers in the analysis and evaluation of the more complex credit arrangements (i.e., conglomerates). Perform other duties as assigned. Strong oral presentation and negotiation skills to include persuasion, diplomacy, and salesmanship. Knowledge Required -- A thorough knowledge of the bank&#39;s loan policies and procedures, credit analysis, accounting principles, and the procedures involved in preparing an industry study. A working knowledge of: all credit and the major depository services the Bank offers to corporate customers; corporate loan documentation procedures; credit risk vs. return relationship; Federal and State banking regulations; the Bank&#39;s International services. Abilities Required -- Ability to independently solicit small and moderate sized banking relationships as well as expand existing relationships; intelligently discuss financial planning matters with corporate executives; assist in preparation of loan documentation; assist in negotiating, pricing and structuring of credit/service relationships; anticipate and prevent/resolve problem situations wherever possible. 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.United StatesUnion Bank2011-08-27 12:54:21CaliforniaCASAN FRANCISCO, CA23288245http://jobs.unionbank.com/xml/23288245/jobUSASAN DIEGOTitle: RESIDENTIAL UNDERWRITING MANAGER - RETAIL Location: CALIFORNIA-SAN DIEGO 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&#39;s job.Invest in you! Residential Underwriting Manager I - Retail San Diego, California JOB SUMMARY Manage and oversee the analysis and evaluation of residential loan applications to determine risk to the Bank, compliance to government regulations, adherence to Bank policies and conformance to secondary market requirements. Manage staffing levels to ensure the timeliness of decisions and quality of customer service. Responsible for managing one of the following channels: wholesale lenders or retail. Major Responsibilities: Perform the traditional managerial functions of performance appraisal, training, counseling, productivity measurement, salary and promotion recommendation, hiring and firing. Conducts staff meeting. Manages the staff that provides the evaluation and analysis of loan packages for approval or denial decision. Audits staff performance for production as well as adherence to underwriting specifications. Formulate and update necessary tools for maintaining an efficiently run department. Develops instructional material to ensure staff complies with regulations and underwriting guidelines. Personally underwrites unusual loans. Reviews industry publications to stay current on industry changes. Make recommendations for changes as needed. Counsel and advise sales managers regarding special or extenuating transactions. Interact with Residential Underwriting Manager, Operations Manager, Appraisal, Production, Secondary Market and Compliance managers to solve procedural problems that may arise between departments. Provide suggestions for training to department trainer in file documentation and underwriting guidelines. Act as back-up when the overall Residential Lending Underwriting Manager is unavailable. Perform other duties as assigned. Required skills include: High School diploma or G.E.D. and 6 to 10 years direct underwriting. Experience with 3 to 5 years of supervisory experience. Reports to Residential lending Underwriting Manager. Directly supervises staff (i.e. Supervisors and Underwriters.) 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity. * We are committed to the training and development of our employees. * Innovative vacation benefits. * We offer a matching 401k, a Retirement Plan, a variety of Flexible Health Benefits. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-08-09 09:06:55CaliforniaCASAN DIEGO, CA22903689http://jobs.unionbank.com/xml/22903689/jobUSALOS ANGELESTitle: CREDIT OFFICER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for underwriting of small and less complex commercial credits by performing due diligence, financial spread and credit analysis, and complete credit recommendation package. Responsible for credit monitoring, maintenance and backup support in absence of Credit Associate and Credit Assistant, as needed. Major Responsibilities: 70% - Prepare financial spreadsheets, perform financial analysis, search facility usages utilizing various bank programs. Prepare preliminary credit recommendation package for CAT I credit to be reviewed by credit executive for accuracy and appropriateness. Complete formal credit recommendation package for CAT II and III credit. 20% - Manage, monitor and maintain assigned accounts relationship of a less complex nature. Approval must be obtained prior to expiration of credit facility. 10% - Provide backup support for department personnel in other areas as requested. Additional Information: May have completed UB's training program. Standard knowledge of cash flow, financial accounting, credit analysis and documentation required. Demonstrated ability to analyze corporate credit transactions. Effective listening, verbal, and written communication skills. Typically requires a BA, BS or 2 - 3 equivalent work experience. Bilingual English/Japanese preferred. 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/VUnited StatesUnion Bank2011-12-30 23:31:49CaliforniaCALOS ANGELES, CA25618358http://jobs.unionbank.com/xml/25618358/jobUSAREDDINGTitle: SR RELATIONSHIP BANKER - REDDING Location: CALIFORNIA-REDDING Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-30 23:32:06CaliforniaCAREDDING, CA25618362http://jobs.unionbank.com/xml/25618362/jobUSAGIG HARBORTitle: BRANCH MANAGER - GIG HARBOR Location: WASHINGTON-GIG HARBOR Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Major Responsibilities: Branch Management 40% Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate. Sales Management Activities: 40% Translates Bank strategic sales objectives into specific branch activities. Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values. Establishes the plan and strategy to acquire, retain, and expand the branch's customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company's products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: (20%) Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Implements and enforces company polices including waste and thief prevention. Additional Information: Branch Manager grading level is based on points in loans and deposits. Minimum Job Requirements: The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for both consumer and small business lending. Requires previous supervisory, administrative and analytical skills and work 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.United StatesUnion Bank2011-12-29 19:13:10WashingtonWAGIG HARBOR, WA25601305http://jobs.unionbank.com/xml/25601305/jobUSASAN DIEGOTitle: BUSINESS DEVELOPMENT OFFICER II - SAN DIEGO Location: CALIFORNIA-SAN DIEGOJob Summary: Responsible for originating new business loans/lines and acquiring new business deposit relationships.Target Segment: The BDO targets medium-sized business clients (Companies with annual revenue from $2 million to $10 million). Major Responsibilities: 90% - Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding thebusiness of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Uses discretion to determine when to make sales calls in conjunction with the business banking relationship managers and other strategic partners to cross sell. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Maintain list of at least 150 active prospects. Consistent contact with COI's to access opportunities, and follow up as appropriate. Continually identify new prospectsand develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. 10% - Responsible for completing all required training as it relates to the position as well as responsible for all appropriate assessments and certifications.Additional Information: Minimum of 5 years of Business Development experience or related business lending experience and/or deposit and cash management sales experience required. Established base of Centers of Influence (COIs). Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Strong understanding of product profitability of banking products. Strong customer focused individual with good interpersonal skills and communication skills. Ability to work independently under only general supervision. Bachelor's Degree in Finance or related field, or equivalent work experience required.Preferred: credit analysis or financial analysis experience related to business lending is preferred.United StatesUnion Bank2011-10-14 09:01:21CaliforniaCASAN DIEGO, CA24222884http://jobs.unionbank.com/xml/24222884/jobUSASAN DIEGOTitle: BUSINESS CLIENT ADVISOR - SAN DIEGO Location: CALIFORNIA-SAN DIEGO %3CSTRONG%3E%3CEM%3EJob Summary:%3C/EM%3E%3C/STRONG%3E%0A%3CPRE STYLE=%22FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22 STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives. Perform ongoing portfolio management.%0A%3C/PRE%3E%0A%3CPRE STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%0A%3CSTRONG%3E%3CEM%3EMajor Responsibilities:%3C/EM%3E%3C/STRONG%3E%0A%3C/PRE%3E%0A%3CPRE STYLE=%22FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22 STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client%26#39;s relationship with the Bank. Continually identify new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive. Monitor the credit relationship. Document and maintain risk-based discussions with borrowers. Maintain loan files and documentation according to bank policies. Responsible for independently discussing with the Loan Committee specific client issues. Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents. 10%25%20Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%0A%3C/PRE%3E %3CSTRONG%3E%3CEM%3EAdditional Information:%3C/EM%3E%3C/STRONG%3E%0A%3CPRE STYLE=%22FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22 STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred.Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.Proven proficiency in Accounting.%0A%3C/PRE%3EUnited StatesUnion Bank2011-10-14 09:01:37CaliforniaCASAN DIEGO, CA24222888http://jobs.unionbank.com/xml/24222888/jobUSALOS ANGELESTitle: Senior User Experience Research Specialist - E-Commerce Location: CALIFORNIA-LOS ANGELES 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! Job Summary: The Senior User Experience Research Specialist is responsible for defining the strategy, resourcing and conducting qualitative and quantitative research studies that will drive superior web experience. This position will work closely with peers in eCommerce and Product Management to identify core research questions and construct qualitative and/or quantitative studies that will provide actionable insights. This position needs to have a network of professional resources, a passion for user research of all types, be a creative thinker with a strong foundation in research coupled with a flexible approach, and be open to exploring out-of-the box kinds of research as a member of the Web User Experience and Operations team. Major Responsibilities: Research needs Assessment (10%) Based on a clear understanding of business goals determine the User Experience Research Strategy and Plan at the beginning of each project or work request. Determine best approach to validating customer needs. Conduct Qualitative research: Usability, Personas, Card Sorting, Focus Group, etc.(40%) Plan and design simple to complex qualitative research studies, including scheduling, recruiting, and writing research plan that outlines study goals and methodology. Identify recruiting requirements, write screeners, and work closely with recruiters to obtain most appropriate users possible for research studies. Run qualitative research studies, both formal (e.g., lab, remote) and informal (e.g., person-in-the-branch interviews). Analyze results from all types of qualitative research and report at various levels, from detailed identification of issues and recommendations for product teams to high level executive overview. Present results of study as appropriate. Conduct Quantitative research; surveys, panel studies, etc. (10%) Design, write, and report on quantitative research. Be a User Experience Advocate: (15%) Provide innovative, customer centric, information and usability recommendations that contribute to an enhanced user experience. Conduct heuristic reviews and make best practice recommendations Contribute subject matter expertise in the areas of user behavior, usability testing, and industry standard user research best practices. Promote and monitor usability best practices throughout Union Bank. Coach, mentor, and train eCommerce team members and other bank stakeholders on user experience techniques and best practices. Stay up to date on user experience trends and best practices. Provide vision and direction on maturing the user experience and user interface design processes, including proactively identifying areas for improvement and offering recommendation and solutions. Work Direction (20%) Responsible for directing work of contractors, partners and/or select staff members. Compliance (5%) Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. . Additional Information: Have a strong theoretical understanding of usability and user experience design Understand and value the use of web analytics and how they are used to monitor and maintain an optimal user experience. Experience with online customer satisfaction monitoring tools and techniques (e.g. Foresee Results & Net-promoter) Proven ability to be a contributing member of a cross-functional team and inspire team confidence in and respect for the contributions of research to enhance user experience. Thorough understanding of best practices in user research, usability, web design and user interface/information architecture conventions. Proven experience with techniques in qualitative research, including formal and informal usability testing, ethnographic research, contextual inquiry, etc. Proven experience with techniques in quantitative research, including survey construction, understanding results of website analytics and multivariate analysis, etc. Strong knowledge of task and use-case analysis, heuristic analysis, and user personas. Strong understanding of online design. Good understanding of the benefits and constraints of current Internet technologies. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-10-15 10:51:36CaliforniaCALOS ANGELES, CA24246762http://jobs.unionbank.com/xml/24246762/jobUSASAN FRANCISCOTitle: FINANCIAL ANALYST CONSULTANT - Real Estate Industries Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Provide financial analyses within the Real Estate Industries (REI) business group. Prepare complex analytical reports and financial statements, and conduct highly technical accounting-based research and analysis projects to provide management with definitive financial data and advice. This position may provide direction to junior-level analysts. Major Responsibilities: * Financial & Risk Management Reporting: Develop and produce financial and risk management reports for REI. Provide analytical support for periodic reporting processes. Provide liaison and research support to REI business units. * Financial Planning Support: Provide support to REI business units in the development of quarterly forecasts and the annual budget. Support REI management with forecast/budget reporting, analysis and interpretation. * Financial & Risk Systems Support: Develop database programs and complex financial models to conduct analysis, and to facilitate efficient planning and reporting. Act as liaison between the department and systems personnel to develop or enhance systems. * Communications and Special Project Support: Provide support to REI management in the development of communication materials and ad hoc/special projects as assigned. * A bachelor's degree in Accounting or Finance is required, with management accounting exposure preferred. * 5 years of increasingly more complex responsibility in performing financial and/or statistical analysis. * Ability to communicate comfortably and concisely (both written and verbal) with Executive Management, and to communicate, influence, negotiate and persuade team members at all levels. * Strong detail orientation with the potential to work efficiently and independently with little supervision. * Must possess excellent time management skills and the ability to work under time pressure, and handle multiple tasks/projects at the same time. * Advanced capabilities in Excel and PowerPoint are required. * Understanding and experience with databases, business intelligence software, Hyperion and Essbase is preferred. 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.United StatesUnion Bank2011-11-02 08:46:20CaliforniaCASAN FRANCISCO, CA24535540http://jobs.unionbank.com/xml/24535540/jobUSASAN FRANCISCOTitle: SENIOR CATEGORY MANAGER - PROFESSIONAL MARKETS Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP, Corporate Strategic Sourcing, the Senior Category Manager - is responsible for building strong relationship with their business partners and drive the successful enterprise-wide sourcing and category management execution and delivery of related spend categories, delivering the best value to the corporation while building and sustaining mutually beneficial relationships with suppliers. Provide subject matter expertise and strategic guidance within the vendor sourcing and purchasing areas; develop and instill appropriate sourcing and purchasing process and procedures, as well as ensuring compliance with the overall program; influence and support business owners and other groups across the Bank; lead cross-functional teams in support of the Strategic Sourcing and Procurement programs; and responsible for all aspects of the development and implementation of the Professional Services category spend management across the Bank. This position is assigned either Professional Services, Market & Print, or other categories that require a great deal of industry knowledge. Directly supervises 2 to 3. Major Responsibilities: 70% Sourcing Execution- Design, implementation and execution of bank-wide Strategic Sourcing and Procurement for the Professional Services or Professional spend category ranging from $50 to $200 million in annual spend. Responsible for strategic sourcing execution of assigned category related spend across the Bank. Understand business partner's objectives and business drivers and closely collaborate with business partners while leading the development and delivery of spend category strategies. Provide full and accurate category "market intelligence" by leading and performing in-depth analysis, understanding market drivers, cost structures and advantages on a category level. Responsible for pipeline (value, savings) delivery; in addition to measuring and tracking performance relating to spend and budgetary impact. 20% Strategic Sourcing bi-directional integration with UB Business Owners- Effectively influence stakeholders and business owners, facilitating the Strategic Sourcing process and compliance with Bank policy and practices. Ensure Strategic Sourcing efforts support business objectives and direction; Establish key internal and external relationships enabling multi-year planning and category strategies, supporting sustainable spend management; Lead cross-functional teams in the execution of sourcing initiatives end-to-end. 10% Staff- Lead, define and develop the capabilities of the individuals assigned as direct reports. Responsible for directly supervising staff, including interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff 's work. Responsible for ensuring staff comply with all wage and hour regulations. Additional Information: This position requires specialized knowledge and experience in work involving advising business line management how best to leverage supplier sourcing to minimize cost, with overall continuous improvement. Requires minimum of 5 years leading Strategic Sourcing groups; 8 years of strategic sourcing and supplier relations experience in assigned category specialty. Bachelor's degree in Business Administration/Finance or equivalent business experience; MBA preferred; Experience in designing, deploying or managing E-Sourcing tools and technology preferred; Ability to drive performance improvement across a team; strong teamwork and collaboration skills; Strong coaching and management skills; Excellent Professional Services /Marketing-Print sourcing and category management skills; Excellent Analytical skills, continuous improvement mind-set; Excellent technical Source-to-Pay, negotiations and project management skills; Excellent business / financial acumen; understands cost structures and drivers; Ability to prioritize and work on multiple activities at one time; Excellent written, graphical and oral communication skills with internal clients, external partners and team members; strong influencing and relationship skills; polished interpersonal skills; Ability to work independently in a dynamic, ambiguous and newly forming organization. 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.United StatesUnion Bank2011-11-04 11:10:17CaliforniaCASAN FRANCISCO, CA24686252http://jobs.unionbank.com/xml/24686252/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER - J2EE / WEB (Monterey Park, CA) Location: CALIFORNIA-MONTEREY PARK NOTE: This posting represents multiple positions rather than a specific opening. Invest in your career. Invest in your future. Are youSr. Software Engineerwith J2EE experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARYThis role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers.United StatesUnion Bank2011-11-04 11:10:03CaliforniaCAMONTEREY PARK, CA24686244http://jobs.unionbank.com/xml/24686244/jobUSASAN DIEGOTitle: SR SOFTWARE ENGINEER - J2EE / WEB (San Diego, CA) Location: CALIFORNIA-SAN DIEGO NOTE: This posting represents multiple positions rather than a specific opening. Invest in your career. Invest in your future. Are youSr. Software Engineerwith J2EE experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers.United StatesUnion Bank2011-11-04 11:10:03CaliforniaCASAN DIEGO, CA24686245http://jobs.unionbank.com/xml/24686245/jobUSAMONTEREY PARKTitle: SOFTWARE ENGINEER - J2EE / WEB (Monterey Park, CA) Location: CALIFORNIA-MONTEREY PARK NOTE: This posting represents multiple positions rather than a specific opening. Invest in your career. Invest in your future. Are youSoftware Engineerwith J2EE experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARYThis role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * High level technical contributor; recognized as a resource both within and outside the department * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred * 2 years of experience with Web Services, Service Oriented Architecture (SOA) * 7 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts * 7 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers.United StatesUnion Bank2011-11-04 11:10:03CaliforniaCAMONTEREY PARK, CA24686247http://jobs.unionbank.com/xml/24686247/jobUSASAN DIEGOTitle: SOFTWARE ENGINEER - J2EE / WEB (San Diego, CA) Location: CALIFORNIA-SAN DIEGO NOTE: This posting represents multiple positions rather than a specific opening. Invest in your career. Invest in your future. Are youSoftware Engineerwith J2EE experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * High level technical contributor; recognized as a resource both within and outside the department * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred * 2 years of experience with Web Services, Service Oriented Architecture (SOA) * 7 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts * 7 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers.United StatesUnion Bank2011-11-04 11:10:03CaliforniaCASAN DIEGO, CA24686246http://jobs.unionbank.com/xml/24686246/jobUSALOS ANGELESTitle: Investment Banking Officer (National Banking) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Responsible for soliciting and servicing both credit and non-credit banking services for corporations within an assigned region. Analyze, structure, present and recommend/negotiate new credit lines under the guidance of senior officers and cross-sell various services. Maintain a good working relationship with existing customers through efficient handling of all current services. Assist more senior officers with portfolio administration duties. Major Responsibilities Assist senior officers in the preparation of credit recommendation requests, spread historical financial statements, prepare financial projection models and general assistance of portfolio maintenance. Make calls on corporations within an assigned geographical region to solicit the Bank's credit and non-credit services to potential customers and to cross-sell additional services to existing customers. Identify customer needs and level of servicing required through discussions with corporate officers and analysis of financial status and/or operations. Examine the depository services needed by the organization and call in specialists from various areas of the bank (i.e., Cash Management, Deposit Relationship Management, Trust, etc.) to explain and eventually implement the desired services. Evaluate the organization's credit needs, analyze the financial statements, structure loan package, and negotiate the terms and conditions with the customer on the smaller, more routine corporate relationships. Enlist the aid of more senior officers in structuring and negotiating more complex loans. Respond to operational problems experienced by assigned customers and work through other departments of the Bank for research and final resolution. Develop and implement a personal marketing plan with assistance from a senior officer. Work with smaller corporate customer accounts to resolve deficient loan situations and independently handle all credit related problems. Perform other duties as assigned. Skills Required -- Strong oral presentation and negotiation skills. Strong written communications skills. Knowledge Required -- A working knowledge of: the major credit and depository services the bank offers to corporate customers; credit analysis, accounting principles and practices, and spreadsheeting; procedures involved in preparing an industry study including research, analysis and presentation. A general familiarity with: Federal and State banking regulations; the Bank's operational policies and procedures; the Bank's International services. Abilities Required -- Ability to work well with customers and bank personnel, especially in the process of resolving problems and assisting senior officers. Ability to develop personal marketing plans. Ability to solicit new relationships, structure loan packages, negotiate loan terms. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2011-09-07 12:01:12CaliforniaCALOS ANGELES, CA23461550http://jobs.unionbank.com/xml/23461550/jobUSASAN DIEGOTitle: IMPLEMENTATION MANAGER - Consumer Lending Systems Support Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP Consumer Lending Group Technology Manager, the Implementation Manager is responsible for implementing new systems and ensuring existing systems perform optimally to accomplish corporate goals and objectives. Leads a team of business systems analysts supporting Consumer Lending Technology responsible for improving Consumer Lending's performance and productivity. Leads the preparation of business plans, process design, development of business requirements, testing plans and overall implementation of new and existing technology for the Consumer Lending Business Unit. Manages 3 direct and up to 15 indirect reports Major Responsibilities: 25% - Automated Solutions - Provide solutions to division/department heads to support departmental initiatives and meet regulatory requirements. Meet with information systems department heads to define objectives and coordinate delivery of the overall project. Use automation to solve business and process problems, oversee development of cost figures. Recommend vendors for new system selection, set initial parameters and timeframes, and present to group heads. Works with both the business and IT to design well thought out plans to deliver enhanced existing functionality or new functionality. 25% - Project Management - Formally manages multiple major projects designed to deliver improved quality and customer service via state of the art automated delivery systems. Responsible for ensuring the development, training and implementation of new delivery systems is performed within established requirements, time and budget constraints. Uses the EPM Methodology to deliver projects. 50% - Management - Day to day management of the Business Systems Analysts. Review business requirements, testing plans, process design recommendations, communications, etc. Develop analysts to think big picture rather than task oriented. Train analysts to understand system development life cycle and be aware when to push back on business to achieve an end result of efficient system functionality. Manager responsibilities include but not limited to interviewing, hiring, termination of employment, coaching, day to day oversight of employees, etc.Additional Information: Understanding of systems integration of business requests, Excellent oral and written communication skills, Excellent organization and planning skills, Excellent understanding of organization structure and corporate culture and priorities Flexibility work on multiple systems and projects at one time. Sound operation and risk management knowledge. Strong understanding of business and technology. Ability to communicate effectively across levels of the organization. Bachelors degree. 10 - 15 years in the mortgage business and at least 5 years in management position of a similar role. Previous management experience. 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.United StatesUnion Bank2012-01-10 08:58:51CaliforniaCASAN DIEGO, CA25794985http://jobs.unionbank.com/xml/25794985/jobUSASAN FRANCISCOTitle: FINANCIAL REPORTING ANALYST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to Basel Reporting Manager, the Basel Reporting Analyst is responsible for the timely and accurate preparation and filing of all regulatory reports in compliance with legal and regulatory requirements, Union Bank policies and procedures, and generally accepted accounting principles. Major Responsibilities: 85 % Preparation of Basel I, Basel II Standardized, and Basel II AIRB (Risk-Based Capital) regulatory reports for the Bank and Holding Company in compliance with all legal and regulatory requirements, Company policies and procedures, and generally accepted accounting principles. 5 % Research new and revised regulatory reporting requirements. Assist in the evaluation of regulatory requirements for new products/transactions and provide recommendations to manager. Provide information to Business Units that enables them to understand capital requirements. 10 % Ad hoc projects as needed. Additional Information: * Accounting or finance degree is required. * CPA certification is a plus. * Minimum 3 years related experience, including banking experience. * Public accounting experience is a plus. * Current understanding of banking regulatory reporting rules and regulations, in particular, BASEL I and BASEL II * Excellent analytical, organizational and project management skills * Ability to meet tight filing deadlines * Excellent communication skills (both written and verbal) and interpersonal skills * Knowledge of banking and financial services industry * Proficient in Microsoft suite of products (Word, Excel, and PowerPoint) 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/VUnited StatesUnion Bank2012-01-10 08:58:16CaliforniaCASAN FRANCISCO, CA25794899http://jobs.unionbank.com/xml/25794899/jobUSAIRVINETitle: BUSINESS CLIENT ADVISOR - INLAND EMPIRE Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Reporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives. Perform ongoing portfolio management. Major Responsibilities:70% New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Continually identify new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20% Portfolio Management, Risk Management & Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive. Monitor the credit relationship. Document and maintain risk-based discussions with borrowers. Maintain loan files and documentation according to bank policies. Responsible for independently discussing with the Loan Committee specific client issues. Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents. 10% Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the "Client Team" once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region's annual new business goal. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank. Additional Information:Ten plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor's Degree in Finance, Business or Economics is preferred.Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.Proven proficiency in Accounting. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2012-01-10 08:58:18CaliforniaCAIRVINE, CA25794905http://jobs.unionbank.com/xml/25794905/jobUSAOAKLANDTitle: RECORDS AND INFORMATION MANAGEMENT LEAD Location: CALIFORNIA-OAKLAND Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the manager, responsible for managing the Records Information Management Organization ("RIM") bank wide. Responsible for building, maintaining and ensuring the compliance with policy and procedures surrounding the new RIM Program for both paper/hard copy and electronic records. This includes the development of policies, procedures and training associated with the RIM Program. Responsible for a strategic role in an inter-departmental RIM Team and to assist members of the Legal and IT Departments with responding to litigation and/or regulatory inquiries. Major Responsibilities: General Duties: Develop, implement and manage a new enterprise-wide RIM Program for active/inactive records of all media types. Improve processes and procedures to identify, maintain and preserve information as required by law, regulation and business process. Develop and lead a cross functional records management committee to address RIM information as required. Oversee training programs designed to educate active employees and new hires on records policies/procedures. Advocate the importance of compliance with the RIM Program at all levels within the organization. Create and maintain internal website documentation for RIM Program. Update records retention policies/procedures/schedules and measure compliance with the RIM Program. Manage vendor relationships to ensure compliance with all policies. Collaborate with IT to evaluate and recommend technical solutions that will drive RIM Program forward. Assist Legal Department with execution of Legal Hold directives, document preservation notices and related discovery functions, including process design for collection of responsive documents. Manage and train a matrix of Records Coordinators located within each function and or business unit. Develop and lead other special projects relating to records management (e.g., Budget, Annual Clean Up Days, etc.). Identify, evaluate and select from among current, competing technologies to craft a single RIM workflow consistent with needs of RIM, BTS, HR, Legal Division, Risk Management and business units. Evaluate technologies and implement strategies to address new sources of data, including social media. Paper/Hardcopy Records: Develop and manage policies/procedures for the operation of on-site/off-site storage facilities and day-to-day management of physical records. Create and maintain indexes for all physical records (all media types), whether stored on-site or off-site. Coordinate the secure movement of physical records between bank locations and off-site storage locations and retrieval for legal process and litigation as necessary. Manage vendor relationships (e.g., Iron Mountain) to ensure compliance with all policies. Electronic Records- In relationship with BT&S, lead joint efforts to: Develop and maintain file plans for unstructured data and semi-structured data archives. Develop and manage RIM policies/procedures for the operation of internally and externally hosted systems. Coordinate the secure movement of electronic records/information between virtual environments, whether internally or externally hosted. Additional Information: Work Experience: Generally 5 to 10 years direct working experience in managing companywide records function for a large organization, including direct knowledge of records retention requirements and protocols. Demonstrated track record of exemplary information management knowledge and technical skills, including knowledge of records management systems, electronic records handling, imaging and emerging technologies. Experience managing the day-to-day operation of a functional unit or workflow for a group of direct reports. Prior experience in banking operations. Strong, persuasive written and communication skills with one on one and executive level audiences. Possess a strong attention to detail. Demonstrated interest in the business of the bank. Capable of developing internal contacts and tracking resources necessary to effectively lead the RIM Program. Effective design and problem solving skills. Ability to work across multiple business units and/or including Legal, IT and Human Resources. Ability to communicate records management process clearly in litigation and/or regulatory proceedings, if necessary.Requires the ability to manage multiple initiatives and operate at both the Program and Project level. Records Management Staff including Records Coordinators will be located in different locations, so the ability to manage remote teams is an essential part of this position Education: MBA or BS/BA Degree from an accredited institution. Records Management Degree/Certificate, Paralegal Certificate or IT/IS degree highly desirable. 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.United StatesUnion Bank2012-01-09 08:11:39CaliforniaCAOAKLAND, CA25765900http://jobs.unionbank.com/xml/25765900/jobUSAWALNUT CREEKTitle: Syndication Portfolio Manager - Community Development Finance (Walnut Creek) Location: CALIFORNIA-WALNUT CREEK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. The Syndicated Portfolio Accounting Manager is responsible for managing the financial performance of the equity syndicated portfolio with direct interaction with investors. Organize investor related events & assist in all aspects of the equity syndication activities. Provide due diligence review support and serve as the "backup" accounting manager for CDF. Major Responsibilities: Manage the equity syndication portfolio including tax projections, financial return analysis, tax credit recapture risk evaluation, and FAS167 consolidation requirements. Work with external tax counsels, CPAs, financial consultants, asset managers to identify backend tax & capital account issues & identify proposed solutions. Facilitate syndication due diligence & documentation review. Provide investor relations support in the area of tax & GAAP accounting as well as syndication fund performance matters.Conduct Sarbanes Oxley control tests for the CDF portfolio. Assist in the preparation of internal & external reporting requirements. Participate in equity pricing model review as needed. Excellent communication skills that allow for building and maintaining client relationships as well as executing key initiatives. This position requires a CPA and 6-10 years of relevant experience. Knowledge of partnership and corporate tax returns is required. Knowledge of tax credit affordable housing industry is a big plus. 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.United StatesUnion Bank2011-10-18 08:17:22CaliforniaCAWALNUT CREEK, CA24278356http://jobs.unionbank.com/xml/24278356/jobUSASAN DIEGOTitle: PRIVATE CLIENT ADVISOR - San Diego Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the growth and profitability of large, complex relationships as well as the ongoing management and total servicing of the client relationship. In close collaboration with the Private Bank Team, proactively advises and consults with clients to maximize their usage of all Private Bank capabilities and monitors client portfolio to ensure profitability and deliver a positive client experience. Responsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships. Superior record of new business development across the wealth management product spectrum. Possess thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies. Demonstrated superior knowledge and implementation of the bank's branded sales process Ability to manage the most complex high-profitability client relationships Proven leadership capabilities. Major Responsibilities: 60% Business Development - Identify clients for The Private Bank through research and use of resources, including referrals from outside the Bank, existing clients, commercial/retail partners, and other Private Bank partners. Proactively advises and consults with existing clients to maximize their service usage and monitors client portfolio to ensure profitability.Meet with prospects as needed, often outside the office to present the capabilities of The Private Bank. Drives the Private Bank sales process across the wealth management spectrum including wealth planning, investments, private banking, trust & estate services and Insurance to proactively identify the needs of the prospects, matching appropriate products and services and ensuring a team delivery approach by including appropriate specialists within the Private Bank. Act as advisor by anticipating needs relative to the high net worth segment to ensure maximum profitability and cross-sell opportunities are met by monitoring each client's account and service use as well as changes in their Life. Consult with clients as to various services or product that would be most advantageous for them and keep them aware of new strategies and market trends that would affect them. Provide various options considering tax implications, estate planning, risk tolerance levels and introductions to the appropriate Private Bank team member to maximize multiple team touch points per client and greater client satisfaction.Thoughtfully plan the introduction of clients to other areas of the Bank for special needs. 20% Teaming - Detail specific actions to introduce Private Bank team members to prospects by embracing, leveraging and leading the team through the Private Bank sales process. Acts as the quarterback for the Private Bank team to ensure both new sales and client retention goals are achieved. NOTE: Greater time will be devoted to teaming during early development of books of business. 20% Service - Ensure proper handling of service programs and respond to problems clients may experience with the handling of their accounts by pro-actively communicating with clients and coordinating the efforts of the internal team.Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a win opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills. 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.United StatesUnion Bank2011-10-18 08:17:20CaliforniaCASAN DIEGO, CA24278351http://jobs.unionbank.com/xml/24278351/jobUSAOAKLANDTitle: FRAUD INVESTIGATOR Location: CALIFORNIA-OAKLAND Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Corporate Investigations Manager, the Investigator will complete investigative cases to ensure that potentially suspicious transactions are appropriately identified within specified timeframes and that decisions to file or not to file Suspicious Activity Reports (SARs) are adequately supported. This is a non-supervisory position, distinguished from the higher level investigators by the complexity of cases, number of concurrent cases, experience and general level of supervision by an Investigations Manager. Major Responsibilities: 60% Conducts both internal and external investigations resulting from suspicious activity or crimes against the Bank. Recommend policy and procedural enhancements to identify and prevent further risks to the Bank. Apply investigative techniques, interview, interrogate, validate factual information, and prepare clear and concise reports of fraud/loss events. 20% Compile information; prepare suspicious activity reports (SAR) within reasonable timeframes, and in accordance with Corporate Investigations policy and procedures, requiring only minor corrections from supervisory reviews. Knowledge of criminal and commercial laws and procedures, Uniform Commercial Codes, Penal Codes and State and Federal Regulations. Identify control weaknesses and make recommendations to minimize losses. 10% Provide reporting and/or information to other business partners. Coordinate investigations with financial institutions and law enforcement personnel. 10% Assist in other department responsibilities as required. * Typically requires a Bachelor's Degree in Criminal Justice, Business or related experience, with 5 years of investigative or related experience with specific emphasis on fraud prevention at a financial institution, regulatory agency or law enforcement agency. * Knowledge of Criminal and Commercial laws and procedures, Uniform Commercial codes, penal codes and Bank regulations and standards. Knowledge of basic techniques in interviewing and interrogating.Excellent oral and written communication skills. * Excellent interpersonal skills. * Ability to identify various white-collar crime, general fraud and money laundering schemes. * Related professional certifications such as CFE, CFCI, PCI, are highly desirable. * Familiarity in using in-house software and Core monitoring systems. * Experience either in the preparation of or actual use of SARs for law enforcement purposes. 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/VUnited StatesUnion Bank2011-10-19 10:56:53CaliforniaCAOAKLAND, CA24303461http://jobs.unionbank.com/xml/24303461/jobUSASAN FRANCISCOTitle: Human Resources Relationship Manager Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented Human Resources professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Human Resources Relationship Manager acts as a partner to the line by embedding corporate HR strategy and providing professional HR guidance and support to relevant internal client groups with the objective of adding value to the business. Major Responsibilities: Contribute to the business strategy by helping business leaders to identify, prioritize, and build organizational capabilities, behaviors, structures, and processes Support line managers in forecasting and planning their talent pipeline requirements in line with the function/business strategy Facilitate long-term initiatives aligned with the strategic agenda Help the business unit leader to provide employees with development opportunities, and ensure that they are able to meet current and future performance standards Develop and promote feedback mechanisms for employees to influence the continuous improvement of HR services and processes Understand employee opinions and anticipate their needs and concerns Review and benchmark the internal and external environment to improve HR policies and initiatives Identify and drive the communication and sharing of best practices across functions to facilitate continuous improvement Act as a liaison between the line and HR to ensure that HR services are aligned with internal client needs Maintain a knowledge of progressive HR practices and key trends Ensure that a strong leadership and coaching culture permeates the organization Manage specific projects as required, and participate in functional and cross-functional initiatives Participate in projects of medium to large size and complexity and/or with cross-functional or company-wide impact Key Competencies: Substantial business acumen Clear, comprehensive understanding of the link between HR and business strategy Ability to develop clear, actionable steps in support of an overall business strategy Ability to identify new ways for HR to support the business strategy Ability to engage, inspire and influence people Effective team player Strong interpersonal, communication and customer service skills Significant knowledge of HR policies and processes Ability to identify employee relations issues for resolution by appropriate Employee Relations team members This position typically requires: Bachelor's degree in Human Resources, Business Administration, or related combination of education and experience Four to five years HR experience Project management experience involving concept development through implementation and measurement stages Working knowledge of Microsoft Office, Excel and HRIS 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/VUnited StatesUnion Bank2011-06-28 13:10:38CaliforniaCASAN FRANCISCO, CA22058381http://jobs.unionbank.com/xml/22058381/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-MONTEREY PARK Responsibilities: Designs, develops and implements software for the Bank's computer-oriented systems and networks. Responsible for the analysis, development, system integration testing, user acceptance testing, implementation (pre and post), maintenance and support of bank's enterprise document and content management technology. Performs all duties required to gather, document, code, test and deliver automated document solutions for internal clients. Provides on-site and off-site support of production systems. Provides troubleshooting support to ensure client operations are operating and performing correctly. Education/experience: Bachelor's degree or foreign equivalent in Computer Science, Management Information Systems, Engineering or related field and five (5) years post-baccalaureate, progressive experience in job offered or as a software engineer/developer/architect, systems/programmer analyst or programmer or related field. Any suitable combination of education, training or experience is acceptable. Special Requirements: FileNet IS, IDM Desktop, FileNet Capture and other ECM Technologies; Java J2EE, Java API's, Servlets, Java Server Pages, Java Script, Web sphere, Adobe Java scripting for PDF forms and IIS Web Servers, Active Server pages, Perl Scripts, Perl Modules, SQL Loader, TOAD, Oracle .9.x/8.x, SQL Server 6.5, MS Access, Unix, Linux & Windows OS. 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/VUnited StatesUnion Bank2011-12-13 09:25:36CaliforniaCAMONTEREY PARK, CA25323952http://jobs.unionbank.com/xml/25323952/jobUSAMONTEREY PARKTitle: Sr. Software Engineer - Java, .Net Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a Software Engineer looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Responsible for design, development, implementation, and maintenance of computer-oriented systems and networks, including real-time and event-driven systems, databases and database management systems, application systems in a multi-platform environment. Provides system architectural direction and recommendations. Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written. DETAILS Major responsibilities include: Requires a well rounded set of skills to implement, upgrade, troubleshoot and manage Windows and Linux , .NET and J2EE applications. Also, requires a high level of Java programming skills. Duties include design, coding, testing and creating test scripts. Design and create automation via scripting, monitoring and providing improvements to the applications' performance. Must have good problem solving skills and be able to troubleshoot general application issues. Must be able to understand and comply with SDLC, Enterprise Project Management and a formal Change Control process. The successful candidate will interface with vendors, business units, offshore technicians, and internal technical staff to resolve problems or implement new releases. Serves as a consultant to management in new areas of the system, including enhancements, long-range planning or overall systems architecture. Serves as the department spokesperson in areas of new technology. Researches and evaluates solutions and recommends the most efficient and cost effection solutions for the system design. Formulates system scope and objectives. Evaluates software and system problems and recommends system improvements, new applications and develops plans to improve service. Performs analysis of existing code or design new solutions or may integrate purchased solution. Prepares detailed specs from which programs will be written, then develop codes, tests, debugs, and documents those program plans. Organizes the development of technical support standards. Has expertise in systems analysis, design and a solid understanding of development, quality assurance and integration methodologies. Conceives, creates, and maintains IT's project plans following defined project methodologies. Accountable for the project plan, schedules and project implementation. Acts as the project manager. May provide assistance or training to lower level staff. Initiates and develops innovative concepts to solve complex problems with little or no precedent; creates new opportunities to enable the use of new technology. Provides conceptual guidance to other senior and high-level technical experts. Advanced/expert level technical role. Considered to be the authority on selected specialty systems, sought out for broad and in-depth technical knowledge and expertise. Has expert knowledge in programming languages, system utilities, database structures. Competent to conceive, develop and apply highly advanced technologies, principles, theories and concepts to resolve the most complex software systems problems. Displays competency in developing and maintaining complex project plans and in managing work according to defined methodologies. QUALIFICATIONS Required Typically has 7-10 years of programming/systems analysis experience and 3-5 years of relevant experience with emphasis in applications and systems engineering development, database and middleware technologies. Experience with Java J2EE and PL/SQL programming on Oracle 10g/11g (SQL Server experience helpful), knowledge of Java application server administration (Websphere and JBOSS), experience troubleshooting Java and .Net application performance issues Experience with Windows 2003 and Windows 2008 server administration, DOS BAT scripting and VBA scripting, ksh and bash scripting, experience with Red Hat Linux Working knowledge of TCP/IP networking principles, LDAP and Active Directory, digital certificate management Working knowledge of Apache web server and IIS web server, experience with .NET framework and C# Education Bachelor's Degree in Computer Science, Information Systems or other related field. Or equivalent work experience. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-13 09:26:14CaliforniaCAMONTEREY PARK, CA25323960http://jobs.unionbank.com/xml/25323960/jobUSAMONTEREY PARKTitle: Lead Software Engineer Informatica Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a you an Informatica expert looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Responsible for leading a team of staff for developing and deploying complex integrated solutions aimed at modernizing, consolidating and coordinating the independently designed applications within and across the enterprises of core systems. Leads the team that consults with internal business clients to offer solutions using best software and engineering practices. Involved in modeling information sources, flows and critical paths, as well as understanding how information is turned into knowledge and the relationship of knowledge and how it supports and enables key business processes. Facilitates the development of supporting knowledge architecture and standards. Works with operations staff to define an operational framework that defines, develops and implements delivery systems, systems management, policies and security frameworks to ensure delivery of knowledge and information to appropriate groups. DETAILS Major responsibilities include: Must be able to write technical specifications for junior programmers and offshore team, must be able to lead a small team of developers on the project level. Must be able to write Informatica mapping specifications. Must be able to troubleshoot application anomalies quickly and accurately. The role requires effective communication with technical and non-technical team members, vendors, and the end-user community. This includes verbal and written communication. Candidate must be able to write instructions clearly. Responsible for leading a team of staff for developing and deploying complex integrated solutions aimed at modernizing, consolidating and coordinating the independently designed applications within and across the enterprises of core systems. Leads the team that determines how existing applications, legacy systems, databases, Web interfaces and/or hardware logic, which may be currently operating on multiple platforms, work together to meet the new and emerging enterprise requirements. Oversees the team/staff that develops methods to efficiently reuse existing components. Controls and work directs activities of the staff. Conceive, plan and implement original approaches to solve complex problems of diverse scope. Prepare and present technical concepts to internal audiences. Works with operations staff to define an operational framework that defines, develops and implements delivery systems, systems management, policies and security frameworks to ensure delivery of knowledge and information to appropriate groups. Regarded as an expert in development with good software engineering practices. Plans and organizes the development of technical support standards, evaluates software and system problems and potential solutions to application systems requirements. Will have demonstrated ability to solve complex application and data-related problems and be experienced in resolving issues relating to data security and integrity of controls. Initiates and develops concepts to solve extremely complex situations with little or no precedent. Creates new opportunities for the use of new technology. Provides conceptual guidance to other senior and high level technical experts. Performs systems design and analysis, develops codes and testing to ensure successful and seamless communication among the various IT systems, users and applications components. Advanced professional level role. Works on projects that may span a broad range of systems and enterprise wide complex components. Requires in-depth knowledge across multiple technical environments and possesses increased level of business knowledge. Works on major projects providing subject matter expertise and technical direction to more junior technical staff and may be technical leader of advanced or complex projects. Lead responsibilities include directing, monitoring and assigning work to those on the team. Provides technical work guidance or mentoring. May provide input to the managers/supervisor on staff performance. QUALIFICATIONS Required Typically has 7-10 years of programming/systems analysis experience with emphasis in applications and systems architectural design and development, database. Must be skilled in: Oracle, PL/SQL, DLL. Unix/AIX/Linux operating systems. Websphere Informatica ETL tool 8.6. Experience deploying and supporting complex vendor applications in a multi-tier environment. Unix/AIX/Linux operating system expertise. Websphere and JBOSS deployment experience with vendor and in house applications. Strong leadership skills to gain credibility with various business leaders and stakeholders. Makes complex IT and business decisions. Works with other IT groups to ensure solid cross-functional decisions are made as a team. Possesses expertise in process and data modeling, architectural development methodologies, IT planning methodologies and extensive knowledge of the enterprise's business and decision-making processes. EducationBachelor's or Master's Degree in Computer Science, Information Systems, or other related field. Preferred : JAVA and JBOSS 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-13 09:26:26CaliforniaCAMONTEREY PARK, CA25323961http://jobs.unionbank.com/xml/25323961/jobUSAMILL VALLEYTitle: SR PRIORITY BANKING RELATIONSHIP MANAGER - STRAWBERRY VILLAGE Location: CALIFORNIA-MILL VALLEY 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 affluent 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 the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community. * College degree or equivalent work experience. Proficient knowledge of computer skills. * Advanced knowledge of personal and business financial statements and tax returns. * Advanced understanding of the financial acumen as it pertains to the affluent market segment. * All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures. * A minimum of 4 - 6 years of commercial and/or consumer lending experience. * Intermediate knowledge of personnel management. * Successful completion of training classes referred to in Priority Banking's "Training Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I". Strong sales and service orientation. Ability to identify client needs and related Bank services; sell the concept of relationship banking defined by the Priority Program. Ability to prospect, anticipate needs and close sale; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work effectively with teams and as a team member; 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.United StatesUnion Bank2011-12-13 09:25:28CaliforniaCAMILL VALLEY, CA25323950http://jobs.unionbank.com/xml/25323950/jobUSAMONTEREY PARKTitle: OPERATIONS RISK QUANTITATIVE ANALYST Location: CALIFORNIA-MONTEREY PARK Support all aspects of the update and construction of the bank's operational risk capital models and reports, including risk assessments, loss data collection, control factors, scenario and statistical probability analyses, and documentation writing. Support scheduled operational risk model updates and conduct various statistical analyses from existing capital model and stress tests and sensitivity analysis of existing ORM models. Research and establish alternative modeling methodology parallel to existing operational risk model. Participate in documenting regulatory capital model and support quarterly capital reports and analysis. Education/experience: Master's degree or foreign equivalent in mathematics, economics, finance, statistics, or a related quantitative field and two (2) years experience in job offered or in a related quantitative analytical role. Any suitable combination of education, training or experience is acceptable. Special Requirements: Financial modeling methods such as: Financial Risk Management, OLS and Logistic Regression Analysis; relational databases; Model Validation, Monte Carlo Simulation; Multivariate statistical analysis; and SAS and MATLAB programming.United StatesUnion Bank2011-12-13 09:26:11CaliforniaCAMONTEREY PARK, CA25323959http://jobs.unionbank.com/xml/25323959/jobUSASAN FRANCISCOTitle: Relationship Manager - Government Services (Northern California) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. The Relationship Manager will be responsible for new business development and account retention for the government market. This position may be located in Walnut Creek, San Francisco, or Sacramento. Major Responsibilities: Develop independent leads within the marketplace for deposit and credit services. Coordinate with Treasury Management, Operations and Risk Management to structure proposed banking services for prospects and customers. Prepare and present comprehensive customized deposit and credit services proposals to prospective clients. Structure and manage the implementation process of new customers for deposit services. Manage a complex portfolio of customer relationships for deposit/credit services. Cross-sell additional bank products to deepen existing relationships and generate new revenue. Develop annual business plan for increasing portfolio revenues and profitability through proper management of, and cross-selling to, existing relationships and from new business sales. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Adhere to account opening procedures and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each clients normal account activity, as appropriate for this position. * Typically requires a degree from a four-year college. * Certified Treasury Professional (CTP) certification. * Requires 5 years of sales and relationship management experience. * Candidate must possess: Strong interpersonal sales skills with excellent oral and written communications; Ability to negotiate customer and prospect contracts; and skilled at presenting professional banking services proposals. * Requires thorough knowledge of treasury management products and services, government code, and some knowledge of fund accounting. * Familiar with multiple software applications, to include Word, Outlook, Excel, and PowerPoint. * Frequent travel with extensive travel in a geographically assigned territory. 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.United StatesUnion Bank2011-10-06 09:22:59CaliforniaCASAN FRANCISCO, CA24072907http://jobs.unionbank.com/xml/24072907/jobUSALOS ANGELESTitle: SR GROUP DEBIT CARD PROD MGR Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to SVP Retail Deposit Products and Payments, the Sr Group Debit Card Product Manager is responsible for the leadership and direction of Debit Card and consumer Payments activities for the organization. Responsible for setting overall direction of the debit card business. Leads the formation and execution of the product strategy and has cross-functional responsibility for the Debit Card business. This individual has ultimate responsibility for ensuring the profitability and quality of the debit card portfolio. Represents the company with external peer organizations and industry associations. Manages 2 direct reports Major Responsibilities: Responsible for setting the overall direction of the debit card business including the product strategy, analysis of competitive and market forces; assessment of the regulatory environment, pricing, and operational effectiveness of the debit card business and socialization of the strategy across the bank. Works closely with Retail Banking executive management, Branch Banking, Operations, Fraud Management, Compliance, Legal, and other product areas in the organization. Responsible for the execution and ongoing management of the debit card business. Leads the development and execution of strategic product and program plans in support of business strategy, and deliver towards key metrics. Manages and leverage a cross-functional team in an ongoing process of critical assessment and continual improvement of product features and functionality, policies and procedures, risk management programs, fraud mitigation, customer communications, as well as internal training related to these programs. Leads and collaborates with operations, technology services, fraud and risk management, finance, compliance, legal, marketing and sales management to ensure that product performance meets corporate objectives and adheres to regulatory guidance. Directly manages the vendors that support the debit card business line. Plays a key role in managing the IT systems development of new and enhancement of existing products. Analyze and evaluate new concepts and determine feasibility and market potential. Coordinate the research effort by determining market segments. Advice management of potential new product capabilities through preparation of strategy presentations or papers which define markets, product design, profitability, marketing costs, alternative systems, operating expenditures and capitalization. Responsible for both long and short term Debit Card business planning. Works closely with Retail Deposit Portfolio Management in planning, forecasting, measuring and tracking financial performance. Understands industry players, broader competitive environment, and new and existing products and service solutions offered to the industry. Oversees development of, maintenance of, and updates of competitive analysis data as it relates to product, pricing and sales strategies. Additional Information: Strong analytics, strategic thinking and customer empathy are required. Must demonstrate effective team work and team building skills. A comprehensive understanding of product and project management practices. Proven ability to interact and influence executive management. Superior presentation abilities. Minimum 5 years of direct experience in Debit Card management in a financial services organization. Requires work experience in developing and executing strategic initiatives and working with cross functional teams to achieve corporate objectives. BA is required; MBA is a plus. 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.United StatesUnion Bank2011-10-07 08:11:58CaliforniaCALOS ANGELES, CA24093658http://jobs.unionbank.com/xml/24093658/jobUSALOS ANGELESTitle: VP Financial Planning and Analysis Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to Corporate Banking SVP of FP&A, the Financial Planning and Analysis Manager is responsible for coordinating forecasting and budgeting. Will develop and communicate financial reporting, and provide key analytics. Support the SVP in the Corporate Banking forecasting and budget planning cycles, and present to Senior Management team.May manage a small team of direct report Analysts. Responsible for interviewing, hiring, coaching, training, providing direction, and oversight of work; write and deliver annual performance evaluations. Major Responsibilities: 25% Manage the financial forecast including balance sheet, capital, and income statement results. Maintain a close understanding of business risks and opportunities. Ensure key macroeconomic and internal pricing factors are incorporated in the forecast and support executive team with multiple scenario views and options. Support the SVP of FP&A in the Corporate Banking forecasting and budget planning cycles including business unit deliverables, consolidation process, and presentation to senior team. 25% Develop financial summaries, and analysis of business unit results. Initiate enhancements and quality improvements to ensure the process provides Senior Mgmt with a tool to better understand the key financial and business metrics. Support the financial closing process including flash earnings estimates. Identify and coordinate management review meetings. 20% Construct ad-hoc financial analysis for key business initiatives. 15% Coordinate with central finance on key financial and business result updates to key stakeholders.10% Coordinate Basel II ICAAP stress testing and results. 5% Build and sustain Corporate Banking M&A models. Additional Information: Extensive knowledge of forecasting and budget planning cycles. Strong skills in building informative professional reports and providing template structures for business units Strong knowledge of Bank balance sheet and P&L structures; Possess excellent communication skills and comfort interfacing with all levels of management. Must be effective at summarizing financial information BS / BA in Finance, Business or Accounting required; MBA, CFA, or CPA desired 10 years of progressive finance experience with FP&A experience in large, complex banking or financial institutions. - Ability to anticipate, identify and resolve complex financial issues - Demonstrated ability to oversee company-wide management reporting, forecasting, and budgeting processes 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.United StatesUnion Bank2011-10-07 08:12:04CaliforniaCALOS ANGELES, CA24093659http://jobs.unionbank.com/xml/24093659/jobUSASAN DIEGOTitle: BBG REGIONAL VICE PRESIDENT - SAN DIEGO Location: CALIFORNIA-SAN DIEGO %3CDIV%3E%3CEM%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit%3C/EM%3E %3CA HREF=%22http://www.unionbank.com/%22%3E%3CEM%3Ewww.unionbank.com%3C/EM%3E%3C/A%3E %3CEM%3Efor more information.%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22%3E%0AReporting to a BBG Division Manager and is assigned a geographic area within the Division to lead all of customer facing BBG teams. The RVP manages multiple Regional Sales Managers (RSMs) and Field Based BRMs. RVP is responsible for business development, portfolio management, client experience, marketing, and training needs of the assigned team members to ensure performance goals are exceeded. RVP is focused on balanced performance and building the Union Bank and BBG Brand both internally and externally.Directly supervises 10+ BRM and RSM. Indirectly supervises Small Business Specialist and BDO.%0A%3C/PRE%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3E%0A%3CSTRONG%3E%3CEM%3EMajor Responsibilities:%3C/EM%3E%3C/STRONG%3E%0A%3C/PRE%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22%3E%0AThis position is responsible for planning, directing and overseeing the strategic and daily business activities of a geographic region within a division to ensure profitable origination, acquisition and retention of business banking prospects and clients.40%Management - Directly supervises Regional Sales Managers (RSMs) and Business Relationship Managers (BRMs) (8-12 Direct Reports). Duties include interviewing/hiring and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff %26#39;s work. Responsible for ensuring staff comply with all wage and hour regulations. This includes reviewing employee%26#39;s timecards for accuracy and ensuring all meal and rest breaks are adhered to. Actively mentors and trains the Regional Sales Manager and associates/BRM to ensure the professional growth of the team members.Responsible for a leading, developing and maintaining a strong relationship with retail branch leadership and partners in order to show a unified team and to ensure the delivery of best in class experience to small business prospects and clients. Works with Division Manager to execute programs, goals and outlets to create and enhance earnings. Responsible for ensuring that all roles work together to ensure the best possible client experience. Manages /facilitates cross-selling aspects of bank services through the identification of opportunities and delivery of service. Overall responsibility and accountability for Region%26#39;s sales performance (Production, Balance Sheet Growth, Revenue Growth, Profit Growth,) and customer experience. Responsible for implementing activity based management through direct coaching of RSM and BRM. (Is this coaching aspect appropriate. Required to actively monitor regions through field office visits. Responsible for settings sales goals for both RSM and individual BRM. Directs the marketing activities for BRM and indirectly thru the RSM in the region. Accountable for the Profit and Loss management of Balanced Performance and Financial Results. Also includes the management of financial results such as net Income After Tax (NIAT), Client satisfaction %26amp; the client experience, Retention of clients, Growth of portfolio, Portfolio Metrics (Credit Quality Grow assets and liabilities/Share of wallet/Cross-sell/Next Logical Product (NLP) - work with BIA/Early Warning Indicators/Client contact rates/Voice of the client (VOC), Screens potential clients for quality and segment fit. Etc. Oversees monthly, quarterly and annual reporting of sales activities, sales, portfolio quality, compliance and other data as requested.20%25%20Portfolio Management- Overall Region%26#39;s management of loan monitoring and any loan workout within the portfolio. This includes all activities related to the development, retention or monitoring of the portfolio. Actively involved in recommendations impacting loan risk assignments and any changes from the BRM or other interested parties such as transfers to SAD. 20%25%20Responsible for externally focused community activities %26amp; recruiting. This includes proactive recruiting%26amp; Personnel Management. Develops and maintains personal COI network. Proactively develops and maintains client relationships and Center of Influences (COIs) through community activities. Occasionally, may be involved in calling-on and negotiating with major prospects and customers in order to develop business relations and grow the client base. Actively represents Union Bank in the community. 10%25%20Credit Quality Credit Quality%26amp; Risk Management including Annual Reviews including Due diligence requirements, risk grading etc. 10%25%20Ensures staff adheres to all Bank and regulatory Compliance including KYC, AML, BSA, My Success Compliance Testing, wage and hour training etc.%0A%3C/PRE%3E %3CSTRONG%3E%3CEM%3EAdditional Information:%3C/EM%3E%3C/STRONG%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22%3E%0AEducation, Licensure, Experience:Position requires minimum of 10+year direct work experience in business relationship management and managing sales staff. Thorough knowledge of the characteristics and financial needs of Business Banking target market; full array of Union Bank services/products; and relationship management tools. Proven expertise in understanding of business financial statements, bank operations and loan policies and procedures; and be current on events and activities in the financial marketplace.Abilities Required: Requires management level understanding of credit underwriting and loan structuring skills. Strong presentation, negotiation, and interpersonal capability. Demonstrated success at new business development and sales coaching. Excellent verbal and written communication skills. Knowledge of existing credit standards. Ability to handle several complex tasks simultaneously. Strong product knowledge and analytical ability. Knowledge, Skills, Abilities:Ability to read, analyze and interpret common technical journals, financial reports and legal documents.Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to a prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards or directors. Ability to define problems, collect data, establish facts and draw valid conclusions.Ability to interpret an extensive variety of technical financial concepts and deal with several abstract and concrete variables. Education: Minimum of a Bachelor Degree and proven proficiency in Accounting.%0A%3C/PRE%3E%0A%3CDIV%3EUnion Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business.%26nbsp; EOE. M/F/D/V%3C/DIV%3EUnited StatesUnion Bank2011-10-08 12:03:22CaliforniaCASAN DIEGO, CA24118678http://jobs.unionbank.com/xml/24118678/jobUSALOS ANGELESTitle: IPV SENIOR ANALYST Location: CALIFORNIA-LOS ANGELES 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Independent Price Verification (IPV) Senior Analyst - Securitized Job Summary: Reporting to the Independent Price Verification (IPV) Manager of Business Unit Controllers (BUC), the IPV Senior Analyst - Securitized Products will work on a team responsible for verifying the valuation of securities primarily in Corporate Treasury. Responsible for the majority of the process and procedures related to the analysis and reporting for the verification of value of the structured finance portfolios. Major Responsibilities: 75% - Execute existing verification methodologies. Help implement process and procedures for the analysis and reporting of structured finance securities for fair value purposes. Review new and existing deals and securities. Conduct month-end testing and analysis. Prepare monthly summary reports and share findings with respective business units as required under tight deadlines. Periodically, review the level of various asset classes for FAS 157 purposes. 15% - Cultivate strong relationships with various business unit partners (e.g., Market Risk Management, Model Validation, Credit Administration, and Treasury). Review valuation process and procedures documentation as well as current valuation practices. Evaluate the appropriateness of applied valuation methodologies. 10% - Ad hoc projects Additional Requirements: Education, Licensure, Experience: Typically requires 3 to 8years, preferably in banking and financial services experience. A four-year college degree with increasingly more complex responsibility within a financial services company. - MBA, MS and/or CFA preferred - VBA, SQL a plus Knowledge, Skills, Abilities: Great interpersonal skills and ability to find timely solutions Direct experience with two or more of the following asset classes - CLOs, CMBS, Agency MBS, CMOs, non-Agency MBS, and ABS (credit cards and autos) Strong MS Office skills; including advanced understanding of excel Ability to collaborate with various levels of management, from first level supervisors to senior executives Knowledge of bank systems such as Bloomberg, Trepp, PPR, Blackrock AnSer, and/or Wall Street Analytics preferred 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/VUnited StatesUnion Bank2011-10-08 12:03:24CaliforniaCALOS ANGELES, CA24118680http://jobs.unionbank.com/xml/24118680/jobUSAMONTEREY PARKTitle: Project Manager - Global Solutions Office Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a Project Manager looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY This opportunity is responsible for managing, directing, planning, developing and implementing enterprise scale projects or initiatives to accomplish goals and business objectives. The role will provide enterprise wide solutions as part of Union Bank'sGlobal Solutions Office. DETAILS Major responsibilities include: Responsible for leading project management of the most complex/critical projects or leads in cross-functional projects with large impact to the enterprise. Provides comprehensive analysis direction for multiple concurrent mission critical projects. May manage multiple projects or other projects through other project managers. Spearheads and leads business unit projects by identifying, establishing and utilizing a wide range of Technical and business resources. Defines and develops the overall plans to meet the project goals and objectives. Develops the project management processes and methodologies to create specifications to ensure projects are delivered on time, within budget, adhere to high quality standards and meet customer expectations. Creates the project charter, planning stage estimates and approval, communications plan, governance council packages and business case preparation. Uses approved project management techniques to track progress against planned targets throughout the lifecycle of the project. Tracks key project milestones and adjusting project plans and/or resources to meet the needs of customers. Conducts project meetings. Directs team and monitors work efforts; identifies resource needs, performs quality review; escalates functional, quality, timeline issues appropriately. Responsible for taking action to obtain resolutions of critical issues. Negotiates resolutions on project hurdles that threaten cost, schedule or project scope. May manage outside vendors. May plan and lead the execution of complex, cross-functional implementations or integrations (including Command Centers, issue management, escalation, management communications, KPI tracking and reporting). May investigate and develop resolution of complex business or project issues, including analysis, solution facilitation and development, approval, management communication, and implementation Responsible for being a recognized subject matter expert internally and externally within a discipline(s)/area and often provides strategic direction, guidance and integration of products and services to senior management. Develops and delivers management and project-related presentations as needed. Provides feedback for process improvement, lessons learned, program enhancements, and strategic alignment with business or other programs. QUALIFICATIONS Required 8 years banking experience as project manager with strong strategic management and planning expertise. 3 years experience with enterprise scale outsourcing and off shoring project management Requires solid understanding and planning skills in all aspects of the system's/business project life-cycle, i.e., enhancements, user requirements, application configuration and usage using MS Project as the project planning tool. Demonstrated track record of delivering positive results in project work, including high quality implementations, cost savings, additional revenue, within time and budgetary constraints. Requires the ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life Approximately 25% required which includes international travel 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-09 11:01:25CaliforniaCAMONTEREY PARK, CA25268288http://jobs.unionbank.com/xml/25268288/jobUSAIRVINETitle: CREDIT EXECUTIVE II-MIDDLE MARKET Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. 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! Provide credit underwriting and portfolio maintenance supporting the middle market in the extension of credit. Work closely with Relationship Managers in structuring transactions and assessing risks. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk grades. Major Responsibilities Manage a portfolio of commercial credits including the underwriting of timely loan renewals and annual reviews; clients typically have a more complex business or credit structure or higher risk profile. Ensure that portfolio management is consistent with Bank?s current policies and practices. Interface with Relationship Managers and Credit Administration to ensure credits fit within Bank?s credit risk appetite. Maintain regular contact with Relationship Managers to ensure customer satisfaction. Effectively manage and monitor risks of the portfolio including appropriate risk grading. Responsible for data integrity of the portfolio. Responsible for satisfactory credit exams. Assume a leadership role in the coaching/ training of CAs and other CEs. Other responsibilities include: Participation in special projects and task forces as needed. Preparation of quarterly PLR/Watch Reports. Active participation in the ongoing Quality Control process. Tracking, reporting, and communicating portfolio trends, including trends in criticized/classified and Watch List credits. Typically requires a BA or BS or equivalent work experience; and normally 5-7 years of commercial lending experience including credit portfolio management and client interation skills. Excellent credit skills. Effective interpersonal skills. Proficient in relevant software including Excel, Word, PowerPoint, RACER, ESB, MFA, TOPs, and AFS." Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiencesof our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-09 14:30:22CaliforniaCAIRVINE, CA25270224http://jobs.unionbank.com/xml/25270224/jobUSAIRVINETitle: CREDIT EXECUTIVE III - MIDDLE MARKET Location: CALIFORNIA-IRVINE 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. Job Summary: Provide credit underwriting and portfolio maintenance supporting the Middle Market in the extension of credit. Work closely with Relationship Managers in structuring transactions and assessing risks. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk. This position reports to the Senior Credit Executive & Manager. Major Responsibilities: * Manage a portfolio of credits including the underwriting of new and renewed loans for the most complex borrowers and credit structure in the Middle Market. This may also include borrowers with higher risk profiles. * Ensure that portfolio management is consistent with Bank?s current policies and practices. * Interface with Regional Vice Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite. * Maintain regular contact with Relationship Managers to ensure customer satisfaction. * Call on Middle Market clients, their CPAs and/or business managers jointly with the Relationship Managers to obtain financial information to effectively meet the clients' expectation and borrowing needs. * Underwrite and present loans for approval to Bank?s Senior Loan Committee. * Effectively manage and monitor risks of the portfolio including appropriate risk grading. * Prepare quarterly PLR/Watch Reports. * Participate in the ongoing Quality Control process. * Track, report and communicate portfolio trends, including trends in criticized/classified and Watch List credits. * Assist in the coaching and training of Credit Associates and Credit Executives. * Participate in special projects and task forces as needed. * Other responsibilities include: Responsible for data integrity of the portfolio and for satisfactory credit exams. * Typically requires a BA or BS degree or equivalent work experience, plus up to 8 years of technical experience. * Strong verbal and written skills. * Excellent credit skills. * Effective interpersonal skills. * Proficient in relevant software including Excel, Word, PowerPoint, RACER, ESB, RA, TOPs, and AFS. Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V. .United StatesUnion Bank2011-12-09 14:30:22CaliforniaCAIRVINE, CA25270226http://jobs.unionbank.com/xml/25270226/jobUSAIRVINETitle: CREDIT EXECUTIVE II-MIDDLE MARKET Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. 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! Provide credit underwriting and portfolio maintenance supporting the middle market in the extension of credit. Work closely with Relationship Managers in structuring transactions and assessing risks. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk grades. Major Responsibilities Manage a portfolio of commercial credits including the underwriting of timely loan renewals and annual reviews; clients typically have a more complex business or credit structure or higher risk profile. Ensure that portfolio management is consistent with Bank?s current policies and practices. Interface with Relationship Managers and Credit Administration to ensure credits fit within Bank?s credit risk appetite. Maintain regular contact with Relationship Managers to ensure customer satisfaction. Effectively manage and monitor risks of the portfolio including appropriate risk grading. Responsible for data integrity of the portfolio. Responsible for satisfactory credit exams. Assume a leadership role in the coaching/ training of CAs and other CEs. Other responsibilities include: Participation in special projects and task forces as needed. Preparation of quarterly PLR/Watch Reports. Active participation in the ongoing Quality Control process. Tracking, reporting, and communicating portfolio trends, including trends in criticized/classified and Watch List credits. Typically requires a BA or BS or equivalent work experience; and normally 5-7 years of commercial lending experience including credit portfolio management and client interation skills. Excellent credit skills. Effective interpersonal skills. Proficient in relevant software including Excel, Word, PowerPoint, RACER, ESB, MFA, TOPs, and AFS." Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiencesof our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-09 14:30:22CaliforniaCAIRVINE, CA25270227http://jobs.unionbank.com/xml/25270227/jobUSAPORT ANGELESTitle: RELATIONSHIP BANKER PNW - PORT ANGELES Location: WASHINGTON-PORT ANGELES Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Provide products and services to potential and existing customers in a professional manner. Develop long-standing and mutually beneficial banking relationships first through the process of profiling and assessing the customer's needs, then through the sale of consumer loans, deposit and investment accounts and other banking services to meet or exceed assigned monthly goals. Readily refer prospects and customers to bank officers or departments for additional services and products. Responsible for the financial relationships of assigned Signature Banking customer portfolio. Consult with customers to maximize their service usage and investment opportunities. Assist supervisor with the execution of any and all in-branch promotions Major Responsibilities: Greet and assist potential and existing customers who are seeking information pertaining to banking services. Identify and respond to sales opportunities that arise from both customer inquiries and complaints. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Adhere to and perform the required sales and service skills of the Star Review program. Manage and maintain Signature Banking portfolio assigned by the Branch Manager. Responsible for the portfolio growth and profitability as outlined. Actively consult with customers to update profiles and make them aware of new products and changes in the financial industry which would affect them. Assure proper handling of service requests and resolution of customer problems. Explain service features including service charges, interest rates, etc. Open new accounts in compliance with established policies and procedures. Prepare all paperwork and assist the customer in signing of documents necessary to process new accounts. Ensure that the account has been set up properly and that the accurate sales credit was recorded. Assist in the maintenance of internal customer records. Interview consumer loan applicants and answer basic questions on consumer loan applications. Review applications for completeness and forward documents to consumer loan center for processing. This position typically requires 3 years of banking operations/customer services and 2 years of direct work experience in consumer financial products. Has general working knowledge of all consumer products. Requires successful completion of the following Union Bank of California workshops, including those required for FSR's (or equivalent experience): 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.United StatesUnion Bank2011-12-09 11:01:40WashingtonWAPORT ANGELES, WA25268292http://jobs.unionbank.com/xml/25268292/jobUSASAN FRANCISCOTitle: CORPORATE INSURANCE ANALYST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Outstanding opportunity for a results-oriented Insurance professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Job Summary: Reporting to the SVP Insurance & Risk Manager, responsible for administering the Bank's corporate insurance programs and property & liability claims. Provides risk management services to the field. Major Responsibilities: 20% Administer Corporate Insurance Programs Markets the corporate insurance programs. Evaluates and recommends appropriate insurance programs. Collects underwriting data from department managers, preparing marketing specifications. Evaluates and assesses proposals for recommending appropriate insurance programs. 30% Financial Reporting and Accounting Prepare monthly variance reports to Corporate Development, detailing actual positive/negative variance from budget Prepare monthly vacancy and unoccupied corporate property report to broker, including collecting property status, property lease status and ensuring security is in place. Prepare quarterly property additions, changes & deletions report for broker, including collecting property COPE (construction, Occupancy, Protection and Engineering) information, property lease status, and assisting broker in annual premium audit. Review insurance policies to ensure policy endorsements and policy forms conform to marketing specifications. Responsible for the department's accounting. Major accounting duties include: a) perform all accounting requirements for insurance premium and department expenses; b) certify general ledger accounts; c) assist premium auditor in annual premium audit; d) prepare RC budget and rolling forecast, and e) determine appropriate premium allocation methodology for the various programs 30% Risk Services Provides risk services to the Bank by providing due diligence reviews on claims or historic trends analysis, etc. Tracks data on: a) loss history of general liability claims, auto liability claims and property claims; b) insurance policies and certificate of insurance holders, and c) corporate locations, vehicles, REO properties, invoices. Facilitate transactions and provides guidance to managers. Coordinate certificate of insurance program with broker. Additional Information: Minimum three years of direct and relevant work experience - insurance brokerage or insurance company dealing with corporate risk management clients. Degree from a four year college (e.g., B. A. or B.S.) or equivalent work experience. Familiarity with Excel, Word, Access, Outlook. 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/VUnited StatesUnion Bank2012-01-18 09:38:06CaliforniaCASAN FRANCISCO, CA25953739http://jobs.unionbank.com/xml/25953739/jobUSAPALO ALTOTitle: SR RELATIONSHIP BANKER - MID PENINSULA (PALO ALTO) Location: CALIFORNIA-PALO ALTO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-18 09:37:23CaliforniaCAPALO ALTO, CA25953717http://jobs.unionbank.com/xml/25953717/jobUSALOS ANGELESTitle: CUSTOMER ACQUISITION MARKETING MANAGER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Director of Community Banking Marketing, the Marketing Relationship Manager II (Customer Acquisition Marketing Manager - AMM) is charged with developing and driving programs designed to increase the Union bank consumer base. Responsible for leveraging all marketing vehicles in support of acquiring new customers. The AMM will also help drive the Union Bank consumer brand.Management or Supervision: 1-3 employeesMajor Responsibilities: 50%: Acquisition Strategy Development - Develop the marketing acquisition strategy and annual calendar of initiatives required to meet the Community Bank aggressive performance goals. Lead the creation of strategies that leverage a rich integrated mix of media and tactics including mass advertising, online, direct, and branch marketing. Develop a differentiated sustainable market position for Union Bank, based on leveraging Union Bank's core strengths. Serve as the Primary point of contact for the senior branch leadership in California (Market Presidents). Perform market research to have a pulse on the UB customer, industry trends and competitive customer. Utilize reporting, analytics and key financial metrics to support decision making.40%: Acquisition Strategy Implementation - Lead the major Community Bank marketing acquisition initiatives. Partner with the branch sales team to support customer acquisition at the local level. Develop effective and innovative consumer platforms that enhance Union Bank's visibility and brand reputation. Oversee marketing programs that drive the brand at a local level. Collaborate with external business partners as well as the bank's internal Marketing shared services "Centers of Excellence" to deliver best-in-class solutions which maximize ROI on the marketing investment. Establish close and strategic advisory relationships with the members of the product and channel management teams, including the determination of go-to-market products and offers.10%: Other - Manage a marketing budget in order to maximize ROIdditional Information: Understanding of consumer segmentation strategies to drive targeted marketing efforts. Proven record of success in developing, championing, and stewarding fully integrated marketing programs. Proven track record in the ability to build upon and strengthen brand-building strategies. A strong balance of strategic and business skills, with a high level of intellectual agility and capacity for original thought. Balanced leadership style that allows for both highly strategic leadership skills with the ability to be hands-on and lead by example.Powerful communication skills, both verbal and written. Must be able to convey an inspiring message to large groups as well as one-on-one settings. A true team player participating on a high quality team of experienced professionals. Exceptional analytical and quantitative skills, ability to understand how to use data to guide decisions. Strong organizational and cross-functional project management experience. Self-starter with an entrepreneurial spiritTypically requires a Bachelor's degree; M.B.A. preferred. Experience in mass advertising, media, and working with marketing agencies. Twelve or more years of marketing experience; financial services marketing experience a plus. Experienced people, project and organizational manager. 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/VUnited StatesUnion Bank2011-12-06 13:19:48CaliforniaCALOS ANGELES, CA25204451http://jobs.unionbank.com/xml/25204451/jobUSALOS ANGELESTitle: BUSINESS SYSTEMS ANALYST V - DEPOSIT PORTFOLIO MANAGEMENT Location: CALIFORNIA-LOS ANGELES 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! Responsible for managing the implementation of assigned system projects. Applies specific knowledge of the business and knowledge of the systems technology capabilities to business problem solving. The primary objective is to meet the information needs of the business unit. Participates in the design, installation and maintenance of complex system projects. Responsible for development of business requirements. Develop solution to credit related business problems. Implement upgraded releases to systems. Manage project team and define roles for each team member. Maintain status on the progress of the project and report status to key individuals involved. Define and document user functional specification, ensuring that impacted areas have provided sign-off. Define and implement any user testing plans and schedules required. Develop and implement any user training plans as applicable. This may include designing/documenting training schedules, plans, content, materials and conducting classes. Manage to targeted implementation date, resolving conflicts, priorities and problems as they arise. Provide support services as designated by manager. This may include system maintenance (research problem, solve and test complex system related issues, managing monthly release process of work orders, or developing and managing documentation of the system related fields/policy information online for user access.) May also develop system related procedure/manuals, and provide system training. These responsibilities will involve directing the work of others as well as individual efforts. Represent the area on the Quality Assurance Committee. Responsible for contributing to issue awareness and resolution as defined. This position may be located in San Diego, Los Angeles or Irvine depending on candidate location. Position reports to the Vice President and Manager of Dept. No position formally reports to this position. Skills Required: Reading/comprehension, analytical skills, project management software skills. Typically 6 to 10 plus years of previous project management. Supervisory experience preferred. Knowledge Required: Comprehensive knowledge of applicable systems, reporting capability and user functionality of system. Working knowledge of general ledger interface accounting and lending. Comprehensive knowledge of internal company policies and procedures, the complex systems and projects, documentation and security, audit and regulatory requirements impacting the system. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-12-08 13:53:05CaliforniaCALOS ANGELES, CA25248296http://jobs.unionbank.com/xml/25248296/jobUSAMONTEREY PARKTitle: SVP Chief Enterprise Architecture Manager Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at June 30, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 396 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! In conjunction with senior management, establishes technology architecture plan and direction to assure integration and support of overall business requirements and strategic objectives. Evaluate,recommend and/or implement tools, technologies, designs, and processes to ensure a high quality and extensive matching platform. Acts as the top level technical expert in environment strategy and environment management. Responsible for creating, maintaining, and enhancing enterprise data architecture standards, guidelines and requirements. Requires the ability to provide direction and leadership to the senior management team in transitioning technology management to a more strategic emphasis. Work with the business groups and other senior designers to develop and communicate system requirements and specifications and manage/maintain scope through completion of projects/releases. Facilitate and define systems solutions by working with technical teams and technical team leads to finalize requirements, align solutions properly with architecture, review designs, and identify new architectural components. Develop high level system design documentation, architecture documentation, UML/Use Cases. As required, provide accurate estimates on future project development, develop project schedules, define resource usage/plans, and report on status. Serve as a mentor to architects and developers on standards and quality. Expert proficiency with the data warehousing and business intelligence architectures and methodology. 10 years of direct work experience in knowledge, skills, leadership, business orientation- in the discipline of Enterprise Architecture. Extensive experience in architecting, designing and leading the development of new products. Experience with design patterns and large-scale distributed systems. Requires demonstrated ability to lead senior engineers in design and implementation. Familiarity with modern agile development methodologies and test-driven, component-oriented iterative development practices. Requires strong technical background as a project lead and individual contributor. Excellent written and oral communications skills. Requires understanding of the digital era and economy, and the role that information technology can enable. Posses a proven ability to manage a team of individuals at all stages of their career from senior technicians aspiring to become architects to senior architects with diverse technical skills from networking, systems and development backgrounds. 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.United StatesUnion Bank2011-12-08 13:52:47CaliforniaCAMONTEREY PARK, CA25248294http://jobs.unionbank.com/xml/25248294/jobUSAIRVINETitle: CREDIT EXECUTIVE - BUSINESS BANKING Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Provide credit underwriting and portfolio maintenance supporting Business Banking in the extension of credit. Work closely with the Team Leader or Senior Credit Executive to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk. Major Responsibilities: 60%: Manage a portfolio of credits including the underwriting of new and renewed loans for borrowers and credit structured for Business Banking Market. This may also include borrowers with higher risk profiles. Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Regional Vice Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite. Maintain regular contact with Relationship Managers to ensure customer satisfaction. 30%: Effectively manage and monitor risks of the portfolio including appropriate risk grading. Prepare quarterly PLR/Watch Reports. Track, report and communicate portfolio trends, including trends in criticized/classified and Watch List credits. Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk. Participate in the ongoing Quality Control process. Responsible for data integrity of the portfolio. 10%: Assist in the coaching and training of Credit Associates and Credit Executives. Participate in special projects and task forces as needed. Job Summary: Provide credit underwriting and portfolio maintenance supporting Business Banking in the extension of credit. Work closely with the Team Leader or Senior Credit Executive to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk. Major Responsibilities: 60%: Manage a portfolio of credits including the underwriting of new and renewed loans for borrowers and credit structured for Business Banking Market. This may also include borrowers with higher risk profiles. Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Regional Vice Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite. Maintain regular contact with Relationship Managers to ensure customer satisfaction. 30%: Effectively manage and monitor risks of the portfolio including appropriate risk grading. Prepare quarterly PLR/Watch Reports. Track, report and communicate portfolio trends, including trends in criticized/classified and Watch List credits. Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk. Participate in the ongoing Quality Control process. Responsible for data integrity of the portfolio. 10%: Assist in the coaching and training of Credit Associates and Credit Executives. Participate in special projects and task forces as needed. Additional Information: Strong verbal and written skills. Excellent credit skills. Effective interpersonal skills. Typically requires a BA or BS degree or equivalent work experience, plus up to 10 years of technical experience. 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/VUnited StatesUnion Bank2011-12-08 13:52:44CaliforniaCAIRVINE, CA25248293http://jobs.unionbank.com/xml/25248293/jobUSABREATitle: TERM EMPYMT-NONEXEMPT (SR. Underwriter)- BREA Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our Retail Underwriting department in Brea as an Underwriter for a period of six months. Job Summary: Evaluate and analyze residential loan packages submitted for approval to Union Bank and possible sale in the Secondary Market. Determine borrowers' credit worthiness and acceptability of properties offered as security in real estate loan transactions. Major Responsibilities: 50% Evaluate and underwrite complex, high risk loan applications. Analyze possible loans for the Secondary Market sale; ensure the loans meet the Secondary Market requirements. 15% Review loan approval conditions prior to funding of loans. 15% Communicate with residential lending sales and operations staff regarding loan decisions, conditions, scenarios and underwriting guidelines. 10% Provide training and work direction to lower level Underwriters. 5% Analyze requests for exceptions to Bank policy and determine acceptability to the Bank's risk requirements. 5% May require supervision of staff during the manager's absence. Perform other duties as assigned. Typically requires a BA or BS degree and 3 to 5 years of technical experience. Minimum of five years of manual underwriting experience. Advanced knowledge of Freddie Mac and Fannie Mae underwriting and appraisal guidelines. Supervisory experience preferable. 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. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-05 08:01:45CaliforniaCABREA, CA25707347http://jobs.unionbank.com/xml/25707347/jobUSAMAMMOTH LAKESTitle: RELATIONSHIP BANKER (MAMMOTH LAKES, 36 HRS) Location: CALIFORNIA-MAMMOTH LAKES %3CDIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EInvest in your career. Invest in your future.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2479.1 billion at December 31, 2010.%26nbsp; Its primary subsidiary, Union Bank, N.A. is a full service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations.%26nbsp; The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010.%26nbsp; UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc.%26nbsp; Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations.%26nbsp; Visit%3C/SPAN%3E %3CA HREF=%22http://www.unionbank.com%22%3E%3CSPAN STYLE=%22font-family:Arial%22%3Ewww.unionbank.com%3C/SPAN%3E%3C/A%3E %3CSPAN STYLE=%22font-family:Arial%22%3Efor more information.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EBecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EJob Summary:%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EReporting to the Branch Manager, responsible for selling products and services for all consumer and small business customers.%26nbsp; Develop long-standing and mutually beneficial banking relationships through the process of a Needs Assessment and the sale of consumer loans, deposit and investment products and other banking services to meet or exceed assigned monthly goals.%26nbsp; If appropriate, refer prospects and customers to bank officers or departments for additional services and products.%26nbsp; Responsible for the financial relationships of assigned Signature Banking customer portfolio.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EMajor Responsibilities:%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3ESales: 60%25%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EGreet and assist potential and existing customers who are seeking information pertaining to banking services. Identify and respond to sales opportunities that arise from both customer inquiries and complaints.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EProactively assess clients%26#39; financial information by completing a Needs Assessment to determine total current and future financial needs. Interview consumer loan applicants and answer basic questions on consumer loan applications.%26nbsp; Review applications for completeness and forward documents to consumer loan center for processing or refer to the Loan by Phone area.%26nbsp;%26nbsp; Recommend, present and sell appropriate products and services identified through the Needs Assessment process. Explain service features including service charges, interest rates, etc.%26nbsp; Open new accounts in compliance with established policies and procedures.%26nbsp; Prepare all paperwork and assist the customer in signing of documents necessary to process new accounts.%26nbsp; Ensure that the account has been set up properly and that the accurate sales credit was recorded.%26nbsp; Assist in the maintenance of internal customer records.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3ERefer clients as necessary to the appropriate banker or department to cross-sell additional services or products.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EManage and maintain Signature Banking portfolio assigned by the Branch Manager. %26nbsp;Responsible for the portfolio growth and profitability as outlined.%26nbsp; Actively consult with customers to update the Needs Assessment and make them aware of new products and changes in the financial industry which they would benefit from.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E 20%25%20Risk /Compliance /Audit : %26nbsp;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 Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card maintenance .%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E 20%Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank%26#39;s and Manager%26#39;s overall goals and objectives.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3C/DIV%3E %3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EThis position typically requires 1+ years of general banking operations/customer services and 0 to 2+ years of direct work experience in consumer financial products. Has general working knowledge of all consumer products and small business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EThis position may be subject to SAFE Act Registration Requirements.%26nbsp; 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.%26nbsp; 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.%26nbsp; 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.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EUnion Bank is%3C/SPAN%3E%3C/EM%3E %3CA HREF=%22https://www.unionbank.com/global/about/diversity-inclusion/index.jsp#showdialog,/global/about/diversity-inclusion/banking_on_diversity.jsp%22%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3Ecommitted%3C/SPAN%3E%3C/EM%3E%3C/A%3E%26nbsp;%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3Eto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business.%26nbsp; EOE. M/F/D/V.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3EUnited StatesUnion Bank2012-01-05 08:00:59CaliforniaCAMAMMOTH LAKES, CA25707188http://jobs.unionbank.com/xml/25707188/jobUSALA JOLLATitle: SR RELATIONSHIP BANKER - LA JOLLA Location: CALIFORNIA-LA JOLLA Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-05 08:01:27CaliforniaCALA JOLLA, CA25707211http://jobs.unionbank.com/xml/25707211/jobUSAREDDINGTitle: SR FINANCIAL ADVISOR UBIS - (Redding) Location: CALIFORNIA-REDDING Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. Soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-01-05 08:01:18CaliforniaCAREDDING, CA25707208http://jobs.unionbank.com/xml/25707208/jobUSASAN FRANCISCOTitle: Sr. Personal Trust Officer Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for the trust administration of the largest, most complex, portfolio trust accounts.Accounts are drawn from any one or more of the following categories: probate, guardianships,living and testamentary trusts, investment advisory and custody accounts, escrows and employee benefit trusts. Responsibilities include managing all accounts in accordance with applicable legal requirements and securing Bank and external professional services as appropriate to fulfill the special needs of trust clients.Responsible for maximizing the profitability of existing accounts by communicating the benefits of Bank Trust services to clients, prospects and their professional advisors. The position may also have the responsibility of supervising and developing the activities of junior trust officers. Major Responsibilities: New client Acquisition 30%: Responsible for expanding the portfolio with new clients acquisitions.Proactively identify the needs of the prospects and sells appropriate products and services. Follows up on customer contacts and closes the sale of products. Promote business development through personal contacts in the professional community. Attempt to upgrade account relationships and encourage additions to existing accounts where appropriate. Develops and implements marketing plan. Trust Admin Duties: 70%: This level is assigned the most complex accounts. Complexity is defined as: Accounts that include unusual and sophisticated tax situations and multi family generation. Accounts assigned are considered riskier and more profitable accounts. Responsible for managing all of the administrative and fiduciary functions of the Bank in each of the accounts assigned. The nature of these account responsibilities will vary according to the type and complexity of the account. The position is responsible for securing the following specialized services on behalf of the account: 1. Securities portfolio management. 2. Real Estate portfolio management. 3. General accounting services. 4. Tax accounting and returns. 5. Paying, receiving and safekeeping. 6. General banking services. 7. Special financial reports as required by law. In addition, the coordination and provision of outside professional services may also be the position's responsibility. These include, but are not limited to: 1. Legal counsel. 2. Tax/financial planning and CPA services. 3. Real property appraisal. 4. Personal crisis/medical consultation. 5. Retirement plan record keeping. 6. Special asset appraisal, management and disposition (including: closely-held businesses, natural resource producing property, agricultural land, collectible personal property, limited partnerships and tax shelters). Responsible for providing quality service to each account in the positions book of accounts through a thorough knowledge of the personality of each account. This includes maintaining on-going relationships with clients, beneficiaries, trustors and related professionals connected with those accounts. Administers all accounts according to applicable laws, regulations and policies and in accordance with trust documents to carry out the intent of the trust. Regularly reviews all of the financial transactions in each account, and to review, monitor and ratify all cash payments and fee charges. Responsible for being aware of areas, which may represent potential liability to the Bank, making specific recommendations to the Trust Manager. Includes actively following pending litigation or areas of potential liability involving accounts administered by other Trust Administrators providing guidance and support as needed. Contact and correspond with beneficiaries/principals and other interested individuals involved in the assigned accounts pursuant to guidelines established. Resolve any problem of beneficiaries/principals of routine, assigned accounts, which are sometimes of sensitive nature. Act as investment portfolio manager for accounts invested solely in Common Trust Funds and determine investment diversification based upon investment policies and customer objectives. Assist or draft performance reviews of subordinate staff members for supervisor's review. Make decisions on maintenance or termination of unprofitable or marginally profitable accounts. Work closely with supervisor to improve productivity and develop the ability to administer more complex accounts. Receive discretionary distribution requests from beneficiaries of irrevocable trusts and product documentation for submission to Discretionary Sub-Committee. Prepare required reports or information as requested by supervisor or management. Maintain communication with trust beneficiaries, providing such personal services as are needed and appropriate. Maintain current knowledge of trust laws, principles and regulations in general, and with regard to the specific nature of the accounts in the position's book of accounts. Reviews, ratifies and monitors the execution of investment, real estate management and other service decisions made by portfolio, real estate and other Bank officers or outside consultants, as appropriate to each account. Develop and maintain a familiarity with the Bank's economic and investment strategies, Advanced knowledge of trust computer systems and its capabilities. Advanced knowledge concerning trust administration, investments, real estate, cash management vehicles, Common Trust Funds, mutual funds, probate code, closely held corporations, partnerships, insurance, annuities, and tax laws as they apply to individuals and fiduciaries. Ability to read and interpret complex trust instruments, and make decisions based upon knowledge and research. Understanding the liabilities associated with the bank acting as a fiduciary for individuals or entities. Computer skills including, but not limited to, word processing, spread sheet applications, and database management. Typically requires demonstrated Trust administration experience and the demonstrated ability to apply this specific knowledge in the administration of complex accounts. Also requires demonstrated knowledge of the principles of trust and estates, related taxation and financial planning practices and other specialized services applicable to the successful administration of a variety of accounts. The position must be able to perceive and present the need of each account and to take responsibility for meeting those needs. Should have the demonstrated ability to communicate successfully, both orally and in writing, with clients and co-workers throughout the organization. Familiarity with applicable accounting functions, as well as knowledge of Bank services is also required.Certification or Licensing Requirements: This level requires having at least one of the following: JD (Juris Doctor) CRSP (Certified Retirement Service Professional) CTCP (Certified Trust Compliance professional) CFSA (Certified Financial Service Auditor) AEP (Accredited Estate Planner) CSIP (Certified IRA Services Professional) CTFA (Certified Trust and Financial Advisor) CFP (Certified Financial Planner) 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/VUnited StatesUnion Bank2012-01-05 08:01:10CaliforniaCASAN FRANCISCO, CA25707204http://jobs.unionbank.com/xml/25707204/jobUSASAN DIEGOTitle: MORTGAGE CONSULTANT (SAN DIEGO) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Perform other duties as assigned. Typically requires a high school diploma or G.E.D. and must have excellent sales and communication skills. 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.United StatesUnion Bank2012-01-05 08:01:09CaliforniaCASAN DIEGO, CA25707203http://jobs.unionbank.com/xml/25707203/jobUSABELLEVUETitle: PRIVATE CLIENT ADVISOR - Bellevue Location: WASHINGTON-BELLEVUE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you Job Summary: Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of routine to complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is a moderate to experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Major Responsibilities: Business Development and Marketing (50%) - Develop marketing and sales strategies to establish profitable portfolio, using external and internal resources. Implement the program for Enterprise Selling program within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Plan/strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. The plan should include how results can be measured. Identify clients for The Private Bank through research and use of resources, including referrals from within and outside the Bank, office's current client base, local professional/service groups, social contacts, etc. Meet with prospects as needed, often outside the office to present the program of The Private Bank. Proactively identify the needs of the prospects, matching appropriate Bank products and Services. Represent the Bank and The Private Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase program visibility and identify contacts. Document results through prospect tracking. system and reports. Engage in regularly scheduled portfolio performance review with Regional Director to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management (30%) - Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Criteria to be set by Regional Director, with input from Senior Management. Stand accountable for portfolio growth and profitability, as well as any attrition. Using RBS reports and available pricing models, monitor each client's account profitability and service use. Proficiency with and maintenance of customer data in ESB is required. Consult with clients as to various services or product needs which would be advantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency Risk Management: (20%) - Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare detailed memorandum of customer request and Relationship Manager recommendation. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follow up with appropriate measures adhering to Bank's policy and guidelines. Additional Information: Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a "win" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills. 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. 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/VUnited StatesUnion Bank2012-01-05 08:01:03WashingtonWABELLEVUE, WA25707192http://jobs.unionbank.com/xml/25707192/jobUSALOS ANGELESTitle: Senior Commercial Deposit Product Manager Location: CALIFORNIA-LOS ANGELES 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! "Job Summary Responsible for the management of commercial deposit and liquidity products and the development of related new products and major enhancements. Coordinate product development and management activities with Bank departments and outside vendors to expeditiously promote and deliver quality products to the marketplace. Prioritize the expenditure of the Bank's resources to ensure the most cost effective development of products and new enhancements. Ensure that the appropriate consulting and sales functions are informed of new products and enhancements. Major Responsibilities Develop new services and products based on the Bank's goals and objectives. Analyze and evaluate new concepts and develop marketing strategies to determine feasibility and market potential. Coordinate the research effort by determining market segments. Advise management of potential delivery capabilities through preparation of strategy presentations or papers that define markets, product design, profit, marketing costs, alternative systems, operating expenditures and capitalization. Manage existing product lines, ensuring that state-of-the-art technology is applied to delivery systems. Maintain an awareness of major industry trends and evaluate enhancement opportunities. Make major strategic recommendations to management through presentation of proposals that analyze internal operating procedures, user groups and customer trends, pricing cost and internal/external technology and procedures needed to effect change. Responsible for preparing annual Bank forecasts of product volume, revenues and costs. Coordinate the development of operational systems and procedures between multiple users and delivery departments. Develop and supervise the writing of internal and user procedures and guides. Develop strategies for pricing, advertising, marketing and training for assigned product lines. Review requests from line management to modify and/or change strategies, design or procedures of existing products. Determine cost effectiveness and compliance with auditing procedures and legal requirements. Approve daily operational problems regarding customer implementation and vendor technical problems on an exception basis. May assist in the overseeing/training of more junior level employees. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position. This position typically requires a degree from a four-year college (e.g., B.A., B.S.) and a minimum of seven years of technical experience. Requires the ability to design or develop complex spreadsheets, databases or custom reports or report formats." Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-10-26 08:18:18CaliforniaCALOS ANGELES, CA24421254http://jobs.unionbank.com/xml/24421254/jobUSADANVILLETitle: 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.United StatesUnion Bank2011-10-26 08:18:13CaliforniaCADANVILLE, CA24421230http://jobs.unionbank.com/xml/24421230/jobUSASAN FRANCISCOTitle: SR STRATEGIC MARKETING PLANNER M&A (San Francisco or Seattle, Washington) Location: CALIFORNIA-SAN FRANCISCO %3CDIV%3E%0A%3CDIV%3E%0A%3CDIV%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2484 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service%26nbsp;branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%26nbsp;%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EReporting to the SVP Retail Distribution Strategy %26amp; ATM%26nbsp;Manager, responsible for creating the 5 year strategic market plan(s) for assigned geographies, presenting the plans to executive management to gain approval, then overseeing the execution of the market plans with a primary goal of generating top-performing revenue producing branch sites.%26nbsp; Ability to handle highly complex site analysis and planning work including Merger %26amp; Acquisition due diligence and network evaluation.%26nbsp; Excellent communication and presentation skills required.%26nbsp; Heavy travel required.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EMajor Responsibilities:%3C/DIV%3E%0A%3CDIV%3E10%25%26nbsp; May supervise several market planners. If assigned the following responsibilities apply:%26nbsp; Responsible for directly supervising staff, including interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff%26#39;s work.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E70%25%20Conducts due diligence on M%26amp;A projects and/or leads highly complex projects regarding retail branch review.%26nbsp; Creates market planning strategies and project plans to enter new bank markets.%26nbsp; Responsible for approving signage plans for new and existing sites.%26nbsp; Leads the weekly pipeline review meeting.%26nbsp; Conducts and leads quarterly market strategy meetings and monthly tactical meetings. Reviews and makes final site selection decisions for executive approval including Market Presidents, Retail Distribution Strategy and ATM Leader%26nbsp;and the EVP of Retail%26nbsp; Branches. Trains transaction managers and real estate brokers on site selection standards and approves exceptions to standards.%26nbsp; Works with retail finance to create final P%26amp;L or CBA for sites including deposit and loan projection for final review and approval. Oversees the creation of GIS maps for location strategy analysis for assigned geographies.%26nbsp; Prepares packages for site tours and executive site tours. Communicate and collaborate with partners to execute approved strategies.%26nbsp; Evaluate de novo branch performance, partner with Market Presidents and Regional Managers to create and execute remediation plans.%26nbsp; Develops a deep knowledge of assigned market and proposed real estate activities within territory.%26nbsp; Establishes relationships with brokers and territory developers, etc. to understand growth potential and market changes within assigned geography.%26nbsp; Participates in the design of tool sets for market planning use.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E15%Prepares the 5 year Branch Strategy Plan with the Leader of Market Strategy, Analytics and Reporting and feedback from the retail bank leadership. The plan goal is to plan and optimize the branch network within the assigned geography%26nbsp; utilizing a variety of strategies including de novo sites, relocation, 2 for 1s, branch closures, ATM strategy, lease renewal strategy, etc. Builds branch capacity planning programs to ensure adequate support requirements to service customer needs and enhance the branching experience including long-term growth plans.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E5%25%20Work with Corporate Responsibility Department to review CRA branch penetration analysis for bank regulators, and then recommend goals and standards around CRA programs.%26nbsp; Once approved implement programs within assigned geography.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E %3CDIV%3E10-12 years of direct work experience in site location analysis and strategy.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EMasters in Geography or commensurate experience.%26nbsp; BA or MA in commercial retail real estate strategy.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22FONT-WEIGHT: bold; FONT-STYLE: italic%22%3EThe 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.%3C/DIV%3E%0A%3CDIV STYLE=%22FONT-WEIGHT: bold; FONT-STYLE: italic%22%3E%26nbsp;%3C/DIV%3E%0A%3CP STYLE=%22MARGIN-TOP: 0px; FONT-WEIGHT: bold; MARGIN-BOTTOM: 0px; FONT-STYLE: italic%22%3E%3CSPAN STYLE=%22font-family:Times%22%3E%3CEM%3EUnion Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences%26nbsp;of our workforce to create opportunities for our people and our business.%26nbsp; EOE. M/F/D/V.%26nbsp; Union Bank offers a competitive compensation and benefits package including a 401K plan.%26nbsp; Pre-employment background screening is required for all positions.%3C/EM%3E%3C/SPAN%3E%3C/P%3EUnited StatesUnion Bank2011-10-27 09:14:14CaliforniaCASAN FRANCISCO, CA24445853http://jobs.unionbank.com/xml/24445853/jobUSALOS ANGELESTitle: E-COMMERCE PRODUCER II - PROJECT MANAGEMENT Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. Are you an E-Commerce professional looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Manage all aspects (scope, schedule, resources, quality, costs, risk and change) of assigned eCommerce projects to ensure their quality, timely and within budget delivery. DETAILS Major responsibilities include: Define project scope, objectives and deliverables that support the business goals of stakeholders. Develop project plans and associated communications documents. Manage project finances including cost tracking and budget forecasting. Define and document business requirement as required. Proactively manage changes in project scope, timeline and budget. Actively identify, report, and escalate (where applicable) critical project issues to business stakeholders and appropriate levels of management with recommended solutions. Resolve issues and conflicts within the project team. Effectively communicate project expectations and project status to team members, business stakeholders and management in a timely, clear and concise manner. Ensure satisfactory transfer of custody and control of product upon project completion (handoff) and close all project documentation and archive appropriate records. Maintain a high degree of expertise in the area of Internet systems and technologies and stay current on leading industry best-practices in order to deliver continuous value in support of the business. Ensure assigned projects comply with Union Bank's Enterprise Project Management (EPM) guidelines as well as other regulatory and compliance policies/procedures. Key Competencies and Skills: Strong organizational and time management skills with ability to function in a fast paced, deadline-driven environment. Demonstrated ability to communicate (verbal and written) effectively and credibly with different levels of personnel in the organization. Efficient and effective team management and conflict resolution skills Excellent problem solving skills with capability to think creatively, i.e., outside the box Solid understanding of basic project management principles. High level knowledge in web system design, architecture and technology (html, flash, javascript etc.). Familiarity with large scale systems implementations and conversions. QUALIFICATIONS Required Bachelors degree from a four-year college/university; 8-10 years of project management experience with proven track record in managing the development and deployment of e-Commerce applications and portals. Preferred Skills: Degree in Management of Information Systems (MIS) or Computer Science (CS) Background as a business systems analyst PMP certification 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-15 08:31:51CaliforniaCALOS ANGELES, CA25369916http://jobs.unionbank.com/xml/25369916/jobUSASAN DIEGOTitle: FINANCIAL CNTRLS MGR - BL Location: CALIFORNIA-SAN DIEGO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the business line Accounting Manager, the Financial Controls Manager is responsible for increasing and managing the reliability of all financial controls over a variety of diverse and complex accounting activities. Specific areas of focus will include Sarbanes-Oxley (SOX) compliance, GL reconciliation oversight, internal controls, and deficiency remediation. This position will also be assigned related projects as necessary. Major Responsibilities: 40% - Responsible for the designing and implementing a framework to reduce the potential for accounting and reporting errors. This includes assessing the adequacy of design and operating effectiveness of SOX controls, including compliance, work oversight, testing and issue resolution. Documents key processes and risk. May be required to work and coordinate with internal and external auditors on SOX testing. Recommend enhancements to the corporate SOX program to improve the overall internal control environment. Requires a full understanding of the businesses and the financial risks. 20% - Act as the control point for all GL certifications and review for potential errors and compliance with GL policies. Work with stakeholder to resolve any issues identified in a timely manner. Develops the necessary reference tools that clearly explains the accounting for various bank products, which can be used by a wide range of key stakeholders. Coordinates general ledger reconciliation policy compliance, training and issue remediation and recommends best practices. Work with business unit partners to ensure that documentation is current, complete, and accurate. 15% - Manage the accounting review process for all new products; incorporate product information into reference tool, implement relevant controls and ensure all testing is completed during the test phase. 15% - Deficiency tracking and remediation. Review SOX exception test results with business partners to determine issue significance; understand how action plans and remediation timelines impact SOX reporting. Assist with the audit process and ensure any BUC audit items are addressed and closed in a timely manner 10% - Assist with related projects as assigned Additional Information: A four-year college degree with increasingly more complex responsibility within a financial services company, preferably in banking. Requires 5-8 yrs direct work experience in SOX compliance or internal controls as well as professional accounting work. CPA (or ACCA) is strongly preferred. Knowledge of accounting for financial products with strong MS Office skills; including advanced Excel, Word and Visio. Experience with process and controls documentation and SOX testing. Ability to collaborate with a range of management, from first level supervisors to senior executives required. Audit experience helpful. Excellent interpersonal skills and ability to find solutions quickly. 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/VUnited StatesUnion Bank2011-12-15 08:32:02CaliforniaCASAN DIEGO, CA25369919http://jobs.unionbank.com/xml/25369919/jobUSAMENLO PARKTitle: TELLER (MENLO PARK/PART TIME 21 HOURS W/BENEFITS) Location: CALIFORNIA-MENLO PARK Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-16 07:30:13CaliforniaCAMENLO PARK, CA25396260http://jobs.unionbank.com/xml/25396260/jobUSALOS ANGELESTitle: CLIENT SVCS REP-BROKERAGE SCVS - (Los Angeles) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to Call Center Supervisor, the Client Services Representative is responsible for processing various investment products including Fixed Income, Money Markets, Mutual Funds, UIT's, Equities, Brokered CD's, Options as well as Commercial Paper, Repurchase Agreements, and Federal Funds. Assist customers in realizing their investments needs. CSRs produces fee income for the Bank, may cross-sell other investment and bank products to existing customer base or referrals from Branch personnel. CSR's can also develop new business primarily through customer referrals coming in from the branches and referrals sent by the CSRs to our SFAs. Major Responsibilities: 50% Execute investment transactions with the appropriate market makers/systems according to established UBIS policies from incoming calls for Equities, Options, Money Markets, Mutual Funds, UIT's, Fixed Income, Brokered CD's. Ensure that all transactions fall within internal as well as regulatory requirements. 15% CSRs may solicit and or recommend various investments in order to cross-sell UBIS's vast product mix. In order to maximize the penetration of UB customer base, Branch personnel would refer our <10,000.00 dollar customers to the CSR's via the branch network referral system. CSR's would provide and interpret financial market information with specialized tools and an approved product list provided to the CSR by the department head, they would recommend investments to customers. CSR's are responsible for profiling and referring >10,000.00 dollar customers to a SFA for additional assistance in attaining their investment goals. 15% Provide information to customers when new products are introduced. Educate new customers and prospects on applicable product offerings and the relationship between UBIS and Union Bank or the correspondent institution. 10% Provide brokerage customers with current market information regarding bid & ask prices, PE information, volume trends, and market updates. Answer investment related questions from customers regarding their accounts. Assist clients with day to day issues including ACATS, new account inquiries, dividends, etc. 10% Support other areas as requested or needed. Handle other duties as assigned. Additional Information: Thorough knowledge of all investment products, services, policies, procedures and practices. Requires NASD licensed Series 7 / 63 in addition to two years brokerage experience and technical work related experience, such as typing skills, Word. College degree is preferred. 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 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/VUnited StatesUnion Bank2012-01-26 07:39:51CaliforniaCALOS ANGELES, CA26121683http://jobs.unionbank.com/xml/26121683/jobUSASEATTLETitle: PRIVATE BANKING TREASURY RELATIONSHIP MGR III Location: WASHINGTON-SEATTLE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Manages the sales and prospecting strategy, and execution, of an assigned Private Bank commercial portfolio through referrals and self-sourced opportunities. Directly responsible for the partnership with Private Bank relationship managers on the solicitation of high net worth prospects; in addition to the retention of highly profitable relationships. Represents the Bank by participating in industry/trade associations and events; develops relationships with major referral sources. Active participation as a sales team member; sharing of industry insight, best practices and customized treasury solutions. Major Responsibilities: Business Development - 55% Directly generates new treasury business through outside sales which are referred or self-sourced. Responsible for Private Bank's commercial client acquisition and cross selling bank products and treasury services. Analyzes complex treasury services proposals and pricing models; evaluates the result of recommended pricing on overall revenue enhancement and relationship profitability. Responsible for increasing market share and client share of wallet through treasury sales and cross-sales. Perform detailed sales tracking using approved sales tracking system. Directly responsible to participate in a structured client account retention program. Account Management - 25% Directly responsible for the management of Private Bank's commercial client relationships to increase portfolio revenues. Evaluates and recommends pricing strategy to Market Manager for approval. Drives profitability through direct and cross-sales of bank products and services. Establish professional relationships with key entity principles to increase share of wallet. Monitor and update company profiles maintained in ESB to ensure adequate recordkeeping of bank relationships. Work with GTM Sales to develop new treasury product solutions based on client specific business needs and conventional treasury industry practice. Work with Customer Service Unit personnel to ensure clients receive superior operational support. Risk Management - 20% Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA). Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand each client's normal account activity, and be able to validate as appropriate. * Typically requires a degree from a four-year college (e.g., B.A., B.S.). Minimum 10 years of sales and relationship management experience. * Good working knowledge of advanced outside sales and marketing techniques, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, and advanced knowledge of the Bank's income and cost structure used to measure profitability. * Certified Treasury Professional (CTP) accreditation preferred. Advanced knowledge of treasury management concepts and principles as related to Bank products and services. * Excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities, and coordinating with others throughout the Bank; preparing and delivering professional grade presentations. * Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint. * Must be able to travel locally and regionally to business conferences and events using the most reasonable method available; extensive automobile travel, including possible overnight trips, may be required. Could require extensive nation-wide airline travel in some market segments. 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/VUnited StatesUnion Bank2012-01-26 07:39:58WashingtonWASEATTLE, WA26121686http://jobs.unionbank.com/xml/26121686/jobUSABELLEVUETitle: SR FINANCIAL ADVISOR UBIS (Lakemont/Bellevue - PNW) Location: WASHINGTON-BELLEVUE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-01-26 07:39:48WashingtonWABELLEVUE, WA26121681http://jobs.unionbank.com/xml/26121681/jobUSAVALLEY COTTAGETitle: SR OPERATIONS RISK ANALYST GTM - Klik Technologies Location: NEW YORK-VALLEY COTTAGE 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 Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Job Summary: The Sr. Operations Analyst supports the Business Unit Risk Manger in the identification, assessment and monitoring of key business operational risks related to the Bank's Operational Risk Management Framework. This includes both business specific risks and enterprise wide "Module" risks. These Modules include but are not limited to: Vendor Management, Information Security, Human Resources, Fraud, Project, Data, Model, Product, etc. This includes assessing control design, testing and monitoring of control effectiveness through the performance of quality assurance procedures. In all cases, ensuring compliance with Bank Policy and Operational Risk Guidelines is an important responsibility of the position. Compliance with policies and procedures is accomplished through a robust collaboration with GTM processing support areas. In addition, the broad responsibilities of this position also involve regular communication with Senior and Executive Level Managers, Legal, Corporate Compliance, Vendor Risk Administration, Contracts Management, Strategic Sourcing, Information Security, etc. Major Responsibilities (55%): Provide the Module subject matter experts with the business unit perspective for risk identification and risk assessments, including emerging risk, as needed. Provide the tools and resources to support GTM in identifying and managing Module related risk and in fulfilling due diligence/research requirements, as necessary. Identify risk trends and/or symptoms of process control breakdowns. Develop customized testing procedures to assess identified control breakdowns. Perform independent quality assurance procedures to assess control design and effectiveness. Assess results of testing performed, document results in the system of record, coordinate remediation activities and monitor progress. Provide assistance, to ensure all Module related risk management roles and responsibilities in GTM are consistently performed across the organization. Establish and maintain a positive and productive working relationship with all Module Owners and Support Groups. Must have the ability to balance all Module related activities while providing support with other operational risk management deliverables assigned by management. Subject Matter Expert ( 25%): Keep current on changes in federal and state banking laws and regulations, internal and external industry trends and changes, as well as, the Bank's Policies and Procedures. Provide leadership and become a knowledgeable and credible expert in the area of operational risk management, to include all Modules and back office support functions. Partner with GTM, Module subject matter experts and back office support groups, coordinating communications and acting as a liaison within the business units. Identify training needs associated with changes in the organization and control deficiencies as identified through the quality assurance work. Participate in the ad hoc or special project meetings as requested by the BURM. Risk Management (20%): Ensure that senior and/or executive management are apprised of any situations that may expose the Bank to a significant level of risk. Support the BURM, as requested, with accurate and timely reporting of any significant and emerging risk from the business unit review. Ensure that senior and/or executive management (as appropriate) formally make a determination to accept the risk using the Bank's Policy Variance process. A minimum 7 years of broad-ranging work experience in operations management, internal or external audit or other risk management functions is required. An understanding of the array of products offered by a commercial bank and the requirements that meet customer needs is especially valuable. Demonstrated superior communication skills are required since this individual will communicate directly with many levels of Management including Executive Management. Strong interpersonal skills and communication (spoken and written) are required for this position. The duties of this job require interaction with other associates in a broad range of disciplines and several levels of Management, up to Executive Management. Must have the understanding of his / her area and the confidence to encourage personnel at all levels to take the actions needed to ensure the Bank's risk management program performs at a highly satisfactory level. College degree or equivalent experience. Excellent communication (verbal and written). Leadership / management experience. Strong reasoning, interpersonal, analytical and organizational skills. Experience with a variety of reporting tools a plus (e.g. Business Objects, etc.). Must be flexible and able to balance several priorities at once. 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/VUnited StatesUnion Bank2012-01-26 07:39:49New YorkNYVALLEY COTTAGE, NY26121682http://jobs.unionbank.com/xml/26121682/jobUSASAN FRANCISCOTitle: AUDIT RELATIONSHIP MANAGER (BASEL II) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. LOCATION: San Francisco or Los Angeles Job Summary: Develop and document understanding of the Basel II qualification requirements and the Bank's advanced system activities and processes used to achieve compliance with the regulatory requirements. Conduct comprehensive audits of enterprise wide risk management practices by evaluating, monitoring and reporting on the effectiveness of controls supporting the Bank's advanced capital adequacy framework. Use a risk based approach of continuous monitoring and on-site evaluations to identify the activities and processes of the Bank's advanced systems of greatest risk or impact to the capital calculation. Ensure audit activities are effective and use the appropriate level of resources. Keep management apprised of the results of all audit activities. Risk Evaluation & Monitoring: * Develop a sound understanding of the Bank's activities, processes, controls, and systems that support the Bank's advanced capital adequacy framework and their fulfillment of the Basel II regulatory requirements and best practices. * Act as auditor in charge of on-site audits and continuous monitoring of business units and functions with processes, systems and controls supporting the advanced capital adequacy framework. As auditor in charge, effectively plan, coordinate and oversee all aspects of on-site activities. Audit activity includes assessment of the Bank's Basel II qualification/implementation plan and gap analysis; process reviews; evaluations of controls supporting the A-IRB, AMA, and regulatory capital calculation; as well as assessments of the operating effectiveness of enterprise-wide functions supporting the advanced capital adequacy framework such as the model validation function, ICAAP, and integration of enterprise-wide governance committees and their supporting working groups. * Develop a dynamic, ongoing and risk based continuous monitoring and evaluation program for assigned units. Continually re-assess IRMG's audit program and make appropriate changes as risk is identified. * Prepare and update audit programs concentrating on the correct identification of key risks and the efficient and productive use of resources to address those risks. * Prepare timely and unambiguous issues memos and audit reports that clearly and persuasively communicate significant and emerging risks, Basel II compliance matters, and audit findings. * Work with and across multiple departments, including other IRMG staff, Risk Management, Financial Planning & Analysis, Operational Risk Management, Controller's Department, and business lines. Communication: * Promote effective and open communication with all levels of internal and external UB line and staff personnel. * Provide technical guidance to IRMG staff on control procedures, and subject matter expertise on Basel II qualification and compliance matters. * Provide risk focused guidance to units on operational policies and control procedures. * Keep IRMG management informed on degree of risk in various operating units, particularly the more complex and/or specialized units, through periodic and timely updates of risk assessments and reporting of significant operational monitoring results. * Write high quality, concise and informative reports and issue memos for UB senior management and IRMG internally. Teamwork: * Promote teamwork within IRMG, as well as with other UB units. * Maintain effective and proactive working relationships with line management, Basel II PMO, and Enterprise Wide Risk Management. * Provide leadership, training, and guidance to other auditors. * Possess a strong working knowledge of audit or business processes, financial industry risk management techniques, and internal controls. Have broad knowledge of corporate finance concepts, economic capital, and performance measurement. Specific and relevant product/business experience may be substituted for audit knowledge. Prior Basel II experience is highly desirable. * Bachelor degree required, industry certifications a plus (for example, CFA, CPA, or MBA). * Demonstrate excellent oral and written communication skills to clearly communicate sensitive issues at the highest level of UB management and across multiple departments or levels. * Have an ability to work independently and as a team leader. * Ability to analyze risk trends at a macro level, identifying signs of changing risk levels and/or symptoms of process control breakdowns. * Good personal computer skills with a working knowledge of word processing, spreadsheet, and presentation software applications. Prior experience in auditing the implementation of financial or risk management software is a plus. 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. 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/VUnited StatesUnion Bank2012-01-25 08:17:17CaliforniaCASAN FRANCISCO, CA26097548http://jobs.unionbank.com/xml/26097548/jobUSAMONTEREY PARKTitle: PROJECT SPECIALIST Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. JOB SUMMARY Responsible for the research, coordination, and management of assigned projects for a specific business under the direction of management. Scope of projects may include but not limited to simplifying processes, improve efficiencies, meet changing business needs, compliance issues, installation or coordination of emerging technologies, new systems, and applications etc. DETAILS Major responsibilities include: * Manages a large inter-division project by assisting in the development and administration of the project plan * Serves as a coordinator of the project team responsible for ensuring the project's success * Presents project plans, research and statistical analysis and makes recommendations to management to help identify methods, procedures and technologies that enhance project processes * Manages projects and coordinates implementation of project rollout * Plans and conducts the analysis of business problems * Understands the capabilities of data processing technology and bank systems, applies this understanding to business area projects and initiatives * Designs and develop reporting to keep projects on target, identify issues resolution and update management on projects * Make recommendations to management for improvements to vary projects, tasks and objectives. Monitors and reports trends * Requires the ability to describe business problems and their solutions to management * Coordinate project flow with other impacted departments for the bank * Quickly identify the business needs and translate these needs into business requirements, exhibiting a comprehensive knowledge of the Bank's business and system flows within the organization * Participates as a key player on other projects and represents the business unit in multi-division projects * Assists in reviewing long-range business plan proposals based on current and anticipated business needs QUALIFICATIONS Required * Typically requires 4 years of demonstrated knowledge in project management experience, strong business analysis * Requires advanced communication skill level of composing and writing detailed business specifications, project plans, negotiation, recommendations, reports and internal project policies and presentations * Ability to creatively and effectively convey ideas through verbal and written communications * Excellent organization and people skills * Ability to manage a variety of projects and to conduct meetings and training sessions with other technical staff in accordance with project objectives and strategic initiatives * Strong data base and spreadsheet skills * Good analytical and communication skills * Knowledge of business area practices and procedures 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-26 07:39:59CaliforniaCAMONTEREY PARK, CA26121688http://jobs.unionbank.com/xml/26121688/jobUSAMONTEREY PARKTitle: Business Process Consultant Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. JOB SUMMARY Provide management consulting and facilitation services throughout the bank to engender a culture of continuous process improvement with measurable results. Establish the management framework and direction needed to guide the bank's continuous process improvement initiatives. DETAILS Major responsibilities include: Develop and present consulting proposals to senior management that describe project objectives, scope, methodology, project structure and deliverables. Execute large cross functional BPI opportunities, facilitate opportunity identification and prioritization. Coach/mentor and advise various business units on the tools and methodology used for BPI opportunities. Manage the Bank Technology and Services group's Continuous Improvement Program to ensure ideas are properly addressed. Leads and facilitates process improvement initiatives. Conducts studies of operations, workflows processes and develops the most cost efficient or productive way for processes; focuses on improving productivity or work methods reducing costs. Provides consultative services and analytic support to business management. Serves as a catalyst to identify and recommend improved performance through: capacity planning, resource allocation, work simplification, staff scheduling, service level management, revenue enhancement, organizational design, consolidation, performance measurement systems, training, strategic planning, productivity improvement, and expense control. Responsible for directing and coordinating business change activities associated with process improvements and system changes to ensure a smooth transaction for business unit managers. Works with business managers in conducting the required fact gathering and analysis necessary to document, quantify and specify process re-engineering efforts. QUALIFICATIONS Required Required to have direct work experience in the financial services industry. Typically requires a minimum 7 years of industrial engineer work experience as well as project management Requires strong working knowledge and business work experience in area such as Financial Services Back-Office, Business consulting practices, high-volume Item Processing, Legal Document Publishing/Management, Retail Point Of Sale, etc. Also, requires six sigma certification and /or demonstrated application and thorough understanding of six sigma tools for process-re-engineering in financial services industry or comparable experience. Ability to work at a high level of independence and strong communication skills and ability to write concisely and present information. Ability to demonstrated success in implementing large projects and in complex problem resolution. B.S. Industrial/Mechanical Engineering or similar and/or equivalent experience , MBA Management/Finance is preferred. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-26 07:39:58CaliforniaCAMONTEREY PARK, CA26121685http://jobs.unionbank.com/xml/26121685/jobUSAIRVINETitle: PRIORITY BANKING RELATIONSHIP MGR - OC AIRPORT Location: CALIFORNIA-IRVINE 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.United StatesUnion Bank2012-01-25 08:17:27CaliforniaCAIRVINE, CA26097552http://jobs.unionbank.com/xml/26097552/jobUSATUSTINTitle: SR FINANCIAL ADVISOR UBIS (Tustin) Location: CALIFORNIA-TUSTIN Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-01-26 07:40:46CaliforniaCATUSTIN, CA26121704http://jobs.unionbank.com/xml/26121704/jobUSAHESPERIATitle: SR FINANCIAL ADVISOR UBIS - (Hesperia) Location: CALIFORNIA-HESPERIA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-01-26 07:40:46CaliforniaCAHESPERIA, CA26121703http://jobs.unionbank.com/xml/26121703/jobUSAMONTEREY PARKTitle: Project Manager - IT Systems Analysis Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a Project Manager with banking experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Reporting to the Group Technology Manager provides the vision, leadership and direction to projects. Manages systems analysts and or/ business analyst engaged in systems and business line requirements. DETAILS Major responsibilities include: BUSINESS LINE SUPPORT - Responsible for meeting with business line management to develop and implement business line IT's long and short term strategies. Meets with the division or department heads to discuss requests for automated systems and services. Defines and coordinating the overall policy and objectives concerning the implementation of all automated projects. Determine possible methods of automating existing systems, overseeing development of cost figures, and giving recommendations to business line head and to the GTM. Manages the overall business line support by recognizing their needs and creating the necessary work order to meet these needs. May oversee the development of feasibility studies, detailed requirements, application system design, processing problems, etc. on a detailed basis. Ensures that the appropriate user documentation is provided. Manages the assigned staff engaged in both business analysis and systems analysis of large projects. Works closely with business line departments in the definition of requirements as well as overall project implementation. Creates department analysis standards are maintained and implemented for all products placed into production. PROJECT MANAGEMENT - Responsible for project leadership on the most complex areas. Reviews requirements and objectives of project pipeline and determines priorities and staffing requirements and schedules, delegates and coordinates the work of subordinates. Defines drafts and distributes project plans, directs and controls project progress and reviews completed work to ensure that programs adhere to corporate policies, practices and programming quality standards. Monitors project progress to ensure necessary resources have been allocated and to ensure that projects will be delivered in a timely manner. Implements programs into the production environment and monitors program performance. Evaluates system after it has been put into use to ensure that user needs have been met and that the system is fulfilling the originally defined requirements at a satisfactory level. Performs project group administration using the Division's administrative products and procedures. Prepares activity and status reports for management for all project activities; aids in the preparation of cost / benefit analysis report, audit responses, special project reports and project implementation reports. Provides both upward and downward communication updates. MANAGEMENT OF STAFF - Performs standard personnel administration in accordance with Bank guidelines. This includes evaluating employee performance, preparing appraisals in a timely manner, conducting evaluation and counseling sessions, conducting interviews with potential candidates, recommending new hires or terminating staff members as needed. Works with staff to determine their education and training needs. Provides information on programs available to help meet those needs. May be required to assist in the evaluation and selection of vendor training and education programs, the development of in-house training programs and evaluation of training programs effectiveness. Responsible for ensuring staff comply with all wage and hour regulations. This includes reviewing employee timecards for accuracy and ensuring all meal and rest breaks are adhered to. QUALIFICATIONS Required 8- 10 years experience in Implementation & support of Commercial, Mortgage, or Consumer Loan Origination Systems Experience in Loan Servicing, Document Preparation, Loan Scorecarding, Secondary Markets, BASEL II systems a plus. Experience with Industry Standard Vendors in Loan Origination & Servicing; ie Third Pillar, ACBS, Capital Stream, Custom Credit Systems, AFS, FiServe, etc required Experience with Definition, Design Development and implementation & support of advanced integration technologies; i.e. SOA (Service Oriented Architecture) and Web Services etc. Experience with Leading and implementing large scale ($10 MM ) initiatives using Enterprise Project Management & Software Development Life Cycle toolsets in Financial Institutions. Strong Verbal and Written Communications Skillset with superior negotiating and conflict resolutions skillset. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-25 08:16:56CaliforniaCAMONTEREY PARK, CA26097540http://jobs.unionbank.com/xml/26097540/jobUSAMONTEREY PARKTitle: ENTERPRISE DATA ARCHITECT Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you an Enterprise Data Architect looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Reporting to the Chief Architect, responsible for leading the assessment of Union Bank's (UB) current data architecture and create and/or validate a data architecture roadmap for the future. Participates in the design and implementation of the architecture roadmap in coordination with appropriate business stakeholders, administrative functions, and technical departments. DETAILS Major responsibilities include: Performs work that is highly complex and varied in nature. Develops integrated solutions to resolve highly complex technical and business objectives. Recognized expert internally and externally for data design and delivery. Provides strategic direction, guidance and integration of products and services. May lead projects and provide guidance/training to more junior staff in developing project data architectures. Strategic Vision Define, create and implement the strategic data architecture roadmap for the enterprise that includes short-term, mid-term, and long-term plans and objectives. The roadmap should include an enterprise logical data model and physical database designs to meet business requirements and objectives. Core Responsibilities Responsible for defining the flow of data within the core Bank systems. This includes identifying and defining the source systems of records, intermediate staging and consuming applications, and downstream reporting and analytical systems (e.g. data warehouse and marts). Develop the enterprise canonical data model that includes relationships between key subject areas and data elements transparent to application specific details and definitions. Work collaboratively with technical resources to create a logical database designs and the resulting physical data models that support project specific requirements. Responsible for participating in the delivery of numerous key business objectives, including ease of information access, regulatory and enterprise reporting and capital reserve calculations, and the integration of data to other technologies and systems. May assist in production support to ensure system performance and stability. Assist in overall data integrity responsibilities ensuring that information that is integrated physically or virtually is at the highest level of data integrity throughout the systems of integration. The Enterprise Data Architect will partner closely with the Bank's data strategy and policy function, the Data Management Office (DMO), which is an Enterprise function that sets the standards for the use of data at the Bank and reports up through the Enterprise Risk Reporting & Analysis department. Other categories of responsibilities as follows: Business Alignment with the DMO: Work directly and closely with the DMO to facilitate the definition and enforcement of DMO policies and operational practices. Working Relationships: Partner with the DMO to review data architecture consistency. Works with business and system analysts, business and technical data users, data warehouse and system design/developers, ETL developers, the centralized technology department management team, and other data stakeholders to execute project tasks and responsibilities. Business Requirements: Partner with the DMO to review data architecture consistency of work completed by lines of business and administrative areas. Assist these departments and areas in reviewing and interpreting business and technical requirements in order to understand business data and information objectives for achieving the defined scope and deliverables. Project and Major Initiative Support: Support enterprise end-to-end data management processes for projects and major initiatives including troubleshooting of data testing and production support issues, logical and physical data model design, user and systems data access, SQL development, and data performance/speed/load management. Data Modeling: Must be familiar with all levels of data modeling - conceptual, logical, and physical. Strong experience developing 3NF, transactional, and dimensional data models and star schemas. Using best practices for logical design, apply creativity and innovation in developing logical data models that define key data elements and relationships between major Bank subject areas. Define logical data structures that are independent of system specific implementations. Translate logical data models into physical data models that include primary keys, physical indexes, and the appropriate level of de-normalization to support the database design for transactional systems, operational data stores, historical repositories, like a data warehouse, and dimensional data marts. Best Practices in Database Design and Delivery: Design and implementation experience of transactional, reporting, and analytical database systems. Familiarity with development architectures that involve Inmon, Kimball, and agile designs. Working knowledge of architecture frameworks that include The Open Group Architecture Framework (TOGAF) and/or the Zachman framework. Best practices in data quality methodologies and remediation strategies. Systems Development Life Cycle: Maintain and enforce best practices to facilitate optimized software development, ETL transfer of information, data modeling and database design using traditional project lifecycle development and agile methodologies Deep Systems Knowledge: The ability to quickly assess and understand existing source systems, data transfer methodologies and technology in order to assess the impact of data through key downstream systems such as the data warehouse and data marts. Data Integration: Develop and recommend integration architectures that minimize data redundancy and maximize "use in place" data. Expert knowledge of integration tools and methodologies using standard ETL for batch oriented integration and real-time integration through tools such as MQ Series, IBM's Federation Server, JBoss integrator, etc. Data Governance: Assist in the evaluation and selection of tools and processes which support rules and principles for data management across the enterprise. Data Architecture Support: Develop new data architectures and update existing data architectures to ensure stability and accuracy of database implementations. Meta Data Management: Familiarity with metadata management practices and tools. Work with the DMO on defining and documenting key data elements. Data Quality: Working experience and deep knowledge of data quality best practices. Master Data Management (MDM): Develop strategies for data acquisition and collection, archiving and recovery, implementation and data grouping and categorization as a basis for implementing master data management as part of the data architecture roadmap. Team Lead Lead and direct team members in direct management or matrix management. QUALIFICATIONS Required Required Knowledge, Skills, Experience & Education: Education: Bachelor's or Master's degree in computer science or other related discipline. Work Experience: 10 years of direct data architecture work experience in a large, centralized information technology environment. Working knowledge of banking and/or financial services industry. Technology Management: 5 years experience developing data architectures and managing database technologies. Worked on data specific implementations for transactional systems, operational data stores, and data warehouse/BI solutions. Practitioner: Must have a strong command of broad and general technical concepts. Leadership Communication: Able to communicate effectively both verbally and in writing. Must possess an ability to speak and write in plain English about complex technical concepts to ensure a clear understanding by a broad range of business, technical and senior executive stakeholders. Corporate and Team Fit: A team player who collaborates with others and has a positive and collegial attitude. Analysis: Demonstrated problem solving skills with the ability to apply strong critical and logical analysis to business scenarios in the context of technology and data architecture. Time Management and Delivery: Must possess and demonstrate excellent time management skills with the ability to achieve results in a very deadline driven environment with a focus on quality and sensitivity to meeting time commitments. Technical Knowledge Design: Must have the ability to design and develop conceptual, logical, and physical data models to support transactional databases, data warehouses, multi-dimensional databases. Design concepts in a service oriented environment to simplify data access and systems integration while optimizing data integrity and data quality. Data Skills: Must have direct experience in data modeling, data Integration, data warehousing and database design, data quality assurance to put into practice key components of the data architecture roadmap. Should be versed in SQL and PL/SQL development with hands-on DBA experience. Extract, Transform & Load (ETL): Must have ETL experience, preferably within an application development environment, as a basis for high-quality architecture design and implementation. Configuration Management: Must have experience with enterprise configuration management processes and tools to ensure that technical infrastructure, applications, data relationships, production change control and support processes and their inter-dependencies are clear at all times to facilitate planning, minimize operational interruptions, and optimize issue resolution. Working with consulting vendors/service providers during the delivery of technology projects. Vendor Management: Must possess strong experience in managing and working with consulting vendors/service providers during the delivery of technology projects in an onshore and offshore model. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-25 08:16:35CaliforniaCAMONTEREY PARK, CA26097531http://jobs.unionbank.com/xml/26097531/jobUSAEVERETTTitle: SR RELATIONSHIP BANKER - EVERETT MAIN Location: WASHINGTON-EVERETT Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-01-25 08:16:39WashingtonWAEVERETT, WA26097533http://jobs.unionbank.com/xml/26097533/jobUSASAN FRANCISCOTitle: ICAAP ANALYST (BASEL, DOCUMENTATION, RISK MANAGEMENT) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Summary: Reporting to the ICAAP Project Manager, the ICAAP Analyst II is responsible for determining and mapping all ICAAP projects end to end; evaluating while documenting, supporting and understanding all project deliverables and how they relate to the ICAAP initiative, Basel II and Enterprise Risk Management. Additionally, the person will gather risk data across risk categories, aggregate risk measures and generate risk inventory reports for senior management. The ICAAP Analyst II will work primarily in all risk types throughout the Enterprise as well as span across Credit Portfolio Risk Analysis group to document Stress Testing. Major Responsibilities: Lead and participate in ICAAP related projects across Risk Management Assist the ICAAP group in executing various projects Provides project management and comprehensive analysis and direction for multiple concurrent mission critical projects. Works within the ICAAP and Credit Portfolio Risk Analysis groups to assure project deliverables and goals are met or exceeded.30% Defines the overall plan to meet the project goals and objectives as established by Executive Management. Bank approved project management techniques will be used to track progress against planned targets throughout the lifecycle of the project.30% Liaison with risk owners across the Bank, and with Treasury, to collect risk measures for various risk categories, maintain and track risks across the risk inventory, and generate management reports for monitoring. 20% Generate and maintain ICAAP related documentation for Basel II as well as other regulatory requirements, including documentation of stress testing models. Maintain an inventory of all risk models used for ICAAP purposes Manage records, data and documentation for regulatory communication Documentation and process management for the bank's qualification for Basel II Prepares periodic project status reports or presentations to keep all levels of management abreast of key milestones, alternatives and potential risks.20% * Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members * Excellent writing skills and demonstrated ability to describe technical work to a non-technical audience. * Ability to understand risk data and liaison with Finance as well as other risk owners. * Strong focus on accuracy and reliability, so as to ensure confidence in results * Solid understanding of MS Office Suite, MS Project, SQL, Access or other database software * Degree from a leading university, preferably in an analytical area * At least 3 years of experience in similar nature of work * Education or experience to evidence handling or risk/accounting data and doing preliminary analysis. * Prior bank experience a plus 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/VUnited StatesUnion Bank2012-01-25 08:16:37CaliforniaCASAN FRANCISCO, CA26097532http://jobs.unionbank.com/xml/26097532/jobUSASAN FRANCISCOTitle: PROJECT MANAGER - RISK MANAGEMENT (ICAAP) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Manage multiple large inter-division and and inter-group projects by developing and administering the project plan. Serves as the principal coordinator of the project team responsible for ensuring the project's success and also participates as a key player on other projects. Makes recommendations to management to help identify methods, procedures and technologies that enhance project processes. Manages projects and coordinates implementation of project rollout. Oversees the implementation of projects by developing or coordinating project plans, facilitation of meetings, gaining consensus and creating appropriate communication to offices or status to senior management. Uses and follows EPM processes and Enterprise Project Office (EPO) policies and procedures. Plans and conducts the analysis of complex business problems. Monitors and reports trends. Requires the ability to describe complex business problems and their solutions to senior management. Ensure the project is on target, identify issues resolution and update management on projects. Make recommendations to management for improvements to varies projects, tasks and objectives. Monitors and reports trends. Requires the ability to describe business problems and their solutions to management. Coordinate project flow with other impacted departments for the bank. Quickly identify the business needs and translate these needs into business requirements, exhibiting a comprehensive knowledge of the Bank's business and system flows within the organization. Assists in reviewing long-range business plan proposals based on current and anticipated business needs. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. * Typically requires 5 years of demonstrated knowledge in project management experience, strong business analysis. * Strong data base and spreadsheet skills. * 5 years of experience with regulatory compliance (Basel, Basel II, SOX) * Experience with the management and development of risk management * Strong verbal and written communications, presentation and negotiation skills. * Project leadership and management skills. * Strong analytical and communication skills. * Knowledge of business area practices and procedures. 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/VUnited StatesUnion Bank2012-01-25 08:16:34CaliforniaCASAN FRANCISCO, CA26097529http://jobs.unionbank.com/xml/26097529/jobUSAIRVINETitle: SR. MORTGAGE CONSULTANT SALES ASSOCIATE (OC) Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline. This position requires a regular monthly loan production of 5mm from the Mortgage Consultant. Major Responsibilities: 25% Manage Mortgage Consultants pipeline by prioritizing loans for fundings. Ensure customer service levels are met by coordinating with processing and underwriting staff. Serve as a liaison between borrowers, realtors and processing/underwriting support staff. 25% Prequalify potential borrowers using bank standards, quote rates, provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel etc. 25% Assist mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products. 25% Assist Mortgage Consultant with sales support. Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources. Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work. Requires a high school diploma or G.E.D 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.United StatesUnion Bank2012-01-26 07:39:38CaliforniaCAIRVINE, CA26121664http://jobs.unionbank.com/xml/26121664/jobUSALOS ANGELESTitle: WEB CONTENT MANAGER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Manager, Bank-Owned eMarketing Channels, the Web Content Manager is responsible for managing a team responsible for ensuring integrity of content on the Bank's website. Collaborate with Marketing, eCommerce, ITG, and vendor partners to lead and implement web content projects, campaigns, and other initiatives. Ensure consistency with site vision and style guide while delivering superior customer experiences. Implement web tracking and analytics tools. Provide digital graphic art production support.Supervises 2 employees plus coordinates with contractors as necessary.Major Responsibilities: 40% - Manage a team of web content specialists that is chartered with delivering superior online experiences and implementing website promotions, campaigns, and projects. Manage coordination of resources and deliverables. Provide guidance and leadership to team, manage performance and make relevant staffing decisions. Evaluate current web content management procedures and implement process improvements. 40% - Manage a team of web content specialists in ensuring that the Union Bank public website and select supported secure sites are fully operational and compliant with brand, editorial, and style guidelines as well as bank and regulatory standards. Lead the team in updating and maintaining web content in content management system (Tridion), monitoring quality of content on live site, and troubleshooting or escalating issues. Lead team in overseeing process for content reviews and audits with Marketing Managers; ensure all pages are reviewed on schedule. Produce and maintain accurate reports and logs of upcoming and past changes. Build reports for Corporate Compliance to successfully complete yearly bank audits on the public web site. Serve as department expert on content management software. 20% - Function as the Web Content Project Manager, representing the content team in cross-functional initiatives with other marketing colleagues, eCommerce and ITG. Provide digital graphic elements for the website.Additional Information: 4 years relevant Web content management and design experience. Expert in Tridion or similar content management system and associated software for web applications such as Adobe Dreamweaver.Ability to interact with senior management, technical areas, agencies, and all levels of organization.Experience working cross-functionally with marketing, product management, web producers /developers /architects.Excellent organizational, prioritization, and project management skills. Ability to manage a team's project pipeline and finish projects on time and on budget.Digital graphic art production/design experience. Working knowledge of, Adobe Photoshop, Adobe Illustrator , Adobe Acrobat, Adobe Dreamweaver, Flash, HTML,CSS, XML, and JavaScript.Bachelor's Degree or equivalent experience. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-26 07:39:37CaliforniaCALOS ANGELES, CA26121661http://jobs.unionbank.com/xml/26121661/jobUSALOS ANGELESTitle: Business Unit Sr Acctg Mgr Location: CALIFORNIA-LOS ANGELES %3CDIV STYLE=%22font-weight: bold; text-align: center%22%3EBusiness Unit Senior Accounting Manager%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp; %3CI%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%3C/I%3E %3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EInvest in your career. Invest in your future.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EAt 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.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EBecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EJob Summary:%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EReporting to the Global Capital Markets (GCM) and Treasury Controller, the Business Unit Senior Accounting Manager works with a dynamic team responsible for diverse and complex accounting and managing a small team specifically focused on accounting within Union Bank%26#39;s Corporate Treasury group. This role will interact regularly with the Corporate Treasury CFO, Treasurer, and Portfolio Managers and will be seen as a key component of the Treasury team.%26nbsp; This includes reporting requests, identification and escalation of significant or unusual transactions to Corporate Accounting, advising business line management on new products or transactions, as well as assisting with SOX, regulatory exams, and internal and external audits.%26nbsp; The role will have a very heavy emphasis on investments, derivatives, and funding and will interact directly with business unit management and portfolio managers covering these complex areas.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EMajor Responsibilities:%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E40%25%20-%26nbsp;%26nbsp; Business Unit Liaison:%26nbsp; Identify significant and unusual accounting and reporting issues within the business units and propose solutions to the Line of Business Controller.%26nbsp; Keep business unit accounting and reporting processes current to meet ongoing and new requirements as mandated by Corporate Controller%26#39;s.%26nbsp; Review and approve all new products and requests for new G/L accounts and RCs prior to them being forwarded to Corporate Controller%26#39;s.%26nbsp; Keep Line of Business Controller advised of emerging risks and other issues that may have accounting and reporting consequences. Work closely with business unit risk managers and business unit finance staff to share information and identify issues.%26nbsp; Review business requirements for new or modified systems which have accounting or financial reporting impacts.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E15%25%20-%26nbsp;%26nbsp; Month-End Close and Financial Reporting:%26nbsp; Research and provide variance explanations in support of the month-end close.%26nbsp; Discuss results with business unit managers and coordinate the gathering of information for SEC reporting, regulatory reporting, management reporting, and tax filings.%26nbsp; Review and certify SEC reports.%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E15%25%26nbsp; - Hedge Accounting - work with strategy manager, BUC team and external audit to ensure compliance with hedge accounting rules. Own and maintain hedge documentation and effectiveness testing process. Advise on accounting implications of strategies as appropriate.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E15%25%20-%26nbsp;%26nbsp; Advisory %26amp; projects: Advise business unit accounting staff on accounting and reporting matters. Interpret Union Bank Accounting Policy Manual %26amp; assist in writing unit specific accounting guidebooks. Keep business unit management advised of significant accounting and reporting issues. Facilitate communications and run projects as required to ensure accurate accounting results.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E15%Responsible for directly supervising staff, including interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff %27s work. Responsible for ensuring staff comply with all wage and hour regulations.%26nbsp; Provide direction and guidance to staff and resolve questions. Provide training to staff and conduct meeting to inform employees of new developments or work procedures. Establish employee%27s goals and objectives. Create the standards and guidelines, procedures/processes for the department. Recommend methods to improve the efficiency of the staff.%26nbsp;%3C/DIV%3E %3CDIV%3E%26nbsp;%0A%0A%3CDIV%3E%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp; Minimum 8-10 years experience combining public and private accounting experience.%26nbsp; At least 5 years of which are in a banking, asset management or capital markets environment.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp; Excellent communication and management skills that allow for managing staff, building and maintaining client relationships with business unit managers, and executing on key initiatives.%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp; Requires the requisite accounting skills (CPA or ACCA) and experience needed in a complex financial services organization including financial reporting, accounting policy, internal controls, systems implementations, change management, G/L close and other general accounting processes. %26nbsp;MBA and/or CFA a plus.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp;%26nbsp; Demonstrable experience with Treasury products (including structured securities and derivatives) required. Knowledge of and experience with hedge accounting strongly preferred.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EPosition located in Los Angeles%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EThe 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.%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic%22%3EUnion Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business.%26nbsp; EOE. M/F/D/V%3C/DIV%3E%0A%3C/DIV%3EUnited StatesUnion Bank2011-08-29 13:55:08CaliforniaCALOS ANGELES, CA23304328http://jobs.unionbank.com/xml/23304328/jobUSAMONTEREY PARKTitle: CLIENT SERVICES OFFICER Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future! Job Summary: Provide exceptional customer service to the banks top-tier client portfolio. Independently research, analyze and resolve a broad range of complex customer issues involving services and products that support various market segments. Provide a high level of responsiveness to internal and external customer inquiries by phone, e-mail, or in person. Analyze data and make recommendation as to exposure and possible risk to the bank on new accounts, wire transfers, overdraft conditions, and uncollected funds usage. Requires strong critical thinking ability as work is performed without substantial direction. Major Responsibilities: * Provide outstanding customer service to clients, banking offices, account management, sales representatives and merchants. Develop rapport and establish key relationships with critical business units. Assist in making decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience. * Proactively assist with complex customer service needs. Review account analysis statements with customers and officers regarding service fees, pricing and deficits. Assist with non-credit and operational risk to minimize operational losses; collectable overdrafts, wires and other exceptions. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity. Use the highest level of expertise to quickly and effectively resolve banking office and client issues. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis. * Maintain customer centric approach and effectively identify course of action to meet service level agreements with an emphasis on first call resolution. Develop creative win-win service solutions. Use excellent sales referral techniques to recommend product and services to support bank marketing strategy. * Provide absolute one-stop shopping customer service experience. Accountable for the servicing and operational customer experience across departments throughout the organization. Strong knowledge of banking systems and the organization to be able to implement customer service strategy independently. * Demonstrate excellent service level awareness and quickly respond to issues that could impede customer service. Develop and document special handling procedures for new processes. Assist with special projects and implementation of department initiative as appropriate. Assist in training new employees. Act as a resource to other Customer Service Representatives. * Work closely with customer, Relationship Manager and Treasury Management Services to coordinate implementation of new customers for deposit and fee based services. Discuss applicable delivery channel and service options with customer. May travel to customer site to make servicing presentations or lead tours for clients at the Bank Facility. Prepare and support completion the opening of new accounts, the review of legal documentation, and identify exceptions. Coordinate and review various types of legal documentation with clients and officers to avoid document deficiency. Assist in decision making on account type and setup. Conduct outbound calls to new clients after initial boarding to ensure quality service. Follow up with clients for document deficiencies. * Utilize a strong knowledge of Treasury and Cash Management products, wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries. Independently support all inquires on any transaction or cash management service. * Provide technical assistance to internal clients to resolve complex inquiries, servicing requests and operational matters. Maintain records of repetitive service problems, resolutions and customer concerns and make recommendations for improving customer service levels. Identify and refer prospects and cross-sell opportunities to relationship manager for business development.. Required: * 2 years banking and regulatory experience with capability to work effectively and efficiently in a fast paced environment (Experience in Commercial Banking and/or Treasury Management Services preferred) * 2 years experience in a position that required customer service and leadership skills (Relationship Management experience preferred) * 2 years experience in a position that required customer service and leadership skills * 2 years experience in a position that required research and follow-up skills * High School Diploma or GED * Flexible to work various shifts to meet the needs of the business. Possible travel is required. * Microsoft applications experience (Word, Excel, Power point) * knowledge of the Banks Risk policies and procedures * Ability to use sound judgment while exercising considerable latitude and initiative in problem solving to meet customer service needs. 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity * We are committed to the training and development of our employees * Innovative vacation benefits 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! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers. 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.United StatesUnion Bank2011-11-29 15:22:45CaliforniaCAMONTEREY PARK, CA25083500http://jobs.unionbank.com/xml/25083500/jobUSASUNNYVALETitle: PRIORITY BANKING RELATIONSHIP MANAGER (SUNNYVALE, BILINGUAL JAPANESE PREFERRED) Location: CALIFORNIA-SUNNYVALE 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.United StatesUnion Bank2011-11-29 15:23:39CaliforniaCASUNNYVALE, CA25083510http://jobs.unionbank.com/xml/25083510/jobUSASAN FRANCISCOTitle: MORTGAGE CONSULTANT (San Francisco) Location: CALIFORNIA-SAN FRANCISCO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D.. Excellent verbal and written communication, organizational skills and familiarity with PC software (Windows and Excel). Must have proven sales record in mortgage industry. Territory serviced will be in the San Francisco area. 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.United StatesUnion Bank2011-11-29 15:22:39CaliforniaCASAN FRANCISCO, CA25083499http://jobs.unionbank.com/xml/25083499/jobUSASAN JOSETitle: SR PRIORITY BANK RELATIONSHIP MANAGER (SAN JOSE WESTGATE) Location: CALIFORNIA-SAN JOSE 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 affluent 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 the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community. * College degree or equivalent work experience. Proficient knowledge of computer skills. * Advanced knowledge of personal and business financial statements and tax returns. * Advanced understanding of the financial acumen as it pertains to the affluent market segment. * All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures. * A minimum of 4 - 6 years of commercial and/or consumer lending experience. * Intermediate knowledge of personnel management. * Successful completion of training classes referred to in Priority Banking's "Training Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I". Strong sales and service orientation. Ability to identify client needs and related Bank services; sell the concept of relationship banking defined by the Priority Program. Ability to prospect, anticipate needs and close sale; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work effectively with teams and as a team member; 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/VUnited StatesUnion Bank2011-11-29 15:22:45CaliforniaCASAN JOSE, CA25083501http://jobs.unionbank.com/xml/25083501/jobUSALOS ANGELESTitle: PRIVATE BANKER - Los Angeles Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of largest, most complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Major Responsibilities: Business Development and Marketing: 50%, which includes new client acquisition (60%) and existing relationship expansion (40%). New Client Acquisition: Responsible for expanding the portfolio with new clients acquisitions. Responsible for proactively identifying prospective clients, preparing presentations, following up on client contacts and closing the sale of private bank products and services including investment type products. Develop marketing and sales strategies to establish profitable portfolio, using external and internal resources. Implement the program for The Private Bank within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Has responsibility for new external client acquisitions. Plan/strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. The plan should include how results can be measured. Identify clients for The Private Bank through research and use of resources, including referrals from within and outside the Bank, office's current client base, local professional/service groups, social contacts, etc. Meet with prospects as needed, often outside the office to present the program of The Private Bank. Proactively identify the needs of the prospects, matching appropriate Bank products and services. Represent the Bank and The Private Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase program visibility and identify contacts. Document results through prospect tracking system and reports. Engage in regularly scheduled portfolio performance review with Regional Director to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management (30%): Responsible for the most complex and most profitable clients. (Complexity is defined as clients with multifaceted incomes, complex tax returns as well as diverse credit needs and complex estate and investment planning and implementation) Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Criteria to be set by Regional Director, with input from Senior Management. Stand accountable for portfolio growth and profitability, as well as any attrition. Using RBS reports and available pricing models, monitor each client's account profitability and service use. Proficiency with and maintenance of client data in the ESB system required. Consult with clients as to various services or product needs, which would beadvantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency in developing client relationships. Risk Management (20%): Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare detailed memorandum of customer request and Relationship Manager recommendation. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follow up with appropriate measures adhering to Bank's policy and guidelines. Additional Information: Minimum job Requirements: Certified Financial Planner accreditation or Series 7, 66 and Insurance License required. Proficient knowledge of computer skills. College degree or equivalent work experience. Knowledge Required: A minimum of 6 years direct work experience in commercial lending. Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures, and estate and investment planning. Abilities Required: Strong sales and service orientation. Ability to identify client needs and related bank services; sell the concept of relationship banking and team selling as defined by The Private Bank Enterprise Selling program. Ability to prospect, anticipate needs and close sales; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work with teams and as a team member; identify unique opportunities in individual markets 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.United StatesUnion Bank2011-11-28 13:17:36CaliforniaCALOS ANGELES, CA25059609http://jobs.unionbank.com/xml/25059609/jobUSANEWPORT BEACHTitle: PRIORITY BANKING RELATIONSHIP MGR - SUPERIOR Location: CALIFORNIA-NEWPORT BEACH 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! Implement the Priority Banking program within target area through an annual marketing plan and strategy, tailored to office locale and consistent with overall direction of Priority Banking. Plan/develop strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. Plan should include how results can be measured. Identify prime Priority Banking prospects from research of Office's current customer base, referrals from within and outside the Bank, word of mouth, local professional/service groups, social contacts, etc. Meet with prospects frequently, often outside the office, to present full package of personal financial services, match their needs and sell the value of the Priority Program, and ask for the business. Maintain client portfolio of minimum 150-200 clients whose relationships are among the most profitable and complex in the program with assistance from the Priority Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients and/or supervisory responsibilities. Criteria set by Priority Banking Manager/RVP's with input from Priority Banking Administration. Accountable for portfolio growth and profitability, as well as any attrition. Monitor each client's account profitability and service use. Consult with clients as to various services or products, which would be advantageous for them. Keep clients aware of new products and of changes in the financial arena, which would affect them. Respond to problems clients may experience with the handling of their accounts and ensure proper handling of service requests. Ensure that accurate and complete records are kept for each client relationship. Analyze client's personal credit needs and requests, qualify borrower, recommend best-suited loan product commensurate with the Bank's desired profit margin and the value of the client's total relationship. Approve loans with typical loan authority from $25,000 to $50,000. Review client's credit standing at least annually. Regularly introduce clients to other areas of the Bank to service special needs. For example, explain services offered by other areas of the Bank and introduce client to the appropriate officer. Recognize and refer potential clients for such areas as the Middle Market Relationship Teams Financial Management Group, and Personal Trust Services. Provide personal and specialized service for all types of customer transactions. Represent the Bank and Priority Banking in the community by becoming active in professional and service organizations or clubs. Speak and make presentations to groups made up of many potential clients to increase program visibility and locate contacts. Document activities, contacts made, follow-through action, and results achieved. Engage in regularly scheduled portfolio performance review with Priority Banking Manager/RVP. Set quarterly sales and retention goals. SKILLS REQUIRED - College degree or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise. Typically requires a minimum of three years experience as a P.B.O. or equivalent, comparable work experience. KNOWLEDGE REQUIRED - Thorough knowledge of the characteristics and financial needs of Priority Banking's target market. Full array of Priority Banking services/products. Relationship profitability measurements, personal financial statement analysis. Personal tax-return analysis, bank operations and loan policies and procedures. Knowledge of, or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Events and activities in the financial marketplace. Advantages and limitations of service/products offered by the competition. Knowledge of local business and industry. Ability to enhance financial expertise through self-education, accounting, seminars, journals, periodicals, etc. Financial Planning process strongly recommended. ABILITIES REQUIRED - 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 a sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with customers of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentations, identify unique opportunities in individual market areas to gain entry to business and social situations where Priority Banking contacts can be made. (All of the above accomplished independently, with little or no assistance from the Priority Banking Manager). 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.United StatesUnion Bank2011-11-28 13:18:13CaliforniaCANEWPORT BEACH, CA25059612http://jobs.unionbank.com/xml/25059612/jobUSALOS ANGELESTitle: Investment Banking Officer Location: CALIFORNIA-LOS ANGELES 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! The Investment Banking Officer is a member of Union Bank's Leasing & Asset Finance team. and its growing and diverse corporate lease portfolio (including concentrations in renewable energy and transportation assets. Responsibilities will include both credit/risk management and origination. * Minimum of a B.A. or B.S. (Business, Engineering, Economics or Math degrees preferred) * Very strong analytical skills including core knowledge of financial and accounting principles * Creating and analyzing cash flow and pricing models * Ability to research and analyze company, market and technology trends * Performing financial and credit analysis, including preparation of investment recommendation packages * Excellent written and verbal communication skills * Capable of working both independently and in a team environment, with the potential to advance to a leadership role * Well-developed computer proficiency including Word, Excel, and PowerPoint * Ability to travel and work in a demanding environment * Applicable project/structured finance experience * Experience in renewable energy * MBA or other applicable advanced degree or certification preferred. * Knowledge of lease and partnership structures (including pricing and modeling) * Understanding of legal documentation including those pertaining to loan, leasing and/or partnership investments Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-12-28 07:55:39CaliforniaCALOS ANGELES, CA25576970http://jobs.unionbank.com/xml/25576970/jobUSALOS ANGELESTitle: CUSTOMER OPTIMIZATION & RETENTION MARKETING MANAGER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Director of Community Banking Marketing, the Customer Optimization and Retention Marketing Manager (CORM) will be responsible for driving marketing programs that deepen retail customer relationships and build customer loyalty at Union Bank. This position will be integral in defining how data is used to make marketing decisions, and then will be responsible for executing customer data-driven marketing programs. Management or Supervision: 1-3 employees Major Responsibilities: Optimization and Retention Strategy Development Lead the creation of strategies that leverage a rich integrated mix of media and tactics including bank-owed messaging channels, online, direct mail, email, and branch marketing. Work with the Business Information and Analytics Team and external partners to mine the customer database to identify deepening opportunities Partner with various lines of business to produce effective customer cross-sell opportunities of products and services. Explore the opportunity to define customer segments to maximize customer experience and marketing investment Work with internal partners and external resources to drive market research to maintain a pulse on the UB customer, industry trends and the competition. Utilize reporting, analytics and key financial metrics to support decision making Support the development of a differentiated sustainable market position for Union Bank, based on leveraging Union Bank's core strengths Optimization Strategy Implementation Lead the major Community Bank marketing optimization and retention initiatives. Partner with the branch sales team to support customer retention at the local level. Test targeted offers towards existing customers to increase cross-selling in the branches and via direct channels. Provide management oversight for a customer on-boarding program Work with business partners to bring a measurement philosophy to the function. Understand sources of customer attrition and develop and oversee the testing of programs to retain customer relationships. Support changing customer behavior to self-service applications, including online and mobile banking. Collaborate with external business partners as well as the bank's internal Marketing shared services "Centers of Excellence" to deliver best-in-class retention solutions which maximize ROI on the marketing investment. Other Manage a marketing budget in order to maximize ROI Bachelor's degree; M.B.A. preferred. 12 years of marketing experience; financial services marketing experience a plus Understanding of consumer segmentation strategies to drive targeted marketing efforts Experience with developing customer contact strategy, new customer communications and loyalty programs A strong balance of strategic and business skills, with a high level of intellectual agility and capacity for original thought. Balanced leadership style that allows for both highly strategic leadership skills with the ability to be hands-on and lead by example. Powerful communication skills, both verbal and written. Must be able to convey an inspiring message to large groups as well as one-on-one settings. Experienced people, project and organizational manager. A true team player participating on a high quality team of experienced professionals. Exceptional analytical and quantitative skills, ability to understand how to use data to guide decisions. Strong organizational and cross-functional project management experience Self-starter with an entrepreneurial spirit 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/VUnited StatesUnion Bank2011-12-28 23:37:51CaliforniaCALOS ANGELES, CA25592959http://jobs.unionbank.com/xml/25592959/jobUSAIRVINETitle: CREDIT EXECUTIVE II BUS BANK Location: CALIFORNIA-IRVINE 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! Manage a complex and diverse commercial portfolio, typically between $500,000 and $5 million, for The Private Bank. Underwrite and structure transactions jointly with Relationship Managers, perform financial analysis and risk assessment for all credit requests. Prepare loan presentations, participate in credit approval process. Initiate loan documentation; monitor risk exposure. Call on customers and prospects jointly with Relationship Managers. May coach and train lower level officers. 5-7 years of commercial lending experience including credit underwriting, portfolio management, and client calling skills. Demonstrated ability to analyze commercial credit requests. Well developed written and verbal communication skills. Proficient PC skills, including Word, Excel, MFA, PowerPoint and Internet access. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-12-14 09:03:41CaliforniaCAIRVINE, CA25346080http://jobs.unionbank.com/xml/25346080/jobUSAORANGETitle: SERVICING OPERATIONS Location: CALIFORNIA-ORANGE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to SVP, Head of Servicing and Default Management, the Servicing Operations Manager is responsible for managing Servicing and Default Management Division Operations to include, but not limited to systems administration; MIS management; business and financial analysis and risk management. Works closely with the business unit's leadership team to oversee and develop strategies to mitigate risk, manage and adhere to budget and deploy tactical implementation of operational strategies. Major Responsibilities: 70% Senior Management & Leadership Responsibilities: Management and oversight of operational budget for Servicing and Default Management Division, including forecasting, variance reporting and key assumptions; and develop and deliver against business plans and performance objectives to meet requirements established for the Division by key business partners. Establish effective loss mitigation strategies that serve to maintain or enhance projected or required revenue level. Develop and maintain Key Performance Metrics, trend analysis and performance enhancement opportunities, as well as develop quality and performance metrics for the Division. Manage CLSDM improvement initiatives by identifying and developing opportunities for improving the Division. Partner with key leaders to understand Customer Complaint Trends, root causes and process enhancements. Ensure appropriate support/training for the escalation of conflict resolution and managing difficult or emotional scenarios from customers (calls, letters, faxes, e-mails, etc). Partner with CL Default Management to develop and deploy dialer Strategy Campaigns, including Campaign measurements and results. Manage Servicing and Default technical support team. Manage and coordinate internal and external audits. 30% Oversight and Control Responsibilities: Manage and coordinate internal and external audits. Manage business needs for resources/training, including coordination with other departments to secure appropriate levels of support. Create and sustain an environment that encourages team development and which embraces the principles of teamwork and self-improvement. Ensure direct report Managers are providing performance management, coaching, career development and training to employees. Develop and maintain a healthy and safe working environment; provide risk management oversight; participate in disaster planning and disaster recovery efforts. Ensure the activities within Servicing and Default Management comply with Bank policy and all external regulatory requirements with consistency and within required compliance timeframes. Additional Information: Must have strong operational knowledge of general Servicing and Default activities, structures, and compliance requirements; ability to analyze operations, process and key control, and respond rapidly to changing regulatory environment. Possess the ability to identify, evaluate and implement solutions that will improve efficiencies, decrease operating expenses, and enhance customer satisfaction. Excellent communication and presentation skills are needed for this position, including the ability to develop complex business cases that include operational, financial and customer impact analysis. Strong interpersonal skills well as the interpersonal ability to build strong relationships and achieve results though others, as well as establishing and fostering cross-departmental communication are needed. Must be adept at conflict resolution, and have the background and experience to build solid working relationships with business units support by call centers. Must have proven ability to demonstrate leadership skills and effective management of direct reports as well as general employee management/outreach. Requires a minimum of 5 years of experience at the senior management level, with a focus on operational risk, operational excellence, and budgeting and forecasting. Financial Services/Banking experience is required. A minimum of a Bachelor's degree is preferred for this position. 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 positionsUnited StatesUnion Bank2011-10-20 11:01:48CaliforniaCAORANGE, CA24326509http://jobs.unionbank.com/xml/24326509/jobUSAMONTEREY PARKTitle: CHIEF TECHNOLOGY OFFICER Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Chief Technology Officer (CTO) of Union Bank is responsible for leading the Information Technology Group which supports over 10,000 employees and manages all aspects of technology for retail banking, commercial banking and corporate services, including technology operations (help desk, field services, desktop/telephony support, etc.), infrastructure (network, data centers, etc.), software/application engineering, development and delivery, information security, vendor management and technology compliance. The CTO works with his team to assess the relative impact of existing and emerging technologies for supporting strategic business needs. Directs the overall strategic efforts of business and technology and establishes a future vision as it relates to the enterprise's competitive position. Collaborates with business executives, senior leaders and board members to influence strategic business decisions regarding the use of technology. Major Responsibilities: The CTO leads the technology strategic efforts for the enterprise in accordance with the company's goals and objectives to improve the enterprise's competitive position and in collaboration with business leaders and executives that will help influence business decisions regarding the use of technology. Provides vision, enables innovation and understands the IT trends to create business value by tracking a broad range of emerging technologies to determine their maturity and applicability to the enterprise. Enterprise wide IT activities include infrastructure and architecture, application development, reengineering business processes, networks, strategic vendor and partner relationships, outsourcing, and computer and auxiliary operations and support. Oversees the development of enterprise standards, technology architecture and IT governance process. Participates in and drives the technical aspects of strategic decisions regarding IT. Implements and manages those initiatives with complete autonomy making decisions for the organization based on the highest degree of technical complexity and through understanding of the far-reaching implications across the IT organization. Overall technology responsibility for all aspects of the enterprise's day-to-day operations to ensure systems performance, availability and service level requirements are met. This includes the establishment of IT continuous improvement programs to assure customer experience satisfaction. Provides leadership across the organization that drives business objectives, promotes the companies culture, and inspires and encourages employee development and engagement. Additional Information: Bachelor's or Master's degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. Typically has 15 or more years of IT and business/industry work experience including architecture design and deployment, systems lifecycle management, and infrastructure planning and operations, with 5 to 7 years of leadership experience in managing multiple, large cross functional teams or projects, and influencing senior level management and key stakeholders. Reports to the Chief Information and Operations Officer. This position will oversee approximately 700 employees through 7 direct reports with responsibility for an operating budget of over $249 Million and an annual capital budget of over $45 Million. The Preferred Candidate Will Exhibit the Following: Must be a strong communicator with visionary leadership, a business perspective and a passion for inspiring and developing people. Ability to be flexible, decision oriented, and motivated to establish support from executive management. Demonstrated consultative approach to strategic decisions with a particular emphasis on delivery. Strong technical and strategic understanding of the architecture necessary to oversee and leverage platforms in an aggressive growth environment. Superior project development/management skills. A proven track record in managing vendor relationships and contract negotiation. 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.United StatesUnion Bank2011-10-21 11:07:33CaliforniaCAMONTEREY PARK, CA24348020http://jobs.unionbank.com/xml/24348020/jobUSAMONTEREY PARKTitle: Sr. Software Engineer - J2EE/Web Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you Sr. Software Engineer with J2EE experience looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY This role is a key member of the ITG Credit Management Group Systems and important contributor to the architecture, design, development, implementation and maintenance of these systems. This group is responsible for development and maintenance of a broad range of applications and services. These applications have multiple internal customers and are strategic to the bank's credit management. DETAILS Major responsibilities include: Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written. Design, code, test, debug and document Java/web applications and related programs. May plan, coordinate and administer databases including issues relating to security and integrity of controls. Establishes project schedules and budget estimates. Recommends system improvements, new applications and develops plans to improve service. All positions require the ability to communicate effectively both orally and in writing. Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects. Frequent interaction with business users to establish system specifications and resolve problems. Interacts with vendors to resolve system problems. Trains users and other high level systems professionals in implementation of the most complex systems. Regularly provides technical interpretation and guidance on most complex computing problems. Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements. May be group or project leader. High level technical contributor; recognized as a resource both within and outside the department. Recommend appropriate new technologies for projects. QUALIFICATIONS Required * A degree in Computer Science, Computer Engineering, or related field is preferred. * 5 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 3 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss * 4 years experience in SQL writing * 4 years experience in any RDBMS (Preferably Oracle) * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 2 years of experience in a Unix/Linux environment * 2 years experience with Eclipse, WSAD and/or JBoss Developer Studio * 2 years of experience with Hibernate * 2 years of experience in Web 2.0 technology (AJAX etc.) Preferred Data warehouse, Informatica or any ETL Tool experience is highly preferred UNIX/Linux scripting experience is preferred 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-26 10:22:25CaliforniaCAMONTEREY PARK, CA25552462http://jobs.unionbank.com/xml/25552462/jobUSAMONTEREY PARKTitle: MANAGER, SERVICE DESK Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a Service Desk Manager looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Responsible for managing the day-to-day operation of the ITG Service Desk. The primary objective is to support the bank's business by logging, assessing, resolving, and escalating incidents, as necessary. The areas of responsibility within the Service Desk include customer service, 1st level trouble isolation for technology services, products and components as well as business dealings with related vendors and other administrative and operational duties. Additional duties: Re-engineer or setup the Service Desk according to industry best practices. Develop and maintain formal procedures for consistency and increased productivity. Implement methodologies to improve first call resolution, manage customer perceptions, and build strong business unit relationships. DETAILS Major responsibilities include: Management of staff: Directly manages 2 supervisors and indirectly 30 employees. Duties include interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff 's work. Management operations: Defines service levels, service agreements and manages the service desk operation. Establishes dept processes to identify, track, escalate, resolve and report customer problems. Ensures department meets established customer service standards. Monitors staff production. Analyzes the technical performance and reliability of products, systems and services against identified standards and practices to ensure customer satisfaction. Responsible for developing and implementing technical service restorations processes and assigning the appropriate level staff for troubleshooting to identify, testing and diagnosing computer system and peripheral equipment faults. Manager has authority to counsel, hire, and fire. Responsible for implementing management goals, responsible for identifying ways to improve service , special projects as assigned,. etc. Participates in various operational meetings and ensure process adherence to support Change, Release, Incident, and problem management. Projects to provide information, assessments, and tools in support of the Service Desk functions. Evaluates and recommends new products, maintains knowledge of emerging technologies for application to the enterprise. Responsible for management reporting on a monthly basis. Middle level management in service desk/customer support functions. Works under general direction of senior level management. Manages and mentors supervisors, project leaders and/or technical staff. QUALIFICATIONS Required Typically has 7 to 10 years of IT work experience including managing team(s) responsible for desktop support, customer service and/or production support in multi-platform environments. Must have excellent communication skills: verbal and written Must have enterprise scale service desk management experience Bachelor's Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-26 10:22:24CaliforniaCAMONTEREY PARK, CA25552461http://jobs.unionbank.com/xml/25552461/jobUSASAN ANSELMOTitle: SR RELATIONSHIP BANKER (SAN ANSELMO) Location: CALIFORNIA-SAN ANSELMO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2011-12-26 10:22:05CaliforniaCASAN ANSELMO, CA25552449http://jobs.unionbank.com/xml/25552449/jobUSABREATitle: DATA & METRICS ANALYSIS CONSULTANT - CALL CENTER Location: CALIFORNIA-BREA Invest in your career. Invest in your future. Are you looking for a new and exciting management position to make your mark in your career path? Union Bank has a great opportunity for an experiencedService Metrics Consultantto be a driver behind providing analyses for our internal clients. Job Summary: The OCSG Service Metrics Consultant will be responsible for independently developing, implementing, reporting and analyzing Service and Operations metrics. Major responsibilities include: * Develop, implement, extract and analyze customer service and operations data specifically focusing on service quality and the voice of the customer and partnering with IT/BIS to ensure database strategy is consistent with business needs * Make recommendations to enhance the customer experience as well as deriving complex models to assist in measuring initiative ROI's * Automate reports where feasible in order to facilitate a scalable infrastructure * Maintain reports and enhance as required. Perform ad-hoc analysis based on requests from Senior Management. * Document work procedures based on new service requirements. Assess the complexity of problems and address or escalate accordingly * Identify and resolve (autonomously) system, procedural, or operational problems * Make recommendations to management where we can improve business functions and the overall customer's experience * Maintain productive working relationships and build credibility withCSDSenior Management, as well as Branch and IT personnel * Provide subject matter level expertise on topics relating to service measures metrics, service quality, customer feed-back and reporting Required: * 5 years of reporting and analysis experience * 5 years experience with SQL , Business Objects, Crystal Reports and relational database experience * Math / Finance / Computer Science background * Ability to manage multiple projects and deadlines and work well under pressure * Demonstrated presentation and communication skills * Strong analytical skills * Developed interpersonal skills that support effective and positive interaction with peers * Ability to understand overall strategic goals of the organization and business unit Preferred: * College degree or equivalent, MBA * Prior call center management and/or banking experience * Experience with pulling data or working with data warehouses 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity * We are committed to the training and development of our employees * Innovative vacation benefits 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! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers. 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.United StatesUnion Bank2011-12-27 08:02:32CaliforniaCABREA, CA25560525http://jobs.unionbank.com/xml/25560525/jobUSAWOODINVILLETitle: SR RELATIONSHIP BANKER - Mill Creek Location: WASHINGTON-WOODINVILLE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-01-09 08:10:46WashingtonWAWOODINVILLE, WA25765811http://jobs.unionbank.com/xml/25765811/jobUSALOS ANGELESTitle: E-COMMERCE PRODUCER I - PROJECT MANAGEMENT Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. Are you a project management professional looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY As part of the Union Banks' eCommerce group this role will manage all aspects (scope, schedule, resources, quality, costs, risk and change) of assigned eCommerce projects to ensure their quality, timeliness and within budget delivery. DETAILS Major responsibilities include: * Define project scope, objectives and deliverables that support the business goals of stakeholders. * Develop project plans and associated communications documents. * Manage project finances including cost tracking and budget forecasting. * Define and document business requirements as required. * Proactively manage changes in project scope, timeline and budget. * Actively identify, report, and escalate (where applicable) critical project issues to business stakeholders and appropriate levels of management with recommended solutions. * Resolve issues and conflicts within the project team. * Effectively communicate project expectations and project status to team members, business stakeholders and management in a timely, clear and concise manner. * Ensure satisfactory transfer of custody and control of product upon project completion (handoff) and close all project documentation and archive appropriate records. * Maintain a high degree of expertise in the area of Internet systems and technologies and stay current on leading industry best-practices in order to deliver continuous value in support of the business. * Ensure assigned projects comply with Union Bank's Enterprise Project Management (EPM) guidelines as well as other regulatory and compliance policies/procedures. QUALIFICATIONS Required * Bachelors degree from a four-year college/university or equivalent work experience 5 - 8 years of project management experience with proven track record in managing the development and deployment of ideally e-Commerce applications and portals. Key Competencies and Skills * Strong organizational and time management skills with ability to function in a fast paced, deadline-driven environment. * Demonstrated ability to communicate (verbal and written) effectively and credibly with different levels of personnel in the organization. * Efficient and effective team management and conflict resolution skills * Excellent problem solving skills with capability to think creatively, i.e., outside the box * Solid understanding of basic project management principles. * High level knowledge in web system design, architecture and technology (html, flash, javascript etc.). * Familiarity with large scale systems implementations and conversions. Preferred skills: Degree in Management of Information Systems (MIS) or Computer Science (CS) Treasury Management background which includes knowledge of ACH, Cash flows, Commercial Banking and Wires. Background as a business systems analyst 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-09 08:10:48CaliforniaCALOS ANGELES, CA25765813http://jobs.unionbank.com/xml/25765813/jobUSALOS ANGELESTitle: BUSINESS SYSTEMS ANALYST IV Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Looking for Business Systems Analysts to help support BASEL initiatives. Ideal candidate will have experience with Moody's RiskAnalyst tool. Job Summary Applies a specific knowledge of the business combined with knowledge of the systems technology capabilities to business problem solving. The primary objective is to meet the information needs of the business unit. Leads in the design, installation and maintenance of complex system projects. Leads meetings with users to define and evaluate business problems, which may be resolved through data processing system. Analyzes detailed business requirements, including input and output requirements, information flow, hardware and software requirements, reports. Provides recommendations (hardware, software, operational). Major Responsibilities * Lead phases of a project lifecycle including but not limited to planning, design, development, testing and delivery while working with internal IT units and outside vendors. * Maximize the effectiveness and accuracy of data across multiple bank systems by gathering, analyzing, and summarizing data into detail written documentation /comprehensive reports. * Manages and resolves complex projects across divisional lines. * Assist in maintaining commercial credit applications, including user enhancements and customization requests. * Presents research and recommendations of systems or process changes to management. * Develop a good understanding of the business unit's function. Effectively communicate technical issues in non-technical terms to the business unit. * Provide on-site and over the phone training to end users * Technical Skills:, MS Office Products (Excel, Access, Word,), Relational Database Development, Business Objects, SharePoint * Business Knowledge: Specific business knowledge in systems and competent to work on moderate to complex systems projects, multiple databases, relational databases, and/or other system interfaces. Financial, accounting, and commercial credit analysis skills. Experience working with financial systems, or in the financial services industry. Experience working with reporting tools such as Business Objects and relational databases such as Oracle, SQL Server, and MS Access is desirable. Formal project team experience. * Communication: Proven ability to a) effectively translate business needs and concepts into system enhancements, b) perform business analysis, analyze user needs and system capabilities, c) strong verbal and written communication Additional Information * Requires a four-year college degree (e.g., B.S., B.A.). * Typically requires 4 years of system analysis experience and 4 years of specific business knowledge to fully understand the business and applicable system programs, hardware and software. * Requires strong leadership skills. * May supervise staff. 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/VUnited StatesUnion Bank2012-01-09 08:10:49CaliforniaCALOS ANGELES, CA25765815http://jobs.unionbank.com/xml/25765815/jobUSAMONTEREY PARKTitle: Sr. SQL Server Database Administrator - Monterey Park, CA Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a Sr. SQL Server Database Administrator looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Key responsibility includes developing standards and guidelines to create, maintain, configure and monitor all components with database and other related products pertaining to database environments. The individual will either oversee or be directly involved in the installation and testing of new products, versions and software in the database. Other key functions include establishing process and standards to ensure data integrity and security, performing proactive performance and capacity management and maintaining and updating Disaster Recovery procedures and processes, participating in database design and changes and reviewing code changes affecting the database performance and throughput. Ensures best practices in database practices from automation, backup, monitoring and change management. DETAILS Major responsibilities include: Senior professional level role. Supports multiple services and multiple databases of medium to high complexity (complexity defined by database size, technology used, systems feeds and interfaces) with multiple concurrent users, ensuring control, integrity and accessibility of data. Works on multiple projects as a project leader or sometimes as a project advisor. May coach more junior technical staff. Performs work that is complex and varied in nature. Defines and discerns key aspects of a problem and develops an integrated solution within a broad technical and business context of significant impact. Maintains very good level of knowledge about solutions available in the market. Contributes to system design through optimal use of data base components. Evaluates database components and other solutions as required by the business. Participate in any database design and changes affecting the database performance and functions. Review codes and schema changes. Takes action to improve system usability and functionality. Participates and contributes to the problem determination and resolution process for any database related issues. Take action to improve system usability and functionality. Improves database automation using appropriate tools and concepts. Maintains and manages all database related activities and on-going support including installation, performance tuning, backup, restoration and troubleshooting activities. Leads small and medium size projects and initiatives as a technical specialist within own area of expertise. Engages in activities to build, test and optimize data base components. QUALIFICATIONS Required 7 year of hands-on experience with MS SQL Server which includes SQL Server 2000, 2005, 2008, MS Clustering technology, various replication technologies and strong in SQL Server technical architecture. TSM/TDP backup and restore. Proficient with infrastructure technology stacks (server, storage, OS, backup) Database Administration industry best practices Bachelor's Degree in Computer Science, Information Systems, or other directly related field Must be willing and able to be on call and work off hours when necessary 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2012-01-09 08:11:05CaliforniaCAMONTEREY PARK, CA25765829http://jobs.unionbank.com/xml/25765829/jobUSASAN FRANCISCOTitle: ESSBASE SOFTWARE ARCHITECT Location: CALIFORNIA-SAN FRANCISCO Invest in your career. Invest in your future. Are you an Essbase Architect looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Responsible for providing senior level expertise on decisions and priorities regarding the enterprise's overall systems architecture. Facilitates the establishment and implementation of standards and guidelines that guide the design of technology solutions including architecting and implementing solutions requiring integration of multiple platforms, operating systems and applications across the enterprise. Has in-depth knowledge of state-of-the art programming languages and object-oriented approaches in designing, coding, testing and debugging programs. Understands and consistently applies the attributes and processes of current application development methodologies. Researches and maintains knowledge in emerging technologies and possible application to the business. DETAILS Major responsibilities include: * Assists in the development of and manages an architecture governance process. Provides technical guidance to project team areas as appropriate. Tracks industry trends and maintains knowledge of new technologies. Viewed both internally and externally as a technical expert and critical technical resource across multiple disciplines. * Design, Architect and implement Hyperion applications to address current company needs and improve frequency, accuracy and timeliness of reporting. * Maintenance of the Hyperion Planning, Hyperion Financial Management (HFM), Financial Data Quality Management (FDQM) , Data Relationship Management (DRM) and Essbase software on Oracle database, Weblogic Application Server and Linux/Windows operating environment. * Technical support including running data loads, updating metadata. * Managing systems changes and modifications. * Design, Architect and implement replication and disaster recovery for the Hyperion Software Suite (Planning, HFM,FDQM. DRM Essbase). * Regular maintenance of the Hyperion software suite including installation and patches, archives, recovery and restoration, security, system integrity testing and routine maintenance. * Troubleshooting problems on the system. * End user training and support. * Working on other Hyperion development projects. * Prepare plans and helps organize the development of complex architectural technical support standards. Formulates system scope and objectives and devices and modifies procedures to deliver solutions or solve problems. Evaluates software and system problems and potential solutions to application systems requirements. Responsible for overall data integrity and system regulatory compliance. May prepare detailed specs from which programs will be written. * Prepares the development of programming standards and procedures as well as programming architectures for code reuse. Uses a variety of platforms to provide complex automated systems applications to customers. Researches and maintains expert knowledge in emerging technologies and possible application to the business. * Frequent interaction with users of project teams to establish system specifications and resolve problems. Interact with vendors to resolve complex issues. Recommends system improvements, new applications and develops plans to improve service. * Competent to work at an advanced level of all phases in computer-oriented systems technology. Prepares project schedules and budget estimates. Reviews, advises and designs standard software and hardware builds, system options, risks, costs versus benefits and impact on the enterprise business process and goals. * Recognized as a technical contributor both within and outside the division. Typically works on multiple moderate to complex IT projects. Works on projects/issues of some complexity that require in-depth knowledge across multiple technical areas and business segments. QUALIFICATIONS Required Typically has 7-10 years of experience in multiple IT areas and 5-7 years of relevant architecture experience. Requires moderate-level knowledge and understanding of architecture, application systems design and integration. Essential Skills & Experience: * Minimum of 3-7 years of recent experience working directly with Hyperion Suite of products, specifically Essbase Administration and Hyperion Planning Administration. * Excellent written and oral communication skills. * Must be able to work with Analysts, Developers, IT and operations personnel throughout the organization. Additional Skills: * Hyperion experience with Essbase Administration * Experience with Oracle Hyperion Essbase, Hyperion Financial Planning and Hyperion shared services. * Experience with Oracle RDBMS database and programming in SQL and PLSQL languages. * Demonstrated knowledge across infrastructure disciplines and technologies and has a broad understanding of IT standards and methodologies. * Demonstrated systems integration expertise. * Experience in scripting VB, UNIX shell and Powershell. * Experience or solid understanding of dimensional data modeling. * Experience with Weblogic Application server. Education Requires a B.S. or higher degree in Computer Science, Engineering, or related field and a considerable breadth of somewhat complex systems engineering and development experience 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-01-09 08:11:10CaliforniaCASAN FRANCISCO, CA25765833http://jobs.unionbank.com/xml/25765833/jobUSALOS ANGELESTitle: Senior Private Banker, Medical Services (Los Angeles or San Francisco) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for developing and coordinating the Private Bank's Medical Service Business strategy within the regional area. This position requires a strong commercial banking background and experience with medical service businesses. The focus will be on acquiring new medical service businesses and medical professional clients, managing a portfolio of firms and medical professional client relationships, and maintaining an active prospect and referral network within the medical community. The individual in this position will also assist in coordinating and implementing the Medical Service Business Segment Strategy in other regions within the Private Bank. Major Responsibilities: * Identification of qualified prospects; determination of banking requirements; and delivery of appropriate banking products and services. * Portfolio management and building strong profitable client relationships. * Proactively advise and consult with clients to enhance the clients' experience with the bank, and maximize the bank's return from the client. * Analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. * Thorough knowledge of other banking products and services, including capital market products. * Coordinate medical service industry events within the region to promote Union Bank as the premier provider of banking services to the medical services industry. Additional Information: Candidate must have a thorough knowledge and expertise in analyzing business financial statements and cash flows. Knowledge and background in reviewing personal financial statements, tax returns, and a financial acumen as it pertains to the affluent market segment. Knowledge of consumer and business products and services including operations, loan policies and procedures, estates and investments. Completion of graduate studies with a MBA preferred. Other qualifications include: Strong sales and service orientation. Ability to identify client needs and related bank services and sell the concept of relationship banking. Ability to prospect, anticipate needs and close sales; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work with teams and as a team member to identify unique opportunities in individual market areas. 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/VUnited StatesUnion Bank2012-01-09 08:11:19CaliforniaCALOS ANGELES, CA25765848http://jobs.unionbank.com/xml/25765848/jobUSASAN FRANCISCOTitle: Sr. Relationship Manager - Corporate Banking (San Francisco) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Manage a large portfolio of complex credit relationships. Developing significant new business (both credit and cross-sell) and building strong relationships with referral sources, such as CPA, Investment Banking and Law Firms. Will underwrite and structure credits jointly with Credit Executive. Will act as lead negotiator and "quarterback" with prospects & customers. Responsible for the growth of income derived from the assigned portfolio. Growth income is expected via loan fees, syndication fees, international income and interest income. Experienced in calling on large public and private companies. * Typically requires 5 years of direct Commercial Lending experience * BA/BS degree or equivalent work experience. * Strong interpersonal and negotiating skills. * Proficient credit underwriting and structuring skills. * Ability to handle several tasks simultaneously. * Demonstrated successes at new business development and income generation. * Ability to manage difficult relationships. * Demonstrated ability to develop and manage a commercial banking portfolio. * Ability to work in a team environment in sourcing and closing new deals. * Proven consultative selling skills to sophisticated financial buyers focusing on proper capital structure options a customer or client could choose. * Must have organized prospect targeting and pre-call planning skills. * Strong organizational and written communication skills * Proficiency in Word, Excel, projection software, prospect database software and skills in researching companies on the Internet. * Ability to manage risk and monitor customer accounts for credit deterioration, adhering to the Bank's credit policy and utilizing the Bank's credit management tools. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-01-09 08:11:28CaliforniaCASAN FRANCISCO, CA25765864http://jobs.unionbank.com/xml/25765864/jobUSAIRVINETitle: SR RELATIONSHIP BANKER - TURTLE RIDGE Location: CALIFORNIA-IRVINE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-13 10:24:36CaliforniaCAIRVINE, CA26485483http://jobs.unionbank.com/xml/26485483/jobUSASACRAMENTOTitle: Private Bank Relationship Associate - Sacramento Location: CALIFORNIA-SACRAMENTO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Develops and manages comprehensive financial relationships within affluent upper tier of high network individuals in the assigned geographic area. This is a professional entry level position and should be able to provide support and handle a small portfolio of $750MM in profitability. Major Responsibilities: Assist in identifying qualified potential clients. Initiate contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management, growth and profitability of small portfolio in the unit. Advise and consult with clients to maximize their relationship with The Private Bank to include Deposit, Credit and Investments. Responsible for assisting and analyzing clients' credit needs and then making appropriate recommendations. Under the direction of senior staff, assist in developing and implementing marketing and sales strategies to establish a profitable portfolio, utilizing both external and internal resources. Assist in implementing the program for The Private Bank within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Assist in planning to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. Engage in regularly scheduled portfolio performance review with manager to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management: Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Stand accountable for portfolio growth and profitability, as well as any attrition. Using EBS reports and available pricing models, monitor each client's account profitability and service use. Consult with clients as to various services or product needs which would be advantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency in developing client relationships. Risk Management: Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare credit write-up analyzing financial condition of borrower. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follows up with appropriate measures adhering to Bank's policy and guidelines. 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. Entry to working level of knowledge of personal and business financial statements and tax returns. Understands the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures. Sales and service orientation. Ability to identify client needs and related bank services. Sell the concept of relationship banking as defined by The Private Bank program. Minimum of 1 years commercial lending experience. College degree or equivalent work experience. Proficient knowledge of computer skills: Word, Excel, Power Point and Lotus Notes. 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/VUnited StatesUnion Bank2012-02-13 10:24:36CaliforniaCASACRAMENTO, CA26485484http://jobs.unionbank.com/xml/26485484/jobUSATORRANCETitle: CUSTOMER SERVICE MANAGER - ROLLING HILLS (TORRANCE AREA) Location: CALIFORNIA-TORRANCE 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! Job Summary: Reporting to the Branch Manager, responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Major Responsibilities: Under guidance and direction from the Branch Manager: Branch Operations /Risk Management/Compliance Assist in overseeing the operation of the branch. Assist the Branch Manager in the mitigation of risk situations to the Bank. Ensure that operating procedures are being followed, while providing technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Assist in ensuring staff compliance with all regulatory requirements. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. Customer Service Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as liaison to other support areas of the Bank to resolve customer issues. Training/Coaching staff Coach and monitor staff to ensure consistent performance of these behaviors. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. Sales Referral/Customer Retention Maximize sales growth by developing and participating in customer retention program. Make customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. Assist Branch Manager in ensuring staff recognize opportunities to refer other bank products. Maximize market share and represent the Bank by participating in local community activities. Delegated Duties: May have delegated responsibilities from the Branch Manager. This may include duties such as preparing draft performance reviews, reviewing staffing levels, or assisting with the selection process for some open positions. Perform miscellaneous duties as may be assigned. Requires 3-5 years of significant and direct work experience related to branch banking operations. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Working experience with compliance regulations. Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. Ability to lead and train staff and assist the manager in coaching staff. 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.United StatesUnion Bank2012-01-19 08:09:22CaliforniaCATORRANCE, CA25977197http://jobs.unionbank.com/xml/25977197/jobUSASAN DIEGOTitle: RE WHOLESALE LOAN PROCESSOR Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the CL Residential Loan Processing Supervisor - Wholesale, the RE Wholesale Loan Processor is responsible for entire loan processing through funding. Under limited supervision, works directly with Account Executives, underwriters and Union Bank approved brokers to obtain final loan approval. Re-verifies and validates funds, credit and income documentation. Issues final loan approval per determined approval authority. Performs analysis of pre-approved conditions. Handles routine as well as more complex situations with minimal supervision. NOTE: This posting represents multiple openings. Major Responsibilities: 25% - Monitors and directs the flow of broker loans from submission to underwriting through final loan approval. Communicates and corresponds with Account Executives and brokers regarding file status, loan conditions, and underwriting guidelines and decisions. Informs regional Account Executive of status, turnaround times, and issues requiring their attention. 30% - Under limited supervision, responsible for packing and processing of residential real estate loans. Review package for accuracy and completeness. Obtains and compiles (through broker) necessary documentation for submission of loan files to underwriting including Borrower Financials, Letters of Explanation, Bank and asset statements, complete appraisal with exhibits, Preliminary Title Report/Escrow Instructions, and Purchase Contract (if applicable). 30% - Reviews and validates underwriting conditions per predetermined approval authority, as documentation is received from the broker. Submits file to underwriter once all conditions have been received. Responds to more complex inquiries regarding loan applications. Responsible for working a higher volume loan pipeline. Authority to sign off conditions per policy. Issues final approval as allowed by predetermined approval authority (up to $1,500,000 or per company policy) and inputs approval data. 10% - Obtains and confirms broker loan fees. Performs pre-document quality control review. Forwards file to doc prep per established procedures. 5% - Ensures accuracy and compliance with Bank and/or regulatory requirements. Requires a working knowledge of Residential Loan Processing such as would typically be gained by 3-5 years of experience in residential loan processing or comparable experience. Strong working knowledge of residential lending loan documentation products, policies and standard industry guidelines. Experience working with broker loans is desired. 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.United StatesUnion Bank2012-02-13 10:25:20CaliforniaCASAN DIEGO, CA26485523http://jobs.unionbank.com/xml/26485523/jobUSASAN FRANCISCOTitle: SR FINANCIAL ADVISOR - Independent - UBIS (Daly City) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. Soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars and cold calling. Minimum of 5 years related experience in a financial institution and FINRA Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-02-13 10:25:40CaliforniaCASAN FRANCISCO, CA26485534http://jobs.unionbank.com/xml/26485534/jobUSASAN DIEGOTitle: SR OPERATIONAL RISK SPECIALIST CL Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to SVP, CLS and Default Management, the Sr. Operational Risk Specialist is responsible for participating with the Business Unit Risk Manager (BURM) in coordinating risk and controls activities, including monitoring control effectiveness, tracking and reporting results of various risk management activities, testing controls, providing training and project coordination as it relates to the operational risk management activities within Consumer Lending Servicing and Default Management. Major Responsibilities: 50% - Risk assessment and control evaluation Evaluate control effectiveness using appropriate monitoring and testing procedures Document evaluation results in the system of record Coordinate with business units any remediation activities, including documentation of action plans. Monitor progress of remediation activities Coordinate the SOX testing process with the controller's office. Monitor industry and external sources identification of emerging risks and work with BURM to produce assessment of impact to UB Function as subject matter expert on internal controls to partner and advise management. Attend and contribute to departmental meetings. Direct, coordinate and/or participate as assigned in projects related to: control environment, risk assessment, control activities, information and communication and monitoring. 40% - Documentation and Reporting Flowchart documentation using standard tools, including facilitating workshops for the maintenance of process flows and control inventories. Complete quarterly risk assessment for Default and Servicing business processes. Coordinate with BURM and other Operations Risk Specialist with input to risk assessment around module controls including: product, project, information security, vendor management, and business continuity planning, amongst others. Analyze trend information and report results 10% - Training and Communication Identify training needs associated with changes in the organization, employee turnover, and control deficiencies Coordinate communication with risk coordinators within business unit (i.e., Information Security Coordinators, Business Continuity Plan person, Compliance, Vendor Relationship Managers (VRMs). Ad hoc project management responsibilities. Additional Information: Knowledge of mortgage servicing and default management processes. Excellent organizational skills Excellent communication skills, both oral and written Must be proficient with Microsoft Power Point, Excel and Visio software Experience with a variety of reporting tools a plus (e.g., Business Objects) Must be flexible and able to balance several priorities at once Strong analytical skills and good judgment Reports to: Business Unit Risk Manager, Administration & Support, Risk Management and Finance Typically requires a BA or BS degree, 5 years experience in operations management, internal or external audit or other risk management functions within a financial institution 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.United StatesUnion Bank2012-02-13 10:25:40CaliforniaCASAN DIEGO, CA26485536http://jobs.unionbank.com/xml/26485536/jobUSATRACYTitle: SR RELATIONSHIP BANKER - TRACY CORRAL HOLLOW (24 HRS PART TIME) Location: CALIFORNIA-TRACY Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-13 10:25:41CaliforniaCATRACY, CA26485539http://jobs.unionbank.com/xml/26485539/jobUSAFRESNOTitle: SENIOR RELATIONSHIP BANKER (FRESNO: KERN & F) Location: CALIFORNIA-FRESNO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Bilingual (English/Spanish) preferred. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-13 10:25:41CaliforniaCAFRESNO, CA26485541http://jobs.unionbank.com/xml/26485541/jobUSASAN BERNARDINOTitle: SR TELLER - SAN BERNARDINO (20 HRS) Location: CALIFORNIA-SAN BERNARDINO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: - Typically requires 2 years of customer service experience in a retail bank Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-13 10:25:46CaliforniaCASAN BERNARDINO, CA26485550http://jobs.unionbank.com/xml/26485550/jobUSACARLSBADTitle: SR TELLER - CARLSBAD (40 HOURS) Location: CALIFORNIA-CARLSBAD Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-13 10:25:47CaliforniaCACARLSBAD, CA26485551http://jobs.unionbank.com/xml/26485551/jobUSARANCHO PALOS VERDESTitle: SR TELLER - MIRALESTE PLAZA (31 HRS/WEEK) Location: CALIFORNIA-RANCHO PALOS VERDES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Typically requires 2 years of customer service experience in a retail bank Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. -This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-13 10:25:48CaliforniaCARANCHO PALOS VERDES, CA26485553http://jobs.unionbank.com/xml/26485553/jobUSATORRANCETitle: SR PRIORITY BANKING RELATIONSHIP MANAGER (TORRANCE) Location: CALIFORNIA-TORRANCE 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 affluent 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 the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community. Note: Japanese Speaking * College degree or equivalent work experience. Proficient knowledge of computer skills. * Advanced knowledge of personal and business financial statements and tax returns. * Advanced understanding of the financial acumen as it pertains to the affluent market segment. * All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures. * A minimum of 4 - 6 years of commercial and/or consumer lending experience. * Intermediate knowledge of personnel management. * Successful completion of training classes referred to in Priority Banking's "Training Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I". Strong sales and service orientation. Ability to identify client needs and related Bank services; sell the concept of relationship banking defined by the Priority Program. Ability to prospect, anticipate needs and close sale; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work effectively with teams and as a team member; 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.United StatesUnion Bank2012-02-13 10:25:48CaliforniaCATORRANCE, CA26485554http://jobs.unionbank.com/xml/26485554/jobUSABREATitle: Internal Asset Review Analyst I (Brea) Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Assists the department in reviewing its loan portfolio by compiling and reviewing operating statements, rent rolls, credit information and comparable property evaluations. The analyst will accomplish this through interaction with staff members and borrowers in order to get information necessary to update IAR loan and system files. The IAR analyst I will also be called upon to enter information in order to update the IAR database, and assist in the preparation and distribution of reports related to the IAR function. Major Responsibilities Assemble and organize documentation for IAR files and a variety of other documents and reports. Perform individual loan reviews by analyzing and assessing information from operating statements, rent rolls, property inspections, tax rolls and credit reports to ascertain quality of loan and assign risk grade. Be proactive in obtaining borrower financial information requested by the Bank by initiating correspondence, telephone calls and conversations with borrowers as required. Report to IAR supervisor any findings which may have an adverse affect on loan collateral or a borrower?s ability to repay the loan. Assist with preparation of compliance materials. Perform other asset quality related duties as necessary and defined by IAR supervisor. High School Diploma or equivalent preferred. College coursework in accounting, finance, economics, business or related job experience is desired. Working knowledge of computer programs: Microsoft Word and Excel. Attention to detail and a high degree of accuracy in performance of job duties Able to handle diversified workload with changing priorities. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-13 10:25:51CaliforniaCABREA, CA26485555http://jobs.unionbank.com/xml/26485555/jobUSABREATitle: Credit Review Support Specialist Location: CALIFORNIA-BREA As of 12/31/11 Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Under the direction of the Internal Asset Review (IAR) Supervisor, assist in analyzing operating statements and rent rolls in order to review the Bank?s loan portfolio for accuracy, quality and regulatory compliance; assist in preparing a variety of reports related the IAR function; enter a variety of information to update the IAR database, interact with staff members and borrowers in order to get information necessary to update IAR loan files. Assist in the development, administration and monitoring of programs that ensure the IAR department is in compliance with laws, regulations and rules applicable to the department. Major Responsibilities Perform individual loan reviews by analyzing and assessing information such as operating statements, profit and loss statements, rent rolls, property inspections, tax rolls and credit reports to ascertain quality of loan and assign risk grade. Perform other asset quality related duties as necessary and defined by IAR supervisor. Report to IAR supervisor any findings which may have an adverse affect on loan collateral or a borrower?s ability to repay the loan. Assemble and organize documentation for IAR files and a variety of other documents and reports. Track and generate reports involving documents such as inspections reports, financial information, debt-coverage ratios, and loans reviewed. Initiate correspondence, receive telephone calls and converse with borrowers relating to financial information requested by the Bank. Assist with preparation of compliance materials. Perform a variety of duties requiring knowledge of department procedures. Insure confidentiality by maintaining security of files, reports and information whether in written, electronic or verbal form. Perform other duties as assigned. Good oral and written communication skills and ability to interact with customers and staff members in a courteous and professional manner. College coursework in accounting, finance, economics, business or related job experience is desired. Working knowledge of computer programs, Microsoft Word and Excel. Ability to evaluate personal and business financial statements as well as borrower credit reports. High degree of accuracy. Ability to handle diversified workload with changing priorities. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-13 10:25:51CaliforniaCABREA, CA26485556http://jobs.unionbank.com/xml/26485556/jobUSATORRANCETitle: PRIORITY BANKING RELATIONSHIP MANAGER - SOUTH BAY Location: CALIFORNIA-TORRANCE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. 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 bank products/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.United StatesUnion Bank2011-11-17 08:12:28CaliforniaCATORRANCE, CA24917358http://jobs.unionbank.com/xml/24917358/jobUSASAN FRANCISCOTitle: ACCOUNTING POLICY MANAGER Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP Accounting Policy, the Accounting Policy Manager interprets new and existing accounting pronouncements across business units. The Accounting Policy Manager will: * Assess the impact of new accounting rules on current policies and processes. * Collaborate with senior management across business units to strategically enhance, revise and implement policies & controls * Evaluate complex financial products and transactions, including securitizations and derivatives, and assisted and unassisted acquisitions. * Develop, implement, and maintain accounting policies to ensure compliance with GAAP and banking regulatory requirements. Major Responsibilities: Evaluate the impact of proposed and new accounting rules and advise business unit controllers on implementation. Monitor emerging accounting standards during the exposure draft period; interpret their impact to Union Bank, and present implementation status to senior management. Provide proactive, expert consultation and support on transactions by identifying and addressing accounting policy and reporting issues (e.g., acquisitions, leases, hedging activities). Lead financial accounting due diligence efforts and apply complex accounting and reporting concepts to deal structures. Establish and maintain collaborative relationships with Finance partners and internal stakeholder groups, including our Parent Company. Provide on-going guidance to business unit controllers. Assist with preparation of comment letters to the FASB, the IASB and other accounting standard-setters. Maintain the Corporate Accounting Policy Manual. Provide expertise in recommending enhancements and/or additions to the Manual. Assist in representing the company externally on issues relating to accounting policy through participation in industry-wide associations and related organizational meetings. * Bachelors degree in Accounting required, Masters degree preferred * CPA active status * 10-15 years experience, including a Big 4 public accounting background with extensive exposure to clients in the financial services industry, and significant accounting policy exposure within the private sector * Practical understanding of IFRS 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/VUnited StatesUnion Bank2012-02-08 07:38:02CaliforniaCASAN FRANCISCO, CA26394616http://jobs.unionbank.com/xml/26394616/jobUSASAN FRANCISCOTitle: CORPORATE COMPENSATION CONSULTANT Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented compensation professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: As a Compensation Consultant within the Corporate Compensation department, you provide professional and consultative expertise to assigned business areas, with an emphasis on base salary administration, organizational job review and structuring, and market data analysis. Working in partnership with business units, provide plan design and administration support for the incentive plans specific to assigned business units. Collaborate with all other HR functions to provide quality service and responsiveness to assigned business units. Participate as a content expert on HR projects and assignments with other team members and other areas of Human Resources. You will have lead responsibilities for projects within the department. Our ideal candidates will: Function as a Compensation Consultant to assigned business areas: providing expertise to all levels of employees and managers, with a primary focus on all aspects of salary administration and job evaluation. Very customer service oriented, with the ability to conduct ad hoc reviews and analysis based on business unit need. Research and resolve compensation related issues, and propose new compensation programs and solutions. Provide thorough analysis and review on all FLSA issues. Be well versed in FLSA labor laws and their implications. Have a solid comfort level participating in the discussion and design of new plans, and the modifications of current plans. Be confident working with business unit managers in discussing all phases of incentive plan implementation, design, development and risk. Function as a team member within the department and with other functional areas of Human Resources. When assigned, take the lead role on projects, including methodology, process, ultimately benefitting the relationship with business units. Must oversee a project timeline, adhering to key dates and events, and understanding the consequences of not meeting project milestones. Participate in the annual Focal Review process, determining key dates and events and providing business unit support during the process. Ability to manage various components of an automated tool for conducting focal review Conduct detailed market pricing and specialized analysis for assigned areas. Participate in the annual survey process for surveys specific to business units assigned. Have responsibility for an area of expertise relating to either, department data management or compensation communications. As assigned, take on additional projects that support the overall department's effectiveness. * Very comfortable dealing with all levels of employees, ability to form solid working relationships, in particular with senior level managers. * Prior experience with incentive plan development and management is desirable * Effectively manage the primary function of the job, and also work on various projects within the division and directly with business units. Very team oriented in working with peers on projects and day to day assignments. * Very solid skills with Word, Excel, Access and Power Point * This position typically requires a degree from a four-year college (e.g., B.A., B.S.), and 5 to 7 years of technical experience. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-12-10 12:10:04CaliforniaCASAN FRANCISCO, CA25286334http://jobs.unionbank.com/xml/25286334/jobUSAUNIVERSITY PLACETitle: TELLER - UNIVERSITY PLACE (20 HRS) Location: WASHINGTON-UNIVERSITY PLACE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.United StatesUnion Bank2011-12-22 08:49:53WashingtonWAUNIVERSITY PLACE, WA25514810http://jobs.unionbank.com/xml/25514810/jobUSAROSEVILLETitle: OPERATIONS SPECIALIST - ROSEVILLE WEST (PART TIME 34 HRS) Location: CALIFORNIA-ROSEVILLE 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! Job Summary: Reporting to the Branch Manager, the Operations Assistant is responsible for supporting operations and customer service management in the work direction, training and coordination of assigned employees in operational areas of the branch. Major Responsibilities: Operations: 30% Prepare and monitor the daily and weekly work schedules of assigned employees to ensure equitable work distribution and uninterrupted customer service, making use of Scheduler 360. Provide technical guidance and advice to assigned employees on work related problems. Assist Branch Manager with interviewing new staff. Adhere to all Bank operational procedures and guidelines. Provide backup in critical operational areas during peak periods. Approve referred items within authorized limits. May perform any of the following functions: - Monitor cash levels at the branch and place cash orders or ship excess cash. - Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC's, Customer Charges, Deposits, etc.). - Assume responsibility for various reports and/or certifications. - Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. Customer Service: 40% Resolve customer complaints and problems, referring to and/or advising supervisor of unresolved problems. Recognize sale referral opportunities when meeting with customer and meet referral goals. Training: 15% In conjunction with the Customer Service Manager, assume responsibility for the training and cross-training of assigned employees, including scheduling and assignment of training priorities. Compliance/Risk/Operations: 15% 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. Conform to all government compliance regulations. Must have effective verbal and written communication skills. Excellent problem-solving skills Must enjoy working with customers and employees This position typically requires 1 to 2 years previous work experience or comparable work experience from a centralized Bank operations area. Requires the ability to understand and use the computer and all standard bank software. Requires previous direct experience in working with Bank processes, procedures and practices This position reports to the Branch Manager with a Customer Service Manager providing day to day work direction. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:38:03CaliforniaCAROSEVILLE, CA26394618http://jobs.unionbank.com/xml/26394618/jobUSAIRVINETitle: Credit Reporting Analyst Location: CALIFORNIA-IRVINE Reporting to the BBG Credit and Process Manager, with a dotted line to the BBG Reporting and Data Integrity Manager, the Credit Risk & Reporting Analyst is responsible for the production of the Business Banking Risk Management reporting material, for the production of reports supporting the Business Credit Center. Works with the Wholesale and Retail Lending and Process leaders and their business data to coordinate reporting and risk analysis. The Credit Reporting Analyst works in the Business Credit Center (BCC) based in Irvine, CA. The BCC is a high-volume environment that emphasizes individual initiative, teamwork, and progressive levels of responsibility and compensation. Major responsibilities include: * Develop, implement and update various reports. Requires the use of interfaces from various data warehouses and systems such as SIL, AFS, DDA, TOPS, RACER, STP, etc. Communication, education and presentation of reports. * Assist in developing and reporting on Key Performance Metrics (KPIs). * Create monthly adhoc reports to support the requirements of the Business Credit Center. Requires frequent interaction with individuals throughout the Bank's retail and wholesale businesses and various corporate reporting groups to develop, update and validate reporting needed for management updates. * Validation of various internal, external and regulatory reporting from other groups. * Provide credit reporting to the business banking leadership team and key stakeholders to support the alignment of our current risk management tools (scorecards, strategies, and policies) with the Bank's corporate credit risk appetite. * Support credit risk analysis by creating and maintaining regular and ad-hoc reports pertaining to credit risk analysis, risk monitoring, scorecard performance, and assessing strategy with a consideration for alternative options. * Partner with credit underwriting center (first line of defense) and business sales force to assist the development of efficient processes to identify, track, and report existing and emerging credit risk issues. * Operationalize the action plans co-developed with the analytical team and the reporting team to support initiatives to generate and maintain credit (up to and including account monitoring). Present findings and recommendations to senior leaders and facilitate the meetings when required. At a minimum, the right candidate should meet the following criteria: * BA/BS degree required, preferably in MIS or Computer Science (with strong graphical representation, mathematical and analytical skills). * Knowledge of SQL and Relational Databases. * Strong proficiency with MS Office products, especially Excel and PowerPoint. * Strong relationship and partnering skills. * Proven ability to multi-task with a high degree of organization within a dynamic fast paced environment. * Requires a high degree of discretion and independent judgment. * Excellent written, verbal and communication skills are required.United StatesUnion Bank2012-02-08 07:37:14CaliforniaCAIRVINE, CA26394596http://jobs.unionbank.com/xml/26394596/jobUSAGARDENATitle: TELLER - GARDENA (24 HRS) - BILINGUAL JAPANESE/ENGLISH PREFERRED Location: CALIFORNIA-GARDENA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Note: Bilingual (Japanese/English) language skills preferred. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:37:24CaliforniaCAGARDENA, CA26394598http://jobs.unionbank.com/xml/26394598/jobUSASAN FRANCISCOTitle: Sr. Real Estate Loan Officer (Portfolio Manager) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. The position is a part of the Institutional Markets Lending Unit within Union Bank's Real Estate Industries Group. The Institutional Markets Lending Unit is focused on lending to public and private REIT's and Institutional Funds with a national focus. Applicant should be knowledgeable of unsecured revolving lines of credit, term and construction lending. Position will be assigned a portfolio of commercial real estate loans to manage ($200-$300 million). Portfolio Manger will be responsible for gathering financial information from clients, performing financial statement spreads and analysis, completing annual credit reviews on sponsor companies, quarterly status reviews on loans and quarterly problem loan reports. Insure proper risk grading of the loans at all times and update risk grade templates regularly. Position will also oversee and approve construction loan draws on ongoing construction projects. Portfolio Manager will also work with Relationship Managers to manage the client relationship including modifications, renewals, and cross-selling other banking products, primarily Treasury Management, Capital Markets, and Derivatives. Maintain a good working relationship with existing customers through efficient handling of all current services. Portfolio Manager will also work with credit risk administration to influence approvals. Perform other duties as assigned. Candidate should have 7 years of experience at a major financial institution with specific experience in real estate lending, accounting, portfolio management or construction lending. Candidate should also have experience dealing with appraisers, loan administration, outside legal counsel and credit officers. In addition, candidate should have comfort analyzing public and private financial statements, construction budgets, appraisals, analyzing market research, strong underwriting real estate skills, and familiarity with loan documentation. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-08 07:37:05CaliforniaCASAN FRANCISCO, CA26394589http://jobs.unionbank.com/xml/26394589/jobUSASAN FRANCISCOTitle: Real Estate Loan Officer (Portfolio Officer) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Solicit, develop and manage credit relations with primarily top tier real estate developers seeking interim construction and real estate development financing. Solicit and coordinate the expansion of customer relationships through cross-selling of banking services. This level generally works with the manager or more senior Loan Officers on transactions. Major Responsibilities Originates, analyzes, negotiates, structures, prepares, and presents loans involving risk and analysis. Clients needs tend to be smaller and the transactions less complex at this level. Evaluate applicant's credit needs, financial strength, abilities and other background information to determine if a loan is an acceptable risk. Underwrite loans and terms for the purpose of making recommendations to Credit. Deal directly with customers; may serve as the primary contact representing the Bank with less critical or less complex clients, but may be a secondary contact for those clients working with management or more senior Loan Officers. Work to retain and expand all accounts through the development of a strong business relationships and to cross-sell bank products. Maintain high standard lending practices and develop profitable portfolio and account relationships by reviewing and monitoring new and existing business transactions. Typically requires 3 years advancing Real Estate industry experience. Requires excellent negotiation and marketing skills and thorough knowledge of accounting. Understanding of credit underwriting, structuring skills and banking products. Effective verbal and written communications skills. Successful completion of a major bank's credit training program a plus. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-08 07:37:05CaliforniaCASAN FRANCISCO, CA26394588http://jobs.unionbank.com/xml/26394588/jobUSAMONTEREY PARKTitle: SVP BTG Senior Program Manager - WLOS Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP of Enterprise Change Management, responsible for filling multiple roles within a dynamic enterprise change management team. Manage small and large programs or projects from inception to implementation in support of BTS or other strategic program initiatives. Provide direct program and project management support to the Integration Management Office for ongoing Merger and Acquisition planning, development, and execution. Provide program and project management advisory and support services for strategic initiatives across other bank Program Offices. Major Responsibilities: Responsible for leading a program, consisting of multiple projects, as needed, in support of strategic business initiatives. May directly manage multiple projects as needed, including strategy, project plan development, coordination of project team, deliverables, testing, and implementation. Manage multiple projects and/or multiple PMs concurrently. Develop and maintain complex project plans and manage work according to defined methodologies. Direct and advise PMs in support of project/program objectives. Plan and lead the execution of complex, cross-functional implementations or integrations (including Command Centers, issue management, escalation, management communications, KPI tracking and reporting). Provide direct support and/or liaison activities for other programs and initiatives, including project management, project planning, vendor selection, contracts, and project execution support. Investigates and develops resolution of complex business or project issues, including analysis, solution facilitation and development, approval, management communication, and implementation. Responsible for implementation and/or administration of project governance requirements. Provide feedback for process improvement, lessons learned, program enhancements, and strategic alignment with business or other programs. Serve as business Subject Matter Expert as appropriate. Perform direct project intervention/turnaround activities for key initiatives. Provide testing, simulation or implementation support and coordination as needed, using standard practices developed for M&A integrations to ensure high quality project execution. Develop and deliver management and project-related presentations as needed. Assist the Department Manager with direct program management activities, as needed Assist with staff hiring, interviewing, development, or advisory activities as needed Assist with Sr. Management reporting and support as needed. 10 years of demonstrated mastery and direct work experience in leading and project managing large, complex, and strategic initiatives that cross company business lines. Program management experience, including management of multiple projects, multiple program work streams, or multiple PMs in a program office environment. Direct experience in business analysis, project leadership, and management skills. Demonstrated ability to lead large teams - through prior management experience with 10 direct reports and/or project/program management experience. Understanding of project life cycles and project management tools, and direct experience with project execution through the complete life cycle. Merger and Acquisition integration experience, or large project implementation planning and execution experience, including development and leadership within a complex go-live environment. In depth understanding of banking business, including customer strategies, business practices, operations, technology and/or support organizations. Communications Requirements --Excellent verbal and written skills. Ability to communicate complex issues and ideas with absolute precision and clarity. Ability to communicate effectively within all levels of the organization and externally with vendors. Ability to prepare and present formal management presentations - comfortable and confident with Sr. Management-level communication. Ability to organize and conduct effective meetings appropriate for the topic. Ability to recognize and effectively communicate a course of action on difficult projects. Ability to provide help and guidance to project team members on matters of communication, including intervention or corrective action as needed. Working Relationships --Excellent ability to work with all levels of the organization and externally with vendors. Ability to work independently and with teams. Ability to develop effective interpersonal networks within the organization. Ability to provide help and guidance to project team members on all matters of project management. Ability to provide direct and open feedback on project/program status, issues, risks or problems while maintaining positive personal and business relationships. Effective management skills in a matrix environment where project team members report to other organizations. Ability to proactively identify critical risks to project success and facilitate the development of mitigation plans, often while working through others. Excellent personal time management skills. Requires professional work that include knowledge of general management principles and practices and a good understanding, use, and application of concepts, theories, principles, practices & terminology relevant to required activities. Demonstrates ability to organize well-coordinated and organized programs and/or projects. Prioritizes work, resolves routine conflicts and issues Delivers all work product with minimal errors and omissions (e.g., grammar is correct and professional, formatting is clean, key subjects are thought through and addressed appropriately, etc). 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. 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.United StatesUnion Bank2012-02-08 07:37:02CaliforniaCAMONTEREY PARK, CA26394584http://jobs.unionbank.com/xml/26394584/jobUSALA MESATitle: SR RELATIONSHIP BANKING MANAGER (LA MESA) Location: CALIFORNIA-LA MESA Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new banking relationships with prospective clients and expand existing relationships with current customers through the sale/cross-sale of financial services. Assist in the achievement of branch and bank goals and objectives through the direct sale of financial products and services to new and existing customers and through the referral to other departments/areas as opportunities are developed. Provide sales lead responsibilities to assigned staff. Major Responsibilities: Lead 10%:Assist the Branch Manager in motivationand training of assigned branch sales staff. Provides day to day technical work guidance. May assist management in the preparation of draft performance reviews, review staffing levels or assisting with the selection process for some open positions. Sales: 50%: Proactively plan, develop and implement sales campaigns and promotions to expand usage of the Bank's products and services. Develop, organize, monitor and carry out strategies to increase market share in consumer business relationships in accordance with Bank's and manager's overall goals and objectives. Monitor and analyze client relationships and financial aspects to determine trends, risks, profitability and cross-sell opportunities within the office and to other departments of the Bank. If assigned, responsible for managing growing and maintaining the Signature/Priority Portfolio. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loan, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer to Loan By Phone when appropriate. Attend civic, cultural and community events to maintain communication links and to promote the Bank and its services. Risk/Compliance/Audit 20% : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes and securing additional account information. Customer Service 20%: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. Generally requires 4 years of increasing loan and credit work experience. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Has high level of Small Business loan and deposit. May have expertise in specialty loans/products. Ability to make effective group presentations in staff sales meetings or to clients/prospects. Requires working knowledge of the most complex financial service products and services including Small Business deposits and credits. May have expertise in specialty loans/products. Ability to make effective group presentations in staff sales meetings or to clients/prospects. Ability to operate PC, Windows, Word, Excel and other Bank standard software. Regular outside local prospect and client calling required. Requires college degree or related significant work experience and the successful completion of the required training classes and/or Management Training Program to gain advanced knowledge of all consumer and small business products. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:37:10CaliforniaCALA MESA, CA26394592http://jobs.unionbank.com/xml/26394592/jobUSAMENIFEETitle: SR RELATIONSHIP BANKER (MENIFEE IN-STORE) Location: CALIFORNIA-MENIFEE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:37:10CaliforniaCAMENIFEE, CA26394593http://jobs.unionbank.com/xml/26394593/jobUSAPALM SPRINGSTitle: SR RELATIONSHIP BANKER (LA QUINTA) Location: CALIFORNIA-PALM SPRINGS Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-08 07:37:11CaliforniaCAPALM SPRINGS, CA26394594http://jobs.unionbank.com/xml/26394594/jobUSALOS ANGELESTitle: Strategic Planning Officer Location: CALIFORNIA-LOS ANGELES Our Pacific Rim Corporate Group (PRCG) is searching for a Strategic Planning Officer to assist with strategic planning for the department. The PRCG provides support to our Japanese clients by providing seamless relationship management and bilingual commercial customer service to help optimize cash flow and be more efficient. The Strategic Planning Officer prepares analytical data which is used to advise the management team. They will also provide support to the project lead. Additional responsibilities include: * Collect complex financial data from various sources. Prepare moderately complex analytical reports and financial statements based on the instruction from Manager or Supervisor. * Conduct analyses, such as profitability and performance analysis. Input data and run reports/programs to produce financial information. * Conduct simple projects as requested by the manager; prepare meeting materials, organize meetings, negotiate with other parties, prepare memos for approval. * Support Business Line to conduct business promotion strategies; provide potential customer list, prepare progress report.. At a minimum, the right candidate should meet the following criteria: * BA/BS degree required * At least one year of experience in the financial industry * Requires knowledge of basic banking principles * Requires intermediate skill level in computer software programs; ability to design or develop spreadsheets, databases or custom reports utilizing PC * Strong relationship and partnering skills * Proven ability to multi-task with a high degree of organization * Excellent written, verbal and communication skills are required * Bilingual Japanese skills preferred 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.United StatesUnion Bank2012-02-08 07:36:57CaliforniaCALOS ANGELES, CA26394566http://jobs.unionbank.com/xml/26394566/jobUSAHOLLISTERTitle: SR RELATIONSHIP BANKER - HOLLISTER Location: CALIFORNIA-HOLLISTER Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:36:57CaliforniaCAHOLLISTER, CA26394569http://jobs.unionbank.com/xml/26394569/jobUSADALLASTitle: DATA CUSTODIAN - PETROLEUM Location: TEXAS-DALLAS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Data Custodian is responsible for development and implementation of quality control ("Q/C") processes governing Key Data Elements ("KDEs") for the Business Unit(s). The position ensures that appropriate Q/C processes are developed in accordance with Enterprise wide Data Management Procedures and that Desktop Procedures are developed documenting the Business Unit Q/C processes. By implementing the Q/C processes the Data Custodian is responsible for pre-boarding review and remediation (if required) of any errors in KDEs for all Business Unit credit transactions. The results of the Q/C process is to be documented and forwarded to the Data Management Office ("DMO") on a regular basis and used to develop acceptable error thresholds for KDEs being monitored. The Data Custodian also monitors evolving error trends in KDEs and provides consultation to Business Unit on key trends and issues related to key data accuracy. Major Responsibilities: 20% Data Accuracy: * Responsible for defining and managing data accuracy procedures for the Business Unit(s), including responsibility for the data accuracy of the KDEs within a specific business process or set of business processes (e.g. Business Unit). * If changes are required to the data, processes, application system or databases, work with Data Steward, DMO and Data Integrity Team to create the Change package. 40% Key Data Element (KDE) Management: * Work with DMO and Business Unit to define KDEs for the respective business. * Develop and maintain Desktop Procedures in accordance with Enterprise wide Data Management Procedures to perform Q/C of KDEs for all business unit credit transactions. * Validate the accuracy of KDEs for each credit transaction, including obtaining remediation of any errors prior to boarding, including a manual review of the accuracy between the source documentation and booking instructions and a qualitative review of the appropriateness of the data selected for each KDE. * When post-boarding, perform a Callback audit validating accuracy of key data recorded in the source systems vs. the source documentation. 15% Data Reporting: * Prepare regular reporting on Business Unit(s) Data Accuracy performance information as required by the DMO. * Monitor and provide reporting on Data Accuracy performance vs. established error thresholds for KDEs. * Monitor tracking and reporting of all Business Unit Data Q/C functions, recommending changes to procedures and workflow as needed. * Investigate, evaluate and determine causes of the effectiveness and efficiency of the department's controls and make recommendations to augment the controls when applicable. 25% Data Management: * Perform ongoing monitoring of the accuracy of existing Business Unit(s) key data. * Identify and advise management and DMO of risks/trends in terms of achieving and maintaining satisfactory data accuracy, lead clean-up efforts to remediate key data where required and ensure compliance with all Data Management Policies and Procedures. * With the assistance of the DMO, recommend, implement and update Desktop Procedures to ensure deficiencies are corrected and the efficiency of the Q/C process is continuously improving. * Minimum of 6-10 years Loan Operations experience including extensive knowledge of AFS and working knowledge of Real Estate, Syndications, Commercial and Community Banking. * Strong PC skills are required, especially Microsoft Office applications. 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/VUnited StatesUnion Bank2012-02-08 07:36:57TexasTXDALLAS, TX26394567http://jobs.unionbank.com/xml/26394567/jobUSAWOODLAND HILLSTitle: PRIVATE CLIENT ADVISOR - Woodland Hills Location: CALIFORNIA-WOODLAND HILLS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Superior record of new business development across the wealth management product spectrum. Proven leadership capabilities. Demonstrated superior knowledge and implementation of the bank's branded sales process. Ability to manage the most complex high-profitability client relationships. Possessing thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies. Responsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships. Reporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the growth and profitability of large, complex relationships as well as the ongoing management and total servicing of the client relationship. In close collaboration with the Private Bank Team, proactively advises and consults with clients to maximize their usage of all Private Bank capabilities and monitors client portfolio to ensure profitability and deliver a positive client experience. Major Responsibilities: 60% Business Development - Identify clients for The Private Bank through research and use of resources, including referrals from outside the Bank, existing clients, commercial/retail partners, and other Private Bank partners. Proactively advises and consults with existing clients to maximize their service usage and monitors client portfolio to ensure profitability.Meet with prospects as needed, often outside the office to present the capabilities of The Private Bank. Drives the Private Bank sales process across the wealth management spectrum including wealth planning, investments, private banking, trust & estate services and Insurance to proactively identify the needs of the prospects, matching appropriate products and services and ensuring a team delivery approach by including appropriate specialists within the Private Bank. Act as advisor by anticipating needs relative to the high net worth segment to ensure maximum profitability and cross-sell opportunities are met by monitoring each client's account and service use as well as changes in their Life. Consult with clients as to various services or product that would be most advantageous for them and keep them aware of new strategies and market trends that would affect them. Provide various options considering tax implications, estate planning, risk tolerance levels and introductions to the appropriate Private Bank team member to maximize multiple team touch points per client and greater client satisfaction.Thoughtfully plan the introduction of clients to other areas of the Bank for special needs. 20% Teaming - Detail specific actions to introduce Private Bank team members to prospects by embracing, leveraging and leading the team through the Private Bank sales process. Acts as the "quarterback" for the Private Bank team to ensure both new sales and client retention goals are achieved. NOTE: greater time will be devoted to "teaming" during early development of their books of business. 20% Service - Ensure proper handling of service programs and respond to problems clients may experience with the handling of their accounts by pro-actively communicating with clients and coordinating the efforts of the internal team.Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. Additional Information: Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a "win" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills. 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. 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/VUnited StatesUnion Bank2012-02-08 07:37:35CaliforniaCAWOODLAND HILLS, CA26394608http://jobs.unionbank.com/xml/26394608/jobUSAVISALIATitle: SENIOR RELATIONSHIP BANKER (VISALIA: MOONEY BLVD) Location: CALIFORNIA-VISALIA Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-08 07:37:35CaliforniaCAVISALIA, CA26394606http://jobs.unionbank.com/xml/26394606/jobUSASAN FRANCISCOTitle: COLLATERAL SPECIALIST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. The Collateral Specialist: UBIS, Priority, The Private Bank, Corporate Banking will create and manage all marketing communications efforts to support and achieve Union Bank's goals and objectives and meet compliance requirements. The specialist will support UBIS, Priority, The Private Bank, Corporate Banking initiatives and material. Will also establish strong partnerships with key groups to develop highly effective communication materials to support the line of businesses. The specialist will help develop guidelines and standards working closely with the multiple stakeholders to strategically create and manage marketing collateral and customer communications. Specific responsibilities include: Establishing close and strategic advisory relationships with the relationship managers to support UBIS, Priority, The Private Bank, Corporate Banking at Union Bank. Becoming the voice of marketing for printed material and establishing best in class marketing collateral. Monitoring progress and making recommendations on workflow and timeliness to achieve completion of approved communication projects in a timely, cost-effective, and efficient manner. Leading the marketing communications efforts in new and existing strategic marketing programs, focusing on the bank's high value customers and prospects. Developing effective and innovative consumer platforms that enhance Union Bank's visibility and brand reputation. Maintaining complete responsibility for business performance, strategic planning, and ROI measurement of marketing communications tools and activities. Qualifications& Experience Bachelor's degree or equivalent required; MBA preferred. Seven-plus years of relevant marketing experience, focusing on consumer and commercial financial services. Prior experience leading or managing bank marketing communications tools, programs and initiatives. Identify and create ways to utilize data to streamline various marketing communication efforts and company processes. Assist with developing guidelines and processes to efficiently manage the creation, design and printing of materials. Ability to translate research findings into collateral development/design to maximize overall effectiveness and reduce cost and clutter. Contribute to overall strategic planning as it relates to marketing communications collateral. Develop agency/vendor partners that support marketing initiatives to enhance company's ability to meet marketing communication/collateral goals. Powerful communication skills, both verbal and written. Must be able to convey an inspiring message to large groups as well as one-on-one settings. Experienced project and organizational manager. A strong balance of strategic and business skills, with a high level of intellectual agility and capacity for original thought. 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/VUnited StatesUnion Bank2012-02-08 07:37:34CaliforniaCASAN FRANCISCO, CA26394601http://jobs.unionbank.com/xml/26394601/jobUSASAN DIEGOTitle: Consumer Lending Servicing & Default Mgmt Operations Analyst Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the VP, Operational Support Manager, the Operations Analyst is responsible for establishing and managing operational initiatives for the line of business to include projects such as process improvement initiatives, service or efficiency initiatives, new product or system introductions, merger related activities, and other duties as assigned. This position is responsible for leading the effort for new innovative solutions and processes to ensure quality control with compliance and Operational Excellence initiatives. The duties include technical and operational support, as well as oversight responsibilities in a leadership role, working closely with management and staff personnel. The job requires applying specific knowledge of both the business processes and technical functionality in order to solve operational problems and meet the needs of the business unit through implementation of business monitoring and control methodologies. Major Responsibilities: Project and Initiatives - 50% Lead business unit operational initiatives from initiation to implementation and builds a culture of continuous improvement. Establish the business needs/requirements including developing solutions. Works with business unit managers to understand the needs and current processes of the unit to spearhead initiatives for process improvements. Identify solutions, methods or systems that enhance productivity and implement solutions, while ensuring that these solutions have been evaluated for deficiencies, failures and inefficiencies.. Projects assigned cross divisional lines and include interfacing with other business units and intersecting projects. Participate in the research, design, implementation of complex operational and system projects. . Partner with business unit managers to understand the needs and current processes of the unit in order to spearhead initiatives for process improvements. Consult with business users and system vendors for needs assessment, as appropriate. Write detailed analysis of user needs and prepare required documentation. Act as the business liaison to support the development of business requirements for associated projects on behalf of the operational unit. Act as a senior level project manager on large projects, serving as the principal coordinator for the business unit. Develop and administer project plans, as assigned. Responsible for establishing the procedures, workflows, communications for impacted areas thru delegation to others. Operational Duties: 50% Successful candidate will guide research efforts for more complicated problems, solve and test complex issues, develop new reports or control, as needed. Provide support services as designated by the manager. Participate in or conduct meetings, discussions, group sessions relative to departmental or division operations, projects, and bank-wide initiatives. Ensure that the results of system or operational projects are compliant with all applicable government, investor, and bank regulations. Compile data or provide reports in connection with internal and external audits, compliance related matters, as needed. Assist management with evaluating and/or monitoring departmental compliance through research efforts or development of system tools to aid in identifying particular criteria for review. Additional Information: Must have excellent verbal and written communication skills. The highest level of personal and professional integrity, customer focus, and partnership is a minimum standard requirement for this position. Minimum 3 years leading and implementing change initiatives preferably within a financial services environment, or equivalent work experience.8 - 10 years of technical, operational, and analytical experience, preferably in real estate and consumer loan servicing business environments. Understanding of process design & engineering and governance methodologies (Six Sigma, Business Process Management, Operational Excellence) to deliver fact based measurement. Extensive knowledge of all operational processes/systems using a Best Practices approach. Fully capable of handling business line initiatives with minimal support. Successful candidate demonstrates priority setting, problem solving, negotiating, and conflict management skills. Functional, technical, and operational organization skills required, including the ability to develop strong alliances at all levels within the organization. Sound decision making skills that demonstrate originality, flexibility, and resourcefulness. Action oriented; Ability to adapt to change and implement quickly based on overall direction and needs of the company. High quantity producer and ability to manager multiple priorities and commitments concurrently. Strong computer skills utilizing applicable PC applications to include Microsoft, Web, and bank related applications. Stay abreast with industry trends. Requires ability to work independently. Ability to coordinate and direct activities of others. Bachelors Degree in a Business related field or other equivalent experience preferred 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.United StatesUnion Bank2012-02-08 07:37:34CaliforniaCASAN DIEGO, CA26394602http://jobs.unionbank.com/xml/26394602/jobUSASAN DIEGOTitle: FORECL/RECON RE SPEC Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for processing and providing work direction to ensure the efficient and accurate operations in the reconveyance and accounting area of UnionBanCal Mortgage / REO processing unit, including all posting requirements to Quickbooks and REO reporting, and all foreclosure and reconveyance transactions in a timely and accurate manner. Responsible to ensure compliance with policies and procedures and provide quality service to both internal & external clients. Assist the foreclosure officer in various aspects of Foreclosure and Reconveyance functions. Major Responsibilities:Process complex reconveyances and foreclosures. Research Deeds of Trust errors; coordinate corrections. Research litigation files and handle bankruptcy files· Approve requests for full and partial reconveyances· Advise and recommend solution to foreclosure and reconveyance problems with Bank attorneys and loan workout officers· Direct and check the work of foreclosure / reconveyance assistant· Assist as needed in the research and resolution of complex problems such as missing payments and posting errors. · Provide monthly reports to divisional heads and the Loan Control Committee· Evaluate and respond to client and UBOC customer complaints via telephone and written correspondence· Provide work direction and support to staff, including training for new employees· Oversee and distribute workload in Reconveyance unit to prevent backlog of work· Responsible for written and verbal communication with immediate supervisor and other units to resolve more complex questions or problems· Responsible for knowing and conforming to government, investor, bank rules and regulations applicable the specifically assigned function Additional Information: Education / Experience · Typically requires High school diploma or equivalent · Requires 2 - 4 years progressive responsibility in reconveyance and foreclosure environment, and in financial processing · Requires excellent math skills, oral/written communications skills, plus high level reading and comprehension abilities · Requires excellent problem solving and multi-task abilities · Must be thoroughly familiar with general lending policies, UB procedures, reconveyance and foreclosure processing 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. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-08 07:38:05CaliforniaCASAN DIEGO, CA26394620http://jobs.unionbank.com/xml/26394620/jobUSALOS ANGELESTitle: BROKERAGE OPERATIONS MANAGER - UnionBanc Investment Services - Los Angeles Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the UnionBanc Investment Services (UBIS) Division Manager, the Brokerage Operations Manager is responsible for overall management of the middle-office retail operations, back-office institutional operations, centralized principal review and field operations support teams; consisting of approximately 23 support representatives, 2 department managers and 1 supervisor. Teams are responsible for brokerage operations, centralized principal review and document processing. The Brokerage Operations Manager will work closely with Sales, Sales Management, Compliance and the centralized Call Center areas to support the Service Support Organization (SSO) Governance Model and the strategic initiatives identified by UBIS. 25 FTE total - 3 direct reports. Major Responsibilities: 40% Management of retail and institutional brokerage operations. Work in partnership with Sales, SSO, Compliance and IT to ensure that operations is structured to meet departmental needs. Responsible for day-to-day management of brokerage operations, including regulatory monitoring and reporting requirements, coaching of the operations staff to ensure the delivery of superior customer service. Responsible for management of direct and indirect reports, including interviewing, hiring, training, counseling, guidance, and terminations. Provide management reporting weekly to monitor resource capacity and utilization levels. Define and implement service level metrics to measure adherence to the service center goals. 30% Management of the centralized principal review functions and field operations support units. Ensure all internal compliance and external regulatory requirements are met. Responsible for day-to-day management of these units including process flow, systems integration, work-force analytics, and overall service standards. Motivate work force towards greater productivity and quality. Define and implement service level metrics to measure adherence to the service center goals. 15% Accountable for adherence to all regulatory, compliance and operational procedures, including FINRA supervisory tasks (Series 24). Ensure constant vigilance on rigorous processes and tight controls in operations, reporting, trading and technology to mitigate risk. 15% Contribute and often lead the development of departmental and organizational goals and objectives. Evaluate all existing processes, procedures and systems and ensure the right talent, systems, third party relationships, and "best practices" are in place. Benchmark, develop, manage and implement continuous improvement projects to eliminate inefficiencies and bottlenecks. Additional Information: Expert knowledge level of retail and institutional brokerage operations. Ability to prioritize and facilitate daily decision-making in administrative, operational, and business management areas. Ability to operate effectively in a fast-paced environment while maintaining professional standards mandated by management. Demonstrated presentation and communication skills; strong analytical skills. Developed interpersonal skills that support effective and positive interaction with peers. Ability to understand overall strategic goals of the organization and business unit; drive to succeed and further develop professional skill sets. Excellent analytical and problem-solving skills. Demonstrated leadership and team-building skills. Customer Service skills and ability to communicate with a broad range of people. Bachelor's degree or equivalent experience Minimum 15 years retail and institutional brokerage operations experience. Proven experience streamlining and improving operational processes. A senior, professional leader with experience in supervising administrative and business operations FINRA Series 7, 63, 65 and 24 required, Series 4 preferred (ability to obtain). 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/VUnited StatesUnion Bank2012-02-08 07:38:05CaliforniaCALOS ANGELES, CA26394622http://jobs.unionbank.com/xml/26394622/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER — Informatica Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a you an Informatica expert looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY Responsible for leading a team of staff for developing and deploying complex integrated solutions aimed at modernizing, consolidating and coordinating the independently designed applications within and across the enterprises of core systems. Leads the team that consults with internal business clients to offer solutions using best software and engineering practices. Involved in modeling information sources, flows and critical paths, as well as understanding how information is turned into knowledge and the relationship of knowledge and how it supports and enables key business processes. Facilitates the development of supporting knowledge architecture and standards. Works with operations staff to define an operational framework that defines, develops and implements delivery systems, systems management, policies and security frameworks to ensure delivery of knowledge and information to appropriate groups. DETAILS Major responsibilities include: Must be able to write technical specifications for junior programmers and offshore team, must be able to lead a small team of developers on the project level. Must be able to write Informatica mapping specifications. Must be able to troubleshoot application anomalies quickly and accurately. The role requires effective communication with technical and non-technical team members, vendors, and the end-user community. This includes verbal and written communication. Candidate must be able to write instructions clearly. Responsible for leading a team of staff for developing and deploying complex integrated solutions aimed at modernizing, consolidating and coordinating the independently designed applications within and across the enterprises of core systems. Leads the team that determines how existing applications, legacy systems, databases, Web interfaces and/or hardware logic, which may be currently operating on multiple platforms, work together to meet the new and emerging enterprise requirements. Oversees the team/staff that develops methods to efficiently reuse existing components. Controls and work directs activities of the staff. Conceive, plan and implement original approaches to solve complex problems of diverse scope. Prepare and present technical concepts to internal audiences. Works with operations staff to define an operational framework that defines, develops and implements delivery systems, systems management, policies and security frameworks to ensure delivery of knowledge and information to appropriate groups. Regarded as an expert in development with good software engineering practices. Plans and organizes the development of technical support standards, evaluates software and system problems and potential solutions to application systems requirements. Will have demonstrated ability to solve complex application and data-related problems and be experienced in resolving issues relating to data security and integrity of controls. Initiates and develops concepts to solve extremely complex situations with little or no precedent. Creates new opportunities for the use of new technology. Provides conceptual guidance to other senior and high level technical experts. Performs systems design and analysis, develops codes and testing to ensure successful and seamless communication among the various IT systems, users and applications components. Advanced professional level role. Works on projects that may span a broad range of systems and enterprise wide complex components. Requires in-depth knowledge across multiple technical environments and possesses increased level of business knowledge. Works on major projects providing subject matter expertise and technical direction to more junior technical staff and may be technical leader of advanced or complex projects. Lead responsibilities include directing, monitoring and assigning work to those on the team. Provides technical work guidance or mentoring. May provide input to the managers/supervisor on staff performance. QUALIFICATIONS Required Typically has 5-7 years of programming/systems analysis experience with emphasis in applications and systems architectural design and development, database. Must be skilled in: · Oracle, PL/SQL, DLL. · Unix/AIX/Linux operating systems. · Websphere · Informatica ETL tool 8.6. · Experience deploying and supporting complex vendor applications in a multi-tier environment. · Unix/AIX/Linux operating system expertise. · Websphere and JBOSS deployment experience with vendor and in house applications. Strong leadership skills to gain credibility with various business leaders and stakeholders. Makes complex IT and business decisions. Works with other IT groups to ensure solid cross-functional decisions are made as a team. Possesses expertise in process and data modeling, architectural development methodologies, IT planning methodologies and extensive knowledge of the enterprise's business and decision-making processes. EducationBachelor's or Master's Degree in Computer Science, Information Systems, or other related field. Preferred : · JAVA and JBOSS 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-08 07:38:04CaliforniaCAMONTEREY PARK, CA26394619http://jobs.unionbank.com/xml/26394619/jobUSAMONTEREY PARKTitle: Integration Manager Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: This position is responsible for executing Union Bank's integration methodology to successfully integrate two or more organizations. This includes leading the Business Unit & Delivery Channel Integration Workstreams during the assessment of the acquired organization and throughout execution of these initiatives to achieve the financial, customer, and shareholder goals for Union Bank. This position reports to the IMO Executive and will lead multiple workstreams, in addition to directing internal Integration Management Office resources in support of an integration. This position will also be responsible to influence and manage all related parties and stakeholders to achieve the maximum benefit for the Bank. Major Responsibilities: This position will be instrumental in the refinement and enhancement of the custom methodology and supporting tools and templates that Union Bank utilizes for acquisition integrations, including those required for FDIC assisted transactions. They will be responsible for managing and directing activities of the centralized PMO for integrations and ensuring that all timelines and deliverables are met. This position will be responsible for performing Quality Assurance checks on deliverables and providing coaching and guidance when necessary to the various business function acquisition team leads. Key Responsibilities include, but are not limited to: Refining Union Bank's integration methodology including the supporting tools, templates, training, and communications Providing day-to-day program management support to the Integration Leadership Team Providing guidance to the business units relative to the key focus areas related to acquisition integrations, where appropriate Developing and distributing regular communications relative to the integration status, issues, and next steps Working across the integration teams to identify, address, and resolve cross-functional dependencies Serving as a coordination point for all business/functional units relative to an integration Partnering with cross organizational strategic initiatives and/or stakeholder to ensure transparency and traceability of decisions made Additional Information: Excellent written and verbal communication skills utilizing multiple communications channels, tools, etc. Leadership intangibles to be able to influence and manage workstream leads from across the Bank Previous experience working on or with acquisitions, experience with FDIC Assisted deals is a plus. Ability to develop processes to meet business needs, inclusive of process flow, roles & responsibilities, training, technology requirements, and skill requirements. Excellent organizational skills and ability to lead others with organization techniques, etc. Excellent proficiency with the Microsoft Office suite (Word, Excel, PowerPoint, Visio, and Project) Ability to travel at any given time, and at times, for long durations (3 weeks at a time) Professional posture and attitude in difficult situations Ability to break down large or complex processes into manageable pieces and lead others to execute their responsibilities. General Banking experience and familiarity with banking terms and functions Bachelors degree or equivalent work experience 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.United StatesUnion Bank2011-06-25 13:11:06CaliforniaCAMONTEREY PARK, CA22025288http://jobs.unionbank.com/xml/22025288/jobUSALOS ANGELESTitle: Derivatives Software Engineer - J2EE Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. Are you a Derivatives Software Engineer looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY In support of CDS project and other derivative integrations develops and deploys integrated solutions aimed at modernizing, consolidating and coordinating the independently designed applications within and across the enterprise. Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written. Designs, codes, tests, debug and documents programs. Plans and organizes the development of technical support protocol, maintains operating systems, evaluates software and system problems and potential solutions to application systems requirements. May plan, coordinate and administer databases including issues relating to security and integrity of controls. Establishes project schedules and budget estimates. DETAILS Major responsibilities include: Performs work that is complex and varied in nature. Defines and discerns key aspects of a problem and develops an integrated solution within a broad technical and business context of significant impact. May provide guidance/training to more junior staff. Responsible for the analysis, development, modification, installation, testing and maintenance of application systems software. Modifies, installs and prepares technical documentation for system software applications. Diagnoses, isolates and de-bugs software problems and performs problem resolution. Develops plans to improve system services. Initiates and develops concepts to solve moderate to complex situations with little or no precedent. Analyzes business requirements and code to determines how existing applications, legacy systems, databases are impacted and changed /redesigned to meet the new and emerging enterprise requirements. Recommends new system opportunities (new systems or applications ) for the use of new technology operating on multiple platforms. Monitors systems availability, capacity and performance and plans. Performs component and data architecture design , software product evaluation and buy vs. build recommendations. Develops methods to efficiently reuse existing components. Responds to system users, evaluates software and system problems and potential solutions to application systems requirements. Performs database analysis, codes and tests routines to ensure successful and seamless communication among the various IT systems and applications components. QUALIFICATIONS Required Typically has 5 years of programming/systems analysis experience with emphasis in applications and systems architectural design and development, database and middleware technologies. 5 years of J2EE with strong analysis experience 3 years of SQL Server and SQL scripting 3 years of report generation with VBA and Excel 5 years of experience in a production support environment 3 years of JBoss and/or Tomcat Oracle PL/SQL is a plus Market data skills with Bloomberg or Reuters is plus Education Bachelor's or Master's Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-01 08:23:20CaliforniaCALOS ANGELES, CA26233956http://jobs.unionbank.com/xml/26233956/jobUSASEATTLETitle: Senior Portfolio Manager - Weatlh Markets Seattle Location: WASHINGTON-SEATTLE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. HighMark Capital Managementis the wholly owned investment management subsidiary of Union Bank, N.A. HighMark Capital Advisors is a division of HighMark Capital Management and is responsible for providing a full range of investment solutions for retirement plans, public agencies, corporations, educational institutions, foundations, endowments, and high-net-worth individuals. We are committed to outstanding research, a disciplined investment process and thorough risk management. Visitwww.highmarkcapital.com for more information. Job Summary: The Senior Portfolio Manager for HighMark will be responsible for key high net worth and institutional client relationships within theGreater Puget Sound Area, constructing and managing complex portfolios, client service, and actively growing a book of business. Business development will encompass approximately 30 - 50% of this position . * Ability to make buy and sell decisions and construct portfolios that consist of individual stocks and bonds, external strategies and alternatives for high net worth, institutional and charitable clients * Proven success in building a book of business with high net worth and institutional clients * Superior sales, presentation and public-speaking skills, including ability to provide a very positive client experience * Knowledge of SEI Trust, Bloomberg and Baseline investment management software * Must be available for limited travel throughout the Greater Puget Sound Area for client service and new business development * CFA, CFP or MBA and 10 years of experience in portfolio management, client service and business development 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/VUnited StatesUnion Bank2012-02-02 08:05:33WashingtonWASEATTLE, WA26265630http://jobs.unionbank.com/xml/26265630/jobUSAMONTEREY PARKTitle: TERM EMPYMT-NONEXEMPT Location: CALIFORNIA-MONTEREY PARK 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. Union Bank is nationally recognized for being ranked among the top ten companies for diversity in the workplace. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our HOA Remittance Services department as a Remittance Specialist I for a period of 6 months, not to exceed 2 years. Ability to perform mail extraction and negotiability review using a mail extraction machine. Ability to perform data entry with speed and accuracy. Meet established performance and productivity standards. Understand how to determine check negotiability. Excellent personal computer skills required. Proficient in operating a 10-key adding machine, 8,000-10,000 k.p.m., type at least 40-45 w.p.m., mechanical aptitude, organizational skills, and the ability to meet strict time constraints. Good communication skills and ability to interpret and follow instructions easily. Reliable attendance and strong team player. Mandatory overtime will be required as needed. Union Bank is committed to leveraging the diverse background, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-02 08:05:37CaliforniaCAMONTEREY PARK, CA26265631http://jobs.unionbank.com/xml/26265631/jobUSAMONTEREY PARKTitle: TERM EMPYMT-NONEXEMPT Location: CALIFORNIA-MONTEREY PARK 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. Union Bank is nationally recognized for being ranked among the top ten companies for diversity in the workplace. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our HOA Remittance Services department as a Remittance Specialist I for a period of 6 months, not to exceed 2 years. Ability to perform mail extraction and negotiabilty review using a mail extraction machine. Ability to perform data entry with speed and accuracy. Meet established performance and productivity standards. Understand how to determine check negotiability. Excellent personal computer skills required. Proficient in operating a 10-key adding machine, 8,000-10,000 k.p.m., type at least 40-45 w.p.m., mechanical aptitude, organizational skills, and the ability to meet strict time constraints. Good communication skills and ability to interpret and follow instructions easily. Reliable attendance and strong team player. 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.United StatesUnion Bank2012-02-02 08:05:40CaliforniaCAMONTEREY PARK, CA26265638http://jobs.unionbank.com/xml/26265638/jobUSAMONTEREY PARKTitle: AGENCY ADMINISTRATOR I Location: CALIFORNIA-MONTEREY PARK 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! Entry-level position will carry primary responsibility for processing and maintaining fixed rate option loans and related disclosure materials. May handle accounts with limited use/or application of technical principals and concepts; follows specific detailed instructions primarily with high-level supervision. Requires communication with bank line and credit officers as well as member banks and borrowers. Provide support to agency administrators, acting as backup when appropriate. Major Responsibilities Maintain tickler system for tracking fixed rate option rollovers, commitment reductions, non-uniform amortization schedules and manual fee billings not maintained by AFS. Communicate with clients regarding rate option decisions and ensure accurate preparation of instructions to operations for implementation. Assist with confirmation and processing of daily loan activity including control account transfers, outgoing wires, etc. Act as liaison with portfolio management departments in maintaining tickler system for disclosure requirements on UB agented transactions. Assist in tracking and distributing disclosure materials to UB agented bank groups. Assist Agency Administrators in preparing manual billings for non-AFS billing. Assist Agency Administrators with credit confirmations. Perform additional duties as requested. Incumbents handling accounts will interpret documents for deal mechanics and preparation of notifications and /or boarding instructions to Commercial Loan Operations, and perform other tasks described Agency Administrator II; however, these administrators will generally need guidance in most new situations. Typically requires a high school diploma or GED and 3-4 years of technical experience in bank operations and/or documentation. Mathematical ability to perform multi-step interest calculations. Ability to work with Excel and Word. Must have excellent communicative skills, both verbal and written. Must be detailed oriented in review of documentation and accurate in analyzing complex credits for disbursements, billings and payments. 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.United StatesUnion Bank2012-02-02 08:05:04CaliforniaCAMONTEREY PARK, CA26265612http://jobs.unionbank.com/xml/26265612/jobUSASAN FRANCISCOTitle: Global Trust Services Risk Manager Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Global Trust Services Group Risk Manager is part of the first line of defense responsible for managing, supporting and coordinating all levels of risk and controls across Global Trust Services ("GTS"). This includes but is not limited to: regulatory; compliance; market risk; product risk; information security, human resources, Sarbanes-Oxley, fraud, vendor management, business continuity, and model validation. The GTS Group Risk Manager may participate in and or lead risk management committee (s) that include subject matter experts from each area within GTS or the Bank to identify significant and emerging risks and assess their importance to the bank as a whole. They are the representative for GTS and will act as the liaison between the GTS business units and Operational Risk Management; Fiduciary Compliance and Corporate Compliance. They will coordinate all risk, compliance and control evaluations; reporting and manage remediation efforts and activities for any control deficiencies identified within GTS. They will be responsible for the design and implementation of the compliance and risk management program for GTS. Additionally, they will be responsible for establishing and reporting on Key Risk Indicators ("KRIs") across GTS. Major Responsibilities: * Manages, performs and coordinates all aspects of multiple risk and control assessments within Union Bank for GTS. * Manages integration of risk and compliance control assessment programs for GTS; including allocation of resources, leveraging of work, and appropriate documentation and communication. * Builds and maintains risk and control evaluations for all significant and emerging risks, including residual risk ranking and control deficiency remediation within GTS. * Effectively manages the monitoring and identification of changes in the regulatory control environment, which may result in the identification of new risks and adoption of new controls to mitigate those risks within GTS. * Responsible for the accurate and timely reporting of significant and emerging risks across GTS. * Evaluates the design and operating effectiveness of business processes and controls within GTS. * Provides the business line subject matter experts with the business unit perspective for risk identification and risk assessments, including emerging risk. * Ensures that the appropriate level of risks and controls are documented in the appropriate risk and compliance management/monitoring system (s). * Participates in Risk Management Committee (s) representing GTS to proactively assess and respond to emerging risks. * Participates on ad-hoc working groups to address and resolve new areas of risk within GTS Responsible for ensuring that the resources dedicated to risk management within GTS are qualified and sufficient to efficiently and effectively carry out the required functions on behalf of GTS; this includes training and development of the risk management staff. * Responsible for ensuring that risk management activities are properly performed and completed for the business units within GTS. * Responsible for ensuring all those responsible for risk activities within the GTS are properly trained. * Responsible for certification that the internal controls within GTS are designed properly and operating effectively. * Responsible for identifying risk trends and/or symptoms of process control breakdowns within GTS. * Responsible for keeping the Business Executives apprised of changes in inherent risk or control breakdowns/deficiencies that could impact residual risk within GTS. * Develops strong relationships within Union Bank and GTS to facilitate open and direct discussions about regulatory and risk control environment. * Typically requires a BA or BS degree, 10 years experience in risk management within a financial institution. * Excellent skills in risk assessment analysis and a solid understanding of the trust business and global financial markets In-depth knowledge of risk management and/or internal controls techniques. * Ability to lead and manage multiple complex projects within a team. * Strong knowledge of the inherent risk associated with the trust business line. * Strong management skills, excellent communication skills, both oral and written, and an ability to interact with all levels of management. * Ability to analyze risk trends, identifying signs of changing or emerging risk levels. * Must have a strong understanding of the trust business. 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. 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.United StatesUnion Bank2012-02-01 08:22:43CaliforniaCASAN FRANCISCO, CA26233945http://jobs.unionbank.com/xml/26233945/jobUSASAN DIEGOTitle: OPERATIONAL SUPPORT SPECIALIST - Consumer Lending Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to Vice President, Operational Support Manager, the Operational Support Specialist is responsible for assisting with development and monitoring of the day-to-day work-flow, operational and compliance policy/procedures having a direct impact on loan production/Consumer Lending operations. Major Responsibilities: 50% - Assist the Operational Support Manager and Retail/Wholesale Operations Managers with development and monitoring of overall end-to-end loan production procedures; provide guidance to retail and wholesale loan processing managers and team supervisors regarding desk top procedures; ensure support procedures are established in various loan origination systems; monitor procedures to ensure compliance with bank and regulatory requirements. Makes recommendations and develops procedures for both new and existing procedures. Interacts with various departments within Consumer Lending to develop and implement processes and procedures for new loan programs, re-design of processes, and coordination with federal and state regulatory changes. Develops the content for the Residential Lending Manual (RLO). Performs SOX testing. Strong emphasis on compliance within Consumer Lending operations to ensure timely compliance with changes to regulations impacting the bank's ability to process, underwrite and fund/close residential mortgages. Provide assistance to Production Support and Project Management department Security Coordinator in managing activities within the information security program 20% - Performs User Acceptance Testing (UAT) for all systems including but not limited to MLO, Dorado, Loansoft, and Mortgagebot. UAT on all appropriate documents, screen changes, and calculation changes. Coordinate testing with other SME for each system. Maintain UAT verification documents. Confirms revised documents, calculations, and screen changes are uploaded in Production to the various systems. 20% - Monitors/tracks performance of Consumer Lending vendors supporting Retail and Wholesale loan originations to ensure service level agreements (SLAs) are met. Develops and maintains a vendor database to report vendor performance on a monthly basis. Improve and enhance communication and feedback between Union Bank business units and vendors. Leverage existing vendor relationships to maximize value ad. 10% - Develops new and revised loan documents and forms; updates General Ledger and new loan interface changes; ensures all Bank and federal and state compliance requirements are consistently met and any issues resolved. Maintains current knowledge of the regulatory environment, the Risk Vision of Union Bank. Recognizes and proactively addresses risk issues, including those associated with the Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy. Additional Information: Must have excellent verbal and written communication skills. Requires thorough knowledge of the residential loan operations and regulatory compliance requirements. Excellent interpersonal skills are needed. Requires 5-7 years of progressively more complex responsibilities in residential lending operations. Prefer a 4-year college degree. 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.United StatesUnion Bank2012-02-01 08:22:39CaliforniaCASAN DIEGO, CA26233940http://jobs.unionbank.com/xml/26233940/jobUSASAN JOSETitle: SR. MORTGAGE CONSULTANT SALES ASSOCIATE (CENTRAL) Location: CALIFORNIA-SAN JOSE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline. This position requires a regular monthly loan production of 5mm from the Mortgage Consultant. Major Responsibilities: 25% Manage Mortgage Consultants pipeline by prioritizing loans for fundings. Ensure customer service levels are met by coordinating with processing and underwriting staff. Serve as a liaison between borrowers, realtors and processing/underwriting support staff. 25% Prequalify potential borrowers using bank standards, quote rates, provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel etc. 25% Assist mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products. 25% Assist Mortgage Consultant with sales support. Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources. Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work. Requires a high school diploma or G.E.D 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.United StatesUnion Bank2012-02-01 08:22:39CaliforniaCASAN JOSE, CA26233938http://jobs.unionbank.com/xml/26233938/jobUSASan FranciscoTitle: CL ASSET MGMT SPECIALIST III Location: UNITED STATES 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! Job Summary Responsible for the prevention and management of risk to the Bank by accurately perfecting and maintaining the Bank's security interest in pledged collateral as well as for ensuring compliance with state and federal laws and regulations for more complex commercial and commercial real estate credits. May assist Team Leader with administrative functions for the team, which may include the training of less-experienced support specialists and providing workflow direction for the team. Major Responsibilities COLLATERAL PERFECTION FUNCTION: Contact parties outside the department, including borrowers, lenders, Senior Credit Executives, and vendors as required to secure required information. Input missing or incomplete documents into the PC-based deficiency tracking system. Ensure that all collateral items are correct and complete and that all issues have been addressed. Prepare documents, letters and memos. Forward executed documents to outside agencies for recording or filing as appropriate. COLLATERAL MAINTENANCE FUNCTION: Review AFS or other reports, taking action to maintain Bank?s position with respect to collateral. Maintain PC-based Documentation Deficiency system, updating and deleting information, producing and distributing reports. Review incoming mail for return of documents previously identified as missing or deficient and update the deficiency tracking system. SPECIAL PROJECTS/DUTIES: Completes special projects assigned by Team Leader. Participates in review of departmental procedures and makes recommendations regarding training and improvements in workflow. Provide service to customers (loan administrators, documentation specialists, lenders, borrowers, and other departments), answering questions, sending copies, and providing research. Perform special tasks or projects as assigned by Team Leader, which may include the handling of more specific real estate related items such as demands, impound accounts, payment of property taxes, etc. Additional Information Employees at this grade level are expected to work independently to resolve issues and answer questions and will be assigned complex loan transactions for handling. SKILLS/KNOWLEDGE REQUIRED: High school education required. A degree in Business Administration or completion of related college courses desired. Typically requires 3 or more years experience in commercial loan servicing. Requires excellent written and verbal communication skills. Ability to interface and network within CFSG and CBISG to gather information and resolve issues pertaining to commercial loan documentation and the perfection of collateral. Must have thorough knowledge of word processing and spreadsheet software. Must have the ability to work independently with minimal supervision and quality checking of work. Ability to react and respond to critical demands of the department with strong problem-solving skills. Must be able to prioritize work and perform multiple tasks quickly and accurately. 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.United StatesUnion Bank2012-02-02 08:04:59CaliforniaCASan Francisco, CA26265610http://jobs.unionbank.com/xml/26265610/jobUSAKIRKLANDTitle: SR RELATIONSHIP BANKER PNW - KIRKLAND Location: WASHINGTON-KIRKLAND Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-02-01 08:22:39WashingtonWAKIRKLAND, WA26233939http://jobs.unionbank.com/xml/26233939/jobUSASan FranciscoTitle: NEW ACCOUNT OFFICER Location: UNITED STATES 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! Provide outstanding customer service to internal and external clients of CCSU. Interact with clients in person and on the phone to obtain required documentation and information needed to open a new account and set up Cash Management Services. Responsible for creating client's CIF hierarchical relationships and identifying respective contracting officers and representatives for Cash Management servicing purposes. (20%)Responsible for accurate and timely opening of all new accounts handled in CCSU. Responsible forbeginning to end process including approval of exceptions and any follow up in between. Interact with Deposit Managers to provide updates or recommendations on the status of new account and any issues/concerns that may arise in the handling of new account requests. Interact with Global Treasury Management Servicing to coordinate timely opening of Cash Management Services and to resolve any outstanding issues/concerns that may prevent meeting established service levels. (20%)Resolve routine and less complex problems, following established departmental and bank policies and procedures. Coordinate with various departments in the identification and resolution of operational problems. (10%)Perform analysis on legal documentation and make sound judgment of its content and purpose on behalf of the client in establishing an account with the bank. Responsible for accurate and timely review of legal documentations and KYC Profiles. Facilitate research and resolve problem situations with Legal Department, Compliance and Risk Managers, and Bank Operations. (20%)Comply with all bank/department policies and procedures and compliance regulations to achieve satisfactory audit ratings and SOX reviews. Responsible for complying with established risk controls and monitoring guidelines documented in the CCSU Risk Resolve database. (15%)Identify legal documentation that was not available at the time of opening; maintain a record of the missing documentation and ensure adherence to established Policy Variance on file, for the follow up process to collect the missing documents. Responsible for the successful audit of the missing document database. Responsible for creating missing documentation reports and distributing weekly and monthly to Deposit Managers, Compliance and Audit Department. (10%)Oversee the accurate and timely fulfillment of disclosures to clients and scanning of legal and bank documentations into Filenet. Consistent monitoring of emails, voice mails, and Clarify Queues throughout the day and assign work if necessary to ensure established service Levels are met. Identify opportunities to increase efficiencies and reduce cost. Participate and represent New Accounts on selected projects and initiatives throughout the bank (5%). 3-5 years bank experience in Operations preferred.Thorough knowledge of the banking systems, products, procedures, and best practices.Strong computer systems aptitude; including knowledge of Microsoft applications (Word, Excel, Power Point)Minimal Travel RequiredDemonstrate excellent interpersonal skills and develop rapport and establish key relationships with critical business units to gather information and resolve issues pertaining to operations, customer service, and legal documentations.Demonstrate ability to work independently with maximum efficiency and ability to prioritize and perform multiple tasks on a regular basis. Advance verbal and written communications skills and ability to react and respond to critical demands of the department.Demonstrate excellent telephone etiquette.Demonstrate good understanding and knowledge of legal/regulatory requirements, pertaining to New Account Legal DocumentationDemonstrate high level of organizational and multitasking skills.Flexible to work various shifts to meet the needs of the business. 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.United StatesUnion Bank2012-02-02 08:04:59CaliforniaCASan Francisco, CA26265609http://jobs.unionbank.com/xml/26265609/jobUSALOS ANGELESTitle: MORTGAGE CONSULT SR SALES ASSO (LA) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline. This position requires a regular monthly loan production of 5mm from the Mortgage Consultant. Major Responsibilities: 25% Manage Mortgage Consultants pipeline by prioritizing loans for fundings. Ensure customer service levels are met by coordinating with processing and underwriting staff. Serve as a liaison between borrowers, realtors and processing/underwriting support staff. 25% Prequalify potential borrowers using bank standards, quote rates, provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel etc. 25% Assist mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products. 25% Assist Mortgage Consultant with sales support. Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources. Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work. 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.United StatesUnion Bank2012-02-01 08:22:38CaliforniaCALOS ANGELES, CA26233936http://jobs.unionbank.com/xml/26233936/jobUSAGARDEN GROVETitle: SR TELLER - Garden Grove (29 hrs.) Location: CALIFORNIA-GARDEN GROVE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-01 08:23:18CaliforniaCAGARDEN GROVE, CA26233953http://jobs.unionbank.com/xml/26233953/jobUSAIRVINETitle: RISK ANALYST - Irvine Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Senior Credit Manager (SCM), the Risk Analyst is responsible for assisting with the management of credit and operational risk associated with The Private Bank loan portfolios. Major Responsibilities: 50% - Assist in the management of credit and operational risk around collateral tied to Private Bank commercial loans. Value liquid collateral in accordance with policy and the terms of each loan, conduct the collateral valuations and record results in a central location. Work with Relationship Managers to proactively improve collateral accounts that are approaching minimum requirements. Notify Relationship Managers of collateral deficiencies, tracking actions to cure deficiencies, and monitoring the events through resolution. Perform testing and implementation activities related to new system rollouts or upgrades. Manage automated monitoring process and collateral servicing Oversee releases of collateral and advances under lines of credit. Prepare collateral valuations, ensure holds are in place throughout the duration of the loan and are released in a timely fashion upon loan payoff. Maintain a record of liquid-secured loans, their related collateral accounts, the minimum required frequency of valuation, and valuation results. Generate reports showing the overall status of the liquid-secured portfolio: loans in margin, out of margin, timeliness of reviews, and potential liquidations. Maintain accurate, written processes around all aspects of collateral management to effectively control the risk and prevent loan losses. 30% - Research changes in the loan portfolios, to determine causes and nature of significant items. Analyze and track problem loans and assist in the preparation of quarterly criticized and loss projections. Assist the SCM with preparation of the annual Credit Risk Committee deck and analysis. 10% - Manage the workflow of annual desktop appraisals for owner-occupied mortgages. Order appraisals in a timely fashion and work with partners to assure completion within the one year timeframe. 10% - Special projects or other risk management activities for The Private Bank. Additional Information: This role requires strong database, report generation, mathematical, logic, and process management skills. Furthermore the individual must be able to interface with all levels of UB staff across many lines of business. Therefore the position demands strong interpersonal skills, communication skills, and written skills. Technical Knowledge: Pivot tables, Access or similar data base tools RACER knowledge Excellent skills in Excel, Word, PowerPoint RUMBA (AFS and RCIF) ICRS Minimum B.A. 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/VUnited StatesUnion Bank2012-02-02 08:05:10CaliforniaCAIRVINE, CA26265616http://jobs.unionbank.com/xml/26265616/jobUSASAN DIEGOTitle: FRAUD ANALYST I Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. HOURS: SUNDAY - 12:30 PM - 11:00 PM TUES/THURS/SATURDAY - 8:00 AM - 6:30 PM Responsibilities include monitoring and investigating suspicious activity on new and existing customer ATM/Debit cards using the latest fraud detection tools. * Determine action to be taken based on predefined procedures or escalating to management for review; ability to work in call center environment, conduct outbound calls to customers, identify wealth customers and handle accordingly, limit potential loss exposure by blocking usage of card, handle inbound calls from internal and external customers. * Process fax requests from external sources. * Assist management in achieving the Bank's fraud management goals by identifying and recognizing changing patterns and techniques utilized by fraud perpetrators. * Typically requires 2 years of direct experience in credit or debit card fraud detection. * Require advanced training and understanding of prevention techniques, detail-oriented with the ability to handle multiple tasks efficiently. * Domestic operations experience, familiar with banking compliance regulations. * Excellent verbal and written communication skills, strong analytical, problem solving, and decision making skills. * Proficient in Microsoft Office-Word, and Excel. * BA/BS preferred but not required. 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/VUnited StatesUnion Bank2012-02-01 08:23:11CaliforniaCASAN DIEGO, CA26233950http://jobs.unionbank.com/xml/26233950/jobUSAMISSION VIEJOTitle: SR TELLER - No. Mission Viejo (21 hrs.) Location: CALIFORNIA-MISSION VIEJO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-01 08:23:13CaliforniaCAMISSION VIEJO, CA26233951http://jobs.unionbank.com/xml/26233951/jobUSALOS ANGELESTitle: WEALTH MARKETS - SALES DEVELOPMENT GROUP MANAGER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the SVP for Marketing and Sales Development, the Sales Development Group Manager serves as a business partner and drives initiatives to support Wealth Markets sales teams across the footprint from San Diego to Seattle. The Manager leads initiatives to support successful sales activity, including development of new sales strategies, materials, presentations and tools. Initiatives will encompass all Wealth Markets' capabilities, including wealth planning, investments, risk management, fiduciary services, and banking. Management or Supervision: 3 FTEs Major Responsibilities: 30% - Sales Support Development Manage and strategically drive effective, integrated sales materials, presentations, and tools to support sales activity across Wealth Markets. Proactively collaborate with sales teams to develop and implement successful sales strategies and leverage best practices across all regions through effective communication and feedback. Manage a presentation library and continually expand, enhance and update existing materials. Provide customized presentations by partnering with sales teams and product/capabilities specialists as needed. Work closely with Corporate Legal and Compliance to ensure sales materials are accurate. 30% - Sales Development Delivery Responsible for leading a team of sales development coordinators and analysts to deliver sales support across all Wealth Markets offices in adherence with established Service Level Agreements. Team will serve as a liaison to private client advisors, wealth planners, investment professionals, trust officers, bankers and senior management engaged in internal and external prospecting and sales activities. This may include development of prospect/client dossiers, presentations, requests for proposal, or other support. Team also manages new client on-boarding communications and interacts with the sales teams and new account opening groups to execute the process. These roles require hands-on involvement in projects and delivery of support services, including work-flow management, development and adherence to Service Level Agreements. Hires and terminates employees (or recommends appropriate action). Establishes and monitors performance objectives. Appraises performance and recommends salary increases. Trains, coaches and develops the team. 30% - Sales Tools and Communications Support Wealth Markets National Sales Manager by creating and developing sales initiatives and tools to support those initiatives. Manage the weekly Wealth Markets National Sales Call by identifying relevant topics and coordinating effective speakers. Develop and disseminate communications to share these initiatives and manage the intranet site to house tools and other materials. Embrace The Private Bank Value Ladder and integrate its principles throughout the sales materials created. 10% - Projects and Administration Manage and participate in projects supporting Wealth Markets initiatives and sales programs. Partner with Marketing to develop prospect data development initiatives and research consistent with the Wealth Markets' sales strategy. Additional Information: * A minimum of 7 years sales or sales development related experience, with a strong knowledge of investments. * Knowledge and clear vision of the high net worth and affluent market places and products. Thorough understanding of key Wealth Markets services including investment management, brokerage, private banking, risk management and fiduciary services * Excellent communication and writing skills required * Must be thoroughly proficient in Microsoft suite including Outlook, Word, PowerPoint and Excel * Knowledge of SharePoint a plus * Ability to manage and lead both staff and multiple projects with complex deliverables. * Proven track record in work-flow management * An energetic, self-starter who will work collaboratively with the Wealth Markets teams * Travel required for supervision, management and projects * Requires BA/BS in business of related field; MBA preferred. 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/VUnited StatesUnion Bank2012-02-01 08:23:13CaliforniaCALOS ANGELES, CA26233952http://jobs.unionbank.com/xml/26233952/jobUSALOS ANGELESTitle: Senior Revenue Management Product Manager Location: CALIFORNIA-LOS ANGELES 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! "Job Summary Responsible for the management of the Commercial Account Analysis ("AAA")and Revenue Management function, which includes the integrity of all related billing and revenue cycles, performance analytics and key systems and application strategy. This position provides key insight into and analysis of GTMs' fee income business and related pricing and costing across all Treasury Management products. Maintenance of all fee schedules, coordination with all product rollouts and integrity of recurring billing cycles is critical. Prioritize the expenditure of the Bank's resources to ensure the most cost effective development of the application and underlying processes. Continuous communications with the line and business partners to ensure pricing, costing and profitability are understood. Key input and champion of revenue enhancement and governance opportunities is essential to this position. Major Responsibilities Ensure the integrity of the recurring billing cycles. This position has oversight and responsibility for end to end execution of this vital process to assure the integrity of the revenue cycle. Provide leadership and input into strategic revenue management to assist in cross-sell, P:E migration, identify and close revenue leakage and strategic revenue enhancement opportunities. Collaborate with all Product Managers and line managers to maintain and enhance fee schedules and price points; and, related cost accounting to optimize pricing, costing and profitability metrics. Lead the comprehensive annual re-pricing initiative. Develop presentations, briefings and analytics and insights into fee income and related revenue streams aligned with key business strategies. Develop new tools and services based on the Bank's goals and objectives. Analyze and evaluate new concepts and develop strategies to determine feasibility and market potential. Coordinate relevant research efforts for market segments to include competitive pricing, rates and strategies. Make major strategic recommendations to management through presentation of proposals that define opportunities, analyze investment requirements, returns and execution requirements. Understand competitive position, processes and technology to offer leadership and vision to help drive positive change. Coordinate the development of operational systems and procedures between multiple users and delivery departments. Develop and supervise the writing of internal and user procedures and guides. Review requests from line management to modify and/or change strategies, design or procedures of existing services. Determine cost effectiveness and compliance with auditing procedures and legal requirements. May assist in the overseeing/training of more junior level employees. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position. Additional Information This position typically requires a degree from a four-year college (e.g., B.A., B.S.) and a minimum of five years of technical experience. Requires the ability to understand complex and very large databases, design or develop complex spreadsheets, custom reports and analyses." Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-01 08:23:24CaliforniaCALOS ANGELES, CA26233959http://jobs.unionbank.com/xml/26233959/jobUSAMONTEREY PARKTitle: OPS INITIATIVES ANALYST II Location: CALIFORNIA-MONTEREY PARK 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! Reporting to a senior level manager, the Operations Initiatives Analyst II is responsible for managing operational initiatives to implementation for the line of business to include process improvement initiatives, service or efficiency initiatives, new product or system introductions, merger related activities, and other duties as assigned. The assigned initiatives are complex in nature and have impact to the bank's profitability. The incumbent is dedicated to meeting the expectations and requirements of internal and external customers by leading the effort to develop and implement solutions and processes to enhance workflows, and overall delivery capabilities. Ensures the assigned initiatives are properly documented and tracked, delivered on time and within budget. Requires operational and business line knowledge to provide support to retail branches and other departments. Plans, positions and leads business unit operational initiatives from initiation to implementation. Articulates complex line of business needs/requirements including identified solutions within the organization to obtain project buy-in. Ensures the development of procedures, workflows, communications, and training activities related to the implementation of change initiatives. Partners with business unit and ops initiative managers to understand the needs and current processes of the unit in order to spearhead initiatives for process improvements. Leads the effort to design and implement innovative and creative solutions based on business needs resulting in improved efficiencies. Develop/review of business requirements, project plans, and timelines as appropriate. Delivers assigned initiatives on time, on budget, and within scope. Provides regular status updates including reporting obstacles or variances that cannot be resolved, which impede the delivery of the project on time and within budget. Act as a liaison between retail branches, corporate departments, and system groups. Identifies appropriate resources to assess risks, controls, and regulatory compliance issues. Typically requires a Bachelors Degree in business or other equivalent experience. Minimum 3 - 5 years leading and implementing change initiatives preferably within a banking or financial services environment or equivalent work experience. Fully capable of handling business line initiatives with minimal support. Has demonstrated priority setting, problem solving, negotiating, and conflict management skills. Functional, technical, and operational organization skills required. Ability to develop strong alliances at all levels within the organization. Sound oral, interpersonal, and written communication skills. Sound decision making skills that demonstrate originality, flexibility, and resourcefulness. Action oriented; Ability to adapt to change and implement quickly based on overall direction and needs of the company. Ability to manage multiple priorities and commitments concurrently. Must be a self-starter with the ability to work independently. Ability to coordinate and direct activities of others. Possess good analytical skills. Demonstrated computer skills utilizing applicable PC applications to include Microsoft, Web, and UBOC applications. Stay abreast with industry trends. The highest level of integrity, customer focus, and partnership is a minimum standard requirement. 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.United StatesUnion Bank2012-02-02 08:05:22CaliforniaCAMONTEREY PARK, CA26265625http://jobs.unionbank.com/xml/26265625/jobUSAWESTMINSTERTitle: SR RELATIONSHIP BANKER - WESTMINSTER Location: CALIFORNIA-WESTMINSTER Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-02 08:05:20CaliforniaCAWESTMINSTER, CA26265624http://jobs.unionbank.com/xml/26265624/jobUSASAN DIEGOTitle: REGIONAL SALES MANAGER UBIS (San Diego Region) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for managing an assigned region of branch offices and licensed sales personnel. Reports to CEO of UBIS but works closely with Regional Managing Director of Wealth Markets to manage all sales activities within the assigned UBIS and Wealth Market Region Major Responsibilities: Manage sales personnel assigned to designated region. Responsible for hiring, training, motivating, and on-going managerial support of a sales staff ranging from 30-50 licensed personnel. Work closely with other Wealth Market employees in the region to create and drive overall sales results throughout the region. Responsible for ensuring that all NASD, SEC, BSA, AML enhanced due diligence are complied with, maintain OSJ regulatory requirements, and bank regulations are followed in the prescribed manner. Verify that representatives maintain correct and accurate customer records and update them as required and as necessary. Monitor the sales processes of inside sales reps by soliciting information from a random number of customers on a monthly basis to ensure satisfaction and regulatory adherence. Consistently coach sales personnel in one-on-one meetings, monthly sales meetings, and telephone support as needed. Work with representatives to build a solid network of referral generation. Utilize internal and external personnel to Union Banks best interest and work with all internal partners to create a strong partnership. Work with senior management to ensure all budgeted goals for revenue and sales are met on an annual basis. Communicate with all bank internal partners to develop joint activities and management routines. Responsible for a good flow of information to and from the retail / wealth managers and area executives. Additional Information: Track record of successful sales experience for a minimum of five years. Demonstrate collaboration and the ability to communicate effectively with co-workers, clients and prospects. Excellent written and verbal communication skills. A bachelors degree is preferred with five years of business experience and/or proven success in a previous related field. Requires a high level of knowledge in high net worth investment services, products, practices, and general market trends; PC literate. License Requirements: NASD Series 7, 24, 53, 63, & 66 Life and Disability Insurance license Variable Life Insurance license 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/VUnited StatesUnion Bank2012-02-02 08:05:05CaliforniaCASAN DIEGO, CA26265613http://jobs.unionbank.com/xml/26265613/jobUSABREATitle: Internal Asset Review Team Leader (Brea) Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Reporting to Internal Asset Review Manager, the Team Leader is responsible for overseeing a team of analysts in the production of annual loan reviews. Team Leader will have complete responsibility to ensure production quotas are met and finished loan reviews are of sufficient quality. Team Leader will oversee all aspects of production up until loan reviews are submitted for approval. Team Leader will manage a team of Internal Asset Review Analysts I, II and/or III. Assist Manager in interviewing, hiring, termination of employment, writing and delivering performance appraisals, compensation changes, promotions and transfers, and discipline of his team. Team Leader will have complete responsibility for training, coaching, delegating assignments, and oversight of team's work.Major Responsibilities: Manage a team of analysts in the production of Loan Status Reports (LSR), Problem Loan Reports (PLR), PDs and LGDs. Have complete responsibility in meeting production goals through managing workflow and processes to ensure timely, high-quality completion of reviews while efficiently using resources. Have responsibility to review all team reports prior to submission for approval. Train analysts to make corrections. Maintain a thorough working knowledge of the Bank's lending policies and procedures and identify deviations from policy. Under guidance of the Internal Asset Review Manager, assist with IRMG, OCC and other outside audit reviews. Meet monthly with IAR Manager to discuss and recommend policy and/or guidance changes to IAR procedures. Carry out decided changes.Will have responsibility to produce LSRs or PLRs, PDs and LGDs on loans that are considered more complex, are over $5 million in size, or are considered high risk. Will have complete responsibility for training, coaching, delegating assignments, and oversight of team's work. Assign work based on analyst knowledge and experience and monitor progress on work to keep reviews on schedule. Assist Manager in interviewing, hiring, writing and delivering performance appraisals, and discipline of his team. Knowledge of Bank, Regulatory and GAAP related Asset Quality requirements. Knowledge of real estate various underwriting techniques and appraisal procedures. Current knowledge of market conditions and market information sources for a diverse number of markets in the Western United States and all property types within those markets. Knowledge of, and experience with, a diverse variety of commercial real estate loans. Knowledge of Management Information Systems (MIS) Typically requires a four-year college degree (BS/BA). Prefer three to five years of experience in management of staff and processes. Five plus years of experience in commercial real estate credit and lending operations. Experience working with commercial banks in the risk/credit management divisions with specific knowledge of Basel II requirements. Strong written and verbal and written communication skills; accomplished communicator; ability to communicate in an open, candid, clear and consistent manner. Effective interpersonal style that interfaces well with clients, other employees, senior management, and regulators. Listens effectively and probes for new ideas and solutions. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-02 08:05:03CaliforniaCABREA, CA26265611http://jobs.unionbank.com/xml/26265611/jobUSAMAMMOTH LAKESTitle: TELLER (MAMMOTH LAKES, 36 HRS) Location: CALIFORNIA-MAMMOTH LAKES Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-11 07:51:03CaliforniaCAMAMMOTH LAKES, CA25822150http://jobs.unionbank.com/xml/25822150/jobUSAIRVINETitle: MORTGAGE SALES AND STRATEGY PROJECT MGR Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Mortgage Sales Strategy Program manager, responsible for assigned channels (Retail vs Wholesale) implementation of the strategic direction. Provide voice to sales in all Mortgage related projects including technology, policy/procedure updates, communication strategies, training inputs, etc. Manage all vertical sales projects for Retail and Wholesale Sales. Provide direct support to Broker Sales Executive as directed. Assist in other Sales Channels as necessary. Major Responsibilities: Manage and oversee assigned channel in Mortgage Sales. Provide leadership and direction for execution and continued quality performance of Retail Production. Manage projects to deliver quality project execution in technology, policies, communication strategies, and provide sales input keeping customer top of mind. Responsible for planning, monitoring and implementing changes to the mortgage programs. Strategic Implementation (40%) Implementation of performance metrics and make recommendations regarding short and long term growth strategies. Assess the products and services under the program by regularly meeting with various Consumer Lending management as well as other Bank functional areas. Drive the key activities for business growth. Creates communicate to all levels of management and staff via formal presentations, email updates, bulletins, town hall meeting and messaging to ensure the strategy message is clear. Establish and maintain a working relationship with Community Banking Retail Branch partners /Regional Managers to support the Consumer Lending Residential lending business. 40% Project Management: Manage the analysis of problems within the sales channels that will increase sales, reduce risk, as well as developing requirements for system changes. Conduct in-depth analysis of customer needs, industry competition, market conditions, feedback from branch management, operations, legal compliance, opportunities, etc. Provide leadership across multiple functional areas, in support of mortgage programs. Act as project lead for projects. Projects include, but not limited to: quality and compliance improvement ; development of policy/procedures ; organization redesign - including developing new positions, incentive designs, project future staffing requirements; provides guidance in the annual budgets. Partner with Risk Management on the Broker Scorecard and execution plans with the Sales Account Executives, Account Managers and Regional Managers. May be responsible for technology related project and indentify training needs. 20% Deliver regular financial management reporting of assigned channel. Makes recommendation to management of status or /changes based on quarterly reporting. May administer the quarterly incentive plan. May assess and monitors the incentive plan performance; compares results to business plan. Recommends changes. May validate payout pools, exceptions/ adjustments and eligible staff. 10 - 15 years direct work experience in mortgage industry. Minimum 8 years experience in leading a sales support organization. Experience in Retail/Broker Sales, Originations and Management required. Operations experience a plus. Knowledge of regulatory requirements in Originations for Retail and Broker business. Ability to create policy/procedures and process flows. Ability to create concise, effective power point presentations. Proven leadership skills in a growth environment. Ability to help create a sales culture and motivational environment and set/manage sales goals. Sound client interaction and management skills. Demonstrated decision-making abilities using data points, industry knowledge and experience. Team Player, Creative, Strong verbal and written communication skills. BS/BA college degree. 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.United StatesUnion Bank2012-01-11 07:51:03CaliforniaCAIRVINE, CA25822151http://jobs.unionbank.com/xml/25822151/jobUSASAN DIEGOTitle: TERM EMPYMT NONEXEMPT MLO - Retail Loan Processor (San Diego) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our Retail Processing Department as a Sr. Processor for a period of six months. Job Summary: Reporting to the Retail Loan Processing Supervisor, assembles information on both borrowers and property, into a loan package for submission to Underwriting. Verifies and validates all sources of funds, credit, income, etc. Issues final loan approval per determined approval authority. Work directly with customers, escrow, title companies and all applicable bank personnel. Performs analysis of pre-approved conditions. Responsible for entire loan processing through funding.Major Responsibilities: 60% Under limited supervision, responsible for the packaging and processing of residential real estate loans; obtains and compiles necessary documentation for submission of loan files to Underwriting:Borrower FinancialsLetters of ExplanationBank and asset statementsComplete appraisal with exhibitsPreliminary Title Report/Escrow InstructionsPurchase Contract (if applicable)Validates automated underwriting findings (CDU)Strong working knowledge of residential lending loan documentation products, policies and standard industry guidelines.Review package for accuracy and completeness. Responds to more complex inquiries regarding loan applications. Responsible for working a higher volume loan pipeline. Authority to sign off conditions per policy. Issues final approval as allowed by predetermined approval authority (up to $1,500,000 or per company policy) and inputs approval data.30% Communicates and corresponds with borrower, Mortgage Consultants, borrowers, title companies, brokers, etc. regarding the status of the loan, and updates any system notes. Ensures coordination of loan process with all appropriate parties.10% Ensures accuracy and compliance with Bank and/or regulatory requirements. Additional Information: High school diploma or GED. Requires 3 - 5 years of direct of Residential Loan processing or comparable experience. Must be able to process loans within a high volume environment. Must be well-organized, detail-oriented, and able to communicate with a variety of customers and bank employees. Strong customer service orientation. 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. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-11 07:51:15CaliforniaCASAN DIEGO, CA25822156http://jobs.unionbank.com/xml/25822156/jobUSALOS ANGELESTitle: Operational Risk Manager Location: CALIFORNIA-LOS ANGELES 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! Responsible for independently monitoring and evaluating the effectiveness of operational risk management for the business unit. Assess the effectiveness of established operational risk management controls either through direct efforts or the efforts of subordinates using a risk-based approach. Report regularly the monitoring results, escalate significant deficiencies requiring immediate attention and corrective action, and monitor and track for timely remediation. 1 Direct Report Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. 70% Manage the process of monitoring and ensuring that effective controls are in place to mitigate key operational risks facing the business unit. The efforts will be as follows: 1. Lead periodic assessments using applicable regulatory guidelines and/or industry best practice standards. 2. Document and report Key Risk Indicators related to operational risks. 3. Perform testing of SOX and RCSA controls. 4. Identify deficiencies, recommend corrective action to Management, and help to ensure that remediation is accomplished in a timely manner. 5. Review operating losses to ensure that key controls are identified and remedial actions are appropriate and effective. 6. Review and provide input to Policies & Procedures and monitor compliance with the prescribed requirements related to operational risk management. 10% Establish and implement an active surveillance program over Key Operational Risks as agreed to by Management. 10% Assist with regulatory matters relating to Operational Risk and monitor the efforts to satisfy any identified matters requiring attention. 5% As directed, assist on the coordination of corporate mandates related to operational risk management. 3% Stay abreast of regulatory/legal/business/industry changes that could impact the business operations and promote awareness accordingly. Excellent communication skills. Proficiency in Microsoft Office suite of applications or equivalent. Strong analytical and project management skills. Typically requires a degree from a four-year college. 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/VUnited StatesUnion Bank2011-04-29 01:10:17CaliforniaCALOS ANGELES, CA20966885http://jobs.unionbank.com/xml/20966885/jobUSAWALNUT CREEKTitle: Sr. Relationship Manager - Corporate Banking Location: CALIFORNIA-WALNUT CREEK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Manage a large portfolio of complex credit relationships focused on companies located in Alameda, Contra Costa and Solano counties. Developing significant new business (both credit and cross-sell) and building strong relationships with referral sources, such as CPA, Investment Banking and Law Firms. Will underwrite and structure credits jointly with Credit Executive. Will act as lead negotiator and "quarterback" with prospects & customers. Responsible for the growth of income derived from the assigned portfolio. Growth income is expected via loan fees, syndication fees, international income and interest income. Experienced in calling on large public and private companies. 10 years Commercial Lending. BA/BS degree. PC software: Microsoft Excel, Word, Outlook, Lotus Notes. Strong interpersonal and negotiating skills. Proficient credit underwriting and structuring skills. Ability to handle several tasks simultaneously. Demonstrated successes at new business development and income generation. Ability to manage difficult relationships with skill. Must be able to work in a team environment in sourcing and closing new deals. Proven consultative selling skills to sophisticated financial buyers focusing on proper capital structure options a customer or client could choose. Must have organized prospect targeting and pre-call planning skills. Generalist credit underwriting and capital markets exp. is essential. Consistent portfolio monitoring and proven history successfully handling companies experiencing credit deterioration, adhering to the Bank's credit policy and utilizing the Bank's credit mgmt tools. 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.United StatesUnion Bank2011-09-03 10:49:48CaliforniaCAWALNUT CREEK, CA23423907http://jobs.unionbank.com/xml/23423907/jobUSALOS ANGELESTitle: Compliance Risk Liaison - Corporate Banking Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Overall responsibility for serving as the liaison to Union Bank Corporate Compliance, Business Unit Compliance Officers and Corporate Banking lines of business to help drive an integrated, efficient risk management framework across all Corporate Banking business lines and ensure regulatory compliance. Ensure an effective balance of business needs and client experience by ensuring businesses understand the major compliance risks are properly resourced and able to proactively identify emerging compliance requirements and maintain effective controls to ensure ongoing compliance. Understand what is important to the regulators and Bank Management. Reports directly to the EVP Chief Risk Officer for Corporate Banking. Major Responsibilities: Indirectly manages compliance resources within the Corporate Banking Group, specifically the Business Unit Compliance Officers, line of business policy resources, and product or operations staff involved in compliance related activities. Frequently interacts with second line of defense including Corporate Compliance, BASEL PMO, Operational Risk Management, and with Third line of defense to insure that major compliance issues are resolved appropriately and concerns are addressed. Ensure that each functional area of Corporate Banking develops, implements and maintains a business unit compliance program in accordance with UB's Regulatory Compliance Policy and Program and all applicable banking laws, regulations and specified safety and soundness requirements. Ensure the development and maintenance of written policies, procedures and processes that include ongoing risk assessments, periodic monitoring and testing, ongoing communication and training. Drive compliance-related process change enhancements and interfaces with the line of business, the Corporate Banking CRO, Corporate Compliance Group and other UB risk management functions. Ensure that business lines are addressing major compliance projects effectively by understanding resource needs, assessing issues and options and recommending solutions. Provide periodic reports to the Corporate Banking Chief Risk Officer and senior management on issues, trends, exceptions, violations and appropriateness of corrective actions. Serve on major risk or compliance committees representing the Corporate Banking Group. Maintain a current awareness of the regulatory environment and a working knowledge of State and Federal laws and regulations. Participate in the development of new products, services, policies or procedures to ensure proper consideration of regulatory compliance issues. Assist with coordination of regulatory examinations and serve as a liaison with regulatory staff. Act as a focal point for major direct compliance issues and for indirect issues for line of business. Additional Information: Requires comprehensive knowledge of bank operational, policies and procedures and philosophy as well as a thorough knowledge of personnel policies and procedures typically gained in 10 years of increasingly more complex responsibilities. Requires in-depth knowledge (7-10 years experience) of regulatory compliance and management. Requires excellent project management skills, people management & development skills. Requires excellent written and verbal communication skills. Requires a familiarity with BASEL II Advanced Risk Management Standards. Requires the ability to assimilate information into the policies and philosophies of the Bank. Should have experience working with bank regulators. Ability to balance regulatory requirements with the interests of the Bank and its clients. Requires a degree from a four year college. Legal education, law degree, regulatory or compliance certifications highly desired. Knowledge and experience in the Bank Secrecy Act, Anti-Money Laundering regulations, and Fiduciary compliance or risk management beneficial. 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.United StatesUnion Bank2011-11-09 10:19:58CaliforniaCALOS ANGELES, CA24771977http://jobs.unionbank.com/xml/24771977/jobUSALOS ANGELESTitle: ALM MODELING ANALYST III Location: CALIFORNIA-LOS ANGELES 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! ALM Modeling Analyst III Los Angeles, California JOB SUMMARY Reporting to the ALM Modeling Project Manager, the ALM Modeling Analyst III is responsible for managing specific projects that will be incorporated into the monthly production of the interest rate risk profile within Treasury. Develop and maintain key production processes while providing in-depth analysis of assigned risks and product profiles, working closely with senior management to offer valuable solutions for managing the Bank's balance sheet. Demonstrate outstanding quantitative and communication skills while providing indirect leadership to lower level ALM and Corporate Treasury Staff. Major responsibilities include: Lead in the fulfillment of complex and long term projects from planning through implementation. Document findings, research data issues related to date capture and integrity. Work closely with Model Risk Management Unit (MRMU) on ALM model validation projects. Partner cross functionally with business units to ensure assumption studies, various projects and sub-models are aligned with business decisions and actual product behavior. Perform independent data mining, analysis, and reporting, as assigned. Present findings to Senior Corporate Treasury staff and internal business partners. Produce and analyze monthly investment portfolio income forecast used to support the Corporate Treasury balance sheet forecast submission to FP&A. Provide in depth analysis and understanding of key drivers, where possible provide suggestions to improve the accuracy of the forecast vs. actual results. Develop and maintain reporting suite associated with key assumptions for the purposes of detailed reconciliations and corporate treasury distribution. If needed assist in the production of Net Interest Income and/or Economic Value of Equity (EVE) monthly risk analysis. Develop, maintain, and implement complex behavioral models that identify specific risks associated with embedded options and/or complex securities. Required skills include: 7 or more years of related experience in a commercial bank, including accounting, financial reporting, fixed income security analysis, financial modeling, computer programming and database development, or a combination of education and experience sufficient to satisfactorily perform the duties of this job. Successful experience of five years as an interest rate risk analyst using a risk rate quantification model (i.e., Bancware, or QRM) in an institution with a comparable balance sheet. Bachelor's degree in accounting, finance, economics, or related field.MS, MBA and/or CFA highly recommended A strong understanding of commercial banking products. In-depth understanding of fixed-income analytics A solid understanding of accounting theory, economic conditions, and complex financial instruments. Excellent analytical skills to perform financial analyses across a variety of business units and products; proficient in Microsoft Office applications including Excel, Word, Access, and PowerPoint. Strong communication and interpersonal skills, self-motivated/results-oriented, with the ability to function effectively with deadlines and work within a team environment with minimal supervision. Excellent organizational and time-management skills. 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity. * We are committed to the training and development of our employees. * Innovative vacation benefits. * We offer a matching 401k, a Retirement Plan, a variety of Flexible Health Benefits. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-11-10 08:04:09CaliforniaCALOS ANGELES, CA24795017http://jobs.unionbank.com/xml/24795017/jobUSASHERMAN OAKSTitle: SR FINANCIAL ADVISOR INVESTMENT CENTER (Sherman Oaks) Location: CALIFORNIA-SHERMAN OAKS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Regional Manager, the Senior Financial Advisor is responsible for the advising, selling and servicing of UnionBanc Investment Services, LLC. products and services. Develop new business opportunities through external networking and existing customer base. Cross refer UBIS customers and prospects to internal business partners for traditional bank products and services. Major Responsibilities: Responsible for the advising and servicing of UnionBanc Investment Services products to external prospects of the bank. These activities include: 50% Profiles clients by obtaining financial and investment information as well as suitability. Assesses client investment needs and goals, reviews existing investment portfolios/allocations and develop plan to meet client objectives. Provide advice to customers on a wide range of comprehensive investment products that include mutual funds, fixed income securities, annuities, managed accounts, certificate of deposits, life insurance products, etc. Interpret the general financials markets and investment trends including material information on earnings, pricing, volume trends, etc. Provide ongoing follow up by way of portfolio reviews in order to meet regulatory guidelines as well as ensure future business continuity. Requires extensive financial advisory experience as well as a thorough understanding of the clients overall financial profile to determine the suitability of the investment recommendations. 30% Responsible for new sales generation through existing customers as well as external referral activities. Maintains existing relationship with clients in order to manage future investment needs. Conducts marketing campaigns and business development functions, such as seminars and client appreciation events. Responsible for expanding customer relationships. Works with assigned investment center to enhance the overall banking relations and Bank wide products offered to customers. Mentor and provide field oversight of Financial Advisors as necessary. 15% Complete and maintain all required paperwork associated with the sales and maintenance of client accounts. This includes suitability update forms, account applications, acknowledgement forms, and any other required compliance paperwork depending on business done. All sales must be documented and paperwork provided must be able to support all recommendations and suitability requirements. Paperwork must be sent in for master files and individual files must be maintained at the branches for auditing purposes and follow-up. Each investment center office must be maintained by reps to satisfy regulatory requirements. Working space and literature must adhere to compliance requirements and be kept updated accordingly. Adhere to periodic mystery shops and branch audits will be conducted. 5% On an ongoing basis, attend UBIS sales meetings, investment center meetings; complete regulatory and firm element continuing education in a timely manner. Stay current on Banks financial products and services as well as other investments. Educate new customers and prospects on UBIS product offerings. Additional Information:Track record of successful sales experience for a minimum of five years. Demonstrate the ability to communicate effectively with co-workers, clients and prospects. Excellent written and verbal communication skills. A bachelors degree is preferred with five years of business experience. Requires a high level of knowledge in investment services, products, practices, and general market trends; PC literate. 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/VUnited StatesUnion Bank2011-10-18 08:17:30CaliforniaCASHERMAN OAKS, CA24278360http://jobs.unionbank.com/xml/24278360/jobUSALOS ANGELESTitle: Senior Finance Manager (with Global Capital Markets expertise) Location: CALIFORNIA-LOS ANGELES 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! The Senior Finance Manager is responsible for managing the financial planning and analysis activity, and reporting, within Global Capital Markets (GCM). Additional responsibilities include communicating GCM activities to senior management, acting as a liaison with the Bank Finance Department and Controller's Department, and ensuring conformity with Bank policies and procedures. 25% - Coordinate the 12 month rolling forecast and annual budget process. Assist GCM business segments in this process as needed. 20% - Prepare monthly financial statements to show unit and business segment performance. Communicate financial results and forecast/budget variances to GCM senior management and the Bank Finance Department. 20% - Perform financial analysis (i.e. funds transfer pricing analysis, GL reconciliation, accounting treatment, cost/benefit analysis, acquisition analysis, etc.). 15% - Coordinate the annual focal review, salary administration, and incentive payment process. Ensure incentive plans are administered as documented. 10% - Collaborate with GCM senior management and business segment managers to complete quarterly stress tests. 10% - Assist with related projects as assigned, ensure adequate tools are in place to support analysis, analyze payments and increases to ensure conformity with Bank policies, etc. * Strong understanding of Global Capital Markets and related products * Highly desired for candidates to have come from a bank or financial institution * BS/BA degree in Finance, Business Administration or Accounting * CPA, MBA, or CFA highly desired * 10 years of relevant experience with increasingly more complex responsibilities * Requires management experience, strong written and oral communication skills, and demonstrated understanding accounting principles and finance concepts * Proficiency in developing and utilizing PC based utilities, and in using company based accounting systems * Knowledge of SQL and VBA desired 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/VUnited StatesUnion Bank2011-05-06 01:01:50CaliforniaCALOS ANGELES, CA21107859http://jobs.unionbank.com/xml/21107859/jobUSANEW YORKTitle: RELATIONSHIP MGR III - FID - NEW YORK Location: NEW YORK-NEW YORK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. The Relationship Manager will be responsible for sales and account retention for large and complex financial institutions market which includes commercial banks, savings banks, thrift and loan associations, savings & loan associations and credit unions. Major Responsibilities: Work closely with other bank departments including Treasury, Capital Markets, Trust Custody and Risk Management to develop leads for deposit and fee-based credit and non-credit services. Develop independent leads within his/her marketplace for deposit and fee-based credit and non-credit services. Coordinate with Cash Management, Product Management, Item Processing, Cash Vault Operations and Bank Operations to structure proposed service packages for existing and prospective customers. Prepare and present comprehensive deposit and fee-based credit and non-credit services proposals to prospective customers. Coordinate implementation of new customers for deposit and fee-based services working closely with Deposit Relationship, CCSU and Cash Management Implementation Officers. Maintain a portfolio of customer relationships for deposit and fee-based credit and non-credit services. Cross sell additional products to strengthen existing relationships and to generate additional revenues. Develop an annual plan for maintaining and increasing portfolio revenues and profitability through proper management of and cross selling to existing relationships, and from new business sales. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position. * Typically requires a degree from a four-year college (e.g., B.A., B.S.). * Minimum 4 to 5 years of sales and relationship management experience. * Excellent oral and written communication skills to include selling of bank services, negotiating and closing business with customers and prospects, and coordinating with departments and individuals throughout the bank. * Thorough knowledge of banking operations to include systems, products and workflows. * Thorough knowledge of cash management, product management and credit underwriting. * Familiar with multiple software applications including Word, Excel and customer tracking systems. * Must be familiar with the business practices of targeted financial institution types and markets. * Must be familiar with the regulatory and legal framework of U.S.-based financial institutions. * Must be able to travel regionally and nationally. * Extensive local automobile travel with some overnight trips. 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.United StatesUnion Bank2011-09-23 13:29:45New YorkNYNEW YORK, NY23800995http://jobs.unionbank.com/xml/23800995/jobUSASAN FRANCISCOTitle: HighMark Capital Management - Technology Manager/Lead - San Francisco Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. About the Company HighMark Capital Management, Inc., a registered investment adviser and subsidiary of Union Bank, N.A., serves as the investment adviser for HighMark Funds. We provide a full range of investment solutions for retirement plans, public agencies, corporations, educational institutions, foundations, endowments, and high-net-worth individuals. About HighMark Funds HighMark Funds is a nationally recognized family of mutual funds with more than $7.9 billion in assets. HighMark Funds offer a wide range of mutual funds, from conservative money market funds to more aggressive growth funds, including asset allocation portfolios. HighMark Funds are appropriate for both individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. Position Summary The position will function as a Technology Manager / Lead within HighMark Capital Management, with a specific emphasis on data management. As a part of the Technology Department, you will be responsible for managing / leading high visibility IT projects related to data warehouse / data management and business intelligence. Your role will be to partner with the business, provide leadership on potential solutions and execute on the proposed solutions. Major Responsibilities: * Ability to manage and lead large projects independently. Be the lead architect / developer for data warehouse, data marts and business intelligence reporting related projects. Evaluates software / systems and design potential solutions to meet business needs. * Ability to lead and manage developers and data analysts. * Act as technical liaison between HighMark and the Union Bank centralized IT. * Engineer and implement processes to maintain integrity and quality of the data residing in the data warehouse and data marts. * Responsible for day to day support of the data warehouse and associated data marts looking for ways to reduce maintainability and increase efficiencies. * Designs and implements production processing tools, including performance monitoring, scheduling tools, and notification systems in the event of failure. Qualifications: 10 years experience working in database development using Oracle / SQL Server. * 5-10 years experience working in Oracle, Informatica Business Objects Reporting and Database Administration. * Knowledge of investment management industry, including prevailing technology trends. * 3 to 5 years project management experience in Agile and/or RUP development methodologies. * Experience managing developers and analysts. * Strong communication skills, including the ability to talk to end-users and executives. Technical Skills Oracle / SQL Server Development, Informatica, Business Objects including crystal reports. Experience developing / maintaining data warehouses and designing data management strategies. Experience building business intelligence reporting solutions. Nice to have * Experience with LVTS/ LDC, Bloomberg, AIM, PORTIA, SEI TRUST 3000. * Knowledge of Microsoft .NET Suite including ASP, C#, VB#, would be advantageous. * Experience with SQL Server SSRS and SSIS. 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/VUnited StatesUnion Bank2011-11-05 10:51:44CaliforniaCASAN FRANCISCO, CA24705880http://jobs.unionbank.com/xml/24705880/jobUSASAN FRANCISCOTitle: MORTGAGE CONSULT SR SALES ASSO Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline. This position requires a regular monthly loan production of 5mm from the Mortgage Consultant.Major Responsibilities: 25% Manage Mortgage Consultants pipeline by prioritizing loans for fundings. Ensure customer service levels are met by coordinating with processing and underwriting staff. Serve as a liaison between borrowers, realtors and processing/underwriting support staff. 25% Prequalify potential borrowers using bank standards, quote rates, provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel etc. 25% Assist mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products. 25% Assist Mortgage Consultant with sales support. Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources. 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. Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work. Requires a high school diploma or G.E.DUnited StatesUnion Bank2011-11-08 08:34:56CaliforniaCASAN FRANCISCO, CA24743365http://jobs.unionbank.com/xml/24743365/jobUSASAN MATEOTitle: SR RELATIONSHIP BANKER (SAN MATEO MAIN) BILINGUAL: JAPANESE/ENGLISH A PLUS Location: CALIFORNIA-SAN MATEO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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.United StatesUnion Bank2011-11-08 08:35:08CaliforniaCASAN MATEO, CA24743370http://jobs.unionbank.com/xml/24743370/jobUSAIRVINETitle: BUSINESS CLIENT ADVISOR - ORANGE COUNTY Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Reporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives. Perform ongoing portfolio management. Major Responsibilities:70% New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Continually identify new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20% Portfolio Management, Risk Management & Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive. Monitor the credit relationship. Document and maintain risk-based discussions with borrowers. Maintain loan files and documentation according to bank policies. Responsible for independently discussing with the Loan Committee specific client issues. Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents. 10% Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the "Client Team" once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region's annual new business goal. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank. Additional Information:Ten plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor's Degree in Finance, Business or Economics is preferred.Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.Proven proficiency in Accounting. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-11-08 08:35:21CaliforniaCAIRVINE, CA24743378http://jobs.unionbank.com/xml/24743378/jobUSAIRVINETitle: BUSINESS DEVELOPMENT OFFICER - BUSINESS BANKING (ORANGE COUNTY) Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Responsible for originating new business loans/lines and acquiring new business deposit relationships.Target Segment: The BDO targets medium-sized business clients (Companies with annual revenue from $2 million to $10 million). Major Responsibilities:90% - Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding thebusiness of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Uses discretion to determine when to make sales calls in conjunction with the business banking relationship managers and other strategic partners to cross sell. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Maintain list of at least 150 active prospects. Consistent contact with COI's to access opportunities, and follow up as appropriate. Continually identify new prospectsand develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. 10% - Responsible for completing all required training as it relates to the position as well as responsible for all appropriate assessments and certifications. Additional Information:Minimum of 5 years of Business Development experience or related business lending experience and/or deposit and cash management sales experience required. Established base of Centers of Influence (COIs). Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Strong understanding of product profitability of banking products. Strong customer focused individual with good interpersonal skills and communication skills. Ability to work independently under only general supervision. Bachelor's Degree in Finance or related field, or equivalent work experience required.Preferred: credit analysis or financial analysis experience related to business lending is preferred. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-11-08 08:35:00CaliforniaCAIRVINE, CA24743366http://jobs.unionbank.com/xml/24743366/jobUSAIRVINETitle: BUSINESS DEVELOPMENT OFFICER - BUSINESS BANKING (INLAND EMPIRE) Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Responsible for originating new business loans/lines and acquiring new business deposit relationships.Target Segment: The BDO targets medium-sized business clients (Companies with annual revenue from $2 million to $10 million). Major Responsibilities:90% - Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding thebusiness of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Uses discretion to determine when to make sales calls in conjunction with the business banking relationship managers and other strategic partners to cross sell. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Maintain list of at least 150 active prospects. Consistent contact with COI's to access opportunities, and follow up as appropriate. Continually identify new prospectsand develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. 10% - Responsible for completing all required training as it relates to the position as well as responsible for all appropriate assessments and certifications. Additional Information:Minimum of 5 years of Business Development experience or related business lending experience and/or deposit and cash management sales experience required. Established base of Centers of Influence (COIs). Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Strong understanding of product profitability of banking products. Strong customer focused individual with good interpersonal skills and communication skills. Ability to work independently under only general supervision. Bachelor's Degree in Finance or related field, or equivalent work experience required.Preferred: credit analysis or financial analysis experience related to business lending is preferred. We offer a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-11-08 08:35:00CaliforniaCAIRVINE, CA24743367http://jobs.unionbank.com/xml/24743367/jobUSACHICAGOTitle: CLIENT SERVICES OFFICER - CHICAGO Location: ILLINOIS-CHICAGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: The Client Services Officer provides exceptional customer service to the bank's top-tier client portfolio. This includes independently researching, analyzing and resolving a broad range of complex customer issues involving services and products that support various market segments, as well as assisting customers with branch transactions. Provide a high level of responsiveness to internal and external customer inquiries by phone, e-mail, or in person. Analyze data and make recommendation as to exposure and possible risk to the bank on new accounts, wire transfers, overdraft conditions, and uncollected funds usage. Requires strong critical thinking ability as work is performed without substantial direction. Major Responsibilities: (55%) Provide outstanding customer service to clients, banking offices, account management, sales representatives and merchants. Develop rapport and establish key relationships with critical business units. Assist in making decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience. Proactively assist with complex customer service needs. Review account analysis statements with customers and officers regarding service fees, pricing and deficits. Assist with non-credit and operational risk to minimize operational losses; collectable overdrafts, wires and other exceptions. May assist the customer with branch transactions as well as maintaining the cash drawer within prescribed cash limits and meeting cash balancing requirements. 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. Required to conform to all government compliance regulations. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity. Use the highest level of expertise to quickly and effectively resolve banking office and client issues. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis. Maintain customer centric approach and effectively identify course of action to meet service level agreements with an emphasis on first call resolution. Develop creative win-win service solutions. Provide absolute one-stop shopping customer service experience. Accountable for the servicing and operational customer experience across departments throughout the organization. Strong knowledge of banking systems and the organization to be able to implement customer service strategy independently. Demonstrate excellent service level awareness and quickly respond to issues that could impede customer service. Develop and document special handling procedures for new processes. Assist with special projects and implementation of department initiative as appropriate. Assist in training new employees. Act as a resource to other Customer Service Representatives. (25%) Work closely with customer, Relationship Manager and assigned commercial market segment to coordinate implementation of new customers for deposit and fee based services. Discuss applicable delivery channel and service options with customer. May travel to customer site to make servicing presentations or lead tours for clients at the Bank Facility. Prepare and support completion the opening of new accounts, the review of legal documentation, and identify exceptions. Coordinate and review various types of legal documentation with clients and officers to avoid document deficiency. Assist in decision making on account type and setup. Conduct outbound calls to new clients after initial boarding to ensure quality service. Follow up with clients for document deficiencies. Utilize a strong knowledge of products and services of assigned commercial market segment or wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries. Independently support all inquires on any transaction or cash management service. (10%) Provide technical assistance to internal clients to resolve complex inquiries, servicing requests and operational matters. Maintain records of repetitive service problems, resolutions and customer concerns and make recommendations for improving customer service levels. Identify and refer prospects and cross-sell opportunities to relationship manager for business development. (10%) Perform other responsibilities as assigned. Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. * Requires 2 to 3 years of direct work experience, providing exceptional customer service to commercial clients. * Requires High School Diploma or GED; College degree is preferred. * 2 years banking and regulatory experience including branch operations. * Model the highest degree of honesty, integrity, and reliability. * Excellent interpersonal skills. * Able to work effectively and efficiently in a fast paced call center. * Possess outstanding research and follow-up skills. * Flexible to work various shifts to meet the needs of the business; possible travel is required. * Strong computer systems aptitude; including a strong knowledge of Microsoft applications (Word, Excel, Power point). * Requires strong knowledge of the Banks Risk policies and procedures. * Ability to use sound judgment while exercising considerable latitude and initiative in problem solving to meet customer service needs. * Ability to learn and use all branch equipment. * Good math, reading, and comprehension abilities. 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/VUnited StatesUnion Bank2011-12-19 08:11:31IllinoisILCHICAGO, IL25441703http://jobs.unionbank.com/xml/25441703/jobUSAIRVINETitle: TREASURY RELATIONSHIP MGR III - Irvine Location: CALIFORNIA-IRVINE 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! Increase Bank's share of customer's total relationship; monitor and enhance profitability of all assigned relationships; cross sell Bank products and services. Organize and implement a written account retention program for customers, which best meets their needs. Maintain a detailed and complete tracking system of all assigned customers and prospects in Enterprise Solutions for Bankers (ESB). Work with customers, cash management, and product management to create innovative solutions that assure customers receive superior systems specific to their industry. Work closely as a "team player" with all department members to provide superior service to customers. Work closely with Commercial Customer Service Unit personnel to assure customers receive superior operational support. Prepare proposals and proformas for new services sold to assigned customers and prospects. Analyze pricing requests for assigned and prospective customers and prepare pricing models. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity to referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position. Perform related duties as assigned. Typically requires a degree from a four-year college (e.g., B.A., B.S.). Minimum 10 years of sales and relationship management experience. Good working knowledge of advanced outside sales and marketing techniques, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, and advanced knowledge of the Bank's income and cost structure used to measure profitability. Certified Treasury Professional (CTP) accreditation preferred. Advanced knowledge of treasury management concepts and principles as related to Bank products and services. Excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities, and coordinating with others throughout the Bank; preparing and delivering Requires frequent travel within assigned geographical territory. Working knowledge of Microsoft Word, PowerPoint, Excel, Rumba, Lotus Notes, LAN AMMO and ESB. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2011-12-19 08:11:05CaliforniaCAIRVINE, CA25441697http://jobs.unionbank.com/xml/25441697/jobUSASAN FRANCISCOTitle: SVP Regional Director Private Banking Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at June 30, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 396 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Regional Director (RD) is responsible for driving quality growth in the geographic territory for the specialty business line he/she represents. The RD reports to both the Regional Managing Director (RMD) for the assigned territory and the Business Line Manager over the specialty business line. The RD owns the total sales goal for the RMD territory for the business line and will accomplish the goal with a combination of personal production, joint production with another specialist, or inspiring, leading, and recruiting specialists in the RMD territory. The RD has matrix management responsibility for the sales and relationship employees for the relevant business line, within the specific territory. Major Responsibilities: Management or Supervision: Manages approximately 10-20 sales and relationship employees in a specific product area for an assigned territory. Strong focus on the consistency and quality of the product offering and product delivery. Major Responsibilities: 60% - Sales & Relationship Management: Responsible for sales and relationship management for specialized business lines within the assigned territory, including new client acquisition, and for maintaining high retention. 20% - Product Line Management: Responsible for overall profitability of business line within the assigned territory. Represents the business line in addressing pricing, risk management, compliance, specialized training, relevant dedicated technology, operational support, and business financial reporting of P&L and related metrics. 20%: Overall Administration: In partnership with the relevant Managing Director, is responsible for overall performance and people management in matrix structure. Assesses key organizational and staffing issues and addresses them accordingly by providing effective intervention. Manages recruitment, training and motivation. Held accountable for profitability, cost control, compliance and risk management activities. Has dotted line management responsibility for sales professionals in assigned territory for specific business line. Additional Information: * Requires knowledge and expertise in executive management, wealth product management, sales & relationship management, people management and administration. * Proven track record in external recruiting and the effective management and development of employees. * An effective leader who will work collaboratively with executive management across multiple functions and disciplines in order to meet the Bank's business needs. * Deep knowledge and clear vision of the high net worth market place and products. Possess a strategic orientation with the ability to articulate the business group's mission, goals and priorities strategically and within the context of the Bank's mission. * Requires 10 years experience in wealth sales and sales management. Typically requires BA/BS/BBA in business or related field. * CFP (Certified Financial Planner,) CFA (Certified Financial Analyst,) CTFA (Certified Trust and Financial Advisor) or other related professional designation desired. 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.United StatesUnion Bank2011-12-19 08:11:06CaliforniaCASAN FRANCISCO, CA25441698http://jobs.unionbank.com/xml/25441698/jobUSASAN FRANCISCOTitle: AUDIT PRACTICES LEADER - SPECIAL PROJECTS Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: As part of the Audit Professional Practices Team, and reporting to the Audit Practices Manager, the Audit Practices Leader (Special Projects) will play a key role by driving and leading Independent Risk Monitoring Group(IRMG)-Audit strategic initiatives and projects related to Regulatory requirements and expectations, and Internal Audit best practices. Ability to influence and obtain cooperation from colleagues towards achieving departmental goals, working on multiple projects simultaneously and constantly improving the process to be more efficient and effective and ability to think innovatively to execute IRMG-Audit strategic initiatives are key criteria for success in this role. Work is performed with considerable independence under the general direction of the Audit Practices Manager. The Audit Professional Practices team reports to the Audit Practices Manager who in turn reports to the SVP, Head of Practices and Project Assessment. The team is comprised of experienced audit professionals who support the IRMG-Audit department and the Chief Audit Executive in the execution of the IRMG-Audit charter and other strategic mandates. The team's mission is to achieve and maintain a best in class Audit Department through developing standards, refining the audit methodology, maintaining policies and procedures, performing quality assurance reviews, supporting and maintaining the automated work paper system, promoting the usage of automated audit tools, training audit personnel, facilitating management and Audit & Finance Committee reporting, and facilitating audit department strategic initiatives. Major Responsibilities: * Manage the transition to a new automated work paper system by being the key contact with the new vendor, ensuring that IRMG-Audit requirements are manifested in the new system, identify and address any significant gaps in the new system and communicate with all stakeholders through each key stage of the transition process. Coordinate and provide training to the end users of the new system. * Coordinate the collection, editing and production of data required for compiling and distribution of reports for IRMG-Audit Management, the Audit & Finance Committee, parent company reporting, internal scorecard and regulatory agencies. Develop data queries in support of ad hoc requests, external surveys, and regulatory reporting functions as needed. Detect and identify enhancements and improvements that increase the quality and efficiency of data reporting. Ensure there is an automated and streamlined process for capturing the data and for producing the reports. * Assist in projects related to regulatory requirements, observations and guidance and harmonization efforts with other Audit entities within the parent company. * Complete other project assignments such as preparation of documents for regulatory examinations and ad hoc reporting delegated by the Audit Practices Manager. * Teamwork and Communication: Promote teamwork within the Audit Practices Group and within IRMG. Help team members to meet collective deadlines even if it is not their primary assigned job function. Must develop and maintain effective working relationships with auditors and audit management. Listen continuously to understand the needs of the auditors and management by being approachable and professional in communications and interactions. * Typically requires a BA or BS degree plus 10 or more years of internal or external audit experience, preferably in the financial services industry. * Professional certifications - CIA, CISA or CPA is highly desirable. * Strong knowledge of COSO and IIA standards required. * Strong communication skills - written, verbal and presentation skills required. * Proven ability to interact effectively with all levels of senior and executive management and regulators is desirable. * Strong personal computer skills, intermediate knowledge of Excel and Access is a plus. 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. 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/VUnited StatesUnion Bank2011-09-07 12:00:57CaliforniaCASAN FRANCISCO, CA23461546http://jobs.unionbank.com/xml/23461546/jobUSAMONTEREY PARKTitle: CLIENT SERVICES OFFICER Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future! Job Summary: Provide exceptional customer service to the bank's top-tier client portfolio. Independently research, analyze and resolve a broad range of complex customer issues involving services and products that support various market segments. Provide a high level of responsiveness to internal and external customer inquiries by phone, e-mail, or in person. Follow up to ensure full resolution and satisfaction. Analyze data and make recommendation as to exposure and possible risk to the bank on new accounts, wire transfers, overdraft conditions, and uncollected funds usage. Requires strong critical thinking ability as work is performed without substantial direction. Requires strong knowledge of the Bank's Risk policies and procedures; recognizes and proactively addresses and manages risk. Ability to use sound judgment while exercising considerable latitude and initiative in problem solving to meet customer service needs. Major Responsibilities: (65%) Provide outstanding customer service to clients, banking offices, account management, sales representatives and merchants. Develop rapport and establish key relationships with critical business units. Make independent decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience. Proactively manage complex customer service needs. Review account analysis statements with customers and officers regarding service fees, pricing and deficits. Manage non-credit and operational risk to minimize operational losses; collectable overdrafts, wires and other exceptions. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity. Use the highest level of expertise to quickly and effectively resolve banking office and client issues. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis. Maintain customer centric approach and effectively identify course of action to meet service level agreements with an emphasis on first call resolution. Develop creative win-win service solutions. Use excellent sales referral techniques to recommend product and services to support bank marketing strategy. Provide absolute "one-stop shopping" customer service experience. Accountable for the servicing and operational customer experience across departments throughout the organization. Strong knowledge of banking systems and the organization to be able to implement customer service strategy independently. Demonstrate excellent service level awareness and quickly respond to issues that could impede customer service. Develop and document special handling procedures for new processes. Assist with special projects and implementation of department initiative as appropriate. Train and coach new employees. Act as a resource to other Customer Service Representatives. (25%) Work closely with customer, Relationship Manager and Treasury Management Services to coordinate implementation of new customers for deposit and fee based services. Discuss applicable delivery channel and service options with customer. May travel to customer site to make servicing presentations or lead tours for clients at the Bank Facility. Prepare and manage to completion the opening of new accounts, the review of legal documentation, and identify/approve exceptions. Coordinate and review various types of legal documentation with clients and officers to avoid document deficiency. Assist in decision making on account type and setup. Conduct outbound calls to new clients after initial boarding to ensure quality service. Follow up with clients for document deficiencies. Utilize a strong knowledge of Treasury and Cash Management products, wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries. Independently manage all inquires on any transaction or cash management service (10%) Provide technical assistance to internal clients to resolve complex inquiries, servicing requests and operational matters. Maintain records of repetitive service problems, resolutions and customer concerns and make recommendations for improving customer service levels. Identify and refer prospects and cross-sell opportunities to relationship manager for business development. May act as Supervisor in the Manager's absence; perform other responsibilities as assigned College degree (accredited 4 year college or university). Bank sales experience preferred. Call center experience (4 years). Exceptional organizational, customer service, and leadership skills. Model the highest degree of honesty, integrity, and reliability. Excellent interpersonal skills. Able to work effectively and efficiently in a fast paced call center. Possess outstanding research and follow-up skills. Flexible to work various shifts to meet the needs of the business. Some travel is required. Strong computer systems aptitude; including a strong knowledge of Microsoft applications (Word, Excel, Power point). Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity * We are committed to the training and development of our employees * Innovative vacation benefits 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! Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers. 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.United StatesUnion Bank2012-01-12 08:28:26CaliforniaCAMONTEREY PARK, CA25846473http://jobs.unionbank.com/xml/25846473/jobUSALOS ANGELESTitle: TERM EMPYMT-NONEXEMPT Location: CALIFORNIA-LOS ANGELES 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. Union Bank is nationally recognized for being ranked among the top ten companies for diversity in the workplace. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in ourCSD Operations department as a Customer Service Credit Filing Processor for a period of 6 months,not to exceed 2 years. During your assignment with Union Bank you will be responsible for supporting the Credit Management, Corporate & Global Treasury Management, Client & Portfolio Management and the Power & Utilities group. Assigned functions include reviewing and filing Loan and Credit Documentations, Mortgage, Customer History, Projections, Financial Statements, Legal and other credit documentations. High Scholl diploma Basic Accounting Skills Self Starter Good verbal and written communication Ability to walk all day Ability to lift 30-50 pounds Ability to work in a fast pace environment Ability to work flexible work schedule Ability to work independently FileNet knowledge PC knowledge of CICS, Excel, Word, Outlook 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.United StatesUnion Bank2012-01-12 08:28:11CaliforniaCALOS ANGELES, CA25846467http://jobs.unionbank.com/xml/25846467/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER - J2EE / WEB Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for aSR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. 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 Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-01-12 08:27:59CaliforniaCAMONTEREY PARK, CA25846458http://jobs.unionbank.com/xml/25846458/jobUSALOS ANGELESTitle: MORTGAGE CONSULTANT II (LOS ANGELES) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Typically requires a high school diploma or G.E.D.. Excellent verbal and written communication, organizational skills and familiarity with PC software (Windows and Excel). Must have proven sales record in mortgage industry. Territory serviced will be in the San Francisco area. 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.United StatesUnion Bank2012-01-12 08:27:58CaliforniaCALOS ANGELES, CA25846457http://jobs.unionbank.com/xml/25846457/jobUSAENCINITASTitle: SR RELATIONSHIP BANKER - EAST ENCINITAS Location: CALIFORNIA-ENCINITAS Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-22 08:48:26CaliforniaCAENCINITAS, CA25514689http://jobs.unionbank.com/xml/25514689/jobUSASAN DIEGOTitle: SR RELATIONSHIP BANKER - COLLEGE CENTER Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-22 08:49:45CaliforniaCASAN DIEGO, CA25514797http://jobs.unionbank.com/xml/25514797/jobUSALOMPOCTitle: BRANCH MANAGER (LOMPOC) Location: CALIFORNIA-LOMPOC 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! The Branch Manager is responsible for the administration and supervision of branch staff and bank facility. The Branch Manager will manage the branch as a profit center. This is done by developing sales and revenue generating programs. Which includes creating the branch sales plan, develop branch staff and sales activities to achieve branch sales and profitability goals. Maintain branch at approved expenditure levels. Review, control and report on general ledger activity. Extend credit within lending authority to individuals or business through commercial or consumer loans. Analyze all necessary personal and financial data, check credit standing, and make loan decisions within established policy. Along with the Customer Service Manger, supervise operations of the branch including but not limited to general branch audits, field service audits, and compliance issues. The Branch Manager will provide platform services for special customers or prospects, and assist at times of heavy business volume. Administer Bank personnel policy and programs. Conduct recruiting activities for branch. Assist in the development and training of personnel, including performance reviews, giving constructive feedback, and administering correction action processes. Make assigned calls, typically those of more-than-average importance on prospects and customers. Perform function of branch safety and security officer. Ensure that the office is operating in a safe and effective manner. Participate in local community affairs and support charitable endeavors. The branch manager position requires 5 to 7 years of community banking experience with an emphasis in sales, small business lending, business development, proven successful supervisory, administrative and analytical skills. Success in this position requires excellent customer service, communication and time management skills. Previous knowledge of operations and regulatory requirements is also required. Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word. In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred. 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.United StatesUnion Bank2011-12-22 08:49:52CaliforniaCALOMPOC, CA25514809http://jobs.unionbank.com/xml/25514809/jobUSAOCEANSIDETitle: SR RELATIONSHIP BANKER - EL CAMINO REAL Location: CALIFORNIA-OCEANSIDE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-22 08:49:53CaliforniaCAOCEANSIDE, CA25514808http://jobs.unionbank.com/xml/25514808/jobUSALOS ANGELESTitle: PRODUCT MANAGER- CONSUMER DEPOSIT PRODUCTS Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: This position will be responsible for the development and execution of the product strategy for Relationship Programs. Support retail bank growth strategy to acquire and deepen customer relationships. Build balances and optimize product profitability through product management and development (such as relationship rewards). Major Responsibilities: 15% Develop product strategy for relationship programs. Leverage existing capabilities and identify product gaps based on competitive assessment and opportunities. Responsible for ensuring the product strategy is aligned with the Retail Bank strategies. Will work closely with cross functional teams including IT, Marketing, Product Management teams, Portfolio Management, Legal, Operations and Compliance. 60% Responsible for managing the existing product line and the development and launch of new products, features and functionality. Manages the revenue stream for assigned products used by retail customers. Manages the product profitability and develops tactics to improve profitability and performance through product design and pricing discipline. Measures and tracks the financial performance volumes against established goals and works closely with Retail Deposit Portfolio Management. Responsible for competitive market research, analysis of competitive and market forces and ongoing assessment of internal strengths and weaknesses. Develop pricing recommendations. Ensure the product development and enhancements comply with the bank's Product Development Policy (PDP) Responsibilities and Requirements. Determine training gaps and lead efforts with Training to address needs. Has a key role in managing the IT systems development of new and enhancement of existing products. Has key responsibility in managing the project from conception to implementation. 15% Responsible for working with the Marketing team to develop marketing plans for retail products to drive acquisition or retain existing households. 10% Project coordination activities with other product managers through Union Bank for Product or Service adaptation for retail channel, new product or process changes for retail, training/communications, billing methods/processes/pricing schemes. Requires a minimum 5 years of direct work experience as a product manager in a financial services industry. Must have direct work experience in developing and driving product initiatives from start to finish, from recommendation to post-rollout measurement. Strong analytics, strategic and critical thinking and customer empathy are required. Effective team work, interpersonal and organizational skills. A comprehensive understanding of product and project management practices. Proven ability to interact and influence executive management. Requires excellent verbal and written communication and presentation skills. Requires computer skills (MS Word, Excel, Outlook and Powerpoint).BA is strongly preferred. MBA is a plus. 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/VUnited StatesUnion Bank2011-12-22 08:49:26CaliforniaCALOS ANGELES, CA25514779http://jobs.unionbank.com/xml/25514779/jobUSALOS ANGELESTitle: BUSINESS SYSTEMS ANALYST - ECOMMERCE Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. Are you a Business Systems Analyst looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY The eCommerce Solutions Group provides the eCommerce Division with business analysis support for major eCommerce initiatives. The group partners with ITG to select technology solutions that are most suitable for the Retail, Commercial and Enterprise eCommerce product roadmaps. The team works with Retail and Commercial Product Managers to create detailed business systems requirements. Responsible for managing the implementation of assigned system projects. Applies specific knowledge of the business and knowledge of systems technology capabilities to business problem solving. The primary objective is to meet the system and product development needs of the business unit. Participates in the design, installation and maintenance of complex system projects. Responsible for development of business requirements. Authors detailed business requirements, including input and output requirements, information flow, error handling, hardware and software requirements and reports. This is a top-level business analyst and is assigned some of the most complex systems and projects. DETAILS Major responsibilities include: Lead, conduct and facilitate meetings with business users and information technology personnel. Directs solution to system and business problems. Manages and resolves the more complex systems related projects. Ensures that users' needs are met. Task includes (but not limited to): Responsible for consulting with users and vendors for needs assessment. Develops detailed analysis of users' needs (business specification, hardware requirements, software requirements, flow charts). Creates work orders and Business Requirements documents. Represents users needs on large system projects. May also develop system related procedure/manuals, and provide system training. Prepares detailed written documentation and business requirements. (charts, work flow tables, specifications). Negotiates specification changes, test and implementation dates. Coordinates with assigned system staff on edits, changes implementations. Develops user test plan and test cases. Responsible for conducting user testing. Accountable for user sign off of changes. Independently conducts studies of new technologies and recommends changes based on these findings. Presents research and recommendations of systems or process changes to management. Plays a major role in the development and implementation of strategic technology plans. Identifies methods, hardware or software that enhances productivity. Develop a good understanding of the business unit's function. Effectively communicate technical issues in non-technical terms to the business unit. Monitors system implementation and user satisfaction. Responsible for issue awareness and resolution as defined. QUALIFICATIONS Required Typically requires a degree from a 4-year college (B.A or B.S), preferably in an engineering discipline and 8 years of in-depth business knowledge and system design, preferably in the financial services or eCommerce space. Requires strong leadership skills and consulting skills. Strong communication skills for composing and writing original business letters, detailed business specifications, recommendations, reports, internal policy and presentations to management. Must have strong reasoning, interpersonal, analytical and organizational skills May supervise or work direct lower level technical staff. 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-20 11:44:18CaliforniaCALOS ANGELES, CA25465546http://jobs.unionbank.com/xml/25465546/jobUSAMONTEREY PARKTitle: SAS Administrator & Developer Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. Are you a SAS Administrator looking for a great opportunity? Union Bank has that opportunity! JOB SUMMARY The ideal candidate will have administration, maintenance, and support experience in a SAS 9.3 and/or SAS 9.2 Enterprise BI Linux Server and Windows client environments. The candidate will support both the Linux server SAS application and the Windows SAS clients. Candidate will also support the installation of PC SAS as well. Candidate will possess a clear understanding of the SAS 9.3 and/or SAS 9.2 security models internally and its interaction with the Linux side components so tactical and strategic objectives can be achieved and maintained. Current and future SAS use is comprised of a subset of the BI Intelligence products include Scorecard, Enterprise Case Management, AML Investigation, and opRisk products. Linux administration and scripting experience is a plus. Strong analytical, communication, technical teamwork, and interpersonal skills are mandatory. DETAILS Major responsibilities include: * Installing, and configuring the SAS Enterprise BI Infrastructure * Performing/Insuring proper backups of metadata and business data * Tracking applicable SAS hot fixes and creating implementation plans for respective SAS modules and applications * Monitoring SAS Server resources and reporting usage(s) * Identifying performance and recommending/implementing tuning of active SAS environment(s) providing projected capacity shortfalls. * Designing, implementing, and maintaining security on SAS Metadata and Linux for users * Designing, implementing, and executing the change control and promotions tasks in SAS * Establishing best practices and guidelines for SAS BI usage * Provide guidance and assistance to SAS Developers on operational and technical issues; interfacing with the SAS Institute for Support on administrative and system issues * Creating and implementing upgrade plans * Occasional after hour support when system OS and hardware maintenance and applying SAS hot fixes and upgrades occur. QUALIFICATIONS Required * A Bachelor's Degree and seven years of related experience and/or training or equivalent combination of education and experience * Working experience in different server components including SAS Metadata Server, Workspace Server, Stored Process Server, and OLAP Server * Working experience with applications including SAS Management Console, SAS Enterprise Guide, SAS BI Studio, SAS Portal, and SAS Web Report Studio * Experience in installing, configuring, and administering SAS BI platform in a single instance, multi-configuration installation with isolation via OS groups * Basic Linux skills including Shell, PERL and other OS scripting languages * Experience in designing and implementing change control and security with the SAS Platform including Metadata and UNIX security * Knowledge of SAS architecture, vertical and horizontal expansion and configuration options * Working knowledge of Job Scheduling Preferred * Experience in BI Enterprise Case Management, AML Investigation and Social Networking * Experience with LDAP or Microsoft Active Directory integration within UNIX/Linux a plus * Experience in SAS programming and DI Studio troubleshooting is a plus 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. Why Work for Union Bank? We are a financially strong and stable bank. We value workplace diversity We are committed to the training and development of our employees Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2011-12-20 11:44:39CaliforniaCAMONTEREY PARK, CA25465552http://jobs.unionbank.com/xml/25465552/jobUSALOS ANGELESTitle: Manager, Wealth Markets Training & Development Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for creating and implementing an employee training strategy across the Wealth Markets organization. Work with the business unit executives to develop and implement training to employees within the Wealth Management. Major Responsibilities: Develop, implement and manage the wealth markets training program for Union Bank. Provide direction and strategy to market executives on training needs within their organization. Work closely Human Resources to understand areas of development, succession planning, and internal resources. Stay abreast of external market conditions, and competitor intelligence on innovative training strategies. Act as the liaison with Corporate Training in the implementation of training programs and in the development of career planning for the Wealth Markets space. Develop and implement the operational procedures for delivery of training to the various lines of business. Design the curriculum, workshops, and tools to develop a core wealth markets training program, with the end goal of having a "Wealth Market University". Manage the training certification process, as well as monitor the enrollment and advancement of training programs. Develop communications strategy for the Wealth Markets organization. Additional Information: Typically requires a bachelor's degree with a minimum of 10 years of experience who thoroughly understands the tools and strategies necessary to lead and develop a Wealth Markets training program. Demonstrated track record of successfully developing and implementing a training program in a financial services organization. Must be a team player who believes in accountability and must become thoroughly familiar with Union BAnk, its Wealth Market strategic priorities, and work closely with senior executives. An understanding of the wealth space in large financial organizations. Proactive and proven experience in understanding changing market strategies and best practices in other organizations. 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/VUnited StatesUnion Bank2011-12-20 11:45:01CaliforniaCALOS ANGELES, CA25465565http://jobs.unionbank.com/xml/25465565/jobUSASAN DIEGOTitle: SR FINANCIAL ADVISOR UBIS - San Diego Allied Gardens Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and FINRA Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2011-11-23 13:28:34CaliforniaCASAN DIEGO, CA25023178http://jobs.unionbank.com/xml/25023178/jobUSASAN JUAN CAPISTRANOTitle: SR FINANCIAL ADVISOR UBIS - San Juan Capistrano Location: CALIFORNIA-SAN JUAN CAPISTRANO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2011-11-23 13:28:32CaliforniaCASAN JUAN CAPISTRANO, CA25023177http://jobs.unionbank.com/xml/25023177/jobUSASAN JOSETitle: PRIORITY BANKING RELATIONSHIP MANAGER (SAN JOSE MAIN, BILINGUAL IN JAPANESE PREFERRED) Location: CALIFORNIA-SAN JOSE 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! Implement the Priority Banking program within target area through an annual marketing plan and strategy, tailored to office locale and consistent with overall direction of Priority Banking. Plan/develop strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. Plan should include how results can be measured. Identify prime Priority Banking prospects from research of Office's current customer base, referrals from within and outside the Bank, word of mouth, local professional/service groups, social contacts, etc. Meet with prospects frequently, often outside the office, to present full package of personal financial services, match their needs and sell the value of the Priority Program, and ask for the business. Maintain client portfolio of minimum 150-200 clients whose relationships are among the most profitable and complex in the program with assistance from the Priority Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients and/or supervisory responsibilities. Criteria set by Priority Banking Manager/RVP's with input from Priority Banking Administration. Accountable for portfolio growth and profitability, as well as any attrition. Monitor each client's account profitability and service use. Consult with clients as to various services or products, which would be advantageous for them. Keep clients aware of new products and of changes in the financial arena, which would affect them. Respond to problems clients may experience with the handling of their accounts and ensure proper handling of service requests. Ensure that accurate and complete records are kept for each client relationship. Analyze client's personal credit needs and requests, qualify borrower, recommend best-suited loan product commensurate with the Bank's desired profit margin and the value of the client's total relationship. Approve loans with typical loan authority from $25,000 to $50,000. Review client's credit standing at least annually. Regularly introduce clients to other areas of the Bank to service special needs. For example, explain services offered by other areas of the Bank and introduce client to the appropriate officer. Recognize and refer potential clients for such areas as the Middle Market Relationship Teams Financial Management Group, and Personal Trust Services. Provide personal and specialized service for all types of customer transactions. Represent the Bank and Priority Banking in the community by becoming active in professional and service organizations or clubs. Speak and make presentations to groups made up of many potential clients to increase program visibility and locate contacts. Document activities, contacts made, follow-through action, and results achieved. Engage in regularly scheduled portfolio performance review with Priority Banking Manager/RVP. Set quarterly sales and retention goals. SKILLS REQUIRED - College degree or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise. Typically requires a minimum of three years experience as a P.B.O. or equivalent, comparable work experience. KNOWLEDGE REQUIRED - Thorough knowledge of the characteristics and financial needs of Priority Banking's target market. Full array of Priority Banking services/products. Relationship profitability measurements, personal financial statement analysis. Personal tax-return analysis, bank operations and loan policies and procedures. Knowledge of, or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Events and activities in the financial marketplace. Advantages and limitations of service/products offered by the competition. Knowledge of local business and industry. Ability to enhance financial expertise through self-education, accounting, seminars, journals, periodicals, etc. Financial Planning process strongly recommended. ABILITIES REQUIRED - 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 a sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with customers of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentations, identify unique opportunities in individual market areas to gain entry to business and social situations where Priority Banking contacts can be made. (All of the above accomplished independently, with little or no assistance from the Priority Banking Manager). 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/VUnited StatesUnion Bank2011-11-23 13:28:22CaliforniaCASAN JOSE, CA25023173http://jobs.unionbank.com/xml/25023173/jobUSALOS ANGELESTitle: SENIOR COMPLIANCE ANALYST I Location: CALIFORNIA-LOS ANGELES 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Global Capital Markets SENIOR COMPLIANCE ANALYST I Job Summary This member of the UB Compliance Team reports directly to the Business Compliance Manager (BCM) supporting a capital markets organization. This position requires independent management and ownership of key business programs and initiatives, the ability to exercise judgment that will affect compliance decisions, and the ability to act independently and directly with various managers and staff to achieve functional goals. The position requires strong experience in key areas of banking regulatory compliance, and the ability to establish and manage compliance programs. The new hire will provide support in regulatory compliance in a capital markets sales and trading environment, including supporting syndications and securities, merchant banking and loan trading, and equipment leasing business activities. Compliance activities include analyzing and communicating compliance-related laws, regulations, and standards; risk identification and assessment, risk mitigation, including establishing standards, procedures, and guidelines; risk monitoring; incidents management; corrective action planning and tracking; advisory services, and training and education. Major Responsibilities 40% -- Work closely with the BCO to enhance the GCM compliance program across all GCM business units, including Leasing and Asset Financing, Merchant Banking, and Investment Banking. Areas of focus include o Information walls for material non-public information o Business conduct and sales practices o Evolving regulatory requirements related to GCM businesses 25% -- Facilitate the development and deployment of requisite compliance training. 15% -- Identify, assess and monitor the compliance risks. 15% -- Advise any employee or officer with respect to their (personal) compliance obligations 5% -- Assist with preparation for regulatory examinations The candidate must have 2 - 3 years experience in compliance, risk analysis, or equivalent, and 3 - 5 years experience in a financial environment. Compliance Certification (such as a CRCM) is a plus!! The position requires College degree. Masters' degree (MBA or similar) is a plus. Strong interpersonal skills to lead efforts for the organization and coordinate with our business customer, technology infrastructure, and business partners. Strong oral and written communication skills to develop and communicate the programs and to encourage participation and compliance. Creativity and flexibility to develop programs that meet our organization's unique requirements while ensuring compliance and compatibility with corporate and customer efforts. 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/VUnited StatesUnion Bank2012-01-24 09:16:15CaliforniaCALOS ANGELES, CA26060890http://jobs.unionbank.com/xml/26060890/jobUSABREATitle: Underwriter I Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Under the supervision of the Underwriting Manager, reviews and evaluates credit packages and provides an evaluation of risks on loan requests for secured multi-family and smaller commercial income property loans. Major Responsibilities All duties performed under the supervision of the Underwriting Manager or a senior commercial underwriter. Loan size will typically be $600,000 or less and be non-complex with regards to loan structure, property type and borrower financial status: Review, analysis and risk grading of smaller loan packages on loan requests submitted by loan officers. Review, analysis and risk assessment of physical characteristics of selected commercial property types, generally residential income projects (multi-family buildings and mobile-home parks), based on information provided and, as deemed necessary, on physical inspection of the property and neighborhood. Review, analysis and risk assessment of property operating statements for various types of properties under Underwriting Manager?s supervision. Review, analysis and risk assessment of personal and business entity financial statements, credit reports and supporting data for most non-complex borrowing entities under Underwriting Manager?s supervision. Review, analysis and risk assessment of management experience. Provide concise summaries of risk factors in each of the aforementioned areas. Under Underwriting Manager?s supervision, review appraisals, environmental reports and property condition inspection reports to identify other risk factors for most property types. Identify and specify loan funding/closing requirements/conditions necessary to limit risk to the association and ensure compliance with loan policies and procedures. Assist in Internal Asset Review activities. Perform all of the above duties and other duties as assigned. Associate's degree or higher in business, finance or real estate preferred. Some previous underwriting related experience preferred. One or more years of relevant experience in commercial and income property related real estate, appraisal, finance, credit, title, escrow, internal asset review, or lending. Good knowledge of apartments and mobile home parks. Additional knowledge relating to office, retail, industrial, and specialty commercial properties would be desirable. General knowledge of real estate markets within Bank's Lending areas. Ability to evaluate most basic personal and business financial statements and tax returns (work generally performed under supervision of Underwriting Manager). Ability to evaluate credit. Competent in MS Excel Strong oral and written communication skills. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-01-24 09:16:20CaliforniaCABREA, CA26060912http://jobs.unionbank.com/xml/26060912/jobUSAFRESNOTitle: MORTGAGE CONSULTANT Location: CALIFORNIA-FRESNO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D. and must have excellent sales experience. 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.United StatesUnion Bank2011-12-09 11:02:11CaliforniaCAFRESNO, CA25268411http://jobs.unionbank.com/xml/25268411/jobUSASAN FRANCISCOTitle: ACQUIRED LOANS ANALYST Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. ACQUIRED LOANS ANALYST Job Summary Reporting to Business Unit Accounting Manager, the Acquired Loans Analyst is responsible for improvement of the management of acquired loan information and the aggregation, calculation and analysis of reports provided to third-party investors, including development of database and reporting tools. The Acquired Loans Analyst ensures that production of FDIC loss claims and reporting on the acquired loan portfolio is in compliance with company policies & procedures and third party investor requirements. Major Duties: 80% Responsible for the production of FDIC investor monthly and quarterly investor reports, including Schedule A and Schedule B Loss Certificates and the associated underlying asset level detail. Compare individual asset-level data against agreements to ensure accuracy of adjustments / information reported, including reconciliation of all transactions at the loan and portfolio level that result in basis variances and adjustments. Identifies issues and proposes solutions to a more senior individual contributor or manager. Ensure that all items found in the reconciliation process are reported in accordance with the Investor's guidelines. Develops Excel or database programs and financial models to conduct ad hoc analysis and support continuous improvement of data base driven investor reports. 20% Responsible for management report production. Leverage roll-forwards and detailed analysis to communicate asset performance and loss claims to line unit senior leadership. Assist in the production of other reports (e.g., Financial, Regulatory) related to acquired assets. Communicate directly with the FDIC regarding investor reporting requirements and loss-claims. Minimum Job Requirements At least 5 years of specialized knowledge / advanced financial modeling experience, including understanding of data structures and various database tools as well as direct work experience in aggregate loan analysis is required. And, demonstrable business problem resolution experience requiring strong communication skills, sound judgment, and the ability to work effectively with multiple teams is a must. 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/VUnited StatesUnion Bank2011-10-05 09:59:26CaliforniaCASAN FRANCISCO, CA24051335http://jobs.unionbank.com/xml/24051335/jobUSASAN FRANCISCOTitle: INVESTOR REPORTING MGR Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. INVESTOR REPORTING MANAGER Job Summary Reporting to Business Unit Accounting Manager, the Investor Reporting Manager is responsible for the management of acquired loan information and the aggregation, calculation and analysis of reports provided to third-party investors, including development of database and reporting tools. The Acquired Loans Investor Reporting Manager ensures that production of FDIC loss claims and reporting on the acquired loan portfolio is in compliance with company policies & procedures and third party investor requirements. Major Duties: 60% Responsible for the production of FDIC monthly and quarterly investor reports. Establishes and maintains relationships with business leaders to guide and influence business line decision-making related to the financial numbers that could potentially impact a payment to or from an investor. Identifies issues, proposes solutions to a more senior individual contributor or manager, and implements changes to improve related processes. Ensures that all stakeholders, including the FDIC, are provided with information needed to maintain compliance and support asset management responsibilities in an efficient manner. 20% Responsible for design, implementation, remediation, and testing of asset management and financial reporting controls. Perform controls analysis, summarize results in reports for other stakeholders, review and coordinate resolution of financial questions, identify operational issues, and follow-up / support corrections related to other reconciling items. This includes detailed analysis of credit actions related to sales decisions, charge-offs, amendments, and modifications reflected as reflected in investor reports to ensure compliance with purchase agreements. Utilize in-depth knowledge of business unit asset management procedures to enhance investor prescribed controls. Coordinate with internal, financial, and government auditors to document, test, and remediate potential findings 20% Responsible for tools and processes to facilitate acquired loan reporting. This includes standards for the data acquisition as well as the appropriate transformations for financial modeling purposes, including portfolio performance forecasting, expected future losses and associated indemnification cash flows. Requires understanding of the underlying asset management / servicing and decision support systems to develop models and procedures for acquiring and reporting accurate information efficiently. Develops Excel or database programs and financial models to conduct ad hoc analysis and support continuous improvement of data base driven investor reports. Minimum Job Requirements At least 5 years of specialized knowledge understanding underlying asset management / servicing and decision support systems to develop models and procedures for acquiring and reporting accurate information efficiently. And, demonstrable business problem resolution experience requiring strong communication skills, sound judgment, and the ability to work effectively with multiple teams is a must. 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/VUnited StatesUnion Bank2011-10-05 09:59:26CaliforniaCASAN FRANCISCO, CA24051336http://jobs.unionbank.com/xml/24051336/jobUSABREATitle: LOAN PROCESSOR III Location: CALIFORNIA-BREA 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. Union Bank is nationally recognized for being ranked among the top ten companies for diversity in the workplace. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Responsible for ensuring the department's compliance with applicable regulatory requirements, including but not limited to compliance with the Home Mortgage Disclosure Act, Community Reinvestment Act, Equal Credit Opportunity Act, Flood Disaster Protection Act, Fair Credit Reporting Act, and other applicable regulations. Performs processing functions for Bank's commercial real estate loans including but not limited to the preparation and delivery of loan commitment letters, reconciliation of the good faith deposit general ledger, processes cancelled applications, orders reports, and interfaces, verbally and in writing, with loan officers, mortgage brokers, applicants, title and escrow companies and other relevant parties. Good organizational skills and ability to multi-task multiple job functions Good data entry skills with both speed and accuracy Ability to process loans within a fast-paced, high-volume environment and assist in meeting department production goals. High school diploma or equivalent. Minimum three year of experience in real estate lending environment with emphasis on regulatory compliance, preferred. Basic knowledge of computer software (Microsoft Office, WORD, EXCEL, ACCESS) Ability to utilize scanner, fax machine, photocopier and 10-key adding machine Successful completion of in-house training program (if available) or approved outside training program. 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.United StatesUnion Bank2011-12-03 12:56:53CaliforniaCABREA, CA25170698http://jobs.unionbank.com/xml/25170698/jobUSAMOUNT VERNONTitle: BRANCH MANAGER - MOUNT VERNON Location: WASHINGTON-MOUNT VERNON Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Major Responsibilities: Branch Management 40% Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate. Sales Management Activities: 40% Translates Bank strategic sales objectives into specific branch activities. Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values. Establishes the plan and strategy to acquire, retain, and expand the branch's customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company's products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: (20%) Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Implements and enforces company polices including waste and thief prevention. Additional Information: Branch Manager grading level is based on points in loans and deposits. Minimum Job Requirements: The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for both consumer and small business lending. Requires previous supervisory, administrative and analytical skills and work 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.United StatesUnion Bank2012-01-17 09:29:05WashingtonWAMOUNT VERNON, WA25927254http://jobs.unionbank.com/xml/25927254/jobUSASAN FRANCISCOTitle: SPECIALIST - ADVANCED ANALYTICS Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Manager of Analytics and Informatics (AI) department of Enterprise Business Security & Intelligence (EBSI), the Specialist - Advanced Analytics will be responsible for leading the most complex projects and initiatives of the Modeling and Data Mining team. The Modeling and Data Mining team will apply a wide array of advanced analytic techniques to address a range of business issues. The Specialist Advanced Analytics will lead analytic projects and provide guidance to junior team members. Major Responsibilities: Work closely with business partners across the EBSI organization to determine areas where the Modeling and Data Mining team can introduce efficiencies or reduce BSA/Fraud liability by applying analytic techniques. Drive the conception, development and implementation of robust analysis to address the business needs across the EBSI organization. Take an active role in identifying data sources and elements of value to the efforts of the group. Work with business partners to gain access and ensure a consistent and reliable process to acquire the data on a continual basis to feed the AI Core Data Model. Ensure proper testing/ QC processes are established and followed to enable high data integrity and reliable model and rule generation results. Document and ensure models are in compliance with Union Bank Model Governance Policies on Change Management, Model Performance and Operational Controls. Improving and streamlining operational processes thru on-going development of AI developed analysis and models to promote operational efficiencies. Overseeing the ongoing development and operations of the AI Analytic Infrastructure that enables information-based decision making and ad hoc analysis and insight generation. Staying current with industry trends in AML and Fraud Analytic techniques and best in class data mining tools. Provide training through both informal knowledge transfer and more formal methods to spread best practices in analytics and SAS programming across the EBSI organization. Build and maintain positive relations within EBSI, IT Group, and business partners. * 7 years experience with statistical modeling/data mining (decision tree, logistic regression, cluster analysis, etc). A plus related to BSA/AML and fraud in the banking industry. * 7 years experience accessing and analyzing large volumes of data using SQL, SAS, SAS Enterprise Guide, and SAS EMiner, * Other Technical Skills Preferred: Advanced or working knowledge in programming (MS SQL and Access, ASP.NET, C#, Visual Basic, HTML, JavaScript), database design, and business applications (MS Office suite, MS Project, MS Visio) a plus. * Bachelor's degree in statistics, mathematics, quantitative analysis, economics or related field is required. Advanced degree preferred. 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/VUnited StatesUnion Bank2012-01-17 09:28:48CaliforniaCASAN FRANCISCO, CA25927246http://jobs.unionbank.com/xml/25927246/jobUSABISHOPTitle: SENIOR RELATIONSHIP BANKER (BISHOP) Location: CALIFORNIA-BISHOP Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-17 09:28:47CaliforniaCABISHOP, CA25927244http://jobs.unionbank.com/xml/25927244/jobUSASAN FRANCISCOTitle: RISK ASSESSMENT MANAGER Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Risk Integration Manager of Enterprise Risk Reporting, the Risk Assessment Manager is responsible for the execution of risk assessments for significant enterprise-wide initiatives. Partnering with program and project teams across the organization to identify, mitigate or manage the risks associated with change events. Accountabilities include directly interfacing with senior executive members, working across all divisions of the bank, solid experience in addressing organizational dynamics, and utilization of best practices delivery methodologies. Major Responsibilities: 50 % Lead corporate-wide efforts impacting multiple divisions / business units in the identification and assessment of risks and controls associated with large change events. Conduct assessments and synthesize findings into themes and key risk indicators. Deliver difficult messages to program-level teams and senior executives in order to drive company-wide cultural change. 30 % Partner with business units to complete appropriate readiness assessments - ensuring that the functional module partners as well as upstream and downstream dependent users are engaged in the process. 10 % Facilitate review meetings, executive briefings, status and management reporting. 10 % Track and report on status of outstanding identified risk issues and mitigation action items. Risk acceptance Additional Information: Knowledge, Skills, Abilities: 8-12 years financial industry experience with 5 years of large project management experience and/or operations / information management experience Operational risk management experience Experience in large, complex financial system integrations - with specific financial institution merger and acquisition experience a plus. Sound working knowledge and experience using and applying best practices and techniques / methodologies in a structured project environment Strong data management, data analysis, process mapping, process analysis, data collection, process modeling, and facilitation techniques Proven experience applying project management and process improvement best practice techniques and tools on large scale projects to deliver for clients Strong quantitative and qualitative skills; detail oriented with ability to see the big picture Effective team player (strong team spirit) with strong presentation, facilitation, consulting, and communication skills; ability to effectively work at a high level and a detailed level Education, Licensure, Experience: 4 year university degree, MBA or CPA a plus Previous top management consulting experience a plus Six Sigma and LEAN certification desired Project Management experience - PMP certification desired Location: TBD 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.United StatesUnion Bank2012-01-17 09:28:57CaliforniaCASAN FRANCISCO, CA25927249http://jobs.unionbank.com/xml/25927249/jobUSAMODESTOTitle: SR TELLER - MODESTO (PART TIME 20 HRS) Location: CALIFORNIA-MODESTO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-17 09:28:31CaliforniaCAMODESTO, CA25927237http://jobs.unionbank.com/xml/25927237/jobUSASAN DIEGOTitle: PRIORITY BANKING RELATIONSHIP MANAGER - RANCHO BERNARDO Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: 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 managing and servicing of a portfolio of client relationships. Consult with clients to maximize their service usage and investment referral opportunities. Monitor client portfolio to ensure growth, retention and referral opportunities. Ensure retention and growth of existing clients by providing them with accurate, timely, and extensive information on bank products/services; by continual management of the portfolio; by availability for appointments; and by ongoing personal contact. Major Responsibilities: Portfolio Management - Proactive Retention and Growth of Relationships (40-50%) Maintain client portfolio of 150-250 qualified clients. Accountable for portfolio growth and profitability, as well as any attrition. Plans and implements the expansion of the portfolio and ensure retention of profitable clients. Develop and implement specific actions to cross-sell new and existing clients. Works under direction of the Branch Manager or Priority Relationship Manager. Monitor each client's account growth and product usage. Consult with clients as needed to introduce products or services that meet their needs and provide clear benefits. Make clients aware on a timely basis of any new products or services that would benefit them. Regularly introduce clients to other areas of the Bank to service special needs (e.g. Cash Management, Investment Services, Global Trade) Recognize and refer potential clients for such areas as Commercial Banking, The Private Bank, etc. Portfolio Growth - New Client Acquisition (30-40%) Implement the Priority Banking program within target area through an annual marketing plan and strategy, tailored to the local market and consistent with the overall direction of the Priority Banking program Develop a strong internal and external referral program to acquire new clients. Identify prime Priority Banking prospects from research of branch/unit's current client base, referrals from within and outside the Bank, word of mouth, local professional/service groups, etc. Meet regularly with prospects (consumer and entrepreneurs) to assess needs and to present the appropriate combination of personal and business financial solutions to meet their current and future needs. Administrative and Operational Client Service and Support (10-20%) Respond to problems customers may experience with the handling of their accounts and ensure proper handling of service requests. Ensure that accurate and complete records of all client/prospect contact are kept for each client/prospect relationship. May manage and coach up to one Priority Associate. If management of staff is assigned, tasks must include interviewing, hiring, and the termination of employees. Recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, coaching, training, monitoring and planning of the employee's work. SKILLS REQUIRED - College degree or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise. Typically requires a minimum of three years experience as a P.B.O. or equivalent, comparable work experience. KNOWLEDGE REQUIRED - Thorough knowledge of the characteristics and financial needs of Priority Banking's target market. Full array of Priority Banking services/products. Relationship profitability measurements, personal financial statement analysis. Personal tax-return analysis, bank operations and loan policies and procedures. Knowledge of, or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Events and activities in the financial marketplace. Advantages and limitations of service/products offered by the competition. Knowledge of local business and industry. Ability to enhance financial expertise through self-education, accounting, seminars, journals, periodicals, etc. Financial Planning process strongly recommended. ABILITIES REQUIRED - 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 a sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with customers of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentations, identify unique opportunities in individual market areas to gain entry to business and social situations where Priority Banking contacts can be made. (All of the above accomplished independently, with little or no assistance from the Priority Banking Manager). 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.United StatesUnion Bank2012-01-17 09:28:34CaliforniaCASAN DIEGO, CA25927240http://jobs.unionbank.com/xml/25927240/jobUSASACRAMENTOTitle: SR RELATIONSHIP BANKER - COUNTRY CLUB (SACRAMENTO) Location: CALIFORNIA-SACRAMENTO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-01-17 09:28:35CaliforniaCASACRAMENTO, CA25927242http://jobs.unionbank.com/xml/25927242/jobUSASAN FRANCISCOTitle: FINANCIAL ANALYST V Location: CALIFORNIA-SAN FRANCISCO 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world&#39;s largest financial organizations. Visitwww.unionbank.comfor more information. ACQUIRED LOANS ANALYST Job Summary Reporting to the Investor Reporting Manager, the Acquired Loans Analyst is responsible for aggregating, analyzing and reporting performance information to third-party investors using databases, spreadsheets, and other reporting tools. The Acquired Loans Analyst ensures that FDIC loss share claims and other acquired loan and real estate owned reporting is in compliance with company policies &amp; procedures and third-party investor requirements. Major Duties: 80% Produce monthly and quarterly investor reporting packages. Review and report on asset-level data including reconciliation of transactions at the asset and portfolio level in compliance with investor requirements. Develop Excel or database programs and financial models to conduct ad hoc analysis and support continuous improvement of automated investor reports. Produce monthly and quarterly management reports. Leverage roll-forwards and other analytics to communicate asset activity, performance, and current characteristics. Coordinate with accounting, technology, and other business units to determine appropriate reporting and representation of acquired assets. 20% Assist in the production of other reports (e.g., Financial, Regulatory) related to acquired assets. Minimum Job Requirements At least 2 years, but generally 3 to 5 years of experience in financial modeling or asset surveillance in a financial services organization or public or private accounting firm. Loan or asset backed securities accounting experience is preferred. Strong technical software skills, including understanding of relational database structures. Requires a four year degree in Information Systems, Accounting, Finance or related field. CPA or MBA is preferred. 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/VUnited StatesUnion Bank2011-09-29 08:39:47CaliforniaCASAN FRANCISCO, CA23914551http://jobs.unionbank.com/xml/23914551/jobUSASAN JOSETitle: MORTGAGE CONSULT SR SALES ASSO (NoCal) Location: CALIFORNIA-SAN JOSE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline.This position requires a regular monthly loan production of 5mm from the Mortgage Consultant. Major Responsibilities: 25% Manage Mortgage Consultants pipeline by prioritizing loans for fundings. Ensure customer service levels are met by coordinating with processing and underwriting staff. Serve as a liaison between borrowers, realtors and processing/underwriting support staff. 25% Prequalify potential borrowers using bank standards, quote rates, provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel etc. 25% Assist mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products. 25% Assist Mortgage Consultant with sales support. Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources. 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. Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work. Requires a high school diploma or G.E.D. 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.United StatesUnion Bank2011-12-02 15:03:01CaliforniaCASAN JOSE, CA25153562http://jobs.unionbank.com/xml/25153562/jobUSANEWPORT BEACHTitle: PRIORITY BANKING RELATIONSHIP MGR - CORONA DEL MAR Location: CALIFORNIA-NEWPORT BEACH 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&#39;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&#39;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&#39;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.United StatesUnion Bank2011-09-27 15:59:29CaliforniaCANEWPORT BEACH, CA23863324http://jobs.unionbank.com/xml/23863324/jobUSALOS ANGELESTitle: BUSINESS SYSTEMS ANALYST IV Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary Applies a specific knowledge of the business combined with knowledge of the systems technology capabilities to business problem solving. The primary objective is to meet the information needs of the business unit. Leads in the design, installation and maintenance of complex system projects. Leads meetings with users to define and evaluate business problems, which may be resolved through data processing system. Analyzes detailed business requirements, including input and output requirements, information flow, hardware and software requirements, reports. Provides recommendations (hardware, software, operational). Major Responsibilities * Lead phases of a project lifecycle including but not limited to planning, design, development, testing and delivery while working with internal IT units and outside vendors. * Maximize the effectiveness and accuracy of data across multiple bank systems by gathering, analyzing, and summarizing data into detail written documentation /comprehensive reports. * Manages and resolves complex projects across divisional lines. * Assist in maintaining commercial credit applications, including user enhancements and customization requests. * Presents research and recommendations of systems or process changes to management. * Develop a good understanding of the business unit's function. Effectively communicate technical issues in non-technical terms to the business unit. * Provide on-site and over the phone training to end users * Technical Skills:, MS Office Products (Excel, Access, Word,), Relational Database Development, Business Objects, SharePoint * Business Knowledge: Specific business knowledge in systems and competent to work on moderate to complex systems projects, multiple databases, relational databases, and/or other system interfaces. Financial, accounting, and commercial credit analysis skills. Experience working with financial systems, or in the financial services industry. Experience working with reporting tools such as Business Objects and relational databases such as Oracle, SQL Server, and MS Access is desirable. Formal project team experience. * Communication: Proven ability to a) effectively translate business needs and concepts into system enhancements, b) perform business analysis, analyze user needs and system capabilities, c) strong verbal and written communication Additional Information * Requires a four-year college degree (e.g., B.S., B.A.). * Typically requires 4 years of system analysis experience and 4 years of specific business knowledge to fully understand the business and applicable system programs, hardware and software. * Requires strong leadership skills. * May supervise staff. 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/VUnited StatesUnion Bank2012-01-04 08:19:12CaliforniaCALOS ANGELES, CA25682440http://jobs.unionbank.com/xml/25682440/jobUSABEVERLY HILLSTitle: PRIVATE BANKER - Beverly Hills Location: CALIFORNIA-BEVERLY HILLS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of largest, most complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Major Responsibilities: Business Development and Marketing: 50%, which includes new client acquisition (60%) and existing relationship expansion (40%). New Client Acquisition: Responsible for expanding the portfolio with new clients acquisitions. Responsible for proactively identifying prospective clients, preparing presentations, following up on client contacts and closing the sale of private bank products and services including investment type products. Develop marketing and sales strategies to establish profitable portfolio, using external and internal resources. Implement the program for The Private Bank within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Has responsibility for new external client acquisitions. Plan/strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. The plan should include how results can be measured. Identify clients for The Private Bank through research and use of resources, including referrals from within and outside the Bank, office's current client base, local professional/service groups, social contacts, etc. Meet with prospects as needed, often outside the office to present the program of The Private Bank. Proactively identify the needs of the prospects, matching appropriate Bank products and services. Represent the Bank and The Private Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase program visibility and identify contacts. Document results through prospect tracking system and reports. Engage in regularly scheduled portfolio performance review with Regional Director to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management (30%): Responsible for the most complex and most profitable clients. (Complexity is defined as clients with multifaceted incomes, complex tax returns as well as diverse credit needs and complex estate and investment planning and implementation) Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Criteria to be set by Regional Director, with input from Senior Management. Stand accountable for portfolio growth and profitability, as well as any attrition. Using RBS reports and available pricing models, monitor each client's account profitability and service use. Proficiency with and maintenance of client data in the ESB system required. Consult with clients as to various services or product needs, which would beadvantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency in developing client relationships. Risk Management (20%): Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare detailed memorandum of customer request and Relationship Manager recommendation. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follow up with appropriate measures adhering to Bank's policy and guidelines. Additional Information: Minimum job Requirements: Certified Financial Planner accreditation or Series 7, 66 and Insurance License required. Proficient knowledge of computer skills. College degree or equivalent work experience. Knowledge Required: A minimum of 6 years direct work experience in commercial lending. Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures, and estate and investment planning. Abilities Required: Strong sales and service orientation. Ability to identify client needs and related bank services; sell the concept of relationship banking and team selling as defined by The Private Bank Enterprise Selling program. Ability to prospect, anticipate needs and close sales; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work with teams and as a team member; identify unique opportunities in individual markets 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.United StatesUnion Bank2012-01-04 08:19:32CaliforniaCABEVERLY HILLS, CA25682449http://jobs.unionbank.com/xml/25682449/jobUSAALAMOTitle: SENIOR RELATIONSHIP BANKER - EL MONTE DENOVO (BILINGUAL: SPANISH, CANTONESE, MANDARIN) Location: CALIFORNIA-ALAMO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-27 09:31:51CaliforniaCAALAMO, CA26147802http://jobs.unionbank.com/xml/26147802/jobUSALOS ANGELESTitle: Financial Analyst Location: CALIFORNIA-LOS ANGELES 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! Financial Analyst Los Angeles, CA Job Summary: Support forecast and analysis of Balance Sheet, Income Statement and Capital projections under stressed macroeconomic and idiosyncratic scenarios within the Financial Planning and Analysis group. Responsibilities: * Consolidate and analyze forecast results * Ensure quality control processes are completed * Reconcile the results with the Bank's general ledger * Enhance balance sheet and income statement forecast projections * Review the results to determine the impact on capital and earnings * Coordinate with LOBs on stress test scenarios requirement changes * Document processes and results * Enhance stress test reporting and on-ongoing processes Other responsibilities include: * Responsible for the maintenance of capital schedules * Analyze trends, variances, and other performance measures * Prepare management reports and presentations * Produce financial reports regarding trends, variances, and profitability and performance measurement * Coordinate development and delivery of financial forecasts with key stakeholders * Bachelor's Degree or Master's Degree * 2 years of experience within the financial services industry * 4 years of experience in Finance or Mgmt Accounting * Strong financial and risk management analytical skills and financial modeling experience * Understanding of Basel II * Advanced understanding of Banking products & financial statements, transfer pricing and risk management * Understanding of the key drivers of capital adequacy and of key risk components (Market, Credit & Operational) * Understanding of database structure and various database tools * Strong presentation and written communication skills * Advanced skills in Microsoft Excel and PowerPoint * Excellent time management skills and the ability to work under time pressure and handle multiple tasks/projects at the same time * Problem resolution experience requiring strong analytical skills, sound judgment and ability to work effectively with technical staff 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity. * We are committed to the training and development of our employees. * Innovative vacation benefits. * We offer a matching 401k, a Retirement Plan, a variety of Flexible Health Benefits. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2012-01-27 09:32:27CaliforniaCALOS ANGELES, CA26147892http://jobs.unionbank.com/xml/26147892/jobUSAVISTATitle: SR RELATIONSHIP BANKING MANAGER - VISTA Location: CALIFORNIA-VISTA Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new banking relationships with prospective clients and expand existing relationships with current customers through the sale/cross-sale of financial services. Assist in the achievement of branch and bank goals and objectives through the direct sale of financial products and services to new and existing customers and through the referral to other departments/areas as opportunities are developed. Provide sales lead responsibilities to assigned staff. Major Responsibilities: Lead 10%: Assist the Branch Manager in motivation and training of assigned branch sales staff. Provides day to day technical work guidance. May assist management in the preparation of draft performance reviews, review staffing levels or assisting with the selection process for some open positions. Sales: 50%: Proactively plan, develop and implement sales campaigns and promotions to expand usage of the Bank's products and services. Develop, organize, monitor and carry out strategies to increase market share in consumer business relationships in accordance with Bank's and manager's overall goals and objectives. Monitor and analyze client relationships and financial aspects to determine trends, risks, profitability and cross-sell opportunities within the office and to other departments of the Bank. If assigned, responsible for managing growing and maintaining the Signature/Priority Portfolio. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loan, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer to Loan By Phone when appropriate. Attend civic, cultural and community events to maintain communication links and to promote the Bank and its services. Risk/Compliance/Audit 20% : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes and securing additional account information. Customer Service 20%: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. Generally requires 4 years of increasing loan and credit work experience. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Has high level of Small Business loan and deposit. May have expertise in specialty loans/products. Ability to make effective group presentations in staff sales meetings or to clients/prospects. Requires working knowledge of the most complex financial service products and services including Small Business deposits and credits. May have expertise in specialty loans/products. Ability to make effective group presentations in staff sales meetings or to clients/prospects. Ability to operate PC, Windows, Word, Excel and other Bank standard software. Regular outside local prospect and client calling required. Requires college degree or related significant work experience and the successful completion of the required training classes and/or Management Training Program to gain advanced knowledge of all consumer and small business products. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-27 09:32:41CaliforniaCAVISTA, CA26147897http://jobs.unionbank.com/xml/26147897/jobUSAPALM DESERTTitle: CUST SVC MANAGER - PALM DESERT Location: CALIFORNIA-PALM DESERT 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! Job Summary: Reporting to the Branch Manager, responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Major Responsibilities: Under guidance and direction from the Branch Manager: 30% Branch Operations /Risk Management/Compliance Assist in overseeing the operation of the branch. Assist the Branch Manager in the mitigation of risk situations to the Bank. Ensure that operating procedures are being followed, while providing technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Assist in ensuring staff compliance with all regulatory requirements. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. 30% Customer Service Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as liaison to other support areas of the Bank to resolve customer issues. 15% Training/Coaching staff Coach and monitor staff to ensure consistent performance of these behaviors. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. 15% Sales Referral/Customer Retention Maximize sales growth by developing and participating in customer retention program. Make customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. Assist Branch Manager in ensuring staff recognize opportunities to refer other bank products. Maximize market share and represent the Bank by participating in local community activities. 10% Delegated Duties: May have delegated responsibilities from the Branch Manager. This may include duties such as preparing draft performance reviews, reviewing staffing levels, or assisting with the selection process for some open positions. Perform miscellaneous duties as may be assigned. Additional Information: Requires 3-5 years of significant and direct work experience related to branch banking operations. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Working experience with compliance regulations. Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. Ability to lead and train staff and assist the manager in coaching staff. Branch leveling depends on office size. This position may be subject to SAFE Act Registration Requirements 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. 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.United StatesUnion Bank2012-01-12 08:27:36CaliforniaCAPALM DESERT, CA25846451http://jobs.unionbank.com/xml/25846451/jobUSASAN DIEGOTitle: WHOLESALE AREA SALES MANAGER Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Division Manager , the Area Sales Manager is responsible for managing and directing sales efforts, coordinating marketing activities, and managing production pipelines for assigned account executives, account managers, and/or lending associates; working with the Division manager to participate in strategic planning and goal setting in order to achieve maximum business results. Manage 2 -6 Account Executives and/or Account Managers, and 3 - 6 Wholesale lending associates. Major Responsibilities: 50% - Recruit, retain, coach, motivate and manage a sales team for an assigned wholesale group. Work with Division manager on broker account assignments, new account development, and managing specific business goals per current corporate objectives and budgets. Develop, implement and monitor a detailed sales plan with specific goals for each corresponding department objective. Oversee and manage the loan pipeline of the specific wholesale group to meet monthly, quarterly and annual funding goals. 30% - Work closely with Division Wholesale manager and marketing to plan and execute local marketing strategies and tactics. Participate in the strategic planning process and provide written reports as required reflecting progress against established goals. Provide Division manager and marketing with regular feedback about marketing campaigns, forecasted sales results, scorecard objectives, and competitive products and pricing,. 10% - Partner and maintain excellent working relationship with production and operations personnel and appropriate area executives 10% -Ensure compliance with all Bank and regulatory compliance requirements and guidelines including Fair Lending and Community Reinvestment Act objectives Additional Information: Highly developed verbal and written communication skills including familiarity with PCs and standard word processing applications. Ability to ensure that the analysis is consistent with the financial products being offered. Ability to read and understand a profit and loss or basic income statement. Ability to prepare and effectively deliver sales presentations using applicable support materials. Strong sales and sales presentation skills. Effective problem solver - present solutions and resolve conflicts. Demonstrate strong leadership and coaching skills, always projecting a positive attitude and providing an environment of professional excellence. Promote the highest professional and ethical standards. Ability to operate in a fast paced market environment. Strong leadership qualities with strong communication and interpersonal skills. 5-7 years of experience in sales management with related experience in underwriting, processing and secondary markets highly desired. College degree highly desired. Extensive experience in and a strong understanding of all aspects of mortgage origination, customer, and market dynamics. Proven leadership and ability to drive sales teams and proven track record in managing and directing a highly skilled, motivated, successful and results oriented sales team. 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.United StatesUnion Bank2012-01-27 09:33:31CaliforniaCASAN DIEGO, CA26147902http://jobs.unionbank.com/xml/26147902/jobUSALOS ANGELESTitle: SPECIALIZED LENDING SYNDICATOR Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at June 30, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 396 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Through relationships with extensive investor contacts, wins mandates, and structures transactions. Maintains a broad range of industry experience with deep relationships in the core sector of Oil & Gas, with additional relationships in Mining and Project Finance. Works intimately with external and internal clients as well as manages and mentors mid-level and junior team members Major Responsibilities: Winning mandates and generating fees in the Oil & Gas, Mining, and Project Finance sectors Risk management Managing and overseeing all aspects of investor relations Supervising all aspects of transaction execution, market research and deal support functions carried out by junior staff Mentoring and developing junior team members Following and executing all Bank policies and procedures Joins relationship managers on client presentations to pitch syndicated loan transactions Performs market reads to support underwriting decisions Writes syndication opinions Maintains and effectively communicates accurate and timely market assessment to all constituents (external and internal clients, management, and team members) Supervises all tasks performed by junior team members Presents transactions to credit committee Supervises all progress reporting of risk management activities and transaction execution Additional Information: * 10 years' experience demonstrating increasing deal responsibility and effectiveness as a loan syndicator * Rolodex of investor contacts in the Oil & Gas, Mining, and Project Finance sectors * Strong reputation in the market among peers, clients, and investors Formal credit training * Strong writing skills with the ability to summarize investment opportunities, write investment memoranda, and develop marketing materials effectively * Exceptional communication and presentation skills * Well-rounded team player with business savvy * Ability to view and solve problems from customer's perspective * Self-starter who takes ownership of projects, and thrives in an intimate work setting * Ability to manage and prioritize multiple projects and track details * Strong organization, planning, and follow-up skills * Willing to travel up to 40% * Preferred Qualifications: Series 7 and 63 or 66 licensed * Required Computer Skills: Power user of Microsoft Office suite, including advanced features of Word, PowerPoint, and Excel Familiarity with any contact-management system, such as Outlook, GoldMine, ACT!, Syndtrak, Debt Domain, or Salesforce.com * Sophisticated user of online resources for financial research (e.g., Bloomberg, EDGAR, Google, corporate websites, etc.) 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.United StatesUnion Bank2012-01-27 09:39:01CaliforniaCALOS ANGELES, CA26147957http://jobs.unionbank.com/xml/26147957/jobUSAIRVINETitle: QUALITY CONTROL COM%27L CREDIT REVIEWER OFFICER Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the Quality Control Reviewer Team Lead, the Quality Control Reviewer is responsible for performing quality control review in support of the financial spread sheet process. Major Responsibilities: (75%) Quality Review: Reviews spread sheet of projections and financial statement spreadsheets for new and existing individual or businesses borrowers to ensure accuracy and completeness of financial spreads with Bank spread sheet policy. Review the spread and footnotes for accuracy and appropriate treatments. Engage resources and subject matter experts as necessary to clarify and/or confirm accounting to determine spread treatments. Reports discrepancies and errors to the Credit Analyst/Team Leader for correction and follows issues through resolution. May work as a back up support to the Credit Analyst to perform spread sheet function as needed. (25%) Communication: Act as communication liaison with Business Unit and Credit Executive. * Ability to multi task, prioritize and perform the workflow accurately, productively and efficiently. * Requires good verbal, written, interpersonal skills as well as organization and time management skills. * Strong knowledge of MS Office/Outlook/Word/Excel and Internet proficiency. * Strong working knowledge with Moody's Risk Analyst. * Strong interpersonal, analytical and reasoning skills. * Demonstrated ability to understand and apply Financial Spread sheet rules consistent with Bank procedures. * Ability to be work effectively within a team environment. * Requires Bachelor's Degree, preferably with a business-related emphasis Accounting, Economics or Finance major preferred or equivalent working experience. * Possesses minimum 5 years of experience and in-depth knowledge with financial spreading, quality control, covenant compliance and reporting. 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/VUnited StatesUnion Bank2012-01-20 08:13:50CaliforniaCAIRVINE, CA26001481http://jobs.unionbank.com/xml/26001481/jobUSASAN FRANCISCOTitle: DIRECT MARKETING SPECIALIST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. The Direct Marketing Specialist will help develop a direct marketing strategy to support and achieve Union Bank's goals and objectives. This manager will support Retail and Wealth Markets, including deposits, loans, small business initiatives, Priority Banking, UBIS, and The Private Bank. This position also supports Commercial Banking initiatives. Establish strong partnerships with key groups to develop highly effective direct marketing campaigns. The Direct Marketing Specialist will help develop standards and practices for effective direct marketing communications, testing and analytics. The Direct Marketing Specialist will be responsible for: Developing a direct marketing strategy and programs to support and achieve Union Bank's goals and objectives for specific line of business partners. Support the efforts of the Senior Direct Marketing Manager to develop a best in class direct marketing program and process. Managing project implementation in support of marketing plan objectives. Make recommendations on work flow and timeliness to achieve completion of approved marketing programs in a timely, cost-effective and efficient manner. Collaborating with relationship managers as well as the bank's online marketing, brand experience, public relations, and research/innovation teams to deliver best-in-class solutions which maximize ROI on the marketing investment. Maintaining and managing agency/vendor relationships. Position Requires: Bachelor's degree required. Five - ten years of relevant direct marketing experience, focusing on consumer and commercial financial services. Proven record of success in developing, championing, and stewarding fully integrated direct marketing programs. Must be highly collaborative with demonstrated success bringing cross-functional groups together for consensus. Prior experience leading or managing bank direct mail programs and initiatives. Proven ability to synthesize and utilize data to make informed recommendations. Contribute to overall strategic planning as it relates to direct marketing. Develop vendor partners that support direct marketing initiatives to enhance company's ability to meet direct marketing goals. Powerful communication skills, both verbal and written. Must be able to convey an inspiring message to large groups as well as one-on-one settings. Experienced people, project and organizational manager. A true team player participating on a high quality team of experienced professionals. Ability to work well in a multi-task environment under pressure and tight time constraints. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-20 08:13:53CaliforniaCASAN FRANCISCO, CA26001490http://jobs.unionbank.com/xml/26001490/jobUSALIVERMORETitle: TELLER - LIVERMORE (24 HRS PART TIME) Location: CALIFORNIA-LIVERMORE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-20 08:13:53CaliforniaCALIVERMORE, CA26001492http://jobs.unionbank.com/xml/26001492/jobUSALIVERMORETitle: SR RELATIONSHIP BANKER - LIVERMORE Location: CALIFORNIA-LIVERMORE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-20 08:13:53CaliforniaCALIVERMORE, CA26001493http://jobs.unionbank.com/xml/26001493/jobUSABREATitle: TERM EMPYMT-NONEXEMPT - (Loan Closing Processor) BREA Location: CALIFORNIA-BREA Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our Retail Processing department in Brea as a residential retail loan Closer-Funder for a period of six months. Job Summary: Reporting to the RE Loan Processing Supervisor, and under limited supervision, this position is responsible for processing residential closing documents in compliance with applicable bank policies, investor requirements, and Federal and State regulations. Major Responsibilities: 75% Review and audit loan files, including pre-document reconciliation of estimated HUD-1, for all retail loan transactions. Update LOS as applicable. Complete required fields on LOS to prepare closing loan documents. Contact escrow, processor, underwriter, and/or secondary marketing as needed, and appropriate to resolve any file discrepancies or questions. Prepare documents for delivery, i.e. electronically, overnight delivery, courier. Review signed closing document packages for completeness and compliance. Contact appropriate parties to obtain missing/corrected documentation. Manage pipeline in accordance to established cycle times. 20% Adhere to all mandatory company policies and compliance requirements. Ensure accuracy and compliance with regulatory requirements. 5% Perform other duties as assigned. Requires a working knowledge of residential loan processing such as would typically be gained by 2-3 years of experience in residential loan processing or comparable experience. Must be able to work within a high volume, fast-paced environment. 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.United StatesUnion Bank2011-11-24 09:31:14CaliforniaCABREA, CA25042191http://jobs.unionbank.com/xml/25042191/jobUSASAN FRANCISCOTitle: SENIOR RETAIL SEGMENT RECRUITER - SAN FRANCISCO Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented recruiting professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to a Recruitment Manager, theSenior Retail Banking Segment Recruiteris a talent acquisition specialist who has industry, functional, and strategic planning experience. This role is responsible for the full life cycle recruitment of exempt and non-exempt roles in several markets/divisions of Retail Banking. Develop diverse candidate pools and pipelines for each position. Manage and develop relationships with hiring managers and candidates. Major Responsibilities: * Demonstrate strong subject matter expertise across a variety of functional areas such as Community Banking, Business Banking, Consumer Lending, Marketing, Product/Portfolio Management, Finance & Strategy, and Branch Operations/Risk Management. * At the direction of the Recruitment Manager, responsible for various recruiting assignments which may be particularly critical, complex and/or time sensitive. * Work with Hiring Manager, Recruitment Manager, and other Recruiters to develop talent acquisition strategies, and overall staffing needs for the organization. * Proactively identify and recruit passive candidates, and continually build a pipeline of candidates. * May act in a "sourcing" capacity, transferring warm leads to other Recruiters on the team. * Review all applicant resumes and sources for fit with position description and requirements; ensure a diverse candidate pool is presented. Effectively phone screen or interview all relevant applicants, and make recommendations to hiring mangers for interview selection. * Position and effectively articulate the UB value proposition. * Oversee/schedule candidate interviews with hiring managers and interview teams. * Gather interview feedback from candidates and interview team. * Determine with hiring managers next steps in the process. * Obtain all critical information on candidates; experience, salary, motivations and fit for the position. * Conduct reference checks if applicable for the role. Work with Recruitment Coordinator on background checks and all necessary compliance. * Partner with Recruitment Manager and Compensation to discuss offer parameters; extend and negotiate all offers. * Manage the closing of the position all the way through the on-boarding of successful candidates. * Ensure that the applicant tracking system (Taleo) and the Contact Management System (CMS) are consistently and effectively used to provide accurate recruitment metrics and compliance. * Review monthly/quarterly recruitment metrics with Recruitment Manager to ensure target time to fill, aging and other TAS metrics are on track. * Demonstrate a general understanding of employment laws and regulations. * Attend career fairs and other networking events as a representative of Union Bank and TAS. * Project management for TAS special projects; take on leadership role for assigned TAS projects. * Mentor junior Recruiters and Recruitment Coordinators. * Develop and maintain client relationships with senior leadership, as well as hiring managers and candidates. * Educate hiring managers on the recruitment process; timeline, roles and responsibilities, as well as promoting candidate diversity. * Consult with hiring managers on recruitment trends, target companies, innovative sourcing techniques such as CMS, industry events, networking, job boards, cold calling, external research, etc. Work on bank-wide recruitment projects in addition to recruiting duties. The successful candidate will typically have a Bachelor's degree, and 6 years of recruiting/sourcing experience supporting Retail Banking. Must have the ability to move between lines of business and provide a seamless talent acquisition experience. Ability to innovate and develop/execute creative recruitment solutions. He/she must be a team player who values accountability, integrity, quality, and has a strong sense of urgency. Proven track record of success within a recruitment organization. Must have creative sourcing, cold calling, and networking techniques. Demonstrated strong business acumen across the various Retail Banking business areas. Ability to manage competing demands, prioritize and successfully meet client needs. Superior communication skills both written and verbal, with strong attention to detail. Flexible nature and ability to meet changing demands in a dynamic work environment. Proven strength in the management and development of relationships with candidates and hiring managers. Experience mentoring and guiding junior team members. Superior skills with Taleo, CMS, and Microsoft Office products. Ability to travel, as required. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-19 08:09:36CaliforniaCASAN FRANCISCO, CA25977203http://jobs.unionbank.com/xml/25977203/jobUSASAN DIEGOTitle: SR RELATIONSHIP BANKER - MISSION VALLEY (SAN DIEGO) Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-19 08:09:52CaliforniaCASAN DIEGO, CA25977210http://jobs.unionbank.com/xml/25977210/jobUSASAN FRANCISCOTitle: SENIOR RETAIL RECRUITER - SAN FRANCISCO Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented recruiting professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Recruits, screen and hires applicants for service/operations, sales, and manager positions within theRetail Banking Group. Partners with Retail Bank management within the San Francisco market (or other markets as assigned) to develop strategic recruitment practices and sourcing objectives for a position(s). May provide work direction for lower level recruiters and/or support staff, especially for areas that recruit high volume positions. Major Responsibilities: Relationship Management: Consults with managers on the recruiting process for a specific business or function. Ensures that the hiring process complies with UB policies and procedures and with employment laws and regulations. Partners with assigned business units to understand strategic business objectives and organizational design in order to develop strategies that will meet current and future staffing needs. Primary contact with management to ensure hiring needs meets functional area or business unit forecast expectations. Meets performance metrics to maximize sourcing dollars and time to hire. Recruitment: Recruits for and manages the recruitment process for technical exempt, senior professional, and/or managerial positions for a functional area or business unit. This includes sourcing, interviewing and negotiating offers to successful on-boarding of new hires. Proposes creative recruitment strategies for business lines and develops recruitment plans when necessary. Consults with hiring managers and interviewers on interview strategy and candidate evaluation. Consults with hiring managers on current and future approved openings. Proactively identifies and implements effective sourcing strategies. Continuously builds and sustains a high quality diverse candidate pipeline through external postings and database mining. Assesses contingent search firms when needed, including negotiating appropriate placement fee structure. Stays current on industry news, trends, best practices and current external recruiting/sourcing practices. Sourcing: Develop creative sourcing strategies to continually build a diverse candidate pipeline. Identify appropriate contingent recruiting plans. Proactively identifies and implements effective sourcing strategies to help generate leads for high impact or high volume positions. Ensures that candidates have a highly positive experience during the Union Bank of California recruitment and selection process. Maintains relationships with viable passive candidates for future positions. Evaluate the effectiveness of various community relationships, job fairs, and diversity organization relationships to ensure that there's an appropriate return on investment (time and money). Typically requires a Bachelors Degree and 5-7 years of recruiting/sourcing experience with financial industry experience preferred. Strong candidate assessment skills. Strong relationship building skills. Ability to develop and implement effective recruiting strategies for a particular functional area or business unit. Excellent verbal and written communication skills. Knowledge of employment law and regulations. Proficient in Microsoft Word and Excel, applicant tracking system and the Internet as a recruitment resource. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-19 08:09:46CaliforniaCASAN FRANCISCO, CA25977206http://jobs.unionbank.com/xml/25977206/jobUSABREATitle: CUSTOMER SERVICE ASSOCIATE JAPANESE CLIENT SERVICES - 2nd Shift Location: CALIFORNIA-BREA Invest in your career. Invest in your future. Are you looking for a new and exciting Customer Service Associate position within our Japanese Client Services department to make your mark in your career path? Union Bank has a great opportunity for an experienced Customer Service Associate to be the driver behind providing excellent customer service for our internal and external clients of Bank of Tokyo Mitsubishi (BTMU) Japanese Customer Service Unit. Job Summary: A Customer Service Associate is responsible for providing extraordinary customer service to the Japanese deposit customer of the Bank. Resolve problems, answer questions, handle transaction, arrange for special requests, and make decisions under assigned authority. Provide a high level of responsiveness when working with clients and account officers/sales officers regarding a customer relationship. Analyze data and make recommendation as to exposure and possible risk to the bank on, new accounts, wire transfers, book transfers, overdraft conditions and uncollected funds usage. Job Details: Major responsibilities include: * Handle requests from customers for deposit related activities such as the opening of new accounts and time deposits, wire transfers, stop payments, issuance of cashier's checks, foreign drafts and problem resolution. * Respond to and resolve customer inquiries regarding deposit products, account analysis, service charges, and cash management services. * Resolve routine problems of limited scope and complexity following established policies and procedures. * Work with bank and regulatory policies and procedures that are associated with bank products and services * Coordinate with various bank departments in the identification and resolution of operational issues. * Review credit report, gather information, recommend items to be returned or paid and inform account officers of any OD, NSF, or UCF situation. * On a daily basis, will need to read, translate, and write in the Japanese and English languages * Will work with Microsoft and Bank applications (Word, Excel, OASIS, Lotus Notes, RUMBA, CCRTS) on a daily basis Required: * Must be able to work on the 2nd shift with the hours of 2:30 PM to 11 PM * 1 year of demonstrated business experience and knowledge experience with customer service within a call center or banking environment that can communicate (verbal and written) and use their interpersonal skills in both English and Japanese * 1 year of demonstrating basic knowledge and understanding of banking deposit account products and services * 1 year of demonstrating the ability to work independently and efficiently with minimal supervision in a high productivity and time sensitive environment, demonstrating excellent organizational skills. * 1 year of demonstrating previous experience in working with sensitive information that requires close attention to detail. * 1 year of demonstrating previous experience in working in an environment that requires good decision making skills, demonstrating flexibility, originality and resourcefulness for creative and innovative solutions in problem solving * 1 year of demonstrating previous experience in working in an role that requires a high level of accuracy and flexibility in work assignments, producing a high volume of work in a timely manner, never sacrificing quality of work for quantity of work * 1 years of demonstrating business experience and knowledge of computer skills, Microsoft (Word and Excel) Preferred: * 1 years of demonstrating business experience and knowledge of Bank applications (OASIS, Rumba, Lotus Notes, and CCRTS) 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity * We are committed to the training and development of our employees * Innovative vacation benefits 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. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. For more information, please visit our websitewww.unionbank.com/careers. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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.United StatesUnion Bank2012-01-19 08:09:21CaliforniaCABREA, CA25977195http://jobs.unionbank.com/xml/25977195/jobUSASAN FRANCISCOTitle: SR. RECRUITER Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented recruiting professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Corporate Recruitment Manager, the Senior Recruiter is responsible for the full life cycle recruitment of exempt professional and managerial positions for a variety of positions in corporate functions, including finance, risk, credit, legal, audit, and human resources. Actively source candidates using a variety of channels, develop diverse candidate pools, and generate pipelines for each position. Manage and develop relationships with hiring managers and candidates. Specific responsibilities of the Senior Recruiter: * Demonstrate subject matter expertise within assigned business lines and or functional area. * Develop and maintain client relationships with senior leadership, as well as hiring managers and candidates. * Work with hiring managers to develop search strategies, and overall staffing needs for the organization. Educate hiring managers on the recruitment process; timeline, roles and responsibilities, as well as promoting candidate diversity. * Consult with hiring managers on recruitment trends, target companies, innovative sourcing techniques such as CMS, industry events, networking, job boards, cold calling, external research, etc. * Proactively identify and recruit passive candidates, and continually build a pipeline of candidates. * Review all applicant resumes and sources for fit with position description and requirements; ensure a diverse candidate pool is presented. * Effectively phone screen or interview all relevant applicants, and make recommendations to hiring mangers for interview selection. * Position and effectively articulate the UB value proposition. * Oversee/schedule candidate interviews with hiring managers and interview teams. * Gather interview feedback from candidates and interview team. Determine with hiring managers next steps in the process. * Obtain all critical information on candidates; experience, salary, motivations and fit for the position. * Conduct reference checks if applicable for the role. * Work with Recruitment Coordinator on background checks and all necessary compliance. * Partner with Recruitment Manager and Compensation to discuss offer parameters; extend and negotiate all offers. * Manage the closing of the position all the way through the on-boarding of successful candidates. * Ensure that the applicant tracking system (Taleo) and the Contact Management System (CMS) are consistently and effectively used to provide accurate recruitment metrics and compliance. * Review monthly/quarterly recruitment metrics with Recruitment Manager to ensure target time to fill, aging and other TAS metrics are on track. * Demonstrate a general understanding of employment laws and regulations. * Attend career fairs and other networking events as a representative of Union Bank and TAS. * Project management for TAS special projects; take on leadership role for assigned TAS projects. * Mentor junior Recruiters and Recruitment Coordinators. ** Position may be located in San Francisco or Sacramento ** Additional Information: The successful candidate will typically have a Bachelor's degree, and 6 years of recruiting/sourcing experience. He/she must be a team player who values accountability, integrity, quality, and has a strong sense of urgency. Other key qualifications include: * Proven track record of success within a recruitment organization. * Must have creative sourcing, cold calling, and networking techniques. * Strong business acumen. * Ability to manage competing demands, prioritize and successfully meet client needs. * Flexible nature and ability to meet changing demands in a dynamic work environment. * Proven strength in the management and development of relationships with candidates and hiring managers. * Experience mentoring and guiding junior team members. * Superior communication skills both written and verbal, with strong attention to detail. * Proficiency with applicant tracking databases, as well as Microsoft Office Products. * Financial Services/Banking experience is highly desirable. * Demonstrated supervisory skills/experience, and interest in management career path highly preferred. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-19 08:09:22CaliforniaCASAN FRANCISCO, CA25977196http://jobs.unionbank.com/xml/25977196/jobUSAEVERETTTitle: FINANCIAL ANALYST V Location: WASHINGTON-EVERETT Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Provide comprehensive and complex financial analyses to a department or group as an individual contributor or consultant. Prepare complex analytical reports and financial statements. Conduct and direct highly technical accounting-based research and analysis projects. Make presentations and recommendations to management. Major Responsibilities: Conduct and direct complex financial studies such as acquisition analysis, detailed financial plans, interest rate analysis, operating forecasts, peer group comparisons, or determining the financial impact of regulatory requirements. Provide written analysis and interpretation of results. Develop and run complex financial models to produce projections, simulate scenarios, and obtain comparative financial data. Establish financial assumptions and critical decision variables. Test for consistency and validity. Develop, interpret, and implement financial concepts for planning and control. Prepare complex analytical reports and financial statements. Maintain a financial system or database. Run complex reports and/or programs; develop new applications as needed. Act as liaison between department and systems personnel to develop or enhance systems. Additional Information: Typically requires a degree from a four-year college (e.g., B.A., B.S.) and more than 7 to 10 years of technical experience as a Financial Analyst OR equivalent, comparable experience. Requries the ability to develop and design complex spreadsheets, databases, or report formats (based on a business need) to be used by other people. May be required to provide work direction for other analysts. 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.United StatesUnion Bank2012-01-19 08:09:23WashingtonWAEVERETT, WA25977198http://jobs.unionbank.com/xml/25977198/jobUSALOS ANGELESTitle: Strategic Planner - Global Treasury Management Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Job Summary: The Strategic Planner reports to the head of GTM Strategic Planning and is responsible for supporting strategic initiatives as well as cross organizational special projects throughout GTM. The Strategic Planner's role emphasizes the business strategy aspect, working with the major line units (revenue generating and support units) of GTM to develop and update their strategic plans, identify cross organizational topics, and develop a radar screen of planning efforts. Major planning efforts will often be complemented by smaller inquiries for support from the business units. Major Responsibilities: 10% - Initiative/Project set up: Define project scope (goals, problem definition and issue structure, timeline and deliverables) in collaboration with key stakeholders and assist them in obtaining initial management approval for the project launch (if applicable). 15% - Initiative/Project planning: Support the development of a clear analysis plan and the translation into a comprehensive project plan, including the definition of resource requirements and assignments. Clearly understand and manage interfaces to bank planning and project management processes (e.g. EPM, project approval processes, financial budgeting for projects; RFI and RFP procedures). Define and initiate primary and secondary research (conduct when applicable and reasonable). Develop business cases and financial models. 55% - Initiative/Project management: Participate in (and if applicable oversee) the execution against the project plan. Delegate tasks and responsibilities to appropriate personnel. Identify and manage dependencies (within the project and to other efforts within the bank), in particular along the critical path (major drivers of project timeline). Proactively manage changes in project scope, identify potential crises, and devise contingency plans. Individual must be able to think creatively and strategically, have excellent judgment and be able to work in a changing environment. Individual must be a strong communicator, have excellent written, presentation, oral communications and interpersonal skills Individual must possess strong leadership skills, be able to motivate and influence others. Individual must have expert level knowledge and proficiency of MS Office (with emphasis on Excel, Access, Project and PowerPoint). This position requires a bachelor's degree from a leading college or university with a minimum of 5 years industry experience or 5 years in a major consulting firm. Experience in strategic planning or a related discipline is preferred. Strong analytical and interpersonal skills are required. Proven track record of accomplishment and experience. Critical qualifications for the job are a profound understanding of strategic planning processes (business level planning, portfolio analysis, strategic forecasting and scenario techniques) and project management techniques. Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiencesof our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-19 08:09:20CaliforniaCALOS ANGELES, CA25977194http://jobs.unionbank.com/xml/25977194/jobUSASEATTLETitle: SR RELATIONSHIP BANKER - BALLARD Location: WASHINGTON-SEATTLE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-01-29 13:41:44WashingtonWASEATTLE, WA26179514http://jobs.unionbank.com/xml/26179514/jobUSASAN DIEGOTitle: SADSBU WORKOUT OFFICER II Location: CALIFORNIA-SAN DIEGO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. SADSBU WORKOUT OFFICER II Job Summary: Independently administer and work out active and charged off commercial credits to up to $100m and under limited supervision administer and work out active and charged off credits $100m to $300m with the purpose of minimizing credit losses and legal exposure while controlling collection expenses. Credits up to $500m can be assigned but typically credits range up to $300m. This position generally manages the smaller and less complex credits referred to SADSBU for workout/recovery. Major Responsibilities: Manages the collection process for an assigned portfolio(s) of commercial credits including risk grading credits and managing accrual status. The portfolio under management is approximately $1.5mm to $4mm. Prepares and submits on schedule to the SADSBU Manager and other Bank officers all required reports reflecting the current credits being managed. Prepares SAD problem loan reports that accurately reflect the current status of credits, risk grade justifications, issues that may affect loss potential and workout strategies with appropriate action triggers. Negotiates with borrowers, management and personnel of debtor companies and attorneys, to secure appropriate workout arrangements. Typically requires a minimum of three to five years previous work experience in commercial loan collection and workouts or three years previous experience as a commercial loan officer for small and middle market credits. Intermediate accounting skills with experience in analyzing personal and business financial statements and tax returns. Working knowledge in foreclosure of personal and real property; Bankruptcy Chapters 7, 11, 13; and the litigation process and post judgment creditor remedies. Well-developed verbal, written and interpersonal skills, strong math aptitude, well developed organizational skills. 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. 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/VUnited StatesUnion Bank2012-01-29 13:41:38CaliforniaCASAN DIEGO, CA26179511http://jobs.unionbank.com/xml/26179511/jobUSASAN JOSETitle: MORTGAGE CONSULTANT II (Santa Clara County) Location: CALIFORNIA-SAN JOSE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D. and must have excellent sales and 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.United StatesUnion Bank2012-01-29 13:41:32CaliforniaCASAN JOSE, CA26179507http://jobs.unionbank.com/xml/26179507/jobUSASAN JOSETitle: MORTGAGE CONSULTANT II (Santa Clara County) Location: CALIFORNIA-SAN JOSE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D. and must have excellent sales and 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.United StatesUnion Bank2012-01-29 13:41:32CaliforniaCASAN JOSE, CA26179508http://jobs.unionbank.com/xml/26179508/jobUSASAN BERNARDINOTitle: SR TELLER - SAN BERNARDINO (22 HRS) Location: CALIFORNIA-SAN BERNARDINO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-01-29 13:41:32CaliforniaCASAN BERNARDINO, CA26179510http://jobs.unionbank.com/xml/26179510/jobUSAPORTERVILLETitle: SENIOR RELATIONSHIP BANKER (PORTERVILLE) Location: CALIFORNIA-PORTERVILLE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. Bilingual (English/Spanish) preferred. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-06 08:15:06CaliforniaCAPORTERVILLE, CA26326469http://jobs.unionbank.com/xml/26326469/jobUSASAN FRANCISCOTitle: COUNSEL SR II Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. SENIOR BANK SECURITIES ATTORNEY Union Bank, N.A. seeks a senior bank securities attorney to assist in providing legal support to its registered broker dealer and investment adviser and to Bank departments engaging in securities-related activities. The position may be located in San Francisco, Los Angeles or San Diego. The candidate must be a member of the California State Bar or otherwise qualified to practice law in California as in-house counsel. Major Responsibilities (Include some or all of the following): · Assist in providing legal counsel to Union Bank's affiliated broker dealer and investment adviser, and to bank departments engaged in securities- related activities, including the following: o Review and advise on issues related to regulatory matters, new legislation, and compliance questions; o Draft client and vendor contracts and other documents related to brokerage and investment advisory business, including client applications and agreements, NDAs, and vendor arrangements; o Assist with responses to RFP's and changes to Forms BD and ADV; o Assist with new product development; o Review policies and procedures, mutual fund disclosure statements, and marketing materials. · Consistent with relevant background and experience, may assist in providing legal advice with respect to Union Bank's fiduciary activities; · Serve as consultative resource to other Union Bank in-house counsel as to areas of subject matter expertise. · Keep informed of state and federal legislative and regulatory proposals that would affect banks or their affiliated broker dealers and investment advisers; · May play an active role in education and training of less experienced in-house counsel or paralegals or Bank officers; and Qualifications * Minimum 10 years experience with a law firm or legal department, a substantial portion of which has been in the securities area; * Knowledge of the laws and regulations applicable to bank-affiliated broker dealers, investment advisers, and to banks engaging in securities-related activities, including regulations of SEC, FINRA, OCC and Federal Reserve; * Ability to provide counsel and guidance to officers of a bank or securities firm on matters ranging from complex legal questions or inquires to routine day-to-day legal matters; * Ability to analyze and research complex legal issues and translate such research and analysis into practical and effective advice to bank or securities firm officers; * Ability to be flexible in accepting additional or changed duties as demand for legal services within Union Bank evolves; * Excellent issue spotting, risk assessment and problem solving skills; * Strong written and verbal communication and interpersonal skills, including negotiation skills; * Excellent organizational skills and attention to detail; and * Flexibility and adaptability to changing priorities and deadlines. Knowledge of laws and regulations applicable to bank fiduciary activities is a plus. 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/VUnited StatesUnion Bank2012-02-06 08:15:07CaliforniaCASAN FRANCISCO, CA26326481http://jobs.unionbank.com/xml/26326481/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-MONTEREY PARK Work with an ETL (Extract, Transform, Load) system including in-depth Informatica development and follow sound SDLC (System Development Life Cycle) methodologies through development projects and work within project schedules and budgets. Responsible for internal design of Informatica mappings to achieve the desired business results. Conduct analysis of data in source systems and learn intimately how the data relates, parse business requirement documents and map specs for logical flaws. Write automation scripts and help automate testing in DEV and TST. Document issues with or clarifications needed re: the business rules that need to be baked into the database via ETL. Contribute to the development of test plans on a map by map basis. Execute data mart test plans and coordinate ETL changes with affiliated database, automation and Business Objects changes. Assist the IFX team (the Infa Admins) with implementations in the production environment. Work with the DBAs and Infa Admins as needed. Validate data accuracy in production. Work with the DBAs re: the load performance of the ETL/database and put plans in place to address performance issues as they appear. Provide on-going consulting to the Basel org units in the bank re the usage of the system(s) in question and the meaning of the data. Work with the business units to plan, manage and effectuate future enhancements to the system(s). Coordinate with Tech Ops re: Oracle and Informatica Upgrades. Coordinate with Tech Ops re: Disaster Recovery exercises. Educuation/experience: Bachelor's degree or foreign equivalent in computer science, engineering, or a related field and five (5) years post-baccalaureate, progressive experience in job offered or as software engineer/developer, programmer/analyst or related IT role. In lieu of a Bachelor's degree and five (5) years experience will accept a Master's degree or foreign equivalent in computer science, engineering, or a related field and three (3) years experience in job offered or as software engineer/developer, programmer/analyst or related IT role. Any suitable combination of education, training or experience is acceptable. Special Requirements: Informatica PowerCenter version 7 or above; Oracle RDBMS and SQL; Unix Shell scripting; and TWS or AutoSys workflow scheduling systems.United StatesUnion Bank2012-02-06 08:15:08CaliforniaCAMONTEREY PARK, CA26326488http://jobs.unionbank.com/xml/26326488/jobUSASAN FRANCISCOTitle: CUSTOMER SERVICE MANAGER (SAN FRANCISCO MAIN) Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon,Texas, and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Major Responsibilities: Under guidance and direction from the Branch Manager: 30% Branch Operations /Risk Management/Compliance Assist in overseeing the operation of the branch. Assist the Branch Manager in the mitigation of risk situations to the Bank. Ensure that operating procedures are being followed, while providing technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Assist in ensuring staff compliance with all regulatory requirements. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. 30% Customer Service Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as liaison to other support areas of the Bank to resolve customer issues. 15% Training/Coaching staff Coach and monitor staff to ensure consistent performance of these behaviors. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. 15% Sales Referral/Customer Retention Maximize sales growth by developing and participating in customer retention program. Make customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. Assist Branch Manager in ensuring staff recognize opportunities to refer other bank products. Maximize market share and represent the Bank by participating in local community activities. 10% Delegated Duties: May have delegated responsibilities from the Branch Manager. This may include duties such as preparing draft performance reviews, reviewing staffing levels, or assisting with the selection process for some open positions. Perform miscellaneous duties as may be assigned. * Requires 3-5 years of significant and direct work experience related to branch banking operations. * Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. * Working experience with compliance regulations. * Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. * Ability to lead and train staff and assist the manager in coaching staff. * Branch leveling depends on office size. 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/VUnited StatesUnion Bank2012-02-06 08:15:08CaliforniaCASAN FRANCISCO, CA26326489http://jobs.unionbank.com/xml/26326489/jobUSALOS ANGELESTitle: SECURITY PROTECTION SUPV Location: CALIFORNIA-LOS ANGELES 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. SECURITY PROTECTION SUPV Job Summary Supervise the day to day enforcement of security policies, procedures and security guard management at multiple administrative and branch facilities. Supervise staff at remote locations. Coordinate the installation and maintenance of bank security systems, including vendor liaison and project budgeting at multiple facilities. Provide guidance to other Security Protection Officers. Provide management support in the absence of the Security & Investigations Manager. Major Responsibilities Evaluate the need for bank and contract security officer positions at multiple facilities, as well as supervise, schedule, and determine the budget for these positions. Monitor, evaluate and maintain a detailed understanding of all UBOC security systems at branches, administrative buildings, and cash vault facilities bank-wide. Supervise bank security officers and staff at designated bank locations, providing performance evaluations, performance guidance and counseling Ensure compliance with Federal, State, local laws and bank policies with regard to security systems. Maintain positive liaison with Senior management bank wide and with senior management of outside vendors. Monitor bank properties to ensure safety and the prevention of criminal activity. Act as the point person for departmental disaster recovery notification efforts for specific locations as assigned. And other duties as directed. Additional Information 3-5 years of guard management supervision,3-5 years of technical knowledge in security systems. Computer/network experience preferred. Communication skills both verbal and written preferred. Special emphasis on managing human resources 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/VUnited StatesUnion Bank2012-02-06 08:15:09CaliforniaCALOS ANGELES, CA26326492http://jobs.unionbank.com/xml/26326492/jobUSASAN DIEGOTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for aSR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-06 08:15:19CaliforniaCASAN DIEGO, CA26326520http://jobs.unionbank.com/xml/26326520/jobUSALOS ANGELESTitle: Senior Calypso Developer Analyst - Global Capital Markets Systems & Technology Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the SVP, Global Capital Markets Systems and Technology Manager, the Senior Calypso Developer Analyst is responsible for the design, development, implementation, maintenance and upgrades of derivatives application systems. Serves as technical support for these applications. Acts as technical liaison between various Global Capital Markets, ITG and software vendors. Responsible for unit and integrated testing, documentation, implementation and post-implementation support including contingency recovery planning and testing. Acts as lead technical resource for multiple concurrent complex projects. Major Responsibilities: 65% LEAD APPLICATION DEVELOPER - Responsible for full Software Development Life Cycle of derivatives application systems including design, development, unit and integration testing and implementation. Works closely with users to establish system specifications, design real-time and batch interfaces and resolve problems. Recommends system improvements including new applications, and develops plans to improve service and efficiencies in the business areas including the technical support team. Ensures development of efficient application system solutions that are compatible with UB architecture, compliant with UB policies and follow internal standards. Documents modifications to applications and their run-time environments. Designs, evaluates and implements tools to enhance efficiency of the software development lifecycle (SDLC) processes supported by GCM SysTech. Serves as technical liaison with ITG, the Bank's centralized Information Technology Group. As resources are assigned, acts as lead developer on projects, managing other resources in design, development, testing and implementation efforts. Works with GCM SysTech Manager, Project Manager and GCM business units to prioritize tasks. Conducts and participates in code reviews. Coaches others in programming techniques. Works closely with Business Systems Analysts analyzing incoming requests. Develops solutions, incorporating data security, compliance and audit requirements. Evaluates and recommends new systems and solutions for Global Markets projects. 10% VENDOR RELATIONSHIPS - Maintains vendor relationships, including those involving Global Capital Markets most critical applications. Responsible for keeping vendor portals update to date, identifying, tracking, testing and closing issues with application software. Provides information to and works with vendors to bring about efficient resolution of open issues. May include but is not limited to the following vendor applications: Calypso, Openlink Endur and Algorithmics Collateral. 10% STRATEGY - Participates and contributes to discussions on strategic direction of applications in Global Capital Markets. Evaluates software, recommends new applications, modules and improvements. Proposes, develops and executes on plans to improve service. Researches, develops and evaluates alternative systems solutions, and recommends the most efficient and cost effective solution for systems design or integration. 10% PRODUCTION APPLICATION SUPPORT - Acts as senior level technical resource for production issues. Serves as technical support to the business areas and production support teams on the most critical applications. 5% - OTHER DUTIES - Performs related duties as needed. Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. Knowledge, Skills, Abilities: * Excellent understanding of Calypso development environment and derivative products including; Interest Rate Derivatives, FX Options, Total Return Swaps, Credit Default Swaps, Equity Derivatives, Trading products (Bonds, Futures); front to back including trade entry, market data, accounting, payments, confirmations, interfaces, system configuration. * Excellent developer skills in multiple languages and development environments, (J2EE, .Net, XML). * Experience with one or more of the following databases: MS-SQL, Oracle, Progress 4GL. * Proven ability with full Software Development Lifecycle including understanding of control and audit structures within an organization. * Experience and willingness to write requirements documents, design documents, procedural documents, etc. * Experience with system upgrades including conversions, configuration, regression testing. * Willingness to support more than one system, for example, Energy Derivatives, Collateral. * Propose and implement solutions for all levels of Calypso projects. * Carry out production support for the most difficult system issues. * Train and mentor junior developers and production support staff. * Excellent people skills interacting with users in a production environment and maintaining effective, productive relationships. Education, Licensure, Experience: * 4 year college degree required or extensive work experience - Emphasis in Information Systems or Computer Science is preferred. * Minimum 10 years experience working in development and related activities required. * Business knowledge of derivatives, fixed income and/or foreign exchange and is required. 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/VUnited StatesUnion Bank2012-02-06 08:15:21CaliforniaCALOS ANGELES, CA26326536http://jobs.unionbank.com/xml/26326536/jobUSAIRVINETitle: BBG SYSTEMS ADMINISTRATOR Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Reporting to the BBG Credit and Process Manager, the Business Banking Group System Administrator is responsible for leading the Implementation of the Provenir Score Card System from a technology and business unit perspective. Under minimal supervision, responsible for supporting the team preparing functional requirements, feasibility studies, program specifications, user test plans, user documentation, and user training plans. Functions as an internal consultant for applications support departments and provides internal consulting support to other areas of the bank. The position requires direct interaction with the Provenir vendor, and internal units such as ITG, Enterprise Project Management group, and Credit Administration, to design, program, and maintain the computer software. Major Responsibilities: 50% SOFTWARE CONFIGURATION AND SYSTEM IMPLEMENTATION - Lead implementation of Provenir System for Bank and business unit. Prepares functional requirements, feasibility studies, program specifications, user test plans, user documentation, and user training plans. Assists in the installation and overall testing of bank developed or vendor supplied packages. Identifies areas in risk management and Bank operations which may be improved or which may offer new opportunities to improve the business. Acts as a representative for user management in planning and implementing system and operational changes, and assists in the preparation of business plans. Identify new software or modifications that will enhance operating and developmental activities. Design, code and test special software required by the installation. Identify and document standards for use and operation of systems software. Prepare instructional material for system users and operations that describes effects and new requirements resulting from changes to systems software. Analyze current systems software, proposed modifications, and new software for impact on installation problems, standards and procedures. 50% SYSTEM ADMINISTRATION - Performs testing and problem resolution on a 24 hour basis. Regularly works under deadlines and may be subject to extreme workloads. Analyze changes and enhancements to software and determine impact on existing production systems, systems design, and programming standards and operating procedures. Guide systems designers and programmers in the use of systems software and linkage to application programs. Maintain sample set of installation programs that are used to test effects of new or modified software. Test new or modified software, using sample test, and analyze results. Provides formal and informal user training and general user support. Regularly provides guidance and training to less experienced staff. May be called upon to fulfill a variety of system administration functions for various applications, which may be deemed necessary by management. Additional Information: Knowledge, Skills, Abilities: Proven track record for implementing enterprise applications. Highly skilled and motivated to solve difficult issues and have a desire to expand their technical skills. Possesses a high level of analytical skills as recognized by industry standards, as well as extensive bank operations knowledge. Excellent communication and interpersonal skills. Understanding of the Financial Services Industry is desired, especially within the credit lifecycle (acquisition, origination, account management, portfolio management, collections and/or recovery). Strong analytical and problem solving skills and leadership to plan, prioritize and follow through on their work and meet deadlines in a fast-paced environment. Ability to reconcile competing ideas on problems to a mutually beneficial conclusion is critical. Education, Licensure, Experience: BA/BS in Computer Science or Engineering (or comparable technical discipline and business knowledge experience). 5 years experience in a Technical Analyst role or the equivalent required. Technology experience in the following areas is preferred: Designing business objects for re-use across multiple products. Ability to reduce problems to the lowest common denominator. Ability to design enterprise wide, large scale implementations. Ability to contribute and adhere to process and work with all levels of employees and consultants. Experience with the following tools and technologies: -Windows 2003, Unix, Java, XML, HTML, JSP, JavaScript, SQL -Experience supporting web applications using Apache, Tomcat, and MySQL -Familiarity with data sources from multiple database platforms such as Oracle, DB2, MS SQL -Knowledge of open source software development, integration and release methodologies Application Servers - Deploying Servlets in high-availability, clustered environment; Familiarity with WebSphere, Tomcat, and Weblogic. Ability to enhance performance of application servers through JVM optimization. Installation and support of Java Servlets distributed as .war and .ear files. Security - Familiarity with using LDAP as a means of securing application server resources. Ability to take security into consideration when designing enterprise wide applications. Messaging - Integration with messaging platforms using JMS (primarily MQSeries). Design and implementation of message bus architecture. Database - Familiarity with database modeling tools such as Erwin. Performance tuning (Oracle, DB2, MSSQL). JavaScript - Skilled Java, JSP, or JavaScript programmer with ability to identify and correct performance issues. Network Performance - Familiarity with network design and routing. Ability to work with Network Engineers to identify performance related networking issues. Operating system tuning - Familiarity with operating system tuning parameters. Familiarity with at least 3 of the following: AIX, Windows 2003, AS/400, Solaris and Linux and Shell scripts. 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/VUnited StatesUnion Bank2012-02-06 08:15:22CaliforniaCAIRVINE, CA26326542http://jobs.unionbank.com/xml/26326542/jobUSASOUTH GATETitle: RELATIONSHIP BANKER - SOUTH GATE Location: CALIFORNIA-SOUTH GATE %3CDIV%3E%0A%3CDIV STYLE=%22font-style: italic%22%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2489.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%27s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%3C/DIV%3E%0A%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%0A%0A%3CDIV%3EJob Summary:%3C/DIV%3E%0A%3CDIV%3EReporting to the Branch Manager, responsible for selling products and services for all consumer and small business customers.%26nbsp; Develop long-standing and mutually beneficial banking relationships through the process of a Needs Assessment and the sale of consumer loans, deposit and investment products and other banking services to meet or exceed assigned monthly goals.%26nbsp; If appropriate, refer prospects and customers to bank officers or departments for additional services and products.%26nbsp; Responsible for the financial relationships of assigned Signature Banking customer portfolio.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EMajor Responsibilities:%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3ESales: 60%25%3C/DIV%3E%0A%3CDIV%3EGreet and assist potential and existing customers who are seeking information pertaining to banking services. Identify and respond to sales opportunities that arise from both customer inquiries and complaints.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EProactively assess clients%26#39; financial information by completing a Needs Assessment to determine total current and future financial needs. Interview consumer loan applicants and answer basic questions on consumer loan applications.%26nbsp; Review applications for completeness and forward documents to consumer loan center for processing or refer to the Loan by Phone area.%26nbsp;%26nbsp; Recommend, present and sell appropriate products and services identified through the Needs Assessment process. Explain service features including service charges, interest rates, etc.%26nbsp; Open new accounts in compliance with established policies and procedures.%26nbsp; Prepare all paperwork and assist the customer in signing of documents necessary to process new accounts.%26nbsp; Ensure that the account has been set up properly and that the accurate sales credit was recorded.%26nbsp; Assist in the maintenance of internal customer records.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3ERefer clients as necessary to the appropriate banker or department to cross-sell additional services or products.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3EManage and maintain Signature Banking portfolio assigned by the Branch Manager. %26nbsp;Responsible for the portfolio growth and profitability as outlined.%26nbsp; Actively consult with customers to update the Needs Assessment and make them aware of new products and changes in the financial industry which they would benefit from.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E 20%25%20Risk /Compliance /Audit : %26nbsp;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 Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card maintenance .%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E 20%Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank%26#39;s and Manager%26#39;s overall goals and objectives.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3C/DIV%3E %3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3EThis position typically requires 1+ years of general banking operations/customer services and 0 to 2+ years of direct work experience in consumer financial products. Has general working knowledge of all consumer products and small business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3EPrefer bi-lingual skills (English/Spanish)%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3EThis position may be subject to SAFE Act Registration Requirements.%26nbsp; 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.%26nbsp; 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.%26nbsp; 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.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3EUnion Bank is%3C/SPAN%3E%3C/EM%3E %3CA HREF=%22https://www.unionbank.com/global/about/diversity-inclusion/index.jsp#showdialog,/global/about/diversity-inclusion/banking_on_diversity.jsp%22%3E%3CEM%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3Ecommitted%3C/SPAN%3E%3C/EM%3E%3C/A%3E%26nbsp;%3CEM%3E%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3Eto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business.%26nbsp; EOE. M/F/D/V.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CSPAN STYLE=%22FONT-FAMILY: Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3EUnited StatesUnion Bank2012-02-06 08:15:22CaliforniaCASOUTH GATE, CA26326545http://jobs.unionbank.com/xml/26326545/jobUSAVALLEY COTTAGETitle: SOFTWARE ENGINEER ASSOCIATE - .Net Location: NEW YORK-VALLEY COTTAGE Invest in your career. Invest in your future. JOB SUMMARYUnder supervision, works closely with customers, business analysts and team members to understand business requirements that drive the analysis and design of quality technical solutions. These solutions must be aligned with business and IT strategies and comply with the organization's architectural standards. Involved in the full systems life cycle and has some responsibility for designing, coding, testing, implementing, maintaining and supporting application software that is delivered on time and within budget. May also assist in component and data architecture design, performance monitoring, product evaluation and buy vs build recommendations. DETAILS Major responsibilities include:With guidance, works with customers, business analysts, and team members to understand business requirements that drive the analysis and design of quality technical solutions. Assists in making recommendations towards the development of new code or reuse of existing code. Participation in component and data architecture design, performance monitoring, product evaluation and buy versus build recommendations. Involved in the full systems life cycle and is responsible for designing, coding, testing, implementing, maintaining and supporting application software that is delivered on time and within budget. Has moderate experience in systems analysis, design and a solid understanding of development, quality assurance and integration methodologies. Assists in the preparation of system test plans, documents system test cases, coordinates and may actually perform the tests, reviews results and recommends further testing as required. Ensures that all necessary remedies are identified and resolved, coordinating the solutions until completion. Provides system/project support. Entry to moderate professional level role. Assists with the development of solutions requiring analysis and research. Works on small to large projects that require moderate skill in multiple technical environments and possesses knowledge in a specific business area. Works on one or more projects as a project team member. QUALIFICATIONS Required Requires 2-4 years experience in Systems Engineering or 2-4 years of related systems experience and working with project life cycle processes in a .Net enviroment. At least 1 year experience in system testing processes. Education Bachelor's Degree in Computer Science, Information Systems or other related field. Or equivalent work experience. 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-06 08:15:23New YorkNYVALLEY COTTAGE, NY26326553http://jobs.unionbank.com/xml/26326553/jobUSATORRANCETitle: SR RELATIONSHIP BANKER - TORRANCE (JAPANESE BILINGUAL) Location: CALIFORNIA-TORRANCE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. Note: Bilingual Japanese/English skills required 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-06 08:15:24CaliforniaCATORRANCE, CA26326557http://jobs.unionbank.com/xml/26326557/jobUSASAN LEANDROTitle: SR RELATIONSHIP BANKER - SAN LEANDRO Location: CALIFORNIA-SAN LEANDRO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-06 08:15:26CaliforniaCASAN LEANDRO, CA26326569http://jobs.unionbank.com/xml/26326569/jobUSAHOUSTONTitle: INVESTMENT BANKING OFFICER/PETROLEUM GROUP - HOUSTON Location: TEXAS-HOUSTON Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Perform financial analysis and risk assessment. Underwrite transactions jointly with Relationship Managers. Prepare loan presentations and participate in the credit approval process. Call on customers and prospects jointly with Relationship Managers. Major Responsibilities: Spread historical financial statements, prepare financial projection models, complete risk assessments, and perform sensitivity analysis. Analyze financial ratios and company operating performance as part of ongoing client risk management. Assist senior officers in the preparation of credit recommendation requests and participate in discussions with credit administration. Maintain client information in alignment with regulatory requirements and monitor covenant compliance. Participate in ongoing portfolio monitoring projects and task forces, including the tracking and reporting of portfolio trends. Participate in the ongoing quality control process related to data accuracy and integrity. Ensure that the portfolio management is consistent with Bank's current policies and practices. Identify customer needs and level of servicing required through discussions with corporate officers and analysis of financial status and/or operations. Attend calls with senior officers to solicit the Bank's credit and non-credit services to potential customers and to cross-sell additional services to existing customers. Respond to operational problems experienced by assigned customers and work through other departments of the Bank for research and final resolution. Additional Information: Education Required: Bachelor's Degree, preferably in a finance or accounting related major. Skills Required - Excellent quantitative, analytical, communication, and writing skills are critical. Organization, time management, the ability to work independently and attention-to-detail are also important skills. Computer literacy is required, including knowledge of MS Word and Excel. Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiencesof our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-06 08:15:26TexasTXHOUSTON, TX26326574http://jobs.unionbank.com/xml/26326574/jobUSASAN FRANCISCOTitle: M&A ACCOUNTING MANAGER Location: CALIFORNIA-SAN FRANCISCO Outstanding opportunity for a results-oriented professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP Assistant Controller, responsible for ensuring acquisitions and divestitures are accounted for in compliance with Generally Accepted Accounting Principles (GAAP) and bank accounting policies. The manager represents the Controller's Department while working on bank-wide cross-functional teams during all phases of a transaction from due diligence to integration. Provide advice on technical purchase accounting requirements and more general accounting matters that may be raised by the teams. Acts as a project manager to ensure M&A tasks within the Controller's Department are completed and issues are resolved/documented. Responsible to ensuring that all accounting conclusions are properly vetted and documented, and participates in discussions with bank accounting policy staff and external auditors about those conclusions. Responsible for reviewing periodic goodwill and intangible impairment analyses. Major Responsibilities: * Represent the Controller's Department on all significant M&A activity. * Participate in remote/onsite due diligence activities to identify/advise/report on accounting, valuation and integration matters. * Provide input to Union Bank's Corporate Development Team on valuation/integration issues that could affect deal pricing and structure. * Maintain the detailed playbook of integration tasks for the department and tailor it to address unique aspects of specific transactions. * Coordinate departmental resources to execute each task and document its completion. * Manage communications about transactions within the department so staff are aware of the status of transactions and how they impact their duties. * Work with bank-wide teams on integration activities representing the department. * Ensure teams are aware of and fulfill our requirements for them. * Monitor issues surfacing within the other teams for accounting implications and help address them. * Ensure the accounting for each transaction is in full compliance with GAAP purchase accounting requirements and bank policies. * Coordinate balance sheet valuation activities (performed by experts) on the acquired company's balance sheet to support purchase accounting. * Ensure the results are properly reviewed by key stakeholders within the bank. * Prepare memos documenting the accounting for transactions. * Participate in meetings, including those with executives, discussing accounting matters. * Ensure compliance with SOX controls around M&A transactions. * Serve as a reviewer of periodic goodwill/intangible impairment analyses performed by others in the bank. * Work on other significant accounting projects as requested by manager. When not working on M&A projects, the manager may be called upon to work on other significant accounting projects. Additional Information: 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/VUnited StatesUnion Bank2012-02-06 08:15:27CaliforniaCASAN FRANCISCO, CA26326576http://jobs.unionbank.com/xml/26326576/jobUSANEW YORKTitle: SVP SR REL MGR NP&TAXEX HLTHCR Location: NEW YORK-NEW YORK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for developing new commercial credit relationships and managing a portfolio of complex nonprofit and tax exempt healthcare credits. In conjunction with a credit executive, structures transactions and assists credit executive in obtaining credit approval. Works with clients to present solutions to short and long term strategic objectives. The position will be based in New York with a national calling territory and will require frequent national travel. Major Responsibilities: Business Development: Focus on the achievement of new business goals, as determined by manager, and increasing annual NOI of existing portfolio. Call on a qualified list of prospects throughout the United States, with calling activity goals set by manager, in order to develop new prospect relationships and convert those prospects to new bank clients. Maintains and cultivates strategic referral sources. Demonstrate the ability to advance the sales process with prospects. Responsibility for the cross-sale of UB products within their assigned territory. Must be self motivated and able to travel extensively. Strong focus on revenue generation that is a key role in the growth of the National Healthcare and Nonprofit Groups. Portfolio Management: Pro-actively manage a portfolio of commercial relationships. Act as the focal point for existing relationships in the portfolio. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank. Lead a team, which may consist of CE, CA and various product specialists, in delivering service to the client. Thoroughly understand clients' short and long term strategies in order to provide value-added advice and suggestions to help clients meet their objectives. Share responsibility with the CE for cross-selling other bank products to existing clients. Share responsibility with the CE for the credit quality of the portfolio. May act as agent in complex multi-bank syndicated transactions. Acts as mentor in developing calling skills of junior credit executives and credit officers. Complete appropriate training and act in accordance with all existing UB KYC regulations. Strong credit underwriting and structuring skills. Requires 10 years of Corporate Banking experience and 15 years in financial services. Strong presentation, negotiation, and interpersonal capability, both internal and external. Normally requires 5 years in banking non-profits. Demonstrated success at new business development and sales coaching. Excellent verbal and written communication skills. Knowledge of existing credit standards. Ability to both lead a deal team and work as part of a team. Strong time management and organizational skills. Strong sales skills. Ability to handle several complex tasks simultaneously. Strong product knowledge and analytical ability. 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. 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.United StatesUnion Bank2012-02-06 08:15:27New YorkNYNEW YORK, NY26326579http://jobs.unionbank.com/xml/26326579/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for aSR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-06 08:15:27CaliforniaCAMONTEREY PARK, CA26326580http://jobs.unionbank.com/xml/26326580/jobUSASAN FRANCISCOTitle: SR RELATIONSHIP BANKER - 8TH & TOWNSEND Location: CALIFORNIA-SAN FRANCISCO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-06 08:15:40CaliforniaCASAN FRANCISCO, CA26326655http://jobs.unionbank.com/xml/26326655/jobUSABAKERSFIELDTitle: SENIOR TELLER (BAKERSFIELD: RIVERLAKES, 24 HRS) Location: CALIFORNIA-BAKERSFIELD Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-06 08:15:41CaliforniaCABAKERSFIELD, CA26326665http://jobs.unionbank.com/xml/26326665/jobUSALOS ANGELESTitle: Global Markets Technology - Systems Development Manager Location: CALIFORNIA-LOS ANGELES 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP, Global Capital Markets Systems and Technology Manager, the Global Capital Markets Systems Development Manager is responsible for development and maintenance of the Bank's Global Capital Markets applications including Fixed Income, Foreign Exchange and Derivatives. This area is separate from the Bank's general information technology group (ITG). Manages technical staff and resources assigned to develop, enhance and support these applications. Provides support for users and units who support these applications as a third level of escalation. Directly manages 6 programmers. Major Responsibilities: Responsible for all systems development on the major and related systems used by Global Capital Markets (GCM). Major systems include Calypso (Interest Rate, Credit and Equity Derivatives including Total Return Swaps), OPICS (Foreign Exchange), InTrader (Fixed Income) and Endur (Energy Derivatives). Related systems include Algo Collateral (Collateral Monitoring) and Algo Credit Limits (Credit Limit Monitoring). Responsible for directly supervising staff, including interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; setting work hours, conducting counseling /performance reviews, and planning of the staff 's work. Responsible for ensuring staff comply with all wage and hour regulations. This includes reviewing employee timecards for accuracy and ensuring all meal and rest breaks are adhered to. Provides technical support for multiple businesses that rely on the various systems. Groups include but are not limited to the GCM group, Union Bank Investment Services (UBIS) and Corporate Treasury. Collaborates with other departments and project teams within the Bank to provide technical and subject-matter expertise on GCM applications. Responsible for evaluation of and the planning for new and existing platforms, systems and technical resources for the GCM businesses. Proactively identifies and makes changes to deliver better products and develop better skills within the group. Responsible for planning and resource management for all existing and upcoming projects.. Responsible for the project implementations of the staff. Negotiates, defines and resolves issues to ensure projects are completed on time, on budget and in line with requirements. Held accountable for scope and timelines for development efforts for GCM tech-related projects. Accountable for quality of work on these projects. Identifies and assigns appropriate resources to projects as required. Responsible for maintaining an environment that is focused on a clean and efficient development cycle with good communication to our customer base. Responsible for providing a third level of support to Production Support Team and ITG Support to ensure production environments are running smoothly and consistent in approach with the Bank's overall technology policies. Responsible for developers' creation of change records for code moving into production environment. Provides application expertise and resources for Business Continuity environment and testing at one or more alternate locations. Responsible for GCM development team with respect to all internal (IRMG) and external (OCC, D&T, etc.) audit reviews. Identifies, analyzes and makes recommendations to mitigate risks appropriately. Maintains an external presence within banking technology circles. Participates on user committees as appropriate. * Requires Bachelors degree in at least one of the following disciplines: computer science, mathematics, engineering or similar. * 10 years related work experience. * Excellent people and leadership skills; drives results with developers, analysts, peers, vendors and users on projects and production issues; develops and maintains effective, productive relationships at all levels; proven ability to interact successfully with senior levels of management. * Experience managing a technical staff of programmers including resource management, personnel administration, reviews, development and retention, team-building, mentoring. * In-depth knowledge of GCM applications including at least two of the following: InTrader, OPICS, Calypso, Endur and RETT or equivalent systems. * Excellent understanding of core products including derivatives and FX. * Proven experience in software development lifecycle (SDLC), project management, control environments; proven experience creating an environment that maintains high standards of controls in a development shop; ability to negotiate and manage systems development scope in the context of the business environment. * Excellent and proven problem solving skills: ability to analyze problems, propose, discuss, determine best and implement solutions on a technical and interpersonal level. * Contract negotiation experience and experience with vendor relationships. * Excellent written, oral, and presentations skills. * Strong understanding of technical writing. * Excellent understanding of management and systems analysis techniques. * Excellent Time Management Skills. * Strong knowledge of J2EE, .Net, development, databases (SQL, Oracle, Progress ), and Microsoft tools and Excel (including macros). 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/VUnited StatesUnion Bank2012-01-31 08:03:26CaliforniaCALOS ANGELES, CA26205733http://jobs.unionbank.com/xml/26205733/jobUSAVALLEY COTTAGETitle: Remittance Specialist III - Work Director Location: NEW YORK-VALLEY COTTAGE Located in our Valley Cottage, NY office, the Remittance III will act as a Work Director within the Production unit. This position is scheduled to work 40 hours per week 9:00pm - 5:30am/Sunday night through Friday morning. Salary for this position is $14.00 - $15.50/hour based on skills and experience. MAJOR RESPONSIBILITIES Under limited supervision, the Remittance Specialist III will ensure that remitted customer transactions are processed according to defined customer instructions. Additional responsibilities include, but not limited to: * Perform duties on automated system to complete deposit notification * Monitor quality of work of other employees * Process daily work on complex accounts * Operate the image system and other PC equipment for the purpose of processing customer deposits by inputting, editing, capturing, and balancing transactions * Perform all data entry functions and utilize a low speed document processing device for capturing and encoding transactions * Inspect the quality of the work processed * Provide prompt and courteous service to other departments as needed Klik Technologies Corporation is a wholly owned subsidiary of Union Bank, N.A. Klik Technologies specializes in providing comprehensive solutions to the marketplace for receivables processing and financial transaction settlement. Klik utilizes proprietary and off-the-shelf technology to expedite payment processing and deliver real time information through our Internet portal. Our services are delivered through a series of products and services designed to provide timely, efficient and cost effective solutions to our clients. To learn more about Klik, log on toKlik.com. This position is for 3rd shift and requires someone that can work an over night schedule from 9pm - 5:30am Sunday through Friday morning. Minimum requirements for this position include a High school diploma or G.E.D. and 10-key by touch. Additional requirements include, but not limited to: * Strong written and verbal communication skills are essential * Experiencing providing work direction to peers * Keen attention to detail with the ability to meet strict time constraints * Ability to meet and maintain established performance and production standards * Understand how to determine check negotiability * Good reasoning and analytical skills * Strong interpersonal and organizational skills * Must be able to work additional hours during peak period * Proven understanding of balance techniques is preferred * 3-5 years of remittance processing experience is preferred Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitunionbank.com for more information. 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.United StatesUnion Bank2011-11-30 07:58:55New YorkNYVALLEY COTTAGE, NY25102286http://jobs.unionbank.com/xml/25102286/jobUSASAN DIEGOTitle: ACCOUNT REP II - Collections Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Minimize bank losses by collecting on more complex and specialized delinquent accounts by telephone or written correspondence while effectively following the guidelines of the Fair Debt Collections Practice Act. Major Responsibilities: Collect on all types of delinquent accounts, i.e., Consumer Secured (non-residential), Unsecured Loans and Lines of Credit, Consumer and Business Cash Reserves. Obtain reason for delinquency and offer alternative solutions to resolve delinquency e.g., short term repayment plans, settlement, and various work out programs. Verify, update, and maintain customer demographics, i.e., home address, home, business, and cellular phone numbers, and place of employment information. Effectively manage completion of work queues to ensure prompt follow up utilizing a predictive dialer. Maintain and document accurate collection activity. Perform in-depth account analysis as necessary; review statements, last payment copies, repayment histories, and verify liable parties. Utilize basic skiptracing tools and internal and external resources to locate customers and collateral. Recommend best course of action to take, i.e., field calls, repossession, litigation, or charge-off. Strive to reach individual, unit, and departmental performance objectives, standards, and requirements. Communicate in an effective and professional manner and foster collaboration with customers. Ability to adhere to highly regulated environment, i.e. FDCPA, FCRA, SCRA etc. Requirements: * High school diploma or G.E.D. and 2 to 4 years experience in collections * Thorough working knowledge of departmental policies and procedures, as well as credit bureaus and other related credit-related reports * Advanced skiptracing skills * In-depth knowledge of lending policies and bankruptcy laws * Advanced reading, spelling, and math skills * Above average written communication skills and oral negotiation skills 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.United StatesUnion Bank2011-12-10 12:10:09CaliforniaCASAN DIEGO, CA25286337http://jobs.unionbank.com/xml/25286337/jobUSASAN FRANCISCOTitle: TRUST POLICY & PROCEDURE MGR Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. TRUST POLICY & PROCEDURE MGR Job Summary: Reporting to the Chief Fiduciary Risk Officer, the Trust Unit Policy and Procedure Manager has responsibility for the development and management of trust policies and workflows and for oversight over the creation of related trust procedures. Major Responsibilities: Develop and maintain policies to ensure and document ongoing compliance with those regulations and guidance that affect the trust units. Recommend changes for improvement based on independent research and industry best practices. Oversight of the development and maintenance of trust unit procedures to ensure compliance with trust unit related policies and other rules governing trust activity. Guide working sessions to identify key procedure controls and draft resulting workflows. Define the standard template to be used for all trust unit policies and procedures and ensure all policies and procedures meet the guidelines. Create master schedule for policy and procedure reviews. Manage the status and approval process of Trust policy and procedure continuous reviews and report achievement of stated standards via periodic management report. Escalate as appropriate. Owner of Trust Policy Manual accessed enterprise-wide with sole responsibility for ensuring content and structural integrity. Lead procedure development working sessions for processes that cross multiple lines of business to facilitate discussions and mediate until consensus reached. Manage outstanding issues through to a satisfactory resolution. Draft written procedures and workflows for cross-organization procedures and coordinate the approval process. Maintain the SharePoint site that will be used to house all procedures and workflows for the trust units, including the publication of approved documents. Review all procedures prior to final posting to ensure they are comprehensible, and adequately cover required internal control points. Participate in taskforces where new or modified regulations and compliance requirements are discussed. Provide continuous evaluation/assessment of policies and procedures, Identify weaknesses and recommend new standards/practices and facilitate resolution. Ensure mitigation of issues raised by OCC, IRMG or other exams or from any self-identified weaknesses. Oversee training protocol designed to familiarize staff with trust policies and procedures. Industry certification such as Certified Fiduciary and Investment Risk Specialist (CFIRS) or other professional degree or designation (such as law degree) demonstrating in-depth knowledge of fiduciary and trust related operations. . 6-8 years experience in trust/fiduciary business with comprehensive and in-depth knowledge of trust related best practices and regulatory compliance. Ability to interact and communicate in open and candid manner with all levels of organization, lead working groups and where necessary, challenge current and proposed practices. Effective analytical skills. Excellent written communication skills with an emphasis on policy and procedure writing. Ability to smoothly and methodical implement changes/enhancements, independently or in collaboration with others. 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. 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/VUnited StatesUnion Bank2012-01-31 08:03:05CaliforniaCASAN FRANCISCO, CA26205722http://jobs.unionbank.com/xml/26205722/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - SEATTLE Location: WASHINGTON-EVERETT %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%3CBR/%3E%0AJob Summary:%3CBR/%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AMajor Responsibilities:%3CBR/%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAccountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EEffectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client.%3CBR/%3E%0A%26nbsp;%26nbsp;%3CBR/%3E%0AOther : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal.%26nbsp; Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3C/P%3E %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAdditional Information:%3CBR/%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development%26nbsp; experience%26nbsp; selling to a broad range of industries and a breadth of company sizes.%26nbsp; Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%27s Degree in Finance, Business or Economics is preferred.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EProven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.%3CBR/%3E%0AProven proficiency in Accounting.%3CBR/%3E%0A%3C/P%3EUnited StatesUnion Bank2012-01-31 08:03:03WashingtonWAEVERETT, WA26205719http://jobs.unionbank.com/xml/26205719/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - SEATTLE Location: WASHINGTON-EVERETT %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%3CBR/%3E%0AJob Summary:%3CBR/%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AMajor Responsibilities:%3CBR/%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAccountable for further deepening of client%27s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EEffectively uncover and assess prospects%27 needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %22Client Team%22 once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client.%3CBR/%3E%0A%26nbsp;%26nbsp;%3CBR/%3E%0AOther : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%27s annual new business goal.%26nbsp; Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3C/P%3E %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAdditional Information:%3CBR/%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development%26nbsp; experience%26nbsp; selling to a broad range of industries and a breadth of company sizes.%26nbsp; Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EProven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.%3CBR/%3E%0AProven proficiency in Accounting.%3CBR/%3E%0A%3C/P%3EUnited StatesUnion Bank2012-01-31 08:03:03WashingtonWAEVERETT, WA26205718http://jobs.unionbank.com/xml/26205718/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - TACOMA Location: WASHINGTON-EVERETT %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%3CBR/%3E%0AJob Summary:%3CBR/%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AMajor Responsibilities:%3CBR/%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAccountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EEffectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client.%3CBR/%3E%0A%26nbsp;%26nbsp;%3CBR/%3E%0AOther : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal.%26nbsp; Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3CBR/%3E%0A%26nbsp;%3C/P%3E %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAdditional Information:%3CBR/%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development%26nbsp; experience%26nbsp; selling to a broad range of industries and a breadth of company sizes.%26nbsp; Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EProven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.%3CBR/%3E%0AProven proficiency in Accounting.%3CBR/%3E%0A%3C/P%3EUnited StatesUnion Bank2012-01-31 08:03:03WashingtonWAEVERETT, WA26205717http://jobs.unionbank.com/xml/26205717/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - BELLEVUE Location: WASHINGTON-EVERETT %3CP STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3E%26nbsp;%3C/P%3E%0A%3CP STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3E%3CSTRONG%3E%3CEM%3EJob Summary:%3C/EM%3E%3C/STRONG%3E%3C/P%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word; WHITE-SPACE: pre-wrap; MARGIN-BOTTOM: 0px%22%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives. Perform ongoing portfolio management.%0A%3C/PRE%3E%0A%3CP STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3E%3CSTRONG%3E%3CEM%3EMajor Responsibilities:%3C/EM%3E%3C/STRONG%3E%3C/P%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word; WHITE-SPACE: pre-wrap; MARGIN-BOTTOM: 0px%22%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client%26#39;s relationship with the Bank. Continually identify new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive. Monitor the credit relationship. Document and maintain risk-based discussions with borrowers. Maintain loan files and documentation according to bank policies. Responsible for independently discussing with the Loan Committee specific client issues. Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents. 10%25%20Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%0A%3C/PRE%3E %3CSTRONG%3E%3CEM%3EAdditional Information:%3C/EM%3E%3C/STRONG%3E%0A%3CPRE STYLE=%22FONT-FAMILY: Times New Roman; WORD-WRAP: break-word; WHITE-SPACE: pre-wrap%22 STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred.Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.Proven proficiency in Accounting.%0A%3C/PRE%3EUnited StatesUnion Bank2012-01-31 08:03:03WashingtonWAEVERETT, WA26205716http://jobs.unionbank.com/xml/26205716/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - PORTLAND Location: WASHINGTON-EVERETT %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%3CBR/%3E%0AJob Summary:%3CBR/%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AMajor Responsibilities:%3CBR/%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAccountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EEffectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client.%3CBR/%3E%0A%26nbsp;%26nbsp;%3CBR/%3E%0AOther : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal.%26nbsp; Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3C/P%3E %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAdditional Information:%3CBR/%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development%26nbsp; experience%26nbsp; selling to a broad range of industries and a breadth of company sizes.%26nbsp; Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%27s Degree in Finance, Business or Economics is preferred.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EProven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.%3CBR/%3E%0AProven proficiency in Accounting.%3CBR/%3E%0A%3C/P%3EUnited StatesUnion Bank2012-01-31 08:03:03WashingtonWAEVERETT, WA26205720http://jobs.unionbank.com/xml/26205720/jobUSATACOMATitle: BUSINESS DEV OFF II-BUS BANK - TACOMA Location: WASHINGTON-TACOMA 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! The Small Business Development Officer (SBDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. SBDO's coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The SBDO assists branch and Regional Managers in achieving their small business loan and product goals. The SBDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell's business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the SBDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the SBDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank of California and to develop a business referral network. Requirements for the SBDO position include: * A proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-01-31 08:03:03WashingtonWATACOMA, WA26205714http://jobs.unionbank.com/xml/26205714/jobUSASAN DIEGOTitle: CL RETAIL UNDERWRITER III - San Diego Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Evaluate and analyze residential loan packages submitted for approval to Union Bank and possible sale in the Secondary Market. Determine borrowers' credit worthiness and acceptability of properties offered as security in real estate loan transactions. Major Responsibilities: 50% - Evaluate and underwrite complex, high risk loan applications. Analyze possible loans for the Secondary Market sale; ensure the loans meet the Secondary Market requirements. 15% - Review loan approval conditions prior to funding of loans. 5% - Analyze requests for exceptions to Bank policy and determine acceptability to the Bank's risk requirements. 15% - Communicate with residential lending sales and operations staff regarding loan decisions, conditions, scenarios, and underwriting guidelines. 10% - Provide training and work direction to lower level Underwriters. 5% - May require supervision of staff during the manager's absence. Perform other duties as assigned. NOTE: This posting represents multiple openings. Additional Information: Typically requires a BA or BS degree and 3 to 5 years of technical experience. Minimum of five years of manual underwriting experience for residential mortgages. Advanced knowledge of Freddie Mac and Fannie Mae underwriting and appraisal guidelines Supervisory experience preferable. 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.United StatesUnion Bank2012-01-31 08:03:02CaliforniaCASAN DIEGO, CA26205713http://jobs.unionbank.com/xml/26205713/jobUSABELLEVUETitle: COMMUNITY REGIONAL MANAGER Location: WASHINGTON-BELLEVUE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP, Regional Executive, the Community Regional Manager will be responsible for all aspects of this retail branch network including the oversight, management, and coordination of all activities. Additionally, will have overall profit-and-loss responsibility, and will implement both long and short range planning. Management or Supervision: Manage 20 Community Branches in the Pacific Northwest. Major Responsibilities: Overall responsibility and accountability for sales performance, customer experience, and operational integrity. Responsible for implementing activity based management through direct coaching of community branch managers. Responsible for driving consultative sales and service approach. Required to actively inspect and monitor regions through frequent field office visits. Provide leadership, advice and guidance to assigned community branch managers through site visits as well as regularly through remote management. Collaborate with partners to drive market penetration and market share (i.e. in Commercial Bank, Private Bank, UBIS, SBB, and Priority.) Drive small business lending in the $100k and below segment. Set sales goals for branch managers. Develop business plans and initiatives to increase market share and drive performance of establish goals. Priority Banking Program: Responsible for executing Priority Banking strategy. Provide leadership and guidance to the staff regarding the program. Routinely monitor the program, policies and practices and assess appropriate changes to ensure the success of the program, including coaching of staff. Meet with program managers as well as staff to ensure implementation of the program is successful. Responsible for hiring the appropriate staff in Community Branches to support the goals assigned for branch sales and management. Also responsible for managing staff to meet customer service, sales, community relations, and employee development goals. Responsible for the profit & loss components of assigned region. This includes all activities related to the development and retention of a client base managed by branch managers and other branch officers/staff. In conjunction with Bank's corporate marketing, responsible for implementation of marketing initiatives and strategy designed specifically for community branches. Responsible for partnering with marketing to develop new retail marketing plans to reach new community bank and small business customers and expand the services used by existing Bank customers. Responsible for local marketing activities. Occasionally, may be involved in calling-on and negotiating with major prospects and customers in order to develop business relations and grow the client base. Actively represents Union Bank in the community and at not-for-profits. Knowledge, Skills, Abilities - Key characteristics and strengths include: Proven leadership/coaching skills. Proven sales and sales-management track record. Sound operational and risk management knowledge. Highly developed interpersonal skills. Strong consumer, small business, and commercial lending skills. High level of community involvement. Strong staff management experience. Requires demonstrated successful sales experience and the ability to develop successful sales skills in others. Strong analytical and effective written and verbal communication skills. Must possess strong leadership skills to effectively manage over 20 remote branches in WA. Strong understanding of Small Business Banking and Community Banking efforts required. Education, Licensure, Experience - Requires 5 years prior regional manager experience as well as direct work experience in sales coaching, business development and marketing strategy experience. Extensive work experience in branch banking level required. 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. 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.United StatesUnion Bank2012-02-10 09:58:00WashingtonWABELLEVUE, WA26449798http://jobs.unionbank.com/xml/26449798/jobUSAMONTEREY PARKTitle: VENDOR PORTFOLIO MANAGER Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future. JOB SUMMARY: Reporting to SVP, Extended Enterprise Solutions the EES Vendor Portfolio Manager is responsible for leading the following; Overall vendor management activities of a strategic onshore and offshore supplier portfolio that includes but is not limited to; Contract negotiations and execution, overall vendor performance, risk and relationship management, Lead and provide detailed accurate management and reporting routines for each strategic supplier. Execute knowledge transfer and develop the core competencies for sound vendor management across the organization to strengthen the overall program. DETAILS Major responsibilities include: Lead multiple UB stakeholders and business executives through the creation of multiple Master Service Agreements (MSA) and associated Statements of Work (SOW) that contain strong defensible Service Level Agreements (SLA), Key Performance Indicators (KPI) and Key Risk Indicators (KRI) to manage program execution and operational risk for mission critical vendor portfolio. Lead strong competitive pricing and performance penalty negotiations for a vendor portfolio spend in excess of $50MM annually. Ensure that all contracts include the critical terms and conditions to meet FFIEC standards. Lead the annual rate negotiations and RFP process to drive competitive pricing environment to ensure Bank is getting the highest quality support at the most cost effective delivery points. Produce financial reporting for vendor spend for actual and forecast and make spend and expense reduction recommendations to senior management. Manage the process to strengthen program risk management for Global Service Delivery by driving Requests for Proposals (RFP) and the subsequent vendor due diligence and site selection process. Partner with business executives to define their vendor mix strategy to minimize risk by aligning appropriate support functions with the vendor(s) that demonstrate with the associated core competencies. Proactively expand business acumen in the offshoring space to understand industry changes and make recommendations for strategic directional program changes as appropriate. Continually manage the vendor performance and provide Senior Management for recommendations for removing underperforming vendors and on boarding new vendors to meet UB growth and new functional demand. Lead all offshore vendor management efforts to by being the single point of contact at the relationship level. Manage the remediation of all outstanding deficiencies or issues with the vendor to meet contractual obligations. Partner with Risk and Compliance leadership to appropriately document any self identified risks associated with the Global Service Delivery program and subsequent remediation. Provide leadership to ensure all vendor activities meet internal audit and regulatory requirements. Parts of these requirements are to design, develop, and implement comprehensive senior executive level monthly and quarterly business reviews for all vendor engagements. Ensure that these reports provide accurate data and issue reporting that senior executives will rely on for making financial and strategic decisions. This reporting should include dashboards for the key vendor management components (SLA, KPI, KRI, Financials, Offshore specific risk profile changes). Managing this portfolio requires the timely completion and recordation of the required Vendor Risk Management site due diligence for each outsourced and offshore business processes. QUALIFICATIONS Required BA Preferred 5-7 years vendor relationship management or outsourcing/offshoring. Knowledge, Skills, Abilities: Vendor relationship management, contract negotiations, business financial reporting, experience with international business environment 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-10 09:58:11CaliforniaCAMONTEREY PARK, CA26449807http://jobs.unionbank.com/xml/26449807/jobUSASAN FRANCISCOTitle: ESSBASE SOFTWARE ENGINEER Location: CALIFORNIA-SAN FRANCISCO Invest in your career. Invest in your future. JOB SUMMARY Responsible for providing senior level expertise on decisions and priorities regarding the enterprise's overall systems architecture. Facilitates the establishment and implementation of standards and guidelines that guide the design of technology solutions including architecting and implementing solutions requiring integration of multiple platforms, operating systems and applications across the enterprise. Has in-depth knowledge of state-of-the art programming languages and object-oriented approaches in designing, coding, testing and debugging programs. Understands and consistently applies the attributes and processes of current application development methodologies. Researches and maintains knowledge in emerging technologies and possible application to the business. DETAILS Major responsibilities include: Responsible for Development & Deployment of Essbase Cubes. Adminster the Financial Reporting Cubes and Drill Throughs. Has knowledge of windows and unix shell scripting. Perform Essbase maintenance administrative activities like Security mainatenance, Cube stop/start, calculation/re-caluclation etc. Manage complete system backups including the necessary MAXL scripting for Essbase backups (archive mode, etc.). Migration of objects between environments (Dev, Test, Production) using Life Cycle Management. Manage the technical documentation of all service fixes, versioning, and issues for the suite. Manage the Hyperion technical tickets both within the internal ticketing system, and externally with Oracle Support. Installs and configures the Hyperion software suite - Oracle Hyperion Enterprise Performance Management (EPMA). Understand different layers and components of the EPM system communication for troubleshooting system issues. Troubleshoot issues with both client and server systems. Work with internal IT infrastructure support and architect for setting and managing Shared Services external users/groups and troubleshooting. Monitor and understand all system usage metrics so that additional hardware is expanded in advance of need: RAM, Disk, Processor, etc. Required Skills & Experience Minimum of 2-7 years of recent experience working directly with Hyperion Suite of products, specifically Essbase Administration and Hyperion Planning Administration. Must have Essbase development skills. Familiar with Essbase Studio/EIS development. Excellent written and oral communication skills. Must be able to work with Analysts, Developers, IT and operations personnel throughout the organization. Must have Essbase development skills, expertise in BSO and ASO Cubes. Familiar with Essbase Studio/EIS development. Expertise with Calc Script, Maxl and MDX formula. Experience in maintaining dimensions, outlines. Experience in Creating and maintaining Cube Partitions. Ability to pick up new coding techniques as needed. Ability to work on projects or tasks as part of a team or independently. Must be an effective communicator (written and verbal), highly motivated and detail-oriented with a good attitude. Strong drive and ability to meet or exceed established deadlines and timetables. Additional Skills Hyperion experience with Essbase Administration Experience with Oracle Hyperion Essbase, Hyperion Financial Planning and Hyperion shared services. Demonstrated knowledge across infrastructure disciplines and technologies and has a broad understanding of IT standards and methodologies. Demonstrated systems integration expertise. Experience in scripting VB, UNIX shell and Powershell. Experience or solid understanding of dimensional data modeling. Experience with Weblogic Application server. Required Skills & Experience Minimum of 2-7 years of recent experience working directly with Hyperion Suite of products, specifically Essbase Administration and Hyperion Planning Administration. Must have Essbase development skills. Familiar with Essbase Studio/EIS development. Excellent written and oral communication skills. Must be able to work with Analysts, Developers, IT and operations personnel throughout the organization. Must have Essbase development skills, expertise in BSO and ASO Cubes. Familiar with Essbase Studio/EIS development. Expertise with Calc Script, Maxl and MDX formula. Experience in maintaining dimensions, outlines. Experience in Creating and maintaining Cube Partitions. Ability to pick up new coding techniques as needed. Ability to work on projects or tasks as part of a team or independently. Must be an effective communicator (written and verbal), highly motivated and detail-oriented with a good attitude. Strong drive and ability to meet or exceed established deadlines and timetables. Additional Skills Hyperion experience with Essbase Administration Experience with Oracle Hyperion Essbase, Hyperion Financial Planning and Hyperion shared services. Demonstrated knowledge across infrastructure disciplines and technologies and has a broad understanding of IT standards and methodologies. Demonstrated systems integration expertise. Experience in scripting VB, UNIX shell and Powershell. Experience or solid understanding of dimensional data modeling. Experience with Weblogic Application server. Qualifications Typically has 3-7 years of experience in multiple IT areas. Requires moderate-level knowledge and understanding of architecture, application systems design and integration. Education Requires a B.S. or higher degree in Computer Science, Engineering, or equivalent 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-10 09:58:27CaliforniaCASAN FRANCISCO, CA26449818http://jobs.unionbank.com/xml/26449818/jobUSASAN FRANCISCOTitle: CHIEF HUMAN RESOURCES OFFICER Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: The Chief Human Resources Officer will function as a trusted advisor to the CEO, senior management and Union Bank directors. Viewed as a credible and value-added member of the bank's senior management team demonstrating the highest level of integrity and ethics. Will serve as a Policy Making Officer of UB and is a member of the UB Executive Committee, the highest decision making body for bank management, comprised of CEO (chair), Vice Chairmen and Senior EVP's, the role will chair the UB Human Resources Advisory Council (HRAC), and the UB Leadership Council for Inclusion (LCI). CHRO will be accountable to evolve the HR organization within the Bank and maintain its profile, presence and delivery model as a strategic business operating function. Focus will be on expanding the scope of HR in anticipation of a larger and more global operation. Will establish and define ambitious goals and establishes priorities with clear responsibilities to ensure results; manages projects, activities, and resources effectively. Consistently delivers superior results and manages others to the same outcome. Major Responsibilities: Will have overall accountability for the critical disciplines within HR, including compensation, benefits, talent acquisition, training and development, employee relations, diversity & inclusion, talent management and performance management. Ensure total rewards programs are aligned with company objectives/strategy and business needs and with the practices of competitors. Continually review and improve benefits practices and programs, while effectively managing costs and compliance Leads performance management program providing tools and processes that effectively measure and reward desired business results while ensuring managerial effectiveness and employee engagement. Set strategy for succession planning and related developmental activities, overseeing performance management and leadership development programs; and ensuring their linkage to the organization's strategies, goals and objectives. Makes certain knowledge transfer is captured for key talent. Strong focus and emphasis on advancing diversity & inclusion. With diversity & inclusion as a corporate value and operating principle within Union Bank, this individual must clearly bring new ideas and approaches to help the Bank further its leadership position both as an employer and within its communities and business activities, while addressing some key initiatives such as increasing the presence of women and people of color among senior leadership. Ensure that recruiting practices across all levels of the organizations are continuously improved and enhanced and are aligned to business strategies and future needs. Oversee employee relations including all employment policies; disciplinary actions; performance management, and employment litigation. Ensure that the Bank is compliant with all HR related regulatory requirements as well as the state/federal laws. Ensure the HR function is fully equipped not only to manage but to lead change and able to participate fully in the Bank's growth strategy, including all human capital and operational aspects related to potential mergers, acquisitions, and other corporate actions. Focus on cultivating relationships with counterparts within HQA based in New York, with the specific objective of identifying opportunities to harmonize policies, practices, and approaches, and leverage synergies to gain operational efficiencies. This effort can and should lay the foundation for the leaders in both organizations to establish a combined operating plan that will support the work of jointly becoming a top 10 US bank. He/she will also contribute to BTMU's foundation of Global HR policies and practices. Establish close working partnerships with Union Bank's leadership team and Board, to become recognized as a trusted advisor and source of business and human capital intelligence, ensure leadership continuity, and continue the work to strengthen the depth, breadth, diversity, and expertise of the executive team. Extensive business and human resources experience of similar scope and scale, with a proven track record of organizational transformation & design and change management experience. Capacity to built and lead a best in class human resources organization, preferably having spent time not only in financial services, but in services organizations known for strong human capital programs and practices. Experience in compensation (especially executive compensation), talent management and diversity & inclusion, as well as HR technology and operations/ shared services will all be valuable foundations for this person to have in their background, as would some experience in a line management or operating role. Demonstrate a hands-on management style and is a visible presence to earn the respect of the organization, and will have some significant global experience, exposure and future interest. A proven track record of adding business value, working successfully with business unit leaders in a client focused, highly competitive and fast changing industry, and operating in a matrixed environment. 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. 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.United StatesUnion Bank2012-02-10 09:58:29CaliforniaCASAN FRANCISCO, CA26449819http://jobs.unionbank.com/xml/26449819/jobUSAMONTEREY PARKTitle: TERM EMPYMT-NONEXEMPT Location: CALIFORNIA-MONTEREY PARK 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. Union Bank is nationally recognized for being ranked among the top ten companies for diversity in the workplace. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Term employment is an employment status in which the Bank hires an individual for a designated period of time, not exceeding 2 years. The term employee can perform any job function within the Bank, receiving all the benefits of a regular status employee, except separation pay programs, merit increases, job posting capabilities or holding a corporate title. If you are converted to a regular employment status position or are hired in a different regular employment status position within the Bank, the time worked as a term employee will count towards all benefits. We are looking for a qualified candidate to work in our Lockbox department as a Remittance Specialist II for a period of 6 months, not to exceed 2 years. Process daily work on complex accounts. Operate the image system and other PC equipment for the purpose of processing customer deposits by inputting, editing, capturing, and balancing transactions. Perform all data entry functions and utilize a low speed document processing device for capturing and encoding transactions. Establish mainframe connections and perform data transfers. Initiate and receive phone calls to and from customers to notify and assist depositors as appropriate. Inspect the quality of the work processed. Process collection letters for foreign items. Process adjustments, return items, and conduct research, as required. Set up new accounts requiring no output information. Provide prompt and courteous service to customers and other departments within the Bank. Perform additional duties as assigned. Must possess good written and verbal communication skills, good analytical and organizational skills. Good telephone etiquette. Present professional image with customers and co-workers in a positive manner. Demonstrated ability to work and problem solve independently, and as a team player in a production environment with minimal supervision. Possess well-developed PC skills using Windows, Microsoft word and excel. Typically requires a high school diploma or G.E.D., 1 - 2 years as a Customer Service Rep, or comparable experience, and 3 to 5 years of technical experience. Requires typing minimum of 35 WPM, 10-key by touch 10,000 keystrokes, data entry 4,500 keystrokes mechanical aptitude, and attention to detail, organizational skills, and the ability to meet strict time constraints. Handle multiple tasks and deadline oriented a must. Self motivated. Flexible with work hours. Union Bank is committed to leveraging the diverse background, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2011-12-09 14:30:22CaliforniaCAMONTEREY PARK, CA25270223http://jobs.unionbank.com/xml/25270223/jobUSAMONTEREY PARKTitle: LEAD SOFTWARE ENGINEER Location: CALIFORNIA-MONTEREY PARK Union Bank is currently looking for a LEAD SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Job Qualifications Required * B.S. or higher degree in Computer Science, Engineering, or other technical field * Considerable breadth of progressively complex enterprise, customer facing, web application software development experience * A minimum of 6 years proven hands-on experience in enterprise level J2EE development. Work should include both server/client side technologies and open source tools/frameworks. * A self-starter with minimal supervision required is expected. * Extensive technical skills, project management, and professional communication skills are essential. * Requires the ability to communicate effectively both orally and in writing, and work in a team structure. * Ability to be on call 24 hours when the job requires it. * Excellence is required in analytical abilities, verbal and written communications (including documentation), interpersonal relationship skills, and teamwork. * Strong problem solving skills are a must. Preferred * Experience with WebSphere and JBoss. * UNIX/Linux scripting experience is preferred * Experience with MQ is preferred. * Database design and analysis experience, preferably on Oracle or MySQL. * 4 years experience with Hibernate and Spring preferred. * 4 years of experience with XML/XSLT preferred. * Two years minimum of experience with Web Services is also very desirable. * A minimum of 4 years of report writing and presentation experience in front of peers and management. * One year of Web Services experience preferred. * Experience with WebSphere Application Developer and/or Eclipse a plus. 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. 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/VUnited StatesUnion Bank2012-02-10 09:59:04CaliforniaCAMONTEREY PARK, CA26449829http://jobs.unionbank.com/xml/26449829/jobUSALOS ANGELESTitle: PRIVATE BANK SALES & SERVICE MANAGER Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for creating, delivering, and managing an extraordinary operating environment for the LA Metro Private Bank through the supervision of associates engaged in client sales and service support. Provide associates with ongoing coaching and training related to product knowledge, cross sell, and customer satisfaction to ensure a flawless client experience executed within the framework of bank policies and procedures. Directly supervises 10 employees. Major Responsibilities: 30% Management of Staff: Responsible for directly supervising staff, including interviewing, hiring staff and the termination of staff; recommending salary changes, job promotions; career development setting work hours, conducting counseling /performance reviews, and planning of the staff 's work. Responsible for ensuring staff comply with all wage and hour regulations. This includes reviewing employee timecards for accuracy and ensuring all meal and rest breaks are adhered to for all nonexempt staff. 30% Sales Support/Marketing responsibilities: Manages the day to day marketing support activities performed by the staff. Ensure achievement of a consistent client experience across multiple offices, by coaching and training Associates to assist in the LIFE Wealth Cycle. Implement baseline LIFE Wealth Cycle accountabilities into the Associates' deliverables. Eliminate the potential conflict of interest between sales and operations. Drive key regional sales initiatives through the associates. Provide direction and use coaching as a means of improving Associate performance. 40% Service Responsibilities: Responsible for the management of service provided by the department. Ensures consistent and timely implementation of key regional and bank operations initiatives, by staying informed of all appropriate policy, procedure and regulatory communications. Establishes new policy or procedures. Ensure daily smooth functioning of the Private Bank office by making certain that customer problems and complaints are handled professionally, effectively, maintained at a minimal level, and resolved at the branch/unit level to the customer's satisfaction. Establish efficient working relationship with representatives from Commercial Customer Service. Ensure that all appropriate operational activities are referred to PBS for processing. Responsible for risk management for the department. Achieve acceptable audit ratings in areas concerning: new accounts, certificates of deposit, teller operations, exchanges/collections, proofs,/certifications, dormant/AOR, wires & subpoenas, stop payment orders, operating losses, and telephone transfers. Oversee the processing of payroll and payment of invoices for the unit.Additional Information:United StatesUnion Bank2012-02-10 09:59:04CaliforniaCALOS ANGELES, CA26449830http://jobs.unionbank.com/xml/26449830/jobUSASAN DIEGOTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for aSR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-10 09:59:04CaliforniaCASAN DIEGO, CA26449831http://jobs.unionbank.com/xml/26449831/jobUSANEWPORT BEACHTitle: PRIORITY BANKING RELATIONSHIP MGR - HARBOR VIEW Location: CALIFORNIA-NEWPORT BEACH 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! Implement the Priority Banking program within target area through an annual marketing plan and strategy, tailored to office locale and consistent with overall direction of Priority Banking. Plan/develop strategy to expand the portfolio and ensure retention of profitable clients. Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office. Plan should include how results can be measured. Identify prime Priority Banking prospects from research of Office's current customer base, referrals from within and outside the Bank, word of mouth, local professional/service groups, social contacts, etc. Meet with prospects frequently, often outside the office, to present full package of personal financial services, match their needs and sell the value of the Priority Program, and ask for the business. Maintain client portfolio of minimum 150-200 clients whose relationships are among the most profitable and complex in the program with assistance from the Priority Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients and/or supervisory responsibilities. Criteria set by Priority Banking Manager/RVP's with input from Priority Banking Administration. Accountable for portfolio growth and profitability, as well as any attrition. Monitor each client's account profitability and service use. Consult with clients as to various services or products, which would be advantageous for them. Keep clients aware of new products and of changes in the financial arena, which would affect them. Respond to problems clients may experience with the handling of their accounts and ensure proper handling of service requests. Ensure that accurate and complete records are kept for each client relationship. Analyze client's personal credit needs and requests, qualify borrower, recommend best-suited loan product commensurate with the Bank's desired profit margin and the value of the client's total relationship. Approve loans with typical loan authority from $25,000 to $50,000. Review client's credit standing at least annually. Regularly introduce clients to other areas of the Bank to service special needs. For example, explain services offered by other areas of the Bank and introduce client to the appropriate officer. Recognize and refer potential clients for such areas as the Middle Market Relationship Teams Financial Management Group, and Personal Trust Services. Provide personal and specialized service for all types of customer transactions. Represent the Bank and Priority Banking in the community by becoming active in professional and service organizations or clubs. Speak and make presentations to groups made up of many potential clients to increase program visibility and locate contacts. Document activities, contacts made, follow-through action, and results achieved. Engage in regularly scheduled portfolio performance review with Priority Banking Manager/RVP. Set quarterly sales and retention goals. SKILLS REQUIRED - College degree or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise. Typically requires a minimum of three years experience as a P.B.O. or equivalent, comparable work experience. KNOWLEDGE REQUIRED - Thorough knowledge of the characteristics and financial needs of Priority Banking's target market. Full array of Priority Banking services/products. Relationship profitability measurements, personal financial statement analysis. Personal tax-return analysis, bank operations and loan policies and procedures. Knowledge of, or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Events and activities in the financial marketplace. Advantages and limitations of service/products offered by the competition. Knowledge of local business and industry. Ability to enhance financial expertise through self-education, accounting, seminars, journals, periodicals, etc. Financial Planning process strongly recommended. ABILITIES REQUIRED - 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 a sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with customers of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentations, identify unique opportunities in individual market areas to gain entry to business and social situations where Priority Banking contacts can be made. (All of the above accomplished independently, with little or no assistance from the Priority Banking Manager). 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.United StatesUnion Bank2012-02-10 09:59:07CaliforniaCANEWPORT BEACH, CA26449837http://jobs.unionbank.com/xml/26449837/jobUSAFULLERTONTitle: SR TELLER - Fullerton (32 hrs.) Location: CALIFORNIA-FULLERTON Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-10 09:59:08CaliforniaCAFULLERTON, CA26449838http://jobs.unionbank.com/xml/26449838/jobUSALOS ANGELESTitle: Capital Planning Manager - Basel III Location: CALIFORNIA-LOS ANGELES 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! Capital Planning Manager Los Angeles, California JOB SUMMARYReporting to the Corporate Treasury's SVP, Capital Manager, the Capital Planning Manager is responsible for coordinating, managing and maintaining the Bank's Capital Plan as a component of the Bank's Internal Capital Adequacy Assessment Process (ICAAP). The Capital Planning Manager performs a leadership role in working with the other units of the Bank, including Financial Planning & Analysis (FP&A), Regulatory Reporting, Basel Implementation, Risk Management and Corporate Development, in meeting Treasury Capital Management's objectives. Major responsibilities include: * Coordinate and manage the Bank's annual capital planning process, in coordination with other Bank-wide forecasting, stress testing, capital adequacy, and risk efforts. This includes: * Managing, creating and documenting all required components of the Bank's capital plan(s). * The management of cross functional Bank efforts associated with the development and maintenance of the Bank's capital planning processes, drafting of appropriate reporting content, incorporating capital related analytics and capital plan requirements into capital plan documentation, and maintaining capital plan(s) as required. * Collaborating with colleagues in Treasury Capital Management and Financial Planning and Analysis to build analytical capabilities and enhance the analytical tools used in forecasting and budgeting the Bank's capital positions, capital optimization, and dividend policies under Basel I, II and III. * Prepare annual capital plan for submission to regulators and related presentation materials for Executive Management and Board of Directors. Prepares ICAAP reports and presentations. * Responsible for researching and analyzing the requirements and impacts of regulations effecting capital planning and reporting activities inclusive of the Basel II Internal Capital Adequacy Assessment Process, the Board of Governors of the Federal Reserve System's regulations regarding capital planning for U.S. bank holding companies, and other pertinent regulations and guidelines. * Participates in the Enterprise-wide stress testing program. Reviews model inputs and assumptions. * Responsible for determining the impact on capital and earnings of various capital strategies, including dividend and capital distributions, capital issuances, and acquisitions.Contributing towards the formulization of recommendations to executive management on capital optimization strategies and operating and contingent capital plans. Includes, but is not limited to, optimization of Tier 1 vs. Tier 2 capital, dividend policies, regulatory verses tangible capital, impacts on capital and earnings of various capital strategies, dividend and capital distributions, capital issuances, and acquisitions. Required skills include: * 10 years of financial and risk management experience, including capital forecasting. * Strong forecasting, planning and analysis skills. * Requires direct work experience in managing and developing communication and reporting. * 3 to 5 years of working knowledge and understanding of economics and capital. * Thorough understanding of Basel I regulatory capital required, understanding of Basel II and Basel III preferred. * Demonstrable experience with complex spreadsheet models required. Moderate to excellent Word and Powerpoint skills. * Requires project management leadership skills. An ability to work with and across multiple departments. * Excellent presentation and written communication skills. Preferred skills: * CPA, CMA or CFA a plus. * Knowledge of Hyperion and other forecasting platforms desired. 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. Why Work for Union Bank? * We are a financially strong and stable bank. * We value workplace diversity. * We are committed to the training and development of our employees. * Innovative vacation benefits. * We offer a matching 401k, a Retirement Plan, a variety of Flexible Health Benefits. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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/VUnited StatesUnion Bank2011-08-31 07:45:28CaliforniaCALOS ANGELES, CA23348488http://jobs.unionbank.com/xml/23348488/jobUSASAN FRANCISCOTitle: QUANTITATIVE ANALYST, COMMERCIAL CREDIT SCORECARD TEAM Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary Reporting to the Manager of Commercial Credit Scorecards, this position is responsible for supporting the development, maintenance, refinement and validation of the Commercial Credit Probability of Default rating tools (model). This requires working in a team environment with some specific risk rating tool responsibilities that requires subject matter expertise and problem solving skills. This position will also require significant analytical work and reporting on the performance of the tools. This position does not have any management or supervisory responsibilities. Major Responsibilities 25% Data Mining Source, merge, manage, research and analyze data from the various internal bank information systems (e.g. ICRS, CDW, RACER, Commercial Credit Scorecard Database) as well as external benchmarking data sources, combined with data on the rating tools performance, and provide evaluations/conclusions. 50% Model Development and Maintenance Support the development and maintenance of assigned probability of default risk rating tools, including analysis of performance, refinement, calibration, back-testing, documentation, and validation. Serves as the Subject Matter Expert (SME) for assigned risk rating tools and a secondary SME for other risk rating tools managed by the group. This requires understanding the wholesale credit industry, particularly for the business segments assigned. Provide ongoing support to users of the rating tools by responding to their questions and providing guidance on the appropriate use of the tools. Serve as the in-house expert for external benchmarking tools as assigned (e.g. Moody's RiskCalc, PPR, S&P Credit Model, S&P Compustat, etc.) 25% Analysis and Reporting Perform ongoing rating tool analytics and prepare recurring and ad hoc reports which can be presented to internal and external stakeholders, such as business units, management, and internal and external examiners. * Requires a Bachelors degree or higher in statistics/finance/quantitative field, plus at least 4 years of related experience in the financial services industry * Exceptional skills in quantitative methods and computer technology, particularly in statistical analysis and computer modeling * Strong PC skills; Proficiency in Excel/MS Office, MS Access, and statistical software, such as SAS required or Excel for model building purposes. Additional programming languages and experience (e.g. SQL, Java, C#) would be beneficial. * Proven experience with database access and mining. * Working knowledge of BASEL II and its regulatory requirements would be beneficial, as well as basic familiarity with accounting, and finance * Strong written and verbal communication and presentation skills, including proficiency in PowerPoint presentations, and ability to make quantitative analyses intelligible to all audiences, whether it is the business units, internal or external regulators or management. * Strong problem solving skills and ability to prioritize solutions for multiple problems/issues * Ability to work independently, prioritize multiple simultaneous tasks, making 80 / 20 trade offs as appropriate, and reasonably set and meet deadlines 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. 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/VUnited StatesUnion Bank2011-10-12 08:06:54CaliforniaCASAN FRANCISCO, CA24170362http://jobs.unionbank.com/xml/24170362/jobUSASAN DIEGOTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for aSR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2011-12-08 08:20:15CaliforniaCASAN DIEGO, CA25245955http://jobs.unionbank.com/xml/25245955/jobUSALYNNWOODTitle: TELLER PNW - LYNNWOOD TERRACE (20 HRS) Location: WASHINGTON-LYNNWOOD Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.United StatesUnion Bank2012-02-16 07:53:12WashingtonWALYNNWOOD, WA26559288http://jobs.unionbank.com/xml/26559288/jobUSALOS ANGELESTitle: PERSONAL TRUST ADMINISTRATOR III Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible for the administration of trust accounts, probate estates, guardianships, investment management accounts, custody accounts, and IRAs. This includes managing all accounts in accordance with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members and external service providers as appropriate. Major Responsibilities: Administration: Responsible for managing all of the administrative and fiduciary functions of the Bank in each of the accounts assigned, pursuant to applicable laws, regulations, policies, procedures and in accordance with trust documents, increasing efficiency in administration, mitigating risk, and growing revenue, specifically including regular review and calculation of all financial transactions in each account, including: receipts, disbursements, expenses and collection of reoccurring and extraordinary bank fees; documenting fee waivers/discounts; process discretionary distribution requests on trust accounts and submit to Discretionary Sub-Committee, when applicable, for approval; prepare administrative reviews for all accounts; submit administrative items to all personal trust sub-committees and attend meetings as required. Responsible for providing quality service to internal team members, outside service providers, and clients, and have thorough knowledge of each account. Contact and correspond with beneficiaries/principals and other interested individuals involved in the assigned accounts pursuant to established guidelines. Make recommendations on maintenance or termination of unprofitable or marginally profitable accounts; work closely with supervisor to improve productivity and develop the ability to administer more complex accounts. Support business development through personal contacts in the professional community; upgrade account relationships and encourage additions to existing accounts where appropriate; perform business development activities as required in conjunction with other team members, when applicable; develop retention strategy for terminating accounts. Prepare required reports or information as requested by supervisor or management. Specialized Services: The position is responsible for securing specialized services on behalf of the account, through internal divisions pursuant to pre-approval policies and procedures and outside service providers. Coordinate administration with internal team members to increase efficiency and profitability. Solicits, reviews, monitors and ratifies administration by internal divisions and outside service providers, such as, but not limited to securities portfolio management; specialty asset management: including, closely held entities, real estate, loans, oil, mineral and gas interests; general accounting services, including tax preparation; paying, receiving and safekeeping; general banking services; special financial reports as required by law; legal counsel; CPA services; personal crisis/medical consultation; and retirement plan record keeping. Risk Management: Responsible for identifying and monitoring fiduciary risk, and escalating the matter to trust management, including actively monitoring pending litigation, and potential liability involving accounts administered by other Trust Administrators and providing guidance and support as needed. Resolve client complaints and concerns, which are sometimes of sensitive nature, in consultation with internal team members, external service providers and risk managers as appropriate. Minimum of 5 years trust administration experience; CTFA preferred. Advanced knowledge of trust computer systems, SEI, and its capabilities. Advanced knowledge of trust administration, investments, real estate, cash management vehicles, Common Trust Funds, mutual funds, probate code, closely held entities, partnerships, insurance, annuities, and tax laws as they apply to individuals and fiduciaries. Computer skills including, but not limited to, word processing, spread sheet applications, and database management. Demonstrated Trust administration experience of complex accounts. Ability to read and interpret complex trust instruments, and make decisions based upon knowledge and research. Understanding the liabilities associated with the bank acting as a fiduciary for individuals or entities. Also requires demonstrated knowledge of the principles of trust and estates, related taxation and financial planning practices and other specialized services applicable to the successful administration of a variety of accounts. The applicant must understand the needs of each account and meet those needs. Demonstrated ability to communicate successfully, both orally and in writing, with clients and co-workers throughout the organization. Familiarity with applicable accounting functions, as well as knowledge of Bank services is also required. Preferred at least one of the following: JD (Juris Doctorate) with estate planning, trust and probate administration experience and/or CTFA (Certified Trust and Financial Advisor) 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/VUnited StatesUnion Bank2012-02-16 07:54:06CaliforniaCALOS ANGELES, CA26559413http://jobs.unionbank.com/xml/26559413/jobUSASAN DIEGOTitle: PRODUCT AND POLICY ANALYST - Consumer Lending Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reports to Product Development Manager, SVP, Consumer Lending. Responsible for ongoing support of mortgage product and credit policy functions within the Consumer Lending Division. Actively collaborates with key business partners in analyzing, developing and/or recommending new products and credit policies, or making changes to existing products and credit policies. Provides leadership in ensuring prospective products and policies are properly vetted and documented in accordance with internal credit policy change procedures. Provides oversight and direction in administration of online credit policy manual and change notifications. Participant in cross functional project teams in support of business initiatives. Maintain automated underwriting system (CDU). Provide occasional transactional analysis in review of credit exceptions, loan transactions and subordination requests. Major Responsibilities: 50% Responsible for the development and implementation of new products and credit policies and changes to existing product and credit policies. Responsible for comprehensive analysis and development of credit policy proposal with established framework. Manage the feedback from other operational teams for completing business case development. Manage resources to ensure completeness and timeliness of all required materials for submission to Consumer Lending Credit Policy Council. Provide written summary of division credit policy changes to Retail Credit Risk Committee and Corporate Credit Policy within established timeframes. Provide interpretation, guidance and recommendations related to published product descriptions, credit policies and procedures for Residential Lending. Provide guidance and approval of Down Payment Assistance Programs (DAP). Coordinate Compliance and/or Legal review, as appropriate. Responsible for administration of division level credit policies and manuals. Maintain chronology of credit policy changes and ensure proper change control procedures are followed. Act as departmental liaison between Consumer Lending and Bank Operations Policy and Procedures Department . Act as liaison between Consumer Lending and key business units, providing instruction and direction regarding established products and credit policy. Oversee the timely update and distribution of all new or revised policy/procedures via online eManuals relative to residential loan products and Retail, Wholesale and Correspondent lending channels. 30% Responsible for acting as subject matter expert in risk management and credit policy in cross functional business teams associated with products, underwriting, credit, and/or business initiatives. Responsible for special projects affecting lending programs, including product changes, system changes, regulatory changes and procedural impact. May provide administrative support during internal and external credit related audits (IRMG, OCC, FHLB). Participate in the design and review of system programming specifications relating to Custom Desktop Underwriter (CDU), credit policy and regulatory changes. 20% Provide backup support for department manager to handle credit related questions and issues by interacting with Operations, Appraisal, Sales, Secondary Marketing managers to resolve procedural problems that may arise between departments. Formulate, write, test and maintain rules for CDU, ensuring that UB credit policy is maintained. Work with Systems Administrator to publish rules. Work with RLD trainer in developing courses on file documentation, income calculation and underwriting. Additional Information: Position requires 5-7 years experience in mortgage/consumer lending with strong credit underwriting skills (i.e. tax returns and financial statement analysis). Strongly prefer experience with creating signature authority requirements and guidance, condo project approval requirements, monthly training of Underwriters, monitoring underwriter quality. In-depth knowledge of mortgage. 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. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:54:04CaliforniaCASAN DIEGO, CA26559409http://jobs.unionbank.com/xml/26559409/jobUSAMONTEREY PARKTitle: OCSG RISK MGMT ANALYST Location: CALIFORNIA-MONTEREY PARK 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! Job Summary: The Risk Management Analyst reports directly to the assigned Division Risk Manager. The analyst will support the reporting and implementation needs of risk management programs across assigned divisions. Initial scope will include monthly review of loan files to assess adherence to regulatory requirements as well as Bank policy and procedures. Major Responsibilities: Acts as Lead Business Compliance Analyst for risk management and compliance in support of CLTS division of OCSG. Primary focus is on regulatory compliance for commercial loans. Assignments may include assessment of operational risks and controls involving information security, human resources, Sarbanes-Oxley, fraud, vendor management, business continuity, regulatory compliance, product risk, and model validation. (70%) Performs Risk & Control evaluations in conjunction with Division Risk manager for assigned processes and manages remediation activities for control deficiencies. Supports regular reporting to Senior Management on fraud, risk and compliance projects, the status of any identified high risk activities, and any significant deficiencies identified. (10%) Supports the Division Risk Manager in developing and maintaining comprehensive Risk Management reporting. (10%) May lead or support key cross-functional projects designed to assess and improve control environment or ensure compliance with existing or new regulations. Participate in projects across other divisions or business units within Union Bank. On occasion, will also interface with external parties (Regulators, consultants, business/industry oriented activity councils, etc.) (10%) Strong foundational knowledge in assessing commercial loan compliance risk and control environments. Able to establish and maintain collaborative working relationships across the Bank. Broad and polished communication skills - presentation, verbal and written. Strong industry knowledge and technical expertise. Comfortable working with minimal supervision; results oriented. Ability to effectively direct, guide, and coordinate staff in risk coverage efforts. Project management skills: capable of leading a complex cross-functional project Relationship Management skills are critical; must establish trust and confidence in operational managers and supervisors across the organization. Five years experience working in financial services. Five or more years experience in commercial loan compliance or related role is required. Typically requires a Bachelor's Degree in business, finance, operational management or other relevant discipline or demonstrated equivalent experience. 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.United StatesUnion Bank2012-02-16 07:54:02CaliforniaCAMONTEREY PARK, CA26559405http://jobs.unionbank.com/xml/26559405/jobUSASAN DIEGOTitle: Real Estate Loan Officer (San Diego) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Independently manage a real estate loan portfolio. Solicit new real estate loan financing opportunities within an existing portfolio of accounts. Produce thorough, concise real estate credit recommendations/annual credit reviews/financial statement analysis. Interact effectively and efficiently with support units which include credit administration, loan administration, appraisal, legal and haz materials. Develop/maintain a thorough knowledge of the markets you transact business in and the real estate lenders you compete against. Preferred Skills:Thorough knowledge of the San Diego Area real estate market. Established network within real estate development community. Undergraduate/graduate degree in real estate finance/accounting. Minimum of five years real estate lending experience. Thorough knowledge of real estate underwriting (Residential and Commercial). Thorough knowledge of financial statement analysis. Strong communication skills, oral, and written. Solid computer skills (Microsoft Business Products Software). Excellent organizational skills. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-16 07:54:01CaliforniaCASAN DIEGO, CA26559404http://jobs.unionbank.com/xml/26559404/jobUSASAN FRANCISCOTitle: FINANCIAL SYSTEMS DEVELOPMENT SPECIALIST II Location: CALIFORNIA-SAN FRANCISCO As part of the Finance Systems Development Group, participate in technology projects to automate, streamline and enhance the business process. Will design, build, implement and support banking specific finance business solutions for financial planning, budgeting, securities trading, asset and liability management, rate modeling and reporting, and regulatory reporting. Will act as a senior technical consultant for selecting and implementing new systems and for upgrading and integrating legacy systems. Will also manage cross-disciplinary teams of finance and information systems personnel. Education/experience: Bachelor's degree or foreign equivalent in Computer Science, Engineering, Information Technology or a related field and five (5) years post-baccalaureate, progressive experience in job offered or as a program/systems analyst, software developer/engineer or in related IT role. Master's degree or foreign equivalent in Computer Science, Engineering, Information Technology or related field and three (3) years experience in job offered or as a program/systems analyst, software developer/engineer or in related IT role. Any suitable combination of education, training or experience is acceptable. Special Requirements: Experience with: Essbase/HFM/FDM/EPMA; Java; .Net; Oracle Databases. Programming with SQL and PL/SQL; Informatica; and software development cycle.United StatesUnion Bank2012-02-16 07:54:00CaliforniaCASAN FRANCISCO, CA26559401http://jobs.unionbank.com/xml/26559401/jobUSAPORTLANDTitle: SR RELATIONSHIP BANKER - PORTLAND Location: OREGON-PORTLAND Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-02-16 07:53:58OregonORPORTLAND, OR26559395http://jobs.unionbank.com/xml/26559395/jobUSASAN JUAN CAPISTRANOTitle: SR TELLER - San Juan Capistrano (20 hrs.) Location: CALIFORNIA-SAN JUAN CAPISTRANO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. - High school diploma or equivalent - Typically requires 2 years of customer service experience in a retail bank This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Spanish speaking required. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:58CaliforniaCASAN JUAN CAPISTRANO, CA26559394http://jobs.unionbank.com/xml/26559394/jobUSANoneTitle: SR RELATIONSHIP BANKER - EVERETT-EVERGREEN WAY Location: UNITED STATES Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-02-16 07:53:58NoneNoneVirtual, USA26559396http://jobs.unionbank.com/xml/26559396/jobUSAMONTEREY PARKTitle: SVP BTG SR PROGRAM MANAGER -GL Location: CALIFORNIA-MONTEREY PARK Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to the SVP of Enterprise Change Management, responsible for filling multiple roles within a dynamic enterprise change management team. Manage small and large programs or projects from inception to implementation in support of BTS or other strategic program initiatives. Provide direct program and project management support to the Integration Management Office for ongoing Merger and Acquisition planning, development, and execution. Provide program and project management advisory and support services for strategic initiatives across other bank Program Offices. Major Responsibilities: Responsible for leading a program, consisting of multiple projects, as needed, in support of strategic business initiatives. May directly manage multiple projects as needed, including strategy, project plan development, coordination of project team, deliverables, testing, and implementation. Manage multiple projects and/or multiple PMs concurrently. Develop and maintain complex project plans and manage work according to defined methodologies. Direct and advise PMs in support of project/program objectives. Plan and lead the execution of complex, cross-functional implementations or integrations (including Command Centers, issue management, escalation, management communications, KPI tracking and reporting). Provide direct support and/or liaison activities for other programs and initiatives, including project management, project planning, vendor selection, contracts, and project execution support. Investigates and develops resolution of complex business or project issues, including analysis, solution facilitation and development, approval, management communication, and implementation. Responsible for implementation and/or administration of project governance requirements. Provide feedback for process improvement, lessons learned, program enhancements, and strategic alignment with business or other programs. Serve as business Subject Matter Expert as appropriate. Perform direct project intervention/turnaround activities for key initiatives. Provide testing, simulation or implementation support and coordination as needed, using standard practices developed for M&A integrations to ensure high quality project execution. Develop and deliver management and project-related presentations as needed. Assist the Department Manager with direct program management activities, as needed Assist with staff hiring, interviewing, development, or advisory activities as needed. Assist with Sr. Management reporting and support as needed. 10 years of demonstrated mastery and direct work experience in leading and project managing large, complex, and strategic initiatives that cross company business lines. Program management experience, including management of multiple projects, multiple program work streams, or multiple PMs in a program office environment. Direct experience in business analysis, project leadership, and management skills. Demonstrated ability to lead large teams - through prior management experience with 10 direct reports and/or project/program management experience. Understanding of project life cycles and project management tools, and direct experience with project execution through the complete life cycle. Merger and Acquisition integration experience, or large project implementation planning and execution experience, including development and leadership within a complex go-live environment. In depth understanding of banking business, including customer strategies, business practices, operations, technology and/or support organizations. Communications requirements: -Excellent verbal and written skills. -Ability to communicate complex issues and ideas with absolute precision and clarity. -Ability to communicate effectively within all levels of the organization and externally with vendors. -Ability to prepare and present formal management presentations - comfortable and confident with Sr. Management-level communication. -Ability to organize and conduct effective meetings appropriate for the topic. -Ability to recognize and effectively communicate a course of action on difficult projects. -Ability to provide help and guidance to project team members on matters of communication, including intervention or corrective action as needed. Working Relationships: -Excellent ability to work with all levels of the organization and externally with vendors. -Ability to work independently and with teams. -Ability to develop effective interpersonal networks within the organization. -Ability to provide help and guidance to project team members on all matters of project management. -Ability to provide direct and open feedback on project/program status, issues, risks or problems while maintaining positive personal and business relationships. -Effective management skills in a matrix environment where project team members report to other organizations. -Ability to proactively identify critical risks to project success and facilitate the development of mitigation plans, often while working through others. -Excellent personal time management skills. -Requires professional work that include knowledge of general management principles and practices and a good understanding, use, and application of concepts, theories, principles, practices & terminology relevant to required activities. -Demonstrates ability to organize well-coordinated and organized programs and/or projects. Prioritizes work, resolves routine conflicts and issues. -Delivers all work product with minimal errors and omissions (e.g., grammar is correct and professional, formatting is clean, key subjects are thought through and addressed appropriately, etc). 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. 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.United StatesUnion Bank2012-02-16 07:53:57CaliforniaCAMONTEREY PARK, CA26559391http://jobs.unionbank.com/xml/26559391/jobUSASIMI VALLEYTitle: SENIOR RELATIONSHIP BANKER - SIMI VALLEY/THOUSAND OAKS Location: CALIFORNIA-SIMI VALLEY Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. 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.United StatesUnion Bank2012-02-16 07:53:57CaliforniaCASIMI VALLEY, CA26559392http://jobs.unionbank.com/xml/26559392/jobUSASAN FRANCISCOTitle: AUDIT RELATIONSHIP MGR Location: CALIFORNIA-SAN FRANCISCO Under the direction of the Vice President, Audit Manager, monitor and report on the Bank's "processes to control" enterprise wide risk management practices. Use risk focused continuous monitoring and on-site risk evaluations to evaluate and analyze the efficiency and effectiveness of controls. Write detailed risk evaluation programs to test the internal controls using a risk-based approach and analyze reasonable threats and the resulting exposure. Develop a sound understanding of the Bank's activities, processes, controls, and systems that support Bank's advanced capital adequacy framework and their fulfillment of the Basel II regulatory requirements and best practices. Document findings and interface with line management to obtain an appropriate response. Write clear, concise and persuasive risk evaluation reports and other documents summarizing level of risk, scope, findings, recommendations, and the current status of the issues. Act as auditor in charge of on-site audits and continuous monitoring of business units and functions with processes, systems and controls supporting the advanced capital adequacy framework. Direct and participate in special audits or project reviews. Educ./experienc: Bachelor's degree or foreign equivalent in accounting, finance, or related field and five (5) years post-baccalaureate, progressive experience in job offered or as an auditor, accountant or in related auditing role. Master's degree or foreign equivalent in accounting, finance, or related field and three (3) years experience in job offered or as an auditor, accountant or in related auditing role. Any suitable combination of education, training or experience is acceptable. Special Requirements: Experience with: audit or business processes; financial industry risk management techniques; and internal controls including identifying key business/regulatory risks; and evaluating the risk management processes through audit methodology and audit risk assessment. 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.United StatesUnion Bank2012-02-16 07:53:55CaliforniaCASAN FRANCISCO, CA26559389http://jobs.unionbank.com/xml/26559389/jobUSABIG BEAR LAKETitle: TELLER - BIG BEAR (22 HRS/WEEK) Location: CALIFORNIA-BIG BEAR LAKE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:54CaliforniaCABIG BEAR LAKE, CA26559387http://jobs.unionbank.com/xml/26559387/jobUSAMONTEREY PARKTitle: PAYROLL OPERATIONS MANAGER Location: CALIFORNIA-MONTEREY PARK Outstanding opportunity for a results-oriented professional to have an impact in a large (10K employees), growing bank where Diversity & Inclusion is a core value and where investing in our employees, customers and communities is our commitment. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Manages the daily processing functions of a large multi-state payroll department in carrying out responsibility for payroll preparation, processing, related payroll controls, and policies and procedures. Prepares analysis of trends requiring Sr. management's attention, the preparation of management reports and procedures, and the presentation of findings and specific recommendations to senior management. Direct supervision over Payroll Processing Supervisor and payroll processing staff. Job Responsibilities: * Responsible for overseeing the day to day operations of a large multi-state payroll organization * Ensure that all payroll processing work related to compliance and controls are completed in an accurate and timely manner * Coach and mentor staff; provide work direction and prioritization of daily workload staff; resolve Payroll issues escalated above the Supervisor or Analyst level * Build and foster customer relationships with key business partners. * Maintain current knowledge of applicable legislation related to paycheck preparation * Continuously review payroll operations for improvements, to streamline work processes and to work cooperatively and jointly to provide quality customer service. * Provide strategic guidance and identifying areas for improvement with other Payroll staff * Serve as a liaison to other departments to implement initiatives that have a multi-department impact * Lead communication and employee training processes for all payroll and time and attendance administration, new system implementations, policies or procedures * Develop new policies and procedures as required and review and provide updates on current policies and procedures * Provide guidance regarding liens and garnishments * Verify payroll calculations for various groups. * Lead or participate on payroll process improvement teams; evaluate current processes and procedures, identify opportunities for improvement, develop new processes / procedures, implement and assess impact of change. * Coordinate and manage all activities supporting required payroll and benefit related audits * Develops and implements systematic audits and internal controls to ensure accuracy and compliance with policies, practices and regulations related to payroll * Prepares materials for training and communication of all payroll related processes, and systems including time and attendance, PTO etc. * Preparation of management reports and procedures, and the presentation of findings and specific recommendations to senior management * Other related duties and responsibilities as required Additional Information: Minimum of 10 years payroll supervisory experience in a large multistate payroll environment. Bachelor's Degree in Accounting or related field preferred Maintains up-to-date understanding of Federal and State laws and regulations related to payroll administration. Excellent analytic and problem solving skills. Ability to identify and drive process improvement opportunities. Knowledge of audit methodologies, practices and processes.Knowledge of accounting principles, practices and methods. Strong written and verbal communication skills. Possess and demonstrate excellent interpersonal skills and strong leadership ability. Ability to complete high priority projects and activities with time sensitive deadlines. Ability to work in a complex and rapidly changing environment 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/VUnited StatesUnion Bank2012-02-16 07:53:53CaliforniaCAMONTEREY PARK, CA26559381http://jobs.unionbank.com/xml/26559381/jobUSALOS ANGELESTitle: MORTGAGE CONSULTANT (LA) Location: CALIFORNIA-LOS ANGELES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D. and must have excellent sales and 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.United StatesUnion Bank2012-02-16 07:53:52CaliforniaCALOS ANGELES, CA26559379http://jobs.unionbank.com/xml/26559379/jobUSASAN JOSETitle: CUSTOMER SERVICE MANAGER (ALAMEDA TAYLOR, SAN JOSE) Location: CALIFORNIA-SAN JOSE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Reporting to the Branch Manager, responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Major Responsibilities: Under guidance and direction from the Branch Manager: (30%) Branch Operations /Risk Management/Compliance Assist in overseeing the operation of the branch. Assist the Branch Manager in the mitigation of risk situations to the Bank. Ensure that operating procedures are being followed, while providing technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Assist in ensuring staff compliance with all regulatory requirements. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. (30%) Customer Service Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as liaison to other support areas of the Bank to resolve customer issues. (15%) Training/Coaching Staff Coach and monitor staff to ensure consistent performance of these behaviors. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. (15%) Sales Referral/Customer Retention Maximize sales growth by developing and participating in customer retention program. Make customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. Assist Branch Manager in ensuring staff recognize opportunities to refer other bank products. Maximize market share and represent the Bank by participating in local community activities. (10%) Delegated Duties May have delegated responsibilities from the Branch Manager. This may include duties such as preparing draft performance reviews, reviewing staffing levels, or assisting with the selection process for some open positions. Perform miscellaneous duties as may be assigned. Requires 3-5 years of significant and direct work experience related to branch banking operations. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Working experience with compliance regulations. Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. Ability to lead and train staff and assist the manager in coaching staff. Branch leveling depends on office size. 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. 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/VUnited StatesUnion Bank2012-02-16 07:53:52CaliforniaCASAN JOSE, CA26559378http://jobs.unionbank.com/xml/26559378/jobUSASAN FRANCISCOTitle: AUDIT PRACTICES MGR Location: CALIFORNIA-SAN FRANCISCO 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! Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. AUDIT PRACTICES MANAGER Job Summary: Lead IRMG-Audit's professional practices function. Direct the continuous evaluation and improvement of IRMG-Audit's infrastructure and processes to ensure the program promotes and accomplishes the department's mission. Work with the General Auditor and IRMG-Audit Management Team to develop and implement an Audit Practices function that supports innovation, continuous improvement, effective internal audits, and high quality reporting to the Audit Committee. Oversee development and maintenance of IRMG-Audit's systems, data, and reporting infrastructure. Provide leadership in identifying and driving initiatives to improve auditing methods, tools, training, and quality. Work closely with IRMG-Management to prioritize and support key departmental initiatives, audit teams, and liaise with key IRMG-Audit stakeholders. Provide support to IRMG-Management and audit teams in the planning and administration of audit engagements, special projects, and other critical assignments. This position reports directly to the General Auditor and has responsibility for supervising others. Major Responsibilities: Lead the ongoing evolution of IRMG's risk-based, cyclical audit program, focusing on building and defining the infrastructure and processes supporting the internal audit strategy and plans. Lead and participate in initiatives supporting IRMG's continuous improvement model. Identify and manage initiatives to improve the quality and effectiveness of IRMG-Audit metrics and reporting to multiple Bank stakeholders. Oversee IRMG-Audit's training, quality assurance, and departmental self assessment programs. Monitor industry and peer institution benchmarking trends for opportunities to disseminate best practices internally, innovate, and improve auditor guidance and training. Compile and analyze metrics regarding audit results, risk and control trends, and the overall performance of IRMG-Audit. Work closely with the General Auditor and Management Team to report, analyze, and act on key performance metrics. Develop, communicate, and maintain IRMG-Audit policies, standards, and procedures. Assist audit teams by developing professional practice aids and audit tools. Provide Management with support in on-boarding new auditors. Recruit, train, and coach assigned staff/teams. Assign projects and tasks, set team priorities, and monitor progress. Provide on-going coaching and feedback and make/recommend staffing decisions. Requires a BA or BS degree in business, accounting, finance, or related discipline; graduate degree considered a plus. Requires 10 or more years of related leadership and professional experience in audit, risk management, or compliance fields. Professional certification (CPA, CIA, CISA, or related credential) desired; multiple professional certifications are considered a plus. Must have in-depth knowledge of Internal Audit professional standards, practical experience performing audits, knowledge of the banking industry and business, and familiarity with the latest audit professional trends and methods. Track record of working collaboratively with others, producing high quality results, and continuously improving - people, processes, and tools/technology. Must have working knowledge of internal audit and enterprise risk management/GRC systems. Must have excellent written and verbal communication skills, as well as strong interpersonal skills. 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. 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/VUnited StatesUnion Bank2012-02-16 07:53:52CaliforniaCASAN FRANCISCO, CA26559376http://jobs.unionbank.com/xml/26559376/jobUSAPACIFIC GROVETitle: SR RELATIONSHIP BANKER - PACIFIC GROVE Location: CALIFORNIA-PACIFIC GROVE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:52CaliforniaCAPACIFIC GROVE, CA26559377http://jobs.unionbank.com/xml/26559377/jobUSABREATitle: CRELA LOAN ADMIN III Location: CALIFORNIA-BREA 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! Provide loan administration services for complex permanent commercial real estate loans, construction loans, and/or commercial business loans depending on department. Major Responsibilities: Prepare loan documentation to reflect approved loan terms and consistency with Bank Policy and Procedures for new loans and modifications as well as compliance with governing regulatory authorities. Ensure loan documentation complies with Banks operational requirements and can be serviced on Banks system of record. Coordinate document negotiations between borrower, attorney and account offices as appropriate and obtain approvals as required. Deliver executable loan documents in accordance with account officer and borrower requirements. Communicate and coordinate with all external parties with regards to required information (legal, title, and escrow). Training and Advisory: May provide coaching and guidance to other loan administrators. Performs quality review of prepared and/or executed documents and approves for further processing. Delegates work assignments appropriately and monitors activities. May provide input for employee performance appraisals. Interacts with supervisor and manager to develop and implement procedures Loan Closing Review of executed loan documents to determine they have been properly signed, initialed and/or notarized. Prepare closing instructions and transmission of loan documents for recording of title/escrow. Determine that all pre-closing requirements and audit exceptions are satisfied or appropriate waivers are obtained. Preparation or coordination of applicable loan documents for filing/recording, funding and boarding of loan onto Banks system of record within required timeframes. Establish appropriate ticklers to cover all loan information to be monitored. Additional Information:In-depth knowledge of commercial real estate and/or commercial documentation. Previous experience with preparing loan documents through the use of an automated documentation system. Must have high school diploma or equivalent; college degree preferred. 7 years commercial real estate loan administrator or equivalent paralegal experience. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:53:51CaliforniaCABREA, CA26559374http://jobs.unionbank.com/xml/26559374/jobUSABELLEVUETitle: SR RELATIONSHIP BANKER - Bellevue Location: WASHINGTON-BELLEVUE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-02-16 07:53:04WashingtonWABELLEVUE, WA26559255http://jobs.unionbank.com/xml/26559255/jobUSASAN FRANCISCOTitle: BUSINESS CLIENT ADVISOR I - SAN FRANCISCO BAY AREA Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to Regional Vice Presidents (RVPs) in a designated geography, the BCA I is responsible for independently calling on prospects at their place of business for development of new business relationships as well as growing the relationships in the portfolios currently under their management. Work with clients and prospects at their physical business locations to interview them and to subsequently present solutions to their short and long term strategic objectives. Perform ongoing portfolio management. Major Responsibilities:65% Generate New Bank Business Through Outside Sales - Spends vast majority of time calling on clients, prospects, referral sources and Centers of Influence at their place of business to develop new business sales, expand client base and to create a network of prospects from center of influence clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Complete site inspections and confirm inventory levels appear to support business operations. In order to be successful in this role, incumbents are expected to spend the vast majority of their time at outside appointments, generating new business sales.Accountable for further deepening of client's relationship with the Bank through frequent one-on-one interactions with clients. Continually identify new prospects and develop and present effective sales and marketing approaches to prospects, through on-site visits. Partner with other business lines as appropriate. Make recommendations on structure of loans and cash management (managing working capital), along with capital expenditures both short-term and long-term. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. Use granted autonomy and authority in negotiating terms and pricing in each sale. Responsible for generating and expanding the client base by development of Centers of Influence (primarily external to the bank), self-sourcing and joint calling with Retail branch partners, BBG BDOs and BCA IIs. Initiate, advance and close new business opportunities. Focus on sales to new to bank clients and cross-sell to existing clients the full breadth of products/services UB offers: demand deposit/operating accounts, cash management and other payment services, business loans/lines, commercial real estate loans/lines and various other fee-income products/services.Responsible for growing assets and liabilities and increasing the share of wallet of their portfolio of clients and new to bank clients. The role is focused on cross-sales of value-added products and services to current and new to bank clients, which will be tracked via product penetration reporting. 25% Portfolio Management, Credit Quality and Compliance - Effectively partner with the Business Credit Center - the BCC will now provide direct client contact to enable more selling time for the BCA I's (provide covenant support and renewal support). Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively follow up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel and work with the Business Credit Center for underwriting. Responsible for vetting out referrals from Retail partners by conducting in person (at the place of business) needs assessment interviews. Minimal prospect cold calling followed by emphasis on substantial one-on-one interaction.Ensure adherence to Bank policies related to credit and compliance, such as: Know Your Customer (KYC), Anti-Money Laundering (AML), Compliance Testing, Risk Management support, due diligence requirements, Risk grading, and Basel II & Basel III compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Business Credit Center. The Business Credit Center will monitor the credit relationship. Manage acquired bank portfolios on an as needed basis. Must be able to pre-screen credits for viability in order to obtain approval for business loan credit requests from the Business Credit Center (renewals & new loan requests). 10% Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the "Client Team" once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Additional Information: Working knowledge of Cash Management and Trade Finance is desirable. Proven proficiency in Accounting. Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to handle multiple requests/customers with a high attention to detail and ability to take the initiative. 5 years of commercial lending experience in the Business Banking market, lending to a broad range of industries and a breadth of company sizes. Bachelor's Degree in Finance, Business or Economics is preferred. Real Estate and SBA lending experience will be helpful. 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.United StatesUnion Bank2012-02-16 07:53:04CaliforniaCASAN FRANCISCO, CA26559256http://jobs.unionbank.com/xml/26559256/jobUSASEATTLETitle: BUSINESS DEV OFF II-BUS BANK - SEATTLE Location: WASHINGTON-SEATTLE 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! The Small Business Development Officer (SBDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. SBDO's coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The SBDO assists branch and Regional Managers in achieving their small business loan and product goals. The SBDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell's business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the SBDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the SBDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank of California and to develop a business referral network. Requirements for the SBDO position include: * A proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:53:02WashingtonWASEATTLE, WA26559251http://jobs.unionbank.com/xml/26559251/jobUSABELLEVUETitle: BUSINESS DEV OFF II-BUS BANK - BELLEVUE Location: WASHINGTON-BELLEVUE 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! The Small Business Development Officer (SBDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. SBDO's coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The SBDO assists branch and Regional Managers in achieving their small business loan and product goals. The SBDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell's business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the SBDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the SBDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank of California and to develop a business referral network. Requirements for the SBDO position include: * A proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:53:03WashingtonWABELLEVUE, WA26559253http://jobs.unionbank.com/xml/26559253/jobUSASEATTLETitle: BUSINESS DEV OFF II-BUS BANK - SEATTLE Location: WASHINGTON-SEATTLE 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! The Small Business Development Officer (SBDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. SBDO's coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The SBDO assists branch and Regional Managers in achieving their small business loan and product goals. The SBDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell's business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the SBDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the SBDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank of California and to develop a business referral network. Requirements for the SBDO position include: * A proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:53:05WashingtonWASEATTLE, WA26559260http://jobs.unionbank.com/xml/26559260/jobUSAPORTLANDTitle: BUSINESS DEV OFF II-BUS BANK - PORTLAND Location: OREGON-PORTLAND 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! The Small Business Development Officer (SBDO) is responsible for the small business development within an assigned territory which includes a cluster of branches. SBDO's coordinate small business selling efforts with those branches and cover the prospects within all of the markets defined by the assigned branches. The SBDO assists branch and Regional Managers in achieving their small business loan and product goals. The SBDO interviews new and existing small business loan applicants to gather information relative to their business needs, abilities and earnings to determine whether loans may be an acceptable risk. Initiates, negotiates and packages Small Business Banking loans, cross-sell's business products to existing customers and prospect business customers through an organized calling program, and assemble loan packages and handle loan closing. To be effective in this role, the SBDO must generate qualified referrals to other bank departments, including consumer business to the branches within assigned territory. Additionally, the SBDO will work with the appropriate branch to assist in the seamless hand-off for the branch to handle all future relationship management. Active participation in external community activities is required in order to promote Union Bank of California and to develop a business referral network. Requirements for the SBDO position include: * A proven track record to meet and/or exceed sales targets and close sales. * Ability to recognize customer needs and match them to bank products. * Effective communication skills with all levels of clients and management. * Strong customer service and organizational skills. * Working knowledge of bank business loan products and services. * A basic understanding of Small Business Lending. * Familiarity with the interpretation of business financial statements. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer.United StatesUnion Bank2012-02-16 07:53:02OregonORPORTLAND, OR26559250http://jobs.unionbank.com/xml/26559250/jobUSAEVERETTTitle: BUSINESS CLIENT ADVISOR II - TACOMA Location: WASHINGTON-EVERETT %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EInvest in your career. Invest in your future.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2480.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com%22%3Ewww.unionbank.com%3C/A%3E for more information.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0ABecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E%3CBR/%3E%0AJob Summary:%3CBR/%3E%0AReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3CBR/%3E%0A%26nbsp;%3CBR/%3E%0AMajor Responsibilities:%3CBR/%3E%0A70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAccountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EEffectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp;%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3E10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client.%3CBR/%3E%0A%26nbsp;%26nbsp;%3CBR/%3E%0AOther : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal.%26nbsp; Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3CBR/%3E%0A%26nbsp;%3C/P%3E %3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EAdditional Information:%3CBR/%3E%0ATen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development%26nbsp; experience%26nbsp; selling to a broad range of industries and a breadth of company sizes.%26nbsp; Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred.%3C/P%3E%0A%3CP STYLE=%22margin-top:0px;margin-bottom:0px%22%3EProven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects.%3CBR/%3E%0AProven proficiency in Accounting.%3CBR/%3E%0A%3C/P%3EUnited StatesUnion Bank2012-02-16 07:53:01WashingtonWAEVERETT, WA26559247http://jobs.unionbank.com/xml/26559247/jobUSAIRVINETitle: MORTGAGE CONSULTANT (OC) Location: CALIFORNIA-IRVINE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Responsible for originating conventional residential real estate loans for the Bank. Participate in related business development activities. Major Responsibilities: Solicit residential first mortgages through contacts with realtors, builders and developers. Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans. Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data. Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors. Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages. Call on potential or existing customers as assigned to develop new business or retain existing business. Cross sell bank products. Answer inquiries regarding loan programs and rates. Provide sales and product training to Community Banking branches as needed. Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs. Typically requires a high school diploma or G.E.D.. Excellent verbal and written communication, organizational skills and familiarity with PC software (Windows and Excel). Must have proven sales record in mortgage industry. Territory serviced will be in the San Francisco area. 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.United StatesUnion Bank2012-02-16 07:53:40CaliforniaCAIRVINE, CA26559348http://jobs.unionbank.com/xml/26559348/jobUSADALLASTitle: SENIOR ORIGINATOR - COMMERCIAL FINANCE Location: TEXAS-DALLAS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Job Summary: Solicit, develop, and lead to closing complex asset based loan opportunities through a proactive calling effort on internal and/or external sources for leads. Analyze, structure and underwrite qualified transactions that involve a high-risk profile company that meet the underwriting thresholds of Commercial Finance. Major Responsibilities: Independently develop referrals for CFD loans from internal and/or external sources that comply with the Bank's risk appetite for Commercial Finance lending. Independently coordinate calling effort on targeted external referral sources and known CFD prospects with Relationship Managers in assigned territory to maximize effective coverage. Independently screen, structure and negotiate new loan opportunities interfacing with CFD Manager and CFD Senior Credit Manager as appropriate for guidance and support. Lead transactions through the screening, diligence and closing process. CFD portfolio resources will generally exist to shoulder significant portions of the underwriting and closing work processes, with leadership and involvement from the Senior Originator. The Senior Originator may also be required, from time to time, to independently complete the underwriting and deal closing processes. The Senior Originator must possess experience essential to these processes which includes conducting due diligence on industry, legal issues, collateral values and financial factors through effective interface between prospect, CFD audit/collateral monitoring, third party appraisers or consultants, internal or external legal counsel, and Credit Administration. For transactions sourced without a Commercial Banking Relationship Manager involvement, independently coordinate additional product sales appropriate for the transaction by directing other product resources of the Bank to meet prospective customer needs. * Typically requires a minimum of B.A., or B.S. educational background * Typically requires a minimum of 10 years experience in the ABL market * Excellent interpersonal, relationship development, and selling skills. * Strong listening, verbal, and written communication skills. * Significant experience leading and participating in underwriting of direct and agent transactions within UBOC's target market. * Demonstrated ability to create credit structures, rapidly complete complex credit analysis, negotiate and close complete asset based credit transactions, often involving multiple providers of debt and capital. * Satisfactory team leadership skills, willingness to both lead and participate in deal teams. * Proficiency in relevant PC skills including: Word, Excel, PowerPoint, Email, Internet and other relevant software programs. 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/VUnited StatesUnion Bank2012-02-16 07:53:41TexasTXDALLAS, TX26559354http://jobs.unionbank.com/xml/26559354/jobUSASAN DIEGOTitle: SR. UNDERWRITER - Wholesale (San Diego) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Evaluate and analyze residential loan packages submitted for approval to Union Bank and possible sale in the Secondary Market. Determine borrowers' credit worthiness and acceptability of properties offered as security in real estate loan transactions. Major Responsibilities: 50% - Evaluate and underwrite complex, high risk loan applications. Analyze possible loans for the Secondary Market sale; ensure the loans meet the Secondary Market requirements. 15% - Review loan approval conditions prior to funding of loans. 5% - Analyze requests for exceptions to Bank policy and determine acceptability to the Bank's risk requirements. 15% - Communicate with residential lending sales and operations staff regarding loan decisions, conditions, scenarios, and underwriting guidelines. 10% - Provide training and work direction to lower level Underwriters. 5% - May require supervision of staff during the manager's absence. Perform other duties as assigned.Additional Information: Typically requires a BA or BS degree and 3 to 5 years of technical experience. Minimum of five years of manual underwriting experience for residential mortgages Advanced knowledge of Freddie Mac and Fannie Mae underwriting and appraisal guidelines Supervisory experience preferable. 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.United StatesUnion Bank2012-02-16 07:53:41CaliforniaCASAN DIEGO, CA26559350http://jobs.unionbank.com/xml/26559350/jobUSAMONTEREY PARKTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-MONTEREY PARK Designs, develops and implements software for the Bank's computer-oriented systems and networks, including real-time and event-driven systems, databases and database management systems, application systems in a multi-platform environment. Will provide system architectural direction and recommendations. Will also formulate system scope and objectives, and devises, and will modify procedures to solve problems. Will prepare detailed specs from which programs will be written. . Bachelor's degree or foreign equivalent in Computer Science, Management Information Systems, Engineering or related field and five (5) years post-baccalaureate, progressive experience in job offered or as a software engineer/developer/architect, systems/programmer analyst or programmer or related field. Any suitable combination of education, training or experience is acceptable. Special Requirements: Design, development and maintenance of Lotus Notes work flow applications in banking environment; certification in Lotus Notes; Lotus Notes versions 6.5.4 - 8.x; Team Studio; Oracle database; and IBM WebSphere. 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.United StatesUnion Bank2012-02-16 07:53:41CaliforniaCAMONTEREY PARK, CA26559355http://jobs.unionbank.com/xml/26559355/jobUSASUMNERTitle: SR RELATIONSHIP BANKER PNW - SUMNER Location: WASHINGTON-SUMNER Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Major Responsibilities: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.United StatesUnion Bank2012-02-16 07:53:41WashingtonWASUMNER, WA26559357http://jobs.unionbank.com/xml/26559357/jobUSANEWPORT BEACHTitle: TELLER - Westcliff (30 hrs.) Location: CALIFORNIA-NEWPORT BEACH Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:50CaliforniaCANEWPORT BEACH, CA26559370http://jobs.unionbank.com/xml/26559370/jobUSASAN DIEGOTitle: SR SOFTWARE ENGINEER Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for a SR SOFTWARE ENGINEER - J2EE / WEB JOB SUMMARY This role is a key member of the ITG eCommerce Systems Group and important contributor to the architecture, design, implementation and maintenance of these systems. This group is responsible for development of a broad range of applications and services including the bank's Enterprise Ecommerce Web Applications. These web applications have multiple external and internal customers and are strategic to the bank's internet presence. DETAILS Major responsibilities include: * Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written * Design, code, test, debug and document web applications and related programs * May plan, coordinate and administer databases including issues relating to security and integrity of controls * Establishes project schedules and budget estimates * Recommends system improvements, new applications and develops plans to improve service * All positions require the ability to communicate effectively both orally and in writing * Conceives, plans and implements original approaches to solve complex problems of diverse scope. Is able to prepare and present technical concepts to internal audiences. Recommends appropriate new technologies for projects * Frequent interaction with users of project teams to establish system specifications and resolve problems. Principal contact for complex systems * Represents the department and/or Division on systems efforts having a bank wide impact * Interacts with vendors to resolve system problems * Trains users and other high level systems professionals in implementation of the most complex systems * Regularly provides technical interpretation and guidance on most complex computing problems * Serves as technical leader by planning and directing the work of other professionals to meet project deadlines, technical specifications and user requirements * May be group or project leader * High level technical contributor; recognized as a resource both within and outside the department. * Recommend appropriate new technologies for projects * Hands on development for Portal and Content Management Systems Required * A B.S. or higher degree is required. A degree in Computer Science, Computer Engineering, or related field is preferred. * 3 years of experience with Web Services, Service Oriented Architecture (SOA) * 10 years of application development experience in Java, Servlets, HTML, JSP, Spring, and Struts. * 8 years of experience with Java-oriented software development support technologies such as source code management, build control, static code analysis, test coverage, defect tracking, JUnit, Cactus, JavaDoc * 3 years experience with WebSphere, JBoss, MQ * 2 years of experience in a Unix/Linux environment * 2 years experience with JBoss Developer Studio and/or Eclipse * 2 years of experience with Hibernate * Planning and implementation of installation or upgrade of at least one large, complex 3rdparty system or application in a mission critical environment with many interdependencies. Preferred * AJAX * UNIX/Linux scripting experience is preferred * Recent development experience with a content management system such as Tridion is a plus * Recent development experience with a portal such as JBoss Portal is a plus. 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-16 07:53:50CaliforniaCASAN DIEGO, CA26559369http://jobs.unionbank.com/xml/26559369/jobUSAMONTEREY PARKTitle: QUALITY ASSURANCE TEST ASSOC Location: CALIFORNIA-MONTEREY PARK Invest in your career. Invest in your future Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Union Bank is currently looking for a QUALITY ASSURANCE TEST ASSOCIATE in the Monterey Park location. Job Summary: Reporting to the Supv of Quality Assurance, and under supervision, reviews requirements, creating and executing quality assurance test scripts, tracking defects to resolution and effectively reporting status and results to stakeholders. Assists in the development and execution of formal test plans to ensure the delivery of quality software applications. Involved in gathering data for planning, execution, and reporting of test tasks and test project status. Major Responsibilities: * General Job Level: Has proficient understanding of principles in one or more functions of a position. Typically possesses 0 to 3 years of relevant work experience. Level A * Participates in meetings with users and developers to define and evaluate business problems, which may be resolved through automated systems. Reviews detailed business requirements, including input and output requirements, reports, etc. Assists with studies of new or existing systems, and with investigations of proposed changes. Skills are gained through exposure of increasingly complex levels of understanding both systems and business requirements. * Test documentation, and test data creation. Utilizes Quality Assurance metrics such as defects, execution counts, test results and test status to help complete the testing process. * Test execution evaluation and certification. Utilizes test scripts and test case automation in performing formal testing and certification of application software. * Defect creation, detection and diagnosis in test environments under varied situations that can occur in the production environment, such as different web browsers. Documents all problems and assists in their resolution. * Assists with quality audits across the various IT functions to ensure quality standards, procedures and methodologies are being followed. General Job Scope: Entry to moderate-level professional role. Works on multiple small to medium projects of moderate complexity within one or more development environments. Works on multiple programs/systems as a project team member. * Typically requires 0 to 2 years of direct work experience in either systems development or systems testing or 1 to 2 years of business line work experience in a systems related technical position * Bachelor's Degree in Computer Science, Information Systems, or equivalent work experience 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. 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 Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-16 07:53:49CaliforniaCAMONTEREY PARK, CA26559368http://jobs.unionbank.com/xml/26559368/jobUSALOS ANGELESTitle: TELLER - MIRACLE MILE - 20 HOURS Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Additional Information: - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:49CaliforniaCALOS ANGELES, CA26559365http://jobs.unionbank.com/xml/26559365/jobUSASAN FRANCISCOTitle: EBSI BSA/AML RISK ANALYST Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Summary: Reporting to EBSI Analytics and Informatics' Analytics Manager, the BSA/AML Risk Analyst will provide ongoing analytical and project support to various BSA/AML tools. Conducts research and analysis on regulatory requirements, initiatives and activities relative to BSA regulations, money laundering and terrorist financing and recommend mitigating controls to the Bank's BSA/AML risk management. Prepares MIS reports and conducts risk assessments for BSA/AML and other risk areas. Perform research and analysis on account activity, BSA/AML/Terrorist financing cases and new technologies used for financial crime and risk detection. Combine research and recommendations with requirements for systems or process changes to assist the Bank's risk management goals by identifying and recognizing typology used by money launderer and terrorists. Support projects, programs and initiatives by through planning and executing technology implementations or integrations, acceptance testing and business requirements analysis. These responsibilities often require working directly with the EBSI Analytics and Informatics Director. Major Responsibilities: 30% Leads enhancement projects and/or provides ongoing analysis for Customer Risk Rating Model, Transaction monitoring systems and other BSA/AML tools. Provides analytic support and regulatory guidance on BSA/AML related compliance, initiatives and reporting requirements. 15% Leads analysis and prepares MIS reports and risk assessments for BSA/AML and other risk areas that apply. Prepares business plans, detailed business specification/requirements for recommendations and reports for presentation to management 30% Responsible for conduct research and analysis on alerts, eQARs and cases to identify and recognize the trends and changing pattern of techniques utilized by money launderers and terrorists. Closely work with data analyst and team to develop various reports for trend analysis and mitigating risk. Conducts UAT testing and data validations for risk identification logics and rules that monitoring suspicious activities. 20% Participates in studies of new technologies used for money laundering detection. Combines research and recommendations with requirements for systems or process changes. Documents methods, hardware, software or equipment that would enhance productivity. Leads the gathering of business requirements needs as well as the design of solutions through direct interaction with various business units. 5% Provides Subject Matter Expertise support to the unit and projects. * 4-5 years of direct related experience in working in a setting entailing research, analysis, audit, or bank examination dealing with BSA compliance matters, preferably in the financial services industry. * Bachelor's degree is typically required. * Extensive operational background, knowledge of Bank policies, Regulations, and procedures. * Excellent verbal and written communication skills to articulate internal business units. * Technological acumen as demonstrated by an aptitude if not proficiency in the application of various bank automated systems used to monitor transactional activity. * Strong analytical, problem solving, and decision making skills. * Demonstrated pro-active initiative, ability to work under minimal supervision. * Proficient in Microsoft Word, Excel, Power Point. * CAMS certification is a plus. * Strong planning and organizational skills combined with the task and time management skills are critical. * Capacity to quickly grasp and understand varying bank products and services and how they may be exploited for money laundering and terrorist financing activities. * Working knowledge of BSA laws and regulations relative to money laundering and terrorist financing and the ability to apply this knowledge in assessing bank's risk mitigating controls and parameters, as well as transaction activity and monitoring is required. 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/VUnited StatesUnion Bank2012-02-16 07:53:50CaliforniaCASAN FRANCISCO, CA26559372http://jobs.unionbank.com/xml/26559372/jobUSAPLACERVILLETitle: SR RELATIONSHIP BANKER - PLACERVILLE Location: CALIFORNIA-PLACERVILLE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 positionsUnited StatesUnion Bank2012-02-16 07:53:47CaliforniaCAPLACERVILLE, CA26559363http://jobs.unionbank.com/xml/26559363/jobUSASAN DIEGOTitle: DIVISION RISK MANAGER - Consumer Lending (San Diego) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Reporting to Business Unit Risk Manager (BURM), the CL Operations Division Risk Manager is responsible for supporting and coordinating all disciplines of operational risk and controls within their area of responsibility. This includes both business-specific risks and enterprise-wide "module" risks. Module risks include, but are not limited to, information security, human resources, fraud, vendor management, business continuity, product risk and model risk. The Division Risk Manager will report to the Business Unit Risk Manager (BURM) in the Consumer Lending Division. The Division Risk Manager will serve as a back-up to the BURM they support and be a focal point of contact concerning matters of operational risk. The Division Risk Manager will assist the BURM in completion of Risk and Control Self Assessments and managing remediation activities for control deficiencies. Major Responsibilities: 60%- Assist the BURM in building and maintaining risk and control self assessments for all significant risks, and managing control deficiency remediation. Ensure that the appropriate level of risk and controls are documented in the Open Pages system. Create accurate and timely reporting of significant and emerging risks from the business unit view. Ensure the resources dedicated to operational risk management within their area of responsibility are qualified and sufficient to efficiently and effectively carry out the required functions. Monitor operational risk management activities to ensure that they are properly performed and completed for the units within their area of responsibility. Keep the BURM apprised of changes in inherent risk or control breakdowns/deficiencies that could impact residual risk. Assist business partners in reviewing risks evolving from various initiatives to ensure that operational risks are recognized, mitigated, reported and/or accepted 25%- Oversee the development and conduct of applicable operational risk testing. Identify risk trends and/or symptoms of process control breakdowns. Review Bank wide procedures and policies as well as Division desktop procedures and ensure input from subject matter experts within the Division as appropriate. 15%- Participate in ad-hoc working groups to address and resolve new areas of risk. Act as liaison with IRMG-Audit and Corporate Compliance on behalf of the Division in consultation with the BURM and assist in resolving identified issues and monitor its resolution. Additional Information: Requires a strong understanding of operational risk management techniques, including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures, and development of related metrics. Ability to analyze risk trends, identify signs of changing risk levels and/or symptoms of process control breakdowns. Solid understanding of financial institution processes, products, and risks. Strong written and verbal communication skills. Requires subject matter expertise in Wealth Management (Personal Trust/Private Banking)/Brokerage. Typically requires a BA or BS degree plus 8 years in operational risk management or related role. 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.United StatesUnion Bank2012-02-16 07:53:47CaliforniaCASAN DIEGO, CA26559362http://jobs.unionbank.com/xml/26559362/jobUSAMILPITASTitle: SR RELATIONSHIP BANKER (MILPITAS) BILINGUAL IN VIETNAMESE OR CHINESE Location: CALIFORNIA-MILPITAS Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-16 07:53:55CaliforniaCAMILPITAS, CA26559390http://jobs.unionbank.com/xml/26559390/jobUSARIVERSIDETitle: SR FINANCIAL ADVISOR UBIS (Riverside) Location: CALIFORNIA-RIVERSIDE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Selling and/or servicing UnionBanc Investment Services LLC products to branch clients. soliciting existing customers for investment products with concentration in mutual fund and annuities. Prospect new relationships for Union Bank and UnionBanc Investment Services LLC through direct mail, seminars, and cold calling. Minimum of 5 years related experience in a financial institution and FINRA Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. Strong verbal, interpersonal and written communication skills. 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/VUnited StatesUnion Bank2012-02-16 07:53:54CaliforniaCARIVERSIDE, CA26559384http://jobs.unionbank.com/xml/26559384/jobUSAMONTEREY PARKTitle: Extended Enterpise Solutions Intern Location: CALIFORNIA-MONTEREY PARK PROGRAM OVERVIEW The Student Intern program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, Interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW Based in Monterey Park, the Extended Enterprise Solutions (EES) group manages the Global Service Delivery strategy for the Bank as well as all contingent IT sourcing. The EES team's main objective is to enable business owners across the bank to operate at optimal efficiency and effectiveness. This group's Student Intern will be responsible for reporting and analytics, vendor management, and project management. Additional responsibilities include: * Track and report in-flight program performance against forecasted saves * Create executive level vendor performance dashboards and presentations to the Executive Leadership Team * Aggregate and report on status of multiple critical strategic projects and ROI * Work with domestic and international vendors on key performance metrics and analyze performance * Execute critical tasks for process migrations offshore/outsourced/regional relocation * Provide project health and status to key executives and stakeholders * Interact with offshore and domestic vendor resources to drive the project forward * Support project tasks for vendor due diligence for new vendor selection and risk management POSITION QUALIFICATIONS The ideal candidate is a currently enrolled college student (rising Junior, Senior, or first year graduate student) with a minimum of 3.0 GPA that will complete their degree requirements in Spring 2013 or later. Additional qualifications include: * Excellent organization and time management skills with attention to detail * Excellent computer skills specifically with Microsoft Office (Excel, Word, and PowerPoint) * Strong demonstrated analytical skills * Self-starter with the ability to synthesize ambiguous information * Verbal/written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Ability to work equally well on self-managed or team-oriented projects * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-21 12:36:49CaliforniaCAMONTEREY PARK, CA26643914http://jobs.unionbank.com/xml/26643914/jobUSAMONTEREY PARKTitle: IT Data Warehouse Intern Location: CALIFORNIA-MONTEREY PARK 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. PROGRAM OVERVIEW The Student Intern program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, Interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW This student internship is with the Corporate Data Warehouse group. The Corporate Data Warehouse team is a component of 700-900 members of the Information Technology Group within the 2500 employee Bank Technology & Services Division. The Data Warehouse team is comprised of 40-80 team members located in Monterey Park at the Bank's Operations and Services Center. The Data Warehouse team provides a combination of technical project expertise focusing on the intelligent organization of data and information as well as the support of data warehouse components in Union Bank's production technology environment. As the group's intern, your tasks will be project-focused and you will work with data warehouse programmers, developers and other team members to: * Observe and learn about the role of a centralized information technology group at a large corporation * Learn the structure of large corporate technology projects, the role played by data warehouses, and data warehouse development teams within projects * Learn the rudiments of data warehouse analysis, design, and programming * Apply lessons learned about data warehouse analysis, design, and programming consistent with knowledge acquired on-the-job or pre-existing technical knowledge POSITION QUALIFICATIONS We are looking for a motivated and energetic undergraduate student in Junior or Senior standing at the end of the 2012 spring term. In addition to your academic success, you should have the following qualifications: * Strong desire to learn about corporate technology * Proficient computer skills including internet research and Microsoft Office (Excel, Word, and PowerPoint) * Verbal/written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Ability to work equally well on self-managed or team-oriented projects * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-21 12:36:49CaliforniaCAMONTEREY PARK, CA26643916http://jobs.unionbank.com/xml/26643916/jobUSAIRVINETitle: Credit Analyst Intern - Business Banking Location: CALIFORNIA-IRVINE 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. PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, Interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW This Student Intern position is with the Business Banking team based in Irvine, CA. Credit Analysts work in the Business Credit Center (BCC) in a high-volume environment that emphasizes individual initiative and teamwork. The Credit Analyst Intern will be responsible for providing key credit support functions to the BCC in the underwriting and loan management process for Business Banking borrowers. Additional responsibilities include: * Financial Spreadsheeting and Analysis - Use financial statements and tax returns of current Business Banking customers and prospects to create financial spreadsheets in the Risk Analyst program to be used for credit underwriting analysis * Maintain consistency and accuracy in preparing financial spreadsheets, proformas, and projections, in accordance with Bank Policies and Procedures * Analyze financial ratios and company operating performance to monitor covenant compliance * Prepare credit recommendation packages and assist Credit Executive team in the risk management process * Monitor collateral compliance covenants and borrowing base requirements by performing A/R & A/P aging analysis POSITION QUALIFICATIONS We are looking for a motivated and energetic undergraduate student in Junior or Senior standing at the end of the 2012 spring term. In addition to your academic success, you should have the following qualifications: * Exceptional interpersonal, analytical, and writing skills are a must * Excellent organization, time management, and attention-to-detail abilities * Computer literacy required, including knowledge of MS Word and Excel * Verbal communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Self-starter and strategic thinker that has the ability to synthesize ambiguous information * Ability to work equally well on self-managed or team-oriented projects * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-21 12:36:49CaliforniaCAIRVINE, CA26643915http://jobs.unionbank.com/xml/26643915/jobUSAMONTEREY PARKTitle: Systems Security Intern Location: CALIFORNIA-MONTEREY PARK 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. STUDENT INTERN PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned project, interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The internships are 12 weeks in length but can extend beyond that time depending on business needs and intern availability. POSITION OVERVIEW In this position, the student intern will be based in the Monterey Park Service Center and work closely with the Systems Security staff to enhance an existing systems database to allow input from multiple sources, provide automated notifications, log all activity, and generate management reports. In addition, the intern will complete the Security Awareness Certification Automation Project. Responsibilities include but are not limited to: * Charting the existing work flows * Identifying automation opportunities * Program macros and scripts to automate the process and reduce the manual effort We are looking for a mature undergraduate (preferably a rising Senior or Junior) or first year graduate student focused on a career in Information Technology. In addition to your academic success, the right candidate will have the following qualifications: * Computer Science, Computer Information System, or Management Information Systems related major * Knowledge of scripting, and programming languages including C , Visual Basic and other generative and contemporary languages such as Perl and Java * The ability to design, build, and administer SharePoint based intranet sites * The skills necessary to troubleshoot scripts and code to provide improved design and performance * The ability to create technical documentation to aid in future development and troubleshooting * Capable of working equally well on self-managed or team-oriented projects * Excellent organization, time management, and attention to detail * Strong interpersonal and analytical skills * You must be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-21 12:36:49CaliforniaCAMONTEREY PARK, CA26643917http://jobs.unionbank.com/xml/26643917/jobUSABEVERLY HILLSTitle: Private Client Advisor - Beverly Hills Location: CALIFORNIA-BEVERLY HILLS Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.6 billion at March 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on March 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Job Summary: Superior record of new business development across the wealth management product spectrum. Proven leadership capabilities. Demonstrated superior knowledge and implementation of the bank's branded sales process. Ability to manage the most complex high-profitability client relationships. Possessing thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies. Responsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships. Reporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the growth and profitability of large, complex relationships as well as the ongoing management and total servicing of the client relationship. In close collaboration with the Private Bank Team, proactively advises and consults with clients to maximize their usage of all Private Bank capabilities and monitors client portfolio to ensure profitability and deliver a positive client experience. Major Responsibilities: 60% Business Development- Identify clients for The Private Bank through research and use of resources, including referrals from outside the Bank, existing clients, commercial/retail partners, and other Private Bank partners. Proactively advises and consults with existing clients to maximize their service usage and monitors client portfolio to ensure profitability.Meet with prospects as needed, often outside the office to present the capabilities of The Private Bank. Drives the Private Bank sales process across the wealth management spectrum including wealth planning, investments, private banking, trust & estate services and Insurance to proactively identify the needs of the prospects, matching appropriate products and services and ensuring a team delivery approach by including appropriate specialists within the Private Bank. Act as advisor by anticipating needs relative to the high net worth segment to ensure maximum profitability and cross-sell opportunities are met by monitoring each client's account and service use as well as changes in their Life. Consult with clients as to various services or product that would be most advantageous for them and keep them aware of new strategies and market trends that would affect them. Provide various options considering tax implications, estate planning, risk tolerance levels and introductions to the appropriate Private Bank team member to maximize multiple team touch points per client and greater client satisfaction.Thoughtfully plan the introduction of clients to other areas of the Bank for special needs. 20% Teaming- Detail specific actions to introduce Private Bank team members to prospects by embracing, leveraging and leading the team through the Private Bank sales process. Acts as the "quarterback" for the Private Bank team to ensure both new sales and client retention goals are achieved. NOTE: greater time will be devoted to "teaming" during early development of their books of business. 20% Service- Ensure proper handling of service programs and respond to problems clients may experience with the handling of their accounts by pro-actively communicating with clients and coordinating the efforts of the internal team.Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks. Additional Information: Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a "win" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills. 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. 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/VUnited StatesUnion Bank2011-10-18 08:17:20CaliforniaCABEVERLY HILLS, CA24278353http://jobs.unionbank.com/xml/24278353/jobUSASAN JOSETitle: TELLER (SAN JOSE DOWNTOWN 19 HRS PART TIME W/BENEFITS) Location: CALIFORNIA-SAN JOSE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. - Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned. 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/VUnited StatesUnion Bank2011-12-15 08:31:27CaliforniaCASAN JOSE, CA25369898http://jobs.unionbank.com/xml/25369898/jobUSADALLASTitle: Petroleum Group Intern Location: TEXAS-DALLAS 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. STUDENT INTERN PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to assigned projects, interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. POSITION OVERVIEW This Student Intern position is with the Energy Capital Services team based in Dallas, TX. Energy Capital Services is consistently a top 10 lead arranger of syndicated loans. In this role, the intern will be expected to assist in the preparation of loan packages, client presentations, and support portfolio management. Responsibilities include (but not limited to): * Modeling, financial analysis, drafting of internal credit requests, and industry analysis * Update Portfolio Sensitivity database to determine average portfolio gas and oil stress test price * Maintain client information in alignment with regulatory requirements * Prepare for presentations to credit administration We are seeking a dynamic and mature undergraduate (rising Senior) or first year graduate student with a sincere interest in the Petroleum industry. The ideal candidate will work full-time for 12 weeks during the summer and then continue the internship on a part-time basis throughout the school year. In addition to your demonstrated academic success of maintaining a minimum 3.0 GPA, you will need to meet the following qualifications for consideration: * Verbal and written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Self-starter and strategic thinker that has the ability to synthesize ambiguous information * Excellent organization, time management, and attention-to-detail * Computer proficiency in MS Office - Outlook, PowerPoint, Word, Excel and internet research * Strong interpersonal and analytical skills * Previous related intern or work experience is a plus! * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Student Intern positions will post after February 21st * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools)United StatesUnion Bank2012-02-20 08:51:29TexasTXDALLAS, TX26620644http://jobs.unionbank.com/xml/26620644/jobUSASAN FRANCISCOTitle: Regulatory Compliance Intern Location: CALIFORNIA-SAN FRANCISCO STUDENT INTERN PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to assigned projects, interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. POSITION OVERVIEW This Student Intern position is with the Global Capital Markets Compliance Group and will be based in San Francisco. The duration of this full-time, paid internship is a minimum of 12 weeks during the summer. The primary role of this internship is to monitor regulatory developments in respect of Dodd Frank Title VII (Swaps) and to participate in working groups devoted to developing and modifying policy and process responses to those regulations. Responsibilities include, but are not limited to: * Review and summarize relevant regulatory issuances by the CFTC and SEC under Title VII of the Dodd Frank Act * Perform searches using public and other databases * Draft memoranda analyzing relevant aspects of DF regulation * Draft and review proposed policy and procedure documents The ideal candidate is a current law student having completed at least one full year of law study. In addition to your demonstrated academic success, you will need to meet the following qualifications for consideration: * Self-starter and strategic thinker that has the ability to synthesize ambiguous information * Ability to prioritize multiple tasks, work on several projects simultaneously, and meet assigned deadlines * Capable of working equally well on self-managed or team-oriented projects * Experience with internet research and Microsoft Office (Excel, Word, PowerPoint) * Excellent organization, time management, and keen attention-to-detail * Verbal and written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer. APPLICATION, INTERVIEW, AND HIRING TIMELINE * Student Intern positions will post after February 21st * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools)United StatesUnion Bank2012-02-20 08:51:43CaliforniaCASAN FRANCISCO, CA26620651http://jobs.unionbank.com/xml/26620651/jobUSASAN DIEGOTitle: Business Client Advisor Intern Location: CALIFORNIA-SAN DIEGO PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW This Student Intern position is with the Business Banking department based in San Diego. In this role, you will support the Business Banking sales team in the relationship management and underwriting process. Additional responsibilities include, but are not limited to: * Assist with loan application process; review and discuss client financials, write narratives/credit memos, and make recommendations * Provide support to Business Client Advisors' at our client prospects business locations to interview them and present products and solutions for their strategic objectives * Maintain covenant compliance and obtain updated financial information on the existing loan portfolio * Pre-screen credits for viability in order to obtain approval for business loan credit requests from the Business Credit Center (BCC) * Ensure adherence to Bank policies related to credit and compliance * Other adhoc projects as assigned We are looking for a motivated and energetic undergraduate student in Junior or Senior standing at the end of the 2012 spring term. In addition to your academic success, you should have the following qualifications: * Excellent organization and time management skills with attention to detail * Self-starter with the ability to synthesize ambiguous information * Proficient computer skills including internet research and Microsoft Office (Excel, Word, and PowerPoint) * Verbal/written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Ability to work equally well on self-managed or team-oriented projects * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Applications for intern positions will be accepted through mid-March * Interviews and candidate selection will begin on mid-March * Final intern selection and offers will conclude mid-April * All candidates will receive automated confirmation after applying and final status of their application by the end of April * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-20 08:52:18CaliforniaCASAN DIEGO, CA26620684http://jobs.unionbank.com/xml/26620684/jobUSASAN DIEGOTitle: SALES ASSOCIATE - UBIS (San Diego Main) Location: CALIFORNIA-SAN DIEGO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Work with Senior Financial Advisors and Financial Advisors to sell various investment vehicles including Governments, Agencies, Municipal, Mutual Funds, UITs, Stocks, Corporate Bonds, Equities, Annuities, Brokered CD's and fee based investment products. Assist customers in realizing their investments while also producing fee income for the Bank, cross-sell other investment and bank products to existing customer base, and develop new business through customer referrals and working with banking partners and clients. Major Responsibilities: Work with Senior Financial Advisor to sell various investment vehicles to customers of Union Bank of California. Place investment transactions with the appropriate market makers according to established UBIS policies. Provide customers with current market information regarding bid & ask prices, PE information, volume trends, and market updates and assist with all types of customer servicing. Provide and interpret financial market's information and with specialized knowledge assist customers with their investment decision-making process. Cross-sell various investment products to existing customers in order to maximize penetration of customer base and to meet the investment needs of the Bank's clients. Solicit new customers by asking for referrals from the branch network and from existing customer base. Educate new customers and prospects on applicable product offerings. Additional Information: Requires NASD Licensed Series 7, 66 and 63 in addition to technical work related experience from zero to two years. This position is an entry level SIS SR. Position receives a base salary (not a draw) and is assigned to a SIS. 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/VUnited StatesUnion Bank2012-02-20 08:51:19CaliforniaCASAN DIEGO, CA26620642http://jobs.unionbank.com/xml/26620642/jobUSAMONTEREY PARKTitle: Business Process Improvement Intern Location: CALIFORNIA-MONTEREY PARK PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, Interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW This Student Intern position is with the Business Process Improvement team based in Monterey Park, CA. The Business Process Improvement team is the primary driver for multiple initiatives across the enterprise. This position will assist in all aspects of Business Process Improvement, including but not limited to: 1) identifying inefficient processes, 2) partnering with the business to improve processes, 3) building training programs, and 4) tracking the benefits. We are looking for a motivated and energetic undergraduate student in Junior or Senior standing at the end of the 2012 spring term. In addition to your academic success, you should have the following qualifications: * Excellent organization and time management skills with attention to detail * Self-starter with the ability to synthesize ambiguous information * Proficient computer skills including internet research and Microsoft Office (Excel, Word, and PowerPoint) * Verbal/written communication skills are extremely important in this position and you must be able to conduct a professional dialogue clearly and concisely * Ability to work equally well on self-managed or team-oriented projects * You MUST be able to furnish proof of citizenship, U.S. residency, or authorization to work full-time for any employer APPLICATION, INTERVIEW, AND HIRING TIMELINE * Interviews and candidate selection will begin in March 2012 * Final intern selection and offers will conclude in April 2012 * All candidates will receive automated confirmation after applying and final application status by April 30th * Internships will begin May 14 (for semester schools) or June 11 (for quarter schools) 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.United StatesUnion Bank2012-02-20 08:51:19CaliforniaCAMONTEREY PARK, CA26620641http://jobs.unionbank.com/xml/26620641/jobUSALOS ANGELESTitle: Sr. Software Engineer – PL/SQL, Essbase Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. JOB SUMMARY The Position supports the FP&A area from an IT perspective by supporting multiple financial applications, platforms and programming languages. This role will act as a technical consultant for selecting and implementing new systems and for upgrading and integrating legacy systems. Responsible for design, development, implementation, and maintenance of computer-oriented systems. Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written. DETAILS Major responsibilities include: Serves as a consultant to management in new areas of the system, including enhancements, long-range planning or overall systems architecture. Serves as the department spokesperson in areas of new technology. Researches and evaluates solutions and recommends the most efficient and cost effection solutions for the system design. Formulates system scope and objectives. Evaluates software and system problems and recommends system improvements, new applications and develops plans to improve service. Performs analysis of existing code or design new solutions or may integrate purchased solution. Prepares detailed specs from which programs will be written, then develop codes, tests, debugs, and documents those program plans. Organizes the development of technical support standards. Has expertise in systems analysis, design and a solid understanding of development, quality assurance and integration methodologies. Conceives, creates, and maintains IT's project plans following defined project methodologies. Accountable for the project plan, schedules and project implementation. Acts as the project manager. May provide assistance or training to lower level staff Initiates and develops innovative concepts to solve complex problems with little or no precedent; creates new opportunities to enable the use of new technology. Provides conceptual guidance to other senior and high-level technical experts. Advanced/expert level technical role. Considered to be the authority on selected specialty systems, sought out for broad and in-depth technical knowledge and expertise. Has expert knowledge in programming languages, system utilities, database structures. Competent to conceive, develop and apply highly advanced technologies, principles, theories and concepts to resolve the most complex software systems problems. Displays competency in developing and maintaining complex project plans and in managing work according to defined methodologies. QUALIFICATIONS Required Typically has 7-10 years of programming/systems analysis experience and 3-5 years of relevant experience with emphasis in applications and systems engineering development, database and middleware technologies. The successful candidate will be a proficient programmer with generic skills which can be applied to current and future applications and technology used in this department. Currently, we are using Oracle and Hyperion financial applications with PL/SQL, Essbase, Informatica and OBI technology. Education Bachelor's Degree in Computer Science, Information Systems or other related field. Or equivalent work experience. 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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 Invest in your career. Invest in your future. JOB SUMMARY The Position supports the FP&A area from an IT perspective by supporting multiple financial applications, platforms and programming languages. This role will act as a technical consultant for selecting and implementing new systems and for upgrading and integrating legacy systems. Responsible for design, development, implementation, and maintenance of computer-oriented systems. Formulates system scope and objectives, and devises and modifies procedures to solve problems. Prepares detailed specs from which programs will be written. DETAILS Major responsibilities include: Serves as a consultant to management in new areas of the system, including enhancements, long-range planning or overall systems architecture. Serves as the department spokesperson in areas of new technology. Researches and evaluates solutions and recommends the most efficient and cost effection solutions for the system design. Formulates system scope and objectives. Evaluates software and system problems and recommends system improvements, new applications and develops plans to improve service. Performs analysis of existing code or design new solutions or may integrate purchased solution. Prepares detailed specs from which programs will be written, then develop codes, tests, debugs, and documents those program plans. Organizes the development of technical support standards. Has expertise in systems analysis, design and a solid understanding of development, quality assurance and integration methodologies. Conceives, creates, and maintains IT's project plans following defined project methodologies. Accountable for the project plan, schedules and project implementation. Acts as the project manager. May provide assistance or training to lower level staff Initiates and develops innovative concepts to solve complex problems with little or no precedent; creates new opportunities to enable the use of new technology. Provides conceptual guidance to other senior and high-level technical experts. Advanced/expert level technical role. Considered to be the authority on selected specialty systems, sought out for broad and in-depth technical knowledge and expertise. Has expert knowledge in programming languages, system utilities, database structures. Competent to conceive, develop and apply highly advanced technologies, principles, theories and concepts to resolve the most complex software systems problems. Displays competency in developing and maintaining complex project plans and in managing work according to defined methodologies. QUALIFICATIONS Required Typically has 7-10 years of programming/systems analysis experience and 3-5 years of relevant experience with emphasis in applications and systems engineering development, database and middleware technologies. The successful candidate will be a proficient programmer with generic skills which can be applied to current and future applications and technology used in this department. Currently, we are using Oracle and Hyperion financial applications with PL/SQL, Essbase, Informatica and OBI technology. Education Bachelor's Degree in Computer Science, Information Systems or other related field. Or equivalent work experience. 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-20 08:52:07CaliforniaCALOS ANGELES, CA26620675http://jobs.unionbank.com/xml/26620675/jobUSALOS ANGELESTitle: Sr. Systems Analyst – FP&A Systems Location: CALIFORNIA-LOS ANGELES Invest in your career. Invest in your future. JOB SUMMARY The Position supports the FP&A area from an IT perspective by supporting multiple financial applications, platforms and programming languages. Provides senior-level systems analysis and software support to the Business Units by ensuring all system testing and issues are identified, documented, and resolved within appropriate timeframes. Responsible for leading the project team for preparing functional requirements, feasibility studies, program specifications, user test plans, user documentation, and user training plans. Functions as an internal consultant for applications support departments and provides internal consulting support to other areas of the bank. DETAILS Major responsibilities include: Functions as an internal consultant for the applications support team for design review and quality, to ensure the product meets both time to market, and budget expectations. Develops design and functional specifications, produces deliverables related to the project(s) assigned and assists in post implementation support and system enhancements. Identifies the business needs of assigned user areas and translates these needs into system specifications. Conducts user interviews, contacts vendors, and performs independent research as required. Identifies and assists in resolving system, procedural or operational problems and makes recommendations to improve business functions. Responsible for gathering, compiling and synthesizing information with regard to technology processes or systems. Possesses experience in implementation and support of resource planning. Actively ensures compliance with regulatory requirements and bank policies and procedures. Prepares formal proposals for management, recommending system solutions. Defines project scope and objectives for projects. Senior professional level role. Develops systems solutions requiring analysis and research. Works moderate to complex projects that require increased skill in multiple technical environments and possesses knowledge in a specific business area. Works on one or more projects as a project team member or sometimes as a project lead. May coach more junior technical staff. QUALIFICATIONS Required Typically has 5 - 7 years of IT experience, 2-3 years of experience in process engineering and 2 years experience in project management. Required a high level of analytical skills as recognized by industry standards, as well as extensive bank operations knowledge. The successful candidate will have analytical skills based on a wide technical experience. Must have experience interfacing with the internal customer and must have a moderate understanding of business functions. Education Bachelor's Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. 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. Why Work for Union Bank? · We are a financially strong and stable bank. · We value workplace diversity · We are committed to the training and development of our employees · Innovative vacation benefits 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! 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/VUnited StatesUnion Bank2012-02-20 08:52:08CaliforniaCALOS ANGELES, CA26620676http://jobs.unionbank.com/xml/26620676/jobUSABreaTitle: Commercial Loan Management Manager - CMO Loan Administration (Brea) Location: UNITED STATES Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Invest in your career. Invest in your future. Manage and direct all Special Asset functions for the Commercial Mortgage Operations (CMO) Division Major Responsibilities Staff Supervision Supervises a staff who are responsible for: Collection of non-performing loans up to 150 days delinquent. Tracking and administering post-funding credit conditions. Insurance claim administration to ensure mortgage collateral is repaired in a timely manner. Processing requests for refinancing, modification and extension of loan terms. Administering funds withheld at funding for property repairs, lease-ups and earn-out covenants. Monitoring loans with delinquent property taxes to protect Bank's interest in the property. Transferring loans to Real Estate Special Assets Division (RESAD) to ensure timely transfer of loans per Bank's policies and procedures. Initiating foreclosure process for monetary and non-monetary defaults. Monitoring balloon loans reaching maturity. Implementing and monitoring action plans for Problem Loan Reports. Resolving complex legal issues such as eminent domain, title claims, easements, city code violations, unauthorized transfer of ownership, partial releases, subpoena, etc. Handling derivatives, loan maturities, loan modification requests and other miscellaneous loan issues in the CMO North portfolio. Staff Development Interview, hire and train new staff. Determine performance plans/standards, monitor progress and prepare performance appraisals. Planning Establish collection plans and timelines for resolution of delinquent loans. Set up and assign action plans to assist Criticized Asset Department in managing problem loans. Establish relationships with outside legal counsel and match their services with Division's legal needs. Organize and communicate special projects to staff. Identify immediate steps and resources necessary to complete the projects. Assign appropriate personnel for each task and review progress till completion. Vendor and Consultant Tracking Monitor property inspections performed by Star 1, a contracted property inspector. Monitor foreclosure proceedings performed by T.D. Service, an outside foreclosure trustee vendor, to ensure vendor adheres to the service level agreement and Federal and State laws and regulations. Monitor and work with outside legal counsel to obtain relief from bankruptcy stays and initiate judicial foreclosures and litigation for court appointed receiver on non-performing loans. Risk Management and Compliance Review various reports for tracking and monitoring delinquent and non-performing loans. Identify any department exposure to loss or harm, understand the problems associated with such risks and take actions to control the risk. Conduct periodic inspections for information security. Interdepartmental Interaction Assist Internal Asset Review Department with problem loan identification. Assist Internal Asset Review Analysts by communicating actions taken by Special Assets Counselors and providing pertinent information obtained from borrowers or borrower's agents. Assist Criticized Asset Managers with implementing and monitoring action plans set up in FICS. Assist Criticized Asset Managers in determining loans to be transferred to RESAD. Participate in Division's development of policies and procedures for special assets and risk management. Provide information to Loan Administration Manager for preparation of budgets, including resources required to run the department or to complete a project. Performs other duties as assigned Typically requires Bachelor's degree and ten years of related experience. Solid understanding of loan servicing and special asset policies and procedures. Union Bank iscommittedto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. ClickheretoexperienceDiversity & Inclusion at work.United StatesUnion Bank2012-02-20 08:52:02CaliforniaCABrea, CA26620664http://jobs.unionbank.com/xml/26620664/jobUSAATASCADEROTitle: SENIOR RELATIONSHIP BANKER (ATASCADERO, 37 HRS) Location: CALIFORNIA-ATASCADERO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-20 08:51:39CaliforniaCAATASCADERO, CA26620647http://jobs.unionbank.com/xml/26620647/jobUSASAN DIEGOTitle: CUSTOMER SERVICE MANAGER - DEL MAR HEIGHTS Location: CALIFORNIA-SAN DIEGO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Major Responsibilities: Under guidance and direction from the Branch Manager: 30% Branch Operations /Risk Management/Compliance Assist in overseeing the operation of the branch. Assist the Branch Manager in the mitigation of risk situations to the Bank. Ensure that operating procedures are being followed, while providing technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Assist in ensuring staff compliance with all regulatory requirements. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. 30% Customer Service Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as liaison to other support areas of the Bank to resolve customer issues. 15% Training/Coaching staff Coach and monitor staff to ensure consistent performance of these behaviors. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. 15% Sales Referral/Customer Retention Maximize sales growth by developing and participating in customer retention program. Make customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. Assist Branch Manager in ensuring staff recognize opportunities to refer other bank products. Maximize market share and represent the Bank by participating in local community activities. 10% Delegated Duties: May have delegated responsibilities from the Branch Manager. This may include duties such as preparing draft performance reviews, reviewing staffing levels, or assisting with the selection process for some open positions. Perform miscellaneous duties as may be assigned. Additional Information: Requires 3-5 years of significant and direct work experience related to branch banking operations. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Working experience with compliance regulations. Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. Ability to lead and train staff and assist the manager in coaching staff. Branch leveling depends on office size. 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.United StatesUnion Bank2012-02-20 08:51:40CaliforniaCASAN DIEGO, CA26620648http://jobs.unionbank.com/xml/26620648/jobUSAOCEANSIDETitle: SR RELATIONSHIP BANKER - EL CAMINO REAL (OCEANSIDE) 28 HOURS Location: CALIFORNIA-OCEANSIDE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-20 08:51:46CaliforniaCAOCEANSIDE, CA26620653http://jobs.unionbank.com/xml/26620653/jobUSAMENIFEETitle: CUSTOMER SERVICE OFFICER - MENIFEE IN-STORE Location: CALIFORNIA-MENIFEE Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Reporting to the Branch Manager, the Customer Service Officer assists the Customer Service Manager or other officers with management of office operations. This includes providing exceptional customer service by managing resources, analyzing branch activity, and promoting sales referrals. Ensure office compliance with bank policies and procedures. Provide ongoing staff development relating to technical duties, product knowledge, risk management, and a culture of outstanding customer service. Must ensure that customer issues are handled quickly with a positive outcome. The CSO may receive day to day work direction from the Customer Service Manager. Major Responsibilities: Branch Operations/Customer Service: 35 % Assist with management of branch operations. Ensure that operating procedures are being followed. Minimize operating losses by adhering to policies and procedures of the bank. Ensure that reports and performance reviews are processed in a timely manner. Act as liaison between branch and Support Departments, i.e., BOS, Risk Services, Direct Banking Center, et al. Resolve errors or adjustments effectively and efficiently. Ensure that customer problems and complaints are maintained at a minimum level and are resolved to the customer's satisfaction, professionally, at the branch level. Approve referred items within authorized limits. May prepare branch work schedules using Scheduler 360 (if assigned). On occasion, step in to cover any operational position as necessary. Risk/Compliance: 30% Ensure that branch adheres to regulatory requirements and that all employees develop a satisfactory understanding of all regulations regarding banking transactions and deposit accounts. Attain optimum efficiency and productivity in customer service by managing resources and analyzing branch activity. Training/Coaching staff: 15% Coach and monitor staff to ensure consistent performance of these behaviors. . Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. Customer Retention/Sales Referrals: 20% Participate in a customer retention program by making customer retention calls regularly, both in person and/or by telephone contact. Promote sales referrals by demonstrating leadership and modeling the sales culture. The CSO actively supports the programs and goals of Branch and Bank Management. The CSO must be able to operate the office in the absence of other branch officers. DUE TO IN-STORE ENVIRONMENT, THIS WOULD REQUIRE WEEKENDS. Typically requires 2 - 4 years of significant work experience related to banking operations in technical or financial services. Possess knowledge of banking products and services. Requires strong sales and service orientations and the ability to communicate effectively with all levels of management and client. Possess excellent verbal and written communication skills. Ability to operate PC (Word, Excel, Lotus Notes, Web). Supervisory experience preferred. 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.United StatesUnion Bank2012-02-20 08:52:09CaliforniaCAMENIFEE, CA26620678http://jobs.unionbank.com/xml/26620678/jobUSABEVERLY HILLSTitle: SENIOR RELATIONSHIP BANKER - WESTSIDE COASTAL REGION Location: CALIFORNIA-BEVERLY HILLS Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! This position will require travel throughout the Los Angeles area including Manhattan Beach and Santa Monica. Job Summary: Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio. Major Responsibilities: Sales 60%: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate , refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk/Compliance/Audit 20%: : 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. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service 20% Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Generally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. 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 iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-20 08:52:03CaliforniaCABEVERLY HILLS, CA26620670http://jobs.unionbank.com/xml/26620670/jobUSAMONTEREY PARKTitle: LEAD CAPACITY PLANNER Location: CALIFORNIA-MONTEREY PARK Job Summary: Reporting to System Manager of Enterprise Monitoring & Capacity Management in Technology Operations, this lead position is responsible for leading a team of Capacity Management. Responsible for the most effective and efficient utilization of IT resources, optimizing performance and ensuring resource capacity meets current and future business requirements. Responsible for data collection, reporting & trending, solution performance oversight, business impact analysis, ad-hoc studies, benchmarks, modeling and forecasting. This Position Reports to: Systems Manager Major Responsibilities: Responsible for leading a team that conducts analysis and forecasts IT requirements for critical business applications. Applies forecasting techniques such as regression analysis, analytic modeling, and trending in the capacity planning effort. Collaborates with business specialists, applications architects and analyst, performance management and other IT and business team members. Communicate with the business areas to present results of the completed analysis. Collaborates with other capacity management team members to ensure the results of capacity analysis studies are technically accurate and communicated in clear business terms to the respective business and IT areas. Understands service levels and provides feedback to the business area on IT service delivery against defined service levels. If service levels are not being met, ensure that IT management is aware of the problems and assist other team members in understanding how and where service level problems are occurring. Oversees the team/staff that maintain and improve Capacity Management methodology. Controls and work directs activities of the staff. Initiates and develops concepts to identify system and application performance issue from planned changes to the environment prior to their move to production, and identify production capacity risks in time to avoid service interruption or degradation. Provides conceptual guidance to other senior and high level technical experts. Advanced professional level role. Works on projects that may span a broad range of systems and enterprisewide complex components for capacity management analysis. Requires in-depth knowledge across multiple technical environments and possesses increased level of business knowledge. Works on major projects providing subject matter expertise and technical direction to more junior technical staff and may be technical leader of advanced or complex projects. Lead responsibilities include directing, monitoring and assigning work to those on the team. Provides technical work guidance or mentoring. May provide input to the managers/supervisor on staff performance. Additional Information: Work Experience Require a minimum of 3 years technical experience in IT Capacity Management. 2 or more years experience leading a team or function is desired. Minimum 2-4 yrs direct experience with Enterprise Management System products such as Cisco Info Center / Micromuse Netcool, Microsoft System Center Operation Manager, Omegamon, BMC Portal, CA Spectrum and eHealth, or similar products. Minimum 4 yrs experience with Unix and Windows server operating systems. Good understanding of networking concepts. Experience troubleshooting infrastructure problems. Strong written and verbal communication skills. Ability to manage conflicting interests and identify compromises. Ability to deliver results under pressure. Ability to lead and mentor team members. Proven problem solving capabilities and ability to work independently. Well-developed presentation skills. Exceptional interpersonal skills to interact with all levels of IT management, business leadership, and IT technical staff. Demonstrated client focus and service orientation; must be able to work effectively in a team-based environment within IT and business divisions. Provide leadership to the entire Capacity Management team in forecasting, data analysis, and reporting and management interaction. A strong technical background in key aspects of IT infrastructure, including enterprise applications, database, storage, networks, open system, mainframe and all types of servers. Must be good at budgets and math, since forecasting, statistical analysis and modeling are part of the job. Excellent people and leadership skills; drives result with capacity planner, analyst, application owners and vendors on projects. Ability to represent the team in providing solutions to technical issues associated with specific projects or programs. Excellent written and oral communication and teaming skills required. Experience with system analysis and capacity modeling tools is highly desirable. Education Bachelor's or Master's Degree in Computer Science, Information Systems, or other related field. 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. Why Work for Union Bank? * We are a financially strong and stable bank. * Matching 401k, Pension Plan, Flexible Spending Accounts, Health and Wellness Plans. * We value workplace diversity. * We are committed to the training and development of our employees. * On-campus gym, cafeteria and walking trails. * Innovative vacation benefits. 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. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. 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 Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!United StatesUnion Bank2012-02-20 08:52:15CaliforniaCAMONTEREY PARK, CA26620682http://jobs.unionbank.com/xml/26620682/jobUSASAN FRANCISCOTitle: BUSINESS CLIENT ADVISOR I - SAN FRANCISCO SOUTH BAY Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary: Reporting to Regional Vice Presidents (RVPs) in a designated geography, the BCA I is responsible for independently calling on prospects at their place of business for development of new business relationships as well as growing the relationships in the portfolios currently under their management. Work with clients and prospects at their physical business locations to interview them and to subsequently present solutions to their short and long term strategic objectives. Perform ongoing portfolio management.Major Responsibilities:65% Generate New Bank Business Through Outside Sales - Spends vast majority of time calling on clients, prospects, referral sources and Centers of Influence at their place of business to develop new business sales, expand client base and to create a network of prospects from center of influence clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Complete site inspections and confirm inventory levels appear to support business operations. In order to be successful in this role, incumbents are expected to spend the vast majority of their time at outside appointments, generating new business sales.Accountable for further deepening of client's relationship with the Bank through frequent one-on-one interactions with clients. Continually identify new prospects and develop and present effective sales and marketing approaches to prospects, through on-site visits. Partner with other business lines as appropriate. Make recommendations on structure of loans and cash management (managing working capital), along with capital expenditures both short-term and long-term. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. Use granted autonomy and authority in negotiating terms and pricing in each sale. Responsible for generating and expanding the client base by development of Centers of Influence (primarily external to the bank), self-sourcing and joint calling with Retail branch partners, BBG BDOs and BCA IIs. Initiate, advance and close new business opportunities. Focus on sales to new to bank clients and cross-sell to existing clients the full breadth of products/services UB offers: demand deposit/operating accounts, cash management and other payment services, business loans/lines, commercial real estate loans/lines and various other fee-income products/services.Responsible for growing assets and liabilities and increasing the share of wallet of their portfolio of clients and new to bank clients. The role is focused on cross-sales of value-added products and services to current and new to bank clients, which will be tracked via product penetration reporting.25% Portfolio Management, Credit Quality and Compliance - Effectively partner with the Business Credit Center - the BCC will now provide direct client contact to enable more selling time for the BCA I's (provide covenant support and renewal support). Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively follow up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel and work with the Business Credit Center for underwriting. Responsible for vetting out referrals from Retail partners by conducting in person (at the place of business) needs assessment interviews. Minimal prospect cold calling followed by emphasis on substantial one-on-one interaction.Ensure adherence to Bank policies related to credit and compliance, such as: Know Your Customer (KYC), Anti-Money Laundering (AML), Compliance Testing, Risk Management support, due diligence requirements, Risk grading, and Basel II & Basel III compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio. Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Business Credit Center. The Business Credit Center will monitor the credit relationship. Manage acquired bank portfolios on an as needed basis. Must be able to pre-screen credits for viability in order to obtain approval for business loan credit requests from the Business Credit Center (renewals & new loan requests). 10% Client Satisfaction- Responsible for ensuring all clients are satisfied with service and all other aspects of the bank. For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the "Client Team" once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Additional Information: Working knowledge of Cash Management and Trade Finance is desirable. Proven proficiency in Accounting. Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to handle multiple requests/customers with a high attention to detail and ability to take the initiative. 5 years of commercial lending experience in the Business Banking market, lending to a broad range of industries and a breadth of company sizes. Bachelor's Degree in Finance, Business or Economics is preferred. Real Estate and SBA lending experience will be helpful. 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.United StatesUnion Bank2012-02-20 08:52:15CaliforniaCASAN FRANCISCO, CA26620680http://jobs.unionbank.com/xml/26620680/jobUSASAN BERNARDINOTitle: SR MERCHANT TELLER - WATERMAN & HIGHLAND Location: CALIFORNIA-SAN BERNARDINO Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBankCal Corporation is a financial holding company with assets of 79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the The Bank of Tokyo-Mitsubishi UFJ, Ltd. which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals. Major Responsibilities: Customer Service Transactions (70%) Under minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly. Responsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals. Other responsibilities (15%) - Participate in training programs that expand job knowledge and understanding. - Perform back-up duties such as remote branch capture as necessary. Additional Information: 2 years of customer service experience in a retail bank Skills required: - Must have effective verbal and written communication skills. - Ability to learn and use branch equipment. - Good math, reading, and comprehension abilities. - Excellent problem-solving skills - Must enjoy working with customers and employees. Note: This position handles the merchant window, handling large sums of cash. Bi-lingual (Spanish/english) is strongly preferred. This is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. Union Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.United StatesUnion Bank2012-02-20 08:52:15CaliforniaCASAN BERNARDINO, CA26620679http://jobs.unionbank.com/xml/26620679/jobUSASAN FRANCISCOTitle: BUSINESS CLIENT ADVISOR II - SAN FRANCISCO BAY AREA Location: CALIFORNIA-SAN FRANCISCO %3CDIV%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2484 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA TITLE=%22http://www.unionbank.com/%22 HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EJob Summary:%3C/DIV%3E%0A%3CDIV%3EReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EMajor Responsibilities:%3C/DIV%3E%0A%3CDIV%3E70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp; Accountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp; Effectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp; 10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal. %26nbsp;Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E %3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EAdditional Information:%3C/DIV%3E%0A%3CDIV%3ETen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred. Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects. Proven proficiency in Accounting.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic%22%3EUnion 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%3C/DIV%3EUnited StatesUnion Bank2012-02-20 08:52:29CaliforniaCASAN FRANCISCO, CA26620687http://jobs.unionbank.com/xml/26620687/jobUSASAN FRANCISCOTitle: BUSINESS CLIENT ADVISOR II - SAN FRANCISCO SOUTH BAY Location: CALIFORNIA-SAN FRANCISCO %3CDIV%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2484 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations. Visit %3CA TITLE=%22http://www.unionbank.com/%22 HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EJob Summary:%3C/DIV%3E%0A%3CDIV%3EReporting to Regional Vice Presidents (RVPs) in a designated geography, this role is responsible for independently calling on prospects for development of new business relationships as well as growing the relationships in the portfolios that are under their management. Work with clients and prospects to present solutions to short and long term strategic objectives.%26nbsp; Perform ongoing portfolio management.%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EMajor Responsibilities:%3C/DIV%3E%0A%3CDIV%3E70%New Bank Business Sales -Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients.%26nbsp; Responsible for generating loans from Business Banking clients.%26nbsp; Responsible for expanding the business of existing clients.%26nbsp; Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting.%26nbsp; Accountable for further deepening of client%26#39;s relationship with the Bank.%26nbsp; Continually identify%26nbsp;%26nbsp; new prospects and develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate.%26nbsp; Plan long-term and short-term business objectives, including preparing and updating business plans.%26nbsp; Effectively uncover and assess prospects%26#39; needs and financial status to provide accurate and suitable credit and other product advice and recommendations.%26nbsp; Clearly communicate the application and credit decision process.%26nbsp; Proactively%26nbsp; following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client.%26nbsp; Provide recommendations about possible appeals of credit denials.%26nbsp; Stay informed as to current underwriting guidelines.%26nbsp; Provide expertise on business credit issues to branch personnel. Credit Center for underwriting. Negotiate terms, conditions and pricing with customers to reach terms that will accommodate their needs and be acceptable and profitable to the bank. 20%25%20Portfolio Management, Risk Management %26amp; Compliance. Maintain covenant compliance and obtain updated financial information on the existing loan portfolio.%26nbsp; Document and maintain risk-based discussions with borrowers. Recognize unfavorable trends; make appropriate recommendations to the Credit Executive.%26nbsp; Monitor the credit relationship. Document and maintain risk-based discussions with borrowers.%26nbsp; Maintain loan files and documentation according to bank policies.%26nbsp; Responsible for independently discussing with the Loan Committee specific client issues.%26nbsp;%26nbsp; Responsible for completing all KYC, BSA documents accurately and ensuring all customers complies with required regulatory documents.%26nbsp; 10%25%20Client Satisfaction- Responsible for ensuring%26nbsp; all clients are satisfied with service and all other aspects of the bank.%26nbsp; For new clients, responsible for the effective on-boarding of the client to the bank, implementation of the products and services and that on-going servicing expectations are met. The advisor is the lead role of the %26quot;Client Team%26quot; once a client is assigned to their portfolio. Coordinate with Business Credit Center and various product specialists, to deliver services to the client. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%26#39;s annual new business goal. %26nbsp;Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.%3C/DIV%3E %3CDIV STYLE=%22font-style: italic; font-weight: bold%22%3EAdditional Information:%3C/DIV%3E%0A%3CDIV%3ETen plus years of commercial lending experience in the Business Banking market; 3- 5 years of Business Development experience selling to a broad range of industries and a breadth of company sizes. Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Completion of formal bank credit training program is required. Experience in spreading deals and individual deal risk grading experience is a must. Real Estate lending experience is required.SBA lending experience will be helpful. Experience with complex Cash Management and Trade Finance is required. Proficiency in using a Risk Based and Relationship Based Pricing Model is a must. Bachelor%26#39;s Degree in Finance, Business or Economics is preferred. Proven track record of business development. Strong credit and underwriting skills. Strong interpersonal and mentoring skills. Ability to communicate clearly and effectively to both bank customers and other associates with excellent written and oral communication skills. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle multiple requests/customers with a high attention to detail and ability to take initiative when handling packages or projects. Proven proficiency in Accounting.%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV STYLE=%22font-style: italic%22%3EUnion 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%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3EUnited StatesUnion Bank2012-02-20 08:52:29CaliforniaCASAN FRANCISCO, CA26620688http://jobs.unionbank.com/xml/26620688/jobUSASAN FRANCISCOTitle: BUSINESS DEVELOPMENT OFFICER II -SAN FRANCISCO BAY AREA Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Responsible for originating new business loans/lines and acquiring new business deposit relationships. Target Segment: The BDO targets medium-sized business clients (Companies with annual revenue from $2 million to $10 million).Major Responsibilities:90% - Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding thebusiness of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Uses discretion to determine when to make sales calls in conjunction with the business banking relationship managers and other strategic partners to cross sell. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Maintain list of at least 150 active prospects. Consistent contact with COI's to access opportunities, and follow up as appropriate. Continually identify new prospectsand develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. 10% - Responsible for completing all required training as it relates to the position as well as responsible for all appropriate assessments and certifications. Additional Information: Minimum of 5 years of Business Development experience or related business lending experience and/or deposit and cash management sales experience required. Established base of Centers of Influence (COIs). Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Strong understanding of product profitability of banking products. Strong customer focused individual with good interpersonal skills and communication skills. Ability to work independently under only general supervision. Bachelor's Degree in Finance or related field, or equivalent work experience required. Preferred: credit analysis or financial analysis experience related to business lending is preferred. 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.United StatesUnion Bank2012-02-20 08:52:25CaliforniaCASAN FRANCISCO, CA26620686http://jobs.unionbank.com/xml/26620686/jobUSASAN FRANCISCOTitle: BUSINESS DEVELOPMENT OFFICER II - SAN FRANCISCO SOUTH BAY Location: CALIFORNIA-SAN FRANCISCO Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information. Job Summary:Responsible for originating new business loans/lines and acquiring new business deposit relationships. Target Segment: The BDO targets medium-sized business clients (Companies with annual revenue from $2 million to $10 million).Major Responsibilities:90% - Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients. Responsible for generating loans from Business Banking clients. Responsible for expanding thebusiness of existing clients. Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Analyzes business financial data and submits complete credit packages to the Credit Center for underwriting. Accountable for further deepening of client's relationship with the Bank. Uses discretion to determine when to make sales calls in conjunction with the business banking relationship managers and other strategic partners to cross sell. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Maintain list of at least 150 active prospects. Consistent contact with COI's to access opportunities, and follow up as appropriate. Continually identify new prospectsand develop and present effective marketing approaches to prospects, primarily through on-site visits. Partner with other business lines as appropriate. Plan long-term and short-term business objectives, including preparing and updating business plans. Effectively uncover and assess prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations. Clearly communicate the application and credit decision process. Proactively following up on credit requirements. Act as liaison between Commercial Credit Center and prospect/client. Provide recommendations about possible appeals of credit denials. Stay informed as to current underwriting guidelines. Provide expertise on business credit issues to branch personnel. 10% - Responsible for completing all required training as it relates to the position as well as responsible for all appropriate assessments and certifications. Additional Information: Minimum of 5 years of Business Development experience or related business lending experience and/or deposit and cash management sales experience required. Established base of Centers of Influence (COIs). Direct work experience and knowledge of credit products and processes is required (i.e. Commercial/Business Loans or Lines of Credit). Strong understanding of product profitability of banking products. Strong customer focused individual with good interpersonal skills and communication skills. Ability to work independently under only general supervision. Bachelor's Degree in Finance or related field, or equivalent work experience required. Preferred: credit analysis or financial analysis experience related to business lending is preferred. 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.United StatesUnion Bank2012-02-20 08:52:25CaliforniaCASAN FRANCISCO, CA26620685http://jobs.unionbank.com/xml/26620685/job