<?xml version="1.0" encoding="utf-8"?>
<source><publisher>Union Bank Jobs</publisher><publisherurl>http://jobs.unionbank.com</publisherurl><lastBuildDate>2012-05-21 06:49:43.800538</lastBuildDate><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: MARKETING SPECIALIST
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:
Under general supervision, develop and manage implementation of outbound marketing materials and internal and external product collateral for Global Treasury Management products and services. Craft messaging and positioning of products. Manage internal and client communications related to products and services.

Major Responsibilities:
Position products and services for competitive advantage and differentiation. Interpret complex banking product features and functionality into customer-friendly concepts. Ensure a robust suite of marketing collateral and communications exists for each product and that they are clear, concise, and customer-focused. (40%)

Manage multiple marketing programs for various products and services to ensure that initiatives are completed on time and within budget. Provide direction to internal Centers of Excellence in the development and execution of product marketing programs. Support product program implementation according to marketing plan objectives that include use of direct mail, collateral, online, advertising, and research channels, as required. (20%)

Support new product launches and updates/releases and manage cross-functional teams involved in their implementation. Work closely with Product management and other Marketing managers to appropriately position and develop messaging around new products and upgrades. (20%)

Manage client communications related to products and services via direct mail, email, and other online channels. (15%)

Monitor effectiveness of campaigns to make future recommendations. Communicate results to management. (5%)

Additional Information:
Minimum of 10 years of professional marketing experience. Experience across a range of financial products is required, treasury/cash management experience preferred.
Knowledge and experience with digital media channels including email, banner advertising, SEO, SEM
Excellent verbal and written communication and presentation skills
Strong computer skills (word processing, spreadsheets, presentation)
Excellent people and management skills to interact with cross-functional teams
Bachelor degree or equivalent background


Union Bank is committed 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.</description><date_new>2012-05-18 19:28:58</date_new><country>United States</country><company>Union Bank</company><title>MARKETING SPECIALIST</title><state>California</state><reqid>21151</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28797948</uid><url>http://jobs.unionbank.com/xml/28797948/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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, California

SUMMARY

Basel II Risk Weighted Assets and Capital Ratio team under FP&amp;A is responsible for supporting the Bank's risk measurement through the Basel II Risk Weighted Assets (RWA) calculation, capital allocation and capital planning process. It also supports the Bank's Basel II qualification and Regulatory Reporting requirements. The Bank currently has multiple positions open to manage and assist with the analytics and initiatives required.
Major responsibilities include: 
* Prepare executive management reporting metrics and presentations
* Prepare and deliver Regulatory FFIEC 101 schedules, provide analysis required by regulatory reporting to support the schedules including quarterly variance and trends.
* Support the RWA calculation process, including exposure completeness, GL reconciliation, data quality, issue investigation and remediation, vetting the RWA results, and preparation of workpapers.
* Manage the attestation process with line of business; prepare summary reports requested by the business.
* Analyze regulatory capital ratios and develop Basel I vs. Basel II analytics.
* Calculate economic capital for the Internal Capital Adequacy Assessment Process (ICAAP)
* Prepare analytical reports and/or data analysis on RWA required by various internal clients (i.e. Risk management group, Bank of Tokyo Mitsubishi)
* Assist with the capital allocation project and provide design and mapping required for the integration between Basel II calculator and the Bank's management reporting system.
* Assist with developing the RWA forecast for capital plan.
* Update and maintain the procedural, internal control and Basel II qualification documentation.
* Manage the requests and MRA's from internal auditors and regulators (FRB/OCC).
Required skills include:
* Bachelor's Degree or Master's Degree
* 5  years in financial analytical role with Finance Industry experience preferred
* Strong Banking products and Credit Risk background preferred
* Basel II rules experience preferred
* Understanding of the key drivers of capital adequacy and of key risk components (Market, Credit &amp; Operational)
* Knowledge of database structure and SQL, data analysis and/or modeling experience desired
* 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
* Strong presentation and written communication skills
* Advanced skills in Microsoft Excel and PowerPoint
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 $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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</description><date_new>2012-05-17 18:56:38</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL ANALYST</title><state>California</state><reqid>21189</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28764812</uid><url>http://jobs.unionbank.com/xml/28764812/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Investment Banking Officer (Canada)
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 all but the largest corporations within an assigned region. Make and service loans involving somewhat complex analysis and present loans in committee as needed. Act as consultant for corporate executives on financial planning.

Major Responsibilities
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, discuss the Bank's major services in general, and enlist the aid of additional service specialists to explain and eventually implement the desired services.

Evaluate the organization'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.



Skills Required -- Strong oral presentation and negotiation skills to include persuasion, diplomacy, and salesmanship.


5 to 7 years of experience in investment analysis and corporate finance within the bank loan or public debt markets.

Knowledge Required -- A thorough knowledge of the bank'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'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 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 &amp; Inclusion at work.</description><date_new>2012-05-16 20:09:08</date_new><country>United States</country><company>Union Bank</company><title>Investment Banking Officer (Canada)</title><state>California</state><reqid>21198</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28739762</uid><url>http://jobs.unionbank.com/xml/28739762/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: INTEGRATION MARKETING &amp; COMMUNITY AFFAIRS
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:
Reporting to SEVP, Head of Community Banking, the Community Banking Integration Marketing and Community Affairs candidate is responsible for all local marketing and community affairs aspects associated with acquisition integration. The candidate will act as the liaison to both Corporate Marketing and Corporate Social Responsibility. Responsible for representing Community Banking in the following integration areas: Promotions and Sponsorships, Marketing, Public Relations, and line management. Candidate will provide preliminary feedback and approvals for integration related marketing, prior to obtaining the SEVP's final approval. Also responsible for partnering with Talent Management, Corporate Communications, and Public Relations. Serves as a resource for policy changes, as well as campaigns, promotions, and the implementation of new products and services related to the retail market.

Major Responsibilities:
40% - Establish a close and strategic advisory relationship with the SEVP of Community Banking and key business leaders associated with the integration. Act as the voice of local marketing for Community Banking acquisition integration. Partner with Talent Management, Corporate Communications, Public Relations, Marketing, and CSR. Responsibilities include community outreach, public relations campaigns, communications to the new organization, and identifying and addressing questions and concerns of acquired employees.

20% - Conduct in-depth analysis of industry competition, market share (where available), market conditions, past performance of industry and field, operational constraints, and legal/compliance requirements. Work with appropriate areas to monitor, analyze and forecast profitability and performance of assigned products and marketing programs on an on-going basis.

20% - Provide creative development, design, and implementation of product promotions. Initiate planning and strategizing of local community events. Participate in and be a resource for the implementation and coordination of branch involvement in various UB Foundation and market-driven promotional events and programs. In conjunction with Corporate Marketing, coordinate implementation of marketing initiatives and local marketing activities. Identify opportunities through training/programs to enhance service in branches and seek opportunities for community events to promote the bank brand.

10% - Participate in task forces to improve Community Banking sales. Provide expertise to the task force in current branch sale practices. Review sales/system programs, test system changes, report and draw conclusions on data collected. Make recommendations to changes in systems, policies, procedures, and practices.

10% - Develop best practices and make recommendations that would increase Market productivity. Identify and improve sales tracking issues, reporting errors, incentive programs, and reinforcement of bank-wide programs and campaigns. Assist in the updating, training, and support for the acquired organization. Participate in strategic planning discussions and meetings, and ensure that programs and training enhance financials.

Additional Information:
Excellent leadership, written and verbal communication, and administrative skills required. Requires professional background in marketing, sales, and strategy. Ability to design and implement marketing/promotional campaigns utilizing a variety of media.

Typically requires a degree from a four-year college and 7 years of direct work experience in branch sales, as well as extensive working knowledge of sales reporting systems.

Union Bank is committed 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.</description><date_new>2012-05-16 20:08:49</date_new><country>United States</country><company>Union Bank</company><title>INTEGRATION MARKETING &amp; COMMUNITY AFFAIRS</title><state>California</state><reqid>21302</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28739750</uid><url>http://jobs.unionbank.com/xml/28739750/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PROJECT 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:
Reporting to the SEVP Community Banking, 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 Retail 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&amp;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.

Additional Information:
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 includes knowledge of general management principles and practices and a good understanding, use, and application of concepts, theories, principles, practices &amp; 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)



Union Bank is committed 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.</description><date_new>2012-05-16 20:07:55</date_new><country>United States</country><company>Union Bank</company><title>PROJECT MANAGER</title><state>California</state><reqid>20833</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28739693</uid><url>http://jobs.unionbank.com/xml/28739693/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Market &amp; Counterparty Risk Manager, Basel II
Location: CALIFORNIA-LOS ANGELES

Basel II Market and Counterparty Credit Risk Manager
Los Angeles, California

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
Lead and responsible for projects related to Basel II compliance for market risk and counterparty credit risk on traded products. Heavily involved in quantitative market risk and credit risk infrastructure enhancements related to Basel II implementation. The incumbent will report organizationally to the Basel II PMO; however, they will work under the supervision of the Head of Market Risk Management (MRM) on a daily basis.

Major responsibilities include:  
* Partner with the Global Capital Markets Business Units and Basel II PMO to develop the governance policies, systems and procedures appropriate in compliance with market and counterparty risk management, Basel II, and Market Risk NPR. 30%
* Provide key project progress updates to Basel II PMO, MRM, and internal/external auditors. 30%
* Management of the bank's market and counterparty risk methodology as related to Basel II and industry best practice. 20%
* Acquisition, analysis and scrubbing of data for analysis purposes. Application of strong analytical abilities, risk methodology knowledge and finance/banking knowledge. 10%
* Manage project budgets with input from key stakeholders, including senior management and business partners. 10%
Related responsibilities:
* Provide and explain metrics to senior management supporting effectiveness and utilization of Basel II infrastructure.
* Facilitate discussion between technical development and functional business teams.
* Apply strong intellectual curiosity and analytical capabilities to challenging problems, often working with incomplete data.
* Stay abreast of risk management developments and innovations, regulatory developments and industry news, retaining a good understanding of industry "best practice".
* Substantial experience (typically 5 to 10 years) in capital markets risk management at a bank or financial services organization.
* Position requires strong communication skills, as well as analytical abilities and the ability to work efficiently and independently.
* Proven managerial experience; substantive experience in developing and delivering presentations.
* Strong focus on accuracy and reliability.
* Prior market risk, credit risk, and/or Basel II experience.
* Understanding of credit risk modeling for PD, LGD, and EAD.
* Understanding of counterparty risk modeling for PFE, EE, and CVA.
* Prior experience with trading systems including Calypso, OPICS, Endur, Intrader, and RiskMetrics a significant plus
* Prior experience with Algo Collateral and Algo Credit Limits a significant plus.
* Advanced degree in Finance or Management preferred, MBA or CFA considered.
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 $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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</description><date_new>2012-05-15 20:01:14</date_new><country>United States</country><company>Union Bank</company><title>Market &amp; Counterparty Risk Manager, Basel II</title><state>California</state><reqid>21325</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28707481</uid><url>http://jobs.unionbank.com/xml/28707481/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: ADMINISTRATIVE ASSISTANT 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:
Under general supervision, performs complex secretarial and administrative duties for assigned department manager or business area.

Job Responsibilities:
Provide direct secretary support to assigned business area or manager. These duties may include: typing memos, memoranda, reports, etc. from drafts; proofread and review for grammatical or numerical errors and general accuracy and completeness.

Compose routine letters. Prepare, edit and assemble presentation materials/ agenda. Compose correspondence and reports where detailed research may be required. Create/maintain spreadsheets that include basic mathematical formulas. 

Maintain manager's calendar; arrange meetings, conferences, and schedule appointments. Receive and greet incoming visitors and direct them to the proper individual. Perform other functions such as order department supplies, coordinate equipment repair, make department staff travel arrangements, etc. Process and coordinate department accounts payables and expense vouchers. Attends meetings as requested to provide meeting minutes.

Respond to inquiries (phone calls, mail etc.) from internal or external customers. Receives inquires and provides routine information in accordance with instructions provided by manager or other senior staff. Requires understanding of Banks products/ services/ policies or procedures that affect the department. May provide procedural matters to staff. Refers more complex questions to other staff or to the manager.  

Compiles data for various administrative reports. Prepares complex spreadsheets and table from raw data and provides basic mathematical computations.  

May coordinate or maintain department budget or other record keeping functions. Provides research on exception expense amounts/charges. May monitor the budget and reviews general expenditures to ensure they are within budgeted guidelines. Gathers information so variance can be explained or corrected. Processes any changes as instructed and approved by management.

May perform personnel activities including coordinating interviews, employee orientation, maintaining payroll records and employee profiles.  

Perform other miscellaneous duties as requested.

Additional Information:
This position typically requires a high school diploma or G.E.D. and 3 to 5 years of office administrative experience.

Intermediate skill level in the computer software programs such as Word, Power Point, Excel etc. Excellent organization skills, Ability to handle multiple tasks, simultaneously; ability to establish priority and coordinate work. Excellent communication skills to work with management and business area staff/customers. Working experience in business writing, with ability to check for spelling, punctuation and grammar issues. Ability to make basic math calculations. Previous experience in general office practices, procedures, systems and equipment. Ability to type accurately and to accurately proofread all work. Ability to maintain complex data and to prepare spreadsheets/reports. Ability to answer questions from internal or external customers.


Union Bank is committed 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.</description><date_new>2012-05-14 19:44:09</date_new><country>United States</country><company>Union Bank</company><title>ADMINISTRATIVE ASSISTANT II - LOS ANGELES</title><state>California</state><reqid>21200</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28676937</uid><url>http://jobs.unionbank.com/xml/28676937/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SVP Treasury Relationship Industry Manager - Non Profit
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 leadership and management for the not-for-profit banking treasury relationship management and deposit strategies. Typically manages Total Revenues in excess of $40 million annually. Personally manage the marketing effort of a team of Treasury Relationship Managers. Direct the solicitation and retention of larger and more important customers and prospects in the not-for-profit industry segment. Manage the ownership, development and maintenance of marketing plans, operating budget and industry white papers. Manage projects to develop new, modify existing and create alliances for products and services. . Responsible for training newly hired Treasury Relationship Managers. Provide back-up management for other Managers as needed. Be recognized as industry expert. Orchestrate and represent UB in industry association events. Develop relationships with major referral sources in the industry.

Major Responsibilities

Generate new business in the not-for-profit industry throughnew customer acquisition and cross-selling bank products and services. Review and approve complex proposals and proformas for services sold to customers and prospects. Review and approve ECR and interest rate exception requests, analyzed pricing requests, pricing models, and analyze the effect of recommending pricing changes on overall account profitability. Increase Bank's market share through personal direct selling support and managing the marketing effort of Treasury Relationship Managers in the solicitation of existing or new relationships. Direct Treasury Relationship Managers to increase Bank's share of customers' total relationships. Monitor and enhance profitability of all relationships and cross-sell Bank products and services. Focus Treasury Relationship Managers and/or Deposit Managers in their account retention program for each customer, which best meets their needs. (This program must fit with the account manager's goals.) Develop professional and personal relationships with customers and prospects in order to make clients feel connected and important to the Bank. Review and approve third party vendor providers of banking services. Ensure all BSA/AML compliance procedures are adhered to by team. Ensure that client/prospect data in ESB is kept accurate and up-to-date by Treasury Relationship Managerss. Manage projects to develop new, modify existing and create alliances for products and services. Work with customers and prospects, cash management and product management to create new solutions, which assure customers receive superior systems specific to their industry. Work closely with the Customer Service Unit management personnel to assure customers receive superior operational support. 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 &amp; 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. are completed within assigned time periods. Work closely with Marketing and Advertising to develop a strategy to promote industry segment. Supervise training tasks outlined for newly hired Treasury Relationship Managers, when required. Manage or develop strategic, operating budgets and industry white papers.

Typically requires a degree from a four-year college (e.g., B.A., B.S.), MBA Preferred. CTP and AAP accreditation preferred. Minimum 5 years of sales and relationship management experience coupled with 3 to 5 years of supervisory experience,experience in the not-for-profit industry is highly preferred. Excellent working knowledge of: marketing and sales techniques of the Bank's products and their benefit to customers; Bank lending policies and practices; Bank operations and services, and Federal and State banking regulations; the relationship of the Bank's income and cost structure at the account level.  Excellent management skills. Thorough understanding of industry segments. Excellent verbal and written communication skills to include selling of bank services; dealing with customers and bank personnel in resolving operational problems; negotiating vendor billing; giving presentations. Ability to recruit and hire new staff members.  Must have excellent knowledge of Bank's Account Analysis, Deposit Profitability and SRC budget systems. Excellent knowledge of cash management products and services. Must have successfully completed sales and product training courses and understand all Bank services directly sold and serviced.  Excellent PC Skills - Excel, PowerPoint, Word, ESB, Proposal Library, SRC and other PC applications.


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.</description><date_new>2012-05-14 19:43:56</date_new><country>United States</country><company>Union Bank</company><title>SVP Treasury Relationship Industry Manager - Non Profit</title><state>California</state><reqid>21130</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28676931</uid><url>http://jobs.unionbank.com/xml/28676931/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: WEB CONTENT SPECIALIST
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:Under limited supervision manage and update marketing content on the Bank's website. Responsible for consistency with site vision and style guide, while developing understanding of strategies to help keep content fresh and dynamic. Work with marketing managers, technical staff and vendors to execute initiatives. Implement email campaigns, perform response tracking and prepare Web analytics. Provide digital graphic art production support for print and multi-media and produce PowerPoint decks and other materials for management presentations.
Major Responsibilities
Web Content Management / Online Marketing:
(80%)Create, update and maintain Web content in content management system (Tridion), monitor (quality control) content on live site and trouble shoot or escalate issues. Department expert on content management software, serving as liaison with e-Business and ITG technology groups to help successfully manage web projects to completion. Meet and interview client stakeholders to help to define project requirements. Manage monthly process for annual content reviews and audits with Marketing Managers; ensure all pages are reviewed on schedule. Produce and maintain accurate reports and logs of upcoming and historic changes. Build reports for Corporate Compliance to successfully complete yearly bank audits on the public web site. Manage and implement Web promotions, email campaigns (Echomail) and track results.
Usability: (10%)Manage usability testing on all new applications built within Tridion and conduct QA.Conduct QA testing on product demos, follow-up with demo vendors to resolve issues and load finished material into content management system. Prepare Web analytics including traffic reports, "Contact Us" analysis, trend reports and campaign response; make recommendations based on findings.Graphics
Support: (10%)Provide digital graphic production art support including preparation of geodemographic maps and graphic elements for client proposals, collateral and multi-media and artwork for the website. Present Training for Retail and Commercial users of Tridion. Prepare PowerPoint presentations for management and financial presentations. Assist with creation of online and offline marketing to support Online Business Center and unionbank.com-includes producing, resizing and clean-up in PhotoShop of screenshots, production of other graphic elements and version control for use in print materials and product demos. Ensure that marketing materials comply with all brand and style guidelines (web, print, etc.) and that bank and regulatory standards are adhered to. Manage image rights and logo usage.

Additional Information:
4 years relevant Web content management and design experience-expert in Tridion Content Management system or similar content management system and associated software for Web applications such as Adobe Dreamweaver.
Excellent written and verbal communication, including strong editing, grammar and proof reading skills; good listener.
Excellent organizational and prioritization skills, with some project management experience. Keep track of multiple projects and progress of others on team. Create action plans to finish projects on time and on budget.
Digital graphic art production / design, including Web and print page layout, composition, font specifications, color specifications; ability to release print jobs to vendor and provide direction to vendors.
Knowledge of Adobe Illustrator, Adobe Photoshop, Adobe Acrobat , Adobe Dreamweaver, Flash and HTML desirable.
Project management experience is a plus.
Possess critical thinking, analytical and creative talent to develop a concept, idea, fact or content into a strong visual presentation that maximizes communications / sales effectiveness.
Problem solving and follow-through.

Additional Information:

MS Office: command of PowerPoint, Excel, Word; working knowledge of Access
Proficiency with Geodemographic mapping software, such as MapInfo.
Typically requires degree from a four-year college (e.g. B.A., B.S.).
Experience working cross-functionally with marketing, product management / segment management, Web producers / developers / architects.
Ability to interact with senior management, technical areas and all levels of organization is key.
Ability to work independently.




Union Bank is committed 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.</description><date_new>2012-05-14 19:43:41</date_new><country>United States</country><company>Union Bank</company><title>WEB CONTENT SPECIALIST</title><state>California</state><reqid>21283</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28676915</uid><url>http://jobs.unionbank.com/xml/28676915/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR FINANCIAL ADVISOR UBIS (City of Industry &amp; Glendora)
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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, 65 &amp; 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/V</description><date_new>2012-05-12 19:04:05</date_new><country>United States</country><company>Union Bank</company><title>SR FINANCIAL ADVISOR UBIS (City of Industry &amp; Glendora)</title><state>California</state><reqid>21277</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28657345</uid><url>http://jobs.unionbank.com/xml/28657345/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SENIOR RELATIONSHIP BANKER - WESTWOOD
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 $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 &amp; 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.</description><date_new>2012-05-11 19:53:32</date_new><country>United States</country><company>Union Bank</company><title>SENIOR RELATIONSHIP BANKER - WESTWOOD</title><state>California</state><reqid>21295</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28639467</uid><url>http://jobs.unionbank.com/xml/28639467/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FINANCIAL ANALYSIS MANAGER
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information.

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 comprehensive and complex financial analyses. Prepare and supervise the preparation of complex analytical and financial reports. Conduct and direct highly specialized finance research and analysis projects. Make presentations and recommendations to senior management.

Major Responsibilities:

Develop and run complex financial models. Establish financial assumptions and critical decision variables. Test for consistency and validity. Coordinate the preparation of budgets and forecasts as well as report monthly budget variance. Act as liaison between Finance and department head. (35%)

Oversee financial budget projects, including ensuring projects are delivered cost effectively and on budget. May conduct and direct complex financial studies on such topics as risk-based capital allocation methodologies, interest rate analysis, data extract and design issues. Provide written analysis and interpretation of results. May collaborate with the other units of the bank and/or external vendors. Assigned projects may involve implementation of databases, business processes, or data quality assurance initiatives, as well as the management reporting. (30%)

Maintain financial systems or databases. Run complex reports and/or program; develop new applications as needed. Act as liaison between department and systems personnel to develop or enhance systems. (15%)

May act as liaison between controllers and business unit management to ensure expenses are recorded in accordance with Bank accounting policy. Perform additional duties and special projects, as assigned. (10%)

Train new staff members and other Bank personnel on the database and related algorithms. (10%)

May supervise lower level staff, including hiring, firing, motivating, coaching, and training. May also provide system analysis including end user requirements, monthly validation and enhancement of the system and related reporting structure.


* Typically requires a four-year college degree (or comparable work experience) and 10 years of increasingly more complex responsibility in performing financial analysis.
* Requires the ability to conduct complex financial analysis.

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</description><date_new>2012-05-09 19:08:59</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL ANALYSIS MANAGER</title><state>California</state><reqid>21213</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28576388</uid><url>http://jobs.unionbank.com/xml/28576388/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PRODUCT MANAGER- AFFLUENT CLIENT SEGMENT
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/V</description><date_new>2012-05-09 19:08:36</date_new><country>United States</country><company>Union Bank</company><title>PRODUCT MANAGER- AFFLUENT CLIENT SEGMENT</title><state>California</state><reqid>21248</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28576379</uid><url>http://jobs.unionbank.com/xml/28576379/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: BUSINESS CLIENT ADVISOR II - LOS ANGELES
Location: CALIFORNIA-LOS ANGELES

%3CDIV%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2492.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of 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%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%26nbsp;%3C/DIV%3E%0A%3CDIV%3E%3CSTRONG%3E%3CEM%3EJob Summary:%3C/EM%3E%3C/STRONG%3E%3C/DIV%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.%3CSTRONG%3E%3CEM%3EMajor Responsibilities:%3C/EM%3E%3C/STRONG%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. 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%27s 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%27 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 %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. Other : Financial- Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region%27s annual new business goal. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.
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%27s 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.</description><date_new>2012-05-04 20:51:30</date_new><country>United States</country><company>Union Bank</company><title>BUSINESS CLIENT ADVISOR II  - LOS ANGELES</title><state>California</state><reqid>21032</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28448343</uid><url>http://jobs.unionbank.com/xml/28448343/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: BUSINESS DEV OFF II-BUS BANK - LOS ANGELES
Location: CALIFORNIA-LOS ANGELES
Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information.

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 is committed 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.</description><date_new>2012-05-04 20:51:30</date_new><country>United States</country><company>Union Bank</company><title>BUSINESS DEV OFF II-BUS BANK - LOS ANGELES</title><state>California</state><reqid>21031</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28448345</uid><url>http://jobs.unionbank.com/xml/28448345/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PROJECT MANAGER - BASEL II PMO
Location: CALIFORNIA-LOS ANGELES


Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 various 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.

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/V</description><date_new>2012-05-04 20:51:23</date_new><country>United States</country><company>Union Bank</company><title>PROJECT MANAGER - BASEL II PMO</title><state>California</state><reqid>21166</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28448337</uid><url>http://jobs.unionbank.com/xml/28448337/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FINANCIAL ANALYST - RETAIL
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:
Provides comprehensive and complex financial and business analyses for Retail Banking Group. Prepares complex analytical reports. Conducts and directs highly technical research and analysis projects. Makes presentations and recommendations to management.

Major Responsibilities:
Financial Statement Analysis - 50%
(Preparing Monthly Finance Reports, Budget/Forecast Variance Analysis, Cost Benefit Analysis on Projects, Coordinates Annual Budgets, Coordinates Monthly/Quarterly Forecasts, Monitors Project Budgets)
Conducts/compiles and analyzes financial/business metrics/data such as acquisition analysis, sales volume trends, detailed financial plans, interest rate analysis, operating forecasts, peer group comparisons, or integrated revenue/expense analyses, projections, reports, or presentations. Creates and analyzes monthly, quarterly and annual reports and ensures financial and business metric information has been recorded accurately. Provides analysis and interpretation of results. Identifies trends and developments in competitive environments and presents findings to senior management. Requires deep understanding of business lines supported to properly align financial/business models and to assess the impacts to operational goals and strategic plans. Manages data through ad-hoc and management reporting. May be responsible for process improvement/automation pertaining to reporting.

Business Analysis - 30%
(Analyze production &amp; sales trends, Liaison with Capacity Mgmt on Branch Level Staffing, Perform Cross-Sell Analysis of Bank Partner Products, Produce reports on Division level Key Metrics)
Develops and runs complex business/financial models to produce projections, simulate scenarios, and obtain comparative data. Establishes assumptions and critical decision variables. Tests for consistency and validity. Creates and maintains models used for financial statement forecasts and strategic business decisions. May develop and track KPI metrics for the business line.
(Efficiency/Effectiveness)
Tracks, monitors, and analyzes goals and associated metrics. Develop sophisticated spreadsheets that includes advance and interactive functions such as macros/pivot tables or other advanced formulas, etc. Runs the necessary reports and/or programs for analysis and reporting. Acts as liaison between department and systems personnel to develop or enhance systems.

Special Projects - 20%
(Ad Hoc Support for Regional Executives)
Internal consulting-guide/assist business units on best practices in reporting their finances and business metrics, obtaining goals, etc. May create presentations for Regional Executives. May work closely with Business Intelligence Group for long-term automation opportunities and may develop executive reports that leverage Business Intelligence databases. Performs additional duties and special projects, as assigned for the Retail Bank, Division, Region and Branch levels. Past examples include planning the best placement for new branches, performing economic analysis, constructing/ managing scorecards, benchmarking, competitor analysis and branch sizing reporting.



Additional Information:
Requires a four-year college degree. One or more of the following designations: MBA, CFA, CPA or similar professional designation in Financial Management, Economics, or Accounting and/or Big 4 Consulting/Audit is strongly preferred. Generally minimum of 3 years of increasingly more complex responsibility in performing business consulting, financial ,and/or statistical analysis and model preparation using MS excel, (or comparable). May require MS Access (or comparable) for data mining. May require MS Power Point for storyboarding or executive presentation preparation. May require MS Visio for organizational structure and process mapping. Requires the ability to communicate comfortably and concisely with Executive Management. 


Union Bank is committed 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.</description><date_new>2012-05-04 20:51:22</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL ANALYST - RETAIL</title><state>California</state><reqid>21164</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28448335</uid><url>http://jobs.unionbank.com/xml/28448335/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PROJECT MANAGER - BASEL II PMO
Location: CALIFORNIA-LOS ANGELES


Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 various 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.

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/V</description><date_new>2012-05-04 20:51:21</date_new><country>United States</country><company>Union Bank</company><title>PROJECT MANAGER - BASEL II PMO</title><state>California</state><reqid>21165</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28448333</uid><url>http://jobs.unionbank.com/xml/28448333/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: WEALTH MARKETS - SALES DEVELOPMENT ANALYST
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 - Sales Development and Marketing, the Sales Development Analyst (SDA) is responsible for supporting Wealth Markets sales teams across the footprint. In coordination with the Sales Development Group, the SDA will assist with the creation and deployment of presentation materials, sales tools, communications and special projects and be a resource to the sales teams on deals &gt;$1 million. The integrated sales teams represent five primary disciplines: wealth planning, investments, risk management, trust and estate services and banking.

Major Responsibilities:
50% - Proposal Development:
Serve as a liaison to Wealth Markets teams and senior management engaged in internal and external prospecting and sales activities. SDA will provide customized presentations/proposals and will make recommendations to the deal team in pre-call and post-call meetings. This includes responses to Requests for Proposals along with customized presentations and proposals. These roles require hands-on involvement in projects and delivery of support services, including work-flow management and development and adherence to Service Level Agreements. SDA will be expected to attend local team meetings, build relationships with sales professionals and relay ideas for new marketing and sales development materials to Senior Management.

20% - Resource Database:
Responsible for creating and maintaining database of presentation and proposal materials, documenting compliance approvals, and refreshing/updating data as needed. 

20% - Sales Support:
Collaborate with Marketing to support strategic business initiatives across Wealth Markets, including prospect and market research, competitive analysis, and business support for marketing initiatives. Assist with additional special projects as they arise.

10% - Risk Management:
Maintain uncompromising standards for compliance and risk management regarding presentation and proposal development. Build and maintain strong relationships with Compliance colleagues and a current understanding of requirements related to our business.


Additional Information:
Requires 4 years experience in wealth management or investment field. Knowledge and clear vision of the high net worth and affluent markets and products. Thorough understanding of key Wealth Markets services including investment management, brokerage, banking, risk management and fiduciary services. Must be thoroughly proficient in Microsoft suite including Outlook, PowerPoint and Excel. Strong writing skills required. Proven track record in work-flow management. An energetic, self-starter who will work collaboratively with the Wealth Markets teams.
Requires BA/BS in business or related field.


Union Bank is committed 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</description><date_new>2012-05-02 19:36:28</date_new><country>United States</country><company>Union Bank</company><title>WEALTH MARKETS - SALES DEVELOPMENT ANALYST</title><state>California</state><reqid>21056</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28335061</uid><url>http://jobs.unionbank.com/xml/28335061/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Investment Banking Officer - Leasing &amp; Asset Finance
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.


The Investment Banking Officer is a member of Union Bank's Leasing &amp; 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 is committed 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</description><date_new>2012-04-26 19:16:30</date_new><country>United States</country><company>Union Bank</company><title>Investment Banking Officer - Leasing &amp; Asset Finance</title><state>California</state><reqid>20461</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28205703</uid><url>http://jobs.unionbank.com/xml/28205703/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Operations Manager - Securities Settlements &amp; Funding
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 Head of Global Markets Operations and Technology, the Manager is responsible for oversight of the day-to-day Securities and Funding Operation Department activities in accordance with established policies, processes, and procedures. The unit provides support to multiple business groups including Corporate Treasury, Institutional Sales, and Fixed Income Trading. Products include Fed Funds, Repo, EuroDollar, Commercial Paper, Market Linked Certificates of Deposit and Safe keeping. The unit interacts with many areas including but not limited to business line management, Credit, Risk Management, Technology, and Controllers to achieve group goals while maintaining a control framework that provides efficient and sound management of products. High dollar amounts are commonly handled by the department. Processes managed have a significant impact on attainment of the business partners' goals due to the complexity of the instruments processed, time sensitivity, regulatory scrutiny, and the potential to impact the Bank's strategies. Under broad management direction, incumbent makes decisions, based not only on established procedures and policies, but also on the results of independent research and analysis of critical factors.

Major Responsibilities:

(25%) Utilizes a broad range of knowledge of industry specific rules and conventions to develop and implement procedures designed to ensure timely processing, control of risk elements, and efficiency in operations. Responsible for ensuring procedures are in place and kept current. Recommends and implements process modifications to increase effectiveness of critical control elements while meeting Bank Standards and Regulatory rules.

(25%) Act as liaison between the Corporate Treasury, Sales teams, other internal business units within the Bank, depositories, issuing and paying agents and customers while exhibiting positive attitude towards servicing goals. This will include providing guidance on complex trade and settlement discussions while ensuring high quality and cost effective support is provided to the supported businesses. Review and approve large value settlements in excess of supervisor approval levels.

(25%) Risk Management: Actively involved in creating a controlled environment conscious of the risk inherent in the business. Establish, maintain and analyze management reports which highlight current business metrics and operational risk to senior management while building sound procedures and processes to mitigate those risk. This should be accomplished through regular communication, identifying and having in place Key Risk Indicators (KRI) as well as metrics to monitor volume and quality performance.

(20%) Assist in the planning and implementation of major projects, new systems, new product roll outs, programming changes and enhancements and organizational restructuring. Provides input for enhancements to existing systems and is integrally involved in the selection and implementation of new system applications.

(5%) Acquires, develops, and retains qualified staff, both supervisory and clerical, to support the wide variety of processes conducted in the unit. Actively develops and oversees training programs to ensure staff members are equipped to provide accurate and efficient processing support.

* Strong leadership with the ability to communicate effectively with all levels of personnel, including Traders, Auditors, and Senior Mgmt. 
* Must be able to multitask efficiently and perform well under strict deadlines.
* Strong analytical and organizational skills; detail-oriented. 
* Strong PC skills with the aptitude to learn new systems quickly. Knowledge of InTrader, DTCC, and FedLine systems is desirable. Knowledge of Microsoft Office Suite (with a focus on SharePoint, PowerPoint, and Excel) is required.
* Demonstrated problem solving, project management, negotiation, and facilitation skills.
* Ability to understand and effectively apply Union Bank policies and procedures.
* Typically requires college degree in business related area.

Union Bank is committed 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.</description><date_new>2012-04-25 18:48:59</date_new><country>United States</country><company>Union Bank</company><title>Operations Manager - Securities Settlements &amp; Funding</title><state>California</state><reqid>20896</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28174626</uid><url>http://jobs.unionbank.com/xml/28174626/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: AUDIT RELATIONSHIP MANAGER - TRUST AUDIT
Location: CALIFORNIA-LOS ANGELES


Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 AUDITOR
* Monitor &amp; 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.
* 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.
* Direct and participate in special audits or project reviews.

* This position typically requires an undergraduate degree. 
* Professional certification is highly desirable and 5 years of related audit or business experience including experience in leading a work team. Good understanding of risk management, audit techniques, internal controls, audit principles and theory.
* Good to strong skills in risk assessment analysis and a solid understanding of business and financial markets.
* Ability to monitor and analyze results of continuous monitoring program including assessing changes in a unit or function's risk profile.
* Good leadership skills. 
* Effective communication skills, both oral and written. 
* Ability to interact effectively with unit management and staff and all levels of IRMG Operations, IRMG and UB management.
* Good personal computer skills with a working knowledge of word processing, spreadsheet and related software applications. 
* CIA is desirable.
* Candidate must not have travel restrictions, although travel typically does not exceed 25%. 

Union Bank is committed 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</description><date_new>2012-04-24 19:48:21</date_new><country>United States</country><company>Union Bank</company><title>AUDIT RELATIONSHIP MANAGER - TRUST AUDIT</title><state>California</state><reqid>21025</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28150048</uid><url>http://jobs.unionbank.com/xml/28150048/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: TREASURY RELATIONSHIP MGR III - GTM - 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.

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:

Manage the prospecting and sales effort of an assigned General Markets portfolio through referrals and self-sourced opportunities. Directly responsible for the solicitation of highly complex prospects, and the retention of highly profitable clients. Represent the bank by participating in industry/trade associations and events. Develop relationships with major referral sources. Mentor sales team members on industry or specialty best practices and customized treasury requirements.

Major Responsibilities:

Business Development - 55%
Directly generate new business through outside sales which are referred or self-sourced. Responsible for client acquisition and cross-selling bank products and services, including sourcing credit referrals. Analyze complex treasury services proposals and pricing models; evaluate the result of recommended pricing on overall account profitability. Increase the bank's market share through outside direct selling 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 to manage the most complex client relationships to increase portfolio revenues. Recommend exception pricing to Industry Manager for approval. Drive 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 CDGTM Product Management 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 &amp; 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, 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.
 

Union Bank is committed 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</description><date_new>2012-04-24 19:47:39</date_new><country>United States</country><company>Union Bank</company><title>TREASURY RELATIONSHIP MGR III - GTM - Los Angeles</title><state>California</state><reqid>20946</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28150020</uid><url>http://jobs.unionbank.com/xml/28150020/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FINANCIAL ANALYSIS 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! Invest in your career. Invest in your future. 
Job Summary:

Manage department which provides comprehensive and complex financial analyses for a business group. Prepare and supervise preparation of complex analytical and financial reports. Conduct and direct highly technical accounting based research and analysis projects. Make presentations and recommendations to management. May supervise one or more financial analysts.

Major Responsibilities: 

Responsible to regulatory authorities for implementing financial and management controls to ensure proper financial reporting, business planning and compliance.

Coordinate with departments/business area to obtain support services such as financial reporting, insurance and legal, and then reviewing and approving the products prepared to ensure they meet regulatory standards.

Conduct and direct complex financial studies such as detailed financial plans, interest rate analysis, operating forecasts, peer group comparisons, or determine the financial impact of regulatory requirements. Provide written analysis and interpretation of results.

Recommend financial decisions.Oversee general ledger system, review and monitor financial reports.

Review and reconcile vendor systems and sub systems for accuracy and adherence to accounting regulations and tie to the general ledger system.

Review regulatory changes and compare to financial reports for accuracy and adherence to accounting regulations. Independently conduct investigations and correct information when necessary. Ensure timely filing of all financial reports.

Keep abreast of regulatory requirement and changes.

Coordinate the annual budget process.
A four year college degree (or comparable work experience) and 10  years of increasingly more complex responsibility in performing financial analysis. Requires the ability to conduct complex financial analysis.

Union Bank is committed 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</description><date_new>2012-04-23 18:08:42</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL ANALYSIS MANAGER</title><state>California</state><reqid>21005</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28077077</uid><url>http://jobs.unionbank.com/xml/28077077/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SVP CLIENT EXP STRAT INITIATIV
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

The SVP, Client Experience Strategic Initiatives is accountable for leading and coordinating enterprise-wide change programs designed to both shape and fulfill Union Bank's vision for differentiated Client Experience (CE). 

Major Responsibilities

Develop and deliver impactful Client Experience (CE) improvements through programs designed to drive client loyalty, business growth, and employee engagement with CE; programs will generally be multi-project, multi-year, cross-functional, and cross-Line-of-Business. Act as the CE Lead, champion, and change agent for enterprise strategic initiatives and programs (multi-initiative work) with strong CE impacts; for example, serve as the key CE oversight lead for Integration Management Office on acquisitions.

Provide CE thought leadership to create successful enterprise strategies to achieve our CE vision (including Value Proposition work to develop and launch differentiating client experiences); help Union Bank prioritize and stage efforts over change journey horizon.

Partner with Executive Council members and their leadership teams to drive the "Union Bank CE" (aka Value Proposition) multi-year change Roadmap, including identify, escalate, and drive resolution of Roadmap delivery issues and strategic trade-offs.

Collaborate inclusively with leadership and teams across Union Bank to optimize design and delivery of innovative CE programs; socialize program objectives, measures, plans, progress, and outcomes so that stakeholders are engaged and informed.

Generate solutions, priorities, business cases, success measures, and assessments for CE initiatives and programs.

Integrate, orchestrate, and align efforts as appropriate across the company for a stronger, more seamless and highly brand-able client experience.

8 years leading Client-Experience-improving strategy formulation and implementation.
8 years leading transformative change programs (program management, stakeholder communications, success measurement, cross-functional team leadership with colleagues at all levels).
Proven track record of innovation and thought leadership to differentiate CE, including building awareness, engagement, and cultural change across the enterprise.
10 years in CE or CE-related roles MBA or similar relevant education / accreditation.
Experience with results-oriented top management consultancy, in strategy development and implementation role, 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.</description><date_new>2012-04-23 18:08:10</date_new><country>United States</country><company>Union Bank</company><title>SVP CLIENT EXP STRAT INITIATIV</title><state>California</state><reqid>20839</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28077071</uid><url>http://jobs.unionbank.com/xml/28077071/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SENIOR OPS RISK ANALYST - COMMERCIAL LENDING
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. 
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.



Job Summary

The Senior Risk Analyst supports the Business Unit Risk Managers (BURMs) in identification, assessment and monitoring of key business operational risks. 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 Senior Risk Analyst will report to the Operational Risk Management Dept with a dotted line reporting to the Business Unit Risk Manager (BURM) they support.  

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, and that associations to loss data are completed 
* Create accurate and timely reporting of significant and emerging risks from the business unit view
* Monitor changes in module risks and ensure they are accurately reflected in OpenPages
* Identify risk trends and/or symptoms of process control breakdowns
* Review Bankwide procedures and policies as well as Division desktop procedures and ensure input from subject matter experts within the Division as appropriate
* Typically requires a BA or BS degree plus 5 years in operational risk management or related role
* Requires an understanding of operational risk management techniques, including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures
* 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 experience in Commercial Lending
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. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions.</description><date_new>2012-04-19 20:41:04</date_new><country>United States</country><company>Union Bank</company><title>SENIOR OPS RISK ANALYST - COMMERCIAL LENDING</title><state>California</state><reqid>20868</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28012910</uid><url>http://jobs.unionbank.com/xml/28012910/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SENIOR RELATIONSHIP BANKER - WARNER CENTER
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 $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 &amp; 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.


This position will require travel throughout the Los Angeles Central California Division of Community Banking.


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.</description><date_new>2012-04-19 20:40:54</date_new><country>United States</country><company>Union Bank</company><title>SENIOR RELATIONSHIP BANKER - WARNER CENTER</title><state>California</state><reqid>20973</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28012883</uid><url>http://jobs.unionbank.com/xml/28012883/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SENIOR RELATIONSHIP BANKER - SAN GABRIEL VALLEY AREA
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 $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 &amp; 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.


This position will require travel throughout the Los Angeles Central California Division of Community Banking.

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.</description><date_new>2012-04-19 20:40:53</date_new><country>United States</country><company>Union Bank</company><title>SENIOR RELATIONSHIP BANKER - SAN GABRIEL VALLEY AREA</title><state>California</state><reqid>20971</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28012880</uid><url>http://jobs.unionbank.com/xml/28012880/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Business Initiative Analyst - Project Lead Global Capital Markets
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:

Reports to the Director of Initiatives Management, Global Capital Markets and is responsible for supporting strategic initiatives, including acquisitions, product development, regulatory and technology projects, as well as cross organizational special projects. Major project management efforts will often be complemented by smaller inquiries for support from the business units.

Major Responsibilities:

Identify the business needs and translates these needs into business requirements, exhibiting a comprehensive understanding of the Bank's GCM businesses.

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).

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.

Manage multiple GCM projects by developing and administering the project plan. Serve as the principal coordinator of the project team responsible for ensuring the project's success and also participate as a key player on other projects. Identify and manage dependencies, in particular along the critical path. Proactively manage changes in project scope, identify potential crises, and devise contingency plans. Develop and present new ideas, conceptualize new approaches and solutions. Present findings and author/create presentations.

Actively ensure compliance with Union Bank's regulatory and compliance policies and procedures.


* Requires the ability to analyze, understand and describe complex business problems and to propose solutions to senior management.
* 4 years of demonstrated knowledge and direct work experience in project management in Financial Industry or Management Consulting, preferably in a Global Capital Markets business.
* Typically requires a bachelor's degree from a leading college or university.
* Knowledge of foreign exchange, interest rate and energy derivatives, loan syndications, merchant banking, investment banking, or leasing preferred. 
* Requires direct experience in business analysis and project leadership and management skills.
* Strong communication and presentation skills.
* Ability to manage and prioritize multiple projects and track details.
* Strong organization, planning, and follow-up skills.
* Highest level of integrity, maturity, and an exceptional work ethic.
* Power user of Microsoft Office suite, including advanced features of Word, PowerPoint, and Excel. 


Union Bank is committed 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.</description><date_new>2012-04-19 20:40:45</date_new><country>United States</country><company>Union Bank</company><title>Business Initiative Analyst - Project Lead Global Capital Markets</title><state>California</state><reqid>20936</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>28012857</uid><url>http://jobs.unionbank.com/xml/28012857/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PROJECT MANAGER - BASEL II PMO
Location: CALIFORNIA-LOS ANGELES


Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 various 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.

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/V</description><date_new>2012-04-18 18:04:03</date_new><country>United States</country><company>Union Bank</company><title>PROJECT MANAGER - BASEL II PMO</title><state>California</state><reqid>20910</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27976959</uid><url>http://jobs.unionbank.com/xml/27976959/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Senior Relationship Manager - Middle Market - 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.

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:

Develop new Middle Market commercial credit relationships and managing an existing portfolio of credit relationships. For the purpose of this job description, a middle market credit shall be defined as a medium-seized business, principally privately held which has credit facilities with a single lender. Underwrite and structure credit transactions and obtain credit approval. Works with clients to present solutions to short and long-term strategies.
7 - 10 years of commercial banking experience. Strong sales skills and results oriented. Understanding of credit underwriting, structuring skills and banking/capital markets products. Good interpersonal and negotiating skills (both internal and external). Good time management and organizational 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</description><date_new>2012-04-18 18:03:16</date_new><country>United States</country><company>Union Bank</company><title>Senior Relationship Manager - Middle Market - Los Angeles</title><state>California</state><reqid>20949</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27976953</uid><url>http://jobs.unionbank.com/xml/27976953/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FINANCIAL ANALYSIS MGR
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!

Manage department which provides comprehensive and complex financial analyses for a business group. Prepare and supervise preparation of complex analytical and financial reports. Conduct and direct highly technical accounting based research and analysis projects. Make presentations and recommendations to management. May supervise one or more financial analysts.
A four year college degree (or comparable work experience) and 10  years of increasingly more complex responsibility in performing financial analysis. Requires the ability to conduct complex financial analysis.




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.</description><date_new>2012-04-16 20:43:11</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL ANALYSIS MGR</title><state>California</state><reqid>20897</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27929700</uid><url>http://jobs.unionbank.com/xml/27929700/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR COMPLIANCE OFF - COMPLIANCE TESTING
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!


Sr Compliance Officer - Compliance Testing

* Develop test scripts for regulations impacting lending
* Assist in the development of testing standards
* Create summaries of testing results
* Ensures issues identified are correlated to open issues, or that new ones are added
* Assists the business in root cause analysis and/or reviews their assessment
* Performs tests
* Acts as the QC of self-testing performed by the business
* Completes risk assessments
* Performs control evaluations
* Performs ad hoc reviews and projects
* Assists in the assembly of reporting, including governance
* Maintains a central list of all open issues impacting lending and ensures consistency with issue tracking throughout the company
Typically requires a minimum of 6 years of direct lending compliance, risk management, or business experience

Typically requires a BS or BA degree with prior management or team leader experience

Excellent communication, presentation, analytical, and project management skills

Superior leadership and consulting skills

Intermediate to advanced knowledge of Microsoft Office or equivalent

Union Bank is committed 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</description><date_new>2012-04-14 04:53:13</date_new><country>United States</country><company>Union Bank</company><title>SR COMPLIANCE OFF - COMPLIANCE TESTING</title><state>California</state><reqid>20648</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27896510</uid><url>http://jobs.unionbank.com/xml/27896510/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PRIORITY BANKING RELATIONSHIP MANAGER - WEST LOS ANGELES
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!


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.</description><date_new>2012-04-14 04:52:57</date_new><country>United States</country><company>Union Bank</company><title>PRIORITY BANKING RELATIONSHIP MANAGER - WEST LOS ANGELES</title><state>California</state><reqid>20825</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27896479</uid><url>http://jobs.unionbank.com/xml/27896479/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SBA BUSINESS DEVELOPMENT OFFICER (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 SBA Retail Team Lead, this business development role is responsible for working with sales partners in the Retail Bank to support and develop their abilities to identify SBA loan prospects. Initiate, negotiate, sell and package SBA government loans. Cross sell business products to prospects and existing customers. Call on prospects to develop new business relationships.

Major Responsibilities:
80% Business Development 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 businesses in the business banking and small business banking segments. Responsible for expanding the business of existing clients. Primary outside sales focus includes generating SBA loans and lines of credit and sourcing/referring demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, conventional 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. 

Make sales calls in conjunction with the business banking Business Development Officers and Business Client Advisors, Branch Managers, Branch Bankers 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 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. 

Responsible for partnering with Retail Banking to source SBA-Government lending loan within assigned territory

Provide ongoing coaching, training and prospecting lists and opportunities for the retail partners within the assigned region to assist in developing SBA loans. 

Identify and solicit new business referral relationships with retail partners

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

Cross-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% Processing Responsibilities:

Interact effectively with Business Banking Center in order to efficiently process all loan application requests.
Work with the appropriate Business Banking Client Advisor 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's business products and services. Requires a basic understanding of Small Business Lending and familiarity with the interpretation of business financial statements. Ability to recognize customer needs and match them to bank products. Effective communication with all levels of management. Strong sales, service and organizational skills. Ability to close sales.

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/V</description><date_new>2012-04-12 04:21:14</date_new><country>United States</country><company>Union Bank</company><title>SBA BUSINESS DEVELOPMENT OFFICER (LOS ANGELES)</title><state>California</state><reqid>20860</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27832494</uid><url>http://jobs.unionbank.com/xml/27832494/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Investment Banking Officer - Mezzanine Finance
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! Invest in your career. Invest in your future.

Job Summary:

Assist senior officers in the analyzing, underwriting, and closing mezzanine and minority, non-control equity investment opportunities. 

This will include:
* Spreading historical financial statements.
* Analyzing and creating financial projection models, including sensitivity cases.
* Preparing investment recommendation packages.
* Assisting with portfolio management functions, including monitoring, tracking, and reporting investment performance and valuation.
* Responding to operational problems experienced by assigned customers and work through other departments of the Bank for research and final resolution.

* 2-3 years experience in investment banking and/or credit analysis, focusing on the energy industry (e.g., oil &amp; gas and/or power generation).
* Leveraged finance or mezzanine experience strongly preferred.
* Strong Excel knowledge and demonstrable financial projections experience.
* Excellent analytical skills, including financial and credit analysis.
* Ability to manage multiple tasks with a high level of attention to detail.
* Strong verbal and written communication and presentation skills.
* A working knowledge of: the major credit services the bank offers to corporate customers; credit analysis, accounting principles and practices, and spreadsheets; procedures involved in preparing an industry study including research, analysis and presentation. 
* A general familiarity with Federal and State banking regulations. 
Union Bank is committed 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</description><date_new>2012-04-11 05:52:54</date_new><country>United States</country><company>Union Bank</company><title>Investment Banking Officer - Mezzanine Finance</title><state>California</state><reqid>19654</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27807654</uid><url>http://jobs.unionbank.com/xml/27807654/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: COMPLIANCE OFFICER II - COMPLIANCE SPECIALIST II, LENDING COMPLIANCE TESTING
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

COMPLIANCE SPECIALIST II - LENDING COMPLIANCE TESTING
* 
Develope test scripts for regulations impacting lending
* 
Assist the business in root cause analysis and/or reviews their assessments
* 
Performs tests
* 
Act as the QC of self-testing performed by business
* 
Complete risk assessments
* 
Performs control evaluations
* 
Performs ad hoc reviews and projects
Typically requires a minimum of 6 years of direct lending compliance, risk management, or business experience

Typically requires a BS or BA degree

Excellent communication, presentation, analytical, and project management skills

Demonstrate superior leadership and consulting skills

Intermediate to advanced knowledge of Microsoft Office or equivalent

Union Bank is committed 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</description><date_new>2012-04-11 05:52:42</date_new><country>United States</country><company>Union Bank</company><title>COMPLIANCE OFFICER II - COMPLIANCE SPECIALIST II, LENDING COMPLIANCE TESTING</title><state>California</state><reqid>20649</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27807646</uid><url>http://jobs.unionbank.com/xml/27807646/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR COMPLIANCE OFF - REGULATORY CHANGE 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. 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!

SR COMPLIANCE OFFICER - REGULATORY CHANGE MANAGMENT

Review and analyze new and revised regulations impacting corporate and consumer lending. Identify all requirements and all prohibitions, and determine applicability to Union Bank lending areas. Work with the business units to create comprehensive emplementation plans. Monitor execution of these plans.


Typically requires a minimum of 6 years of direct lending compliance experience or legal analysis experience

Typically requires a BS or BA degree with prior management or team leader experience

Candidate must have excellent legal analysis skills and written communication skills

Needs strong verbal communication, presentation, and project management skills

Strong leadership skills

Intermediate to advanced knowledge of Microsoft Office or equivalent

Union Bank is committed 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</description><date_new>2012-04-11 05:52:33</date_new><country>United States</country><company>Union Bank</company><title>SR COMPLIANCE OFF - REGULATORY CHANGE MANAGEMENT</title><state>California</state><reqid>20643</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27807641</uid><url>http://jobs.unionbank.com/xml/27807641/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: INVESTMENT BANKING OFFICER - Real Estate Capital Markets (Syndications and Mezzanine Finance)
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:

Provide Real Estate coverage for Capital Markets (Syndications and Mezzanine). Win mandates, structure and execute transactions including distribution through extensive investor contacts, and manage/mentor mid-level and junior staff. Possess a broad range of industry experience with deep relationships in the core sector of Real Estate. Work intimately with internal and external clients to obtain necessary approvals and achieve desired hold levels, respectively.

Major Responsibilities:
* Provide Real Estate expertise for Capital Markets (Syndications and Mezzanine).
* Following and executing all Bank policies and procedures, with a strong focus on Risk Management.
* Winning mandates and generating fees (for Syndications) and investment opportunities (for Mezzanine) in the Real Estate sector.
* Supervising all aspects of transaction approval, execution, market research and deal support functions carried out by junior staff.
* Managing and overseeing all aspects of Real Estate sector investor relations (Syndications) and portfolio management (Mezzanine).
* Mentoring and developing junior team members.
* Joins relationship managers on client presentations to pitch syndicated loan transactions and mezzanine capabilities.
* 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).
* Presents transactions to credit committee.
* Supervises all progress reporting of risk management activities and transaction execution.
* 10 years of experience demonstrating increasing deal responsibility and effectiveness as a loan syndicator.
* Junior debt and/or equity experience in Real Estate is strongly preferred.
* Rolodex of investor contacts in the Real Estate sector.
* 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.
* Highest level of integrity, maturity, and an exceptional work ethic.
* Willing to invest long hours and significant effort to achieve objectives.
* Willing to travel up to 40%
* 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</description><date_new>2012-04-11 05:52:26</date_new><country>United States</country><company>Union Bank</company><title>INVESTMENT BANKING OFFICER - Real Estate Capital Markets (Syndications and Mezzanine Finance)</title><state>California</state><reqid>20849</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27807626</uid><url>http://jobs.unionbank.com/xml/27807626/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: CEO - UnionBanc Investment Services
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 EVP of Wealth Markets, the UnionBanc Investment Services (UBIS) Chief Executive Officer (CEO)is responsible for developing and maintaining the business product line offering in one of four product lines: Banking, Brokerage and Insurance, Investment Management and Fiduciary/Trust. Working in a matrix organization with the respective Regional Managers, the Business Line Manager manages all aspects of the product and service offering and has matrix management responsibility for all relationship professionals in the markets. The CEO has overall management responsibility for the Bank's broker dealer subsidiary in the following areas: strategy, risk management and compliance across all risk categories, operations, finance, employee, regulator relations, community relations, and vendor relations, Manages approximately 150 professionals including specialists in the product area and related infrastructure, risk management, compliance and operations. Strong focus on the consistency and quality of the product offering and product delivery.

Major Responsibilities

30% - Sales &amp; Relationship Management: Responsible for UBIS sales and relationship management including new client acquisition, and for maintaining high retention.

50% - Product Line Management: Develops and executes UBIS' strategy across transactional brokerage, asset management and insurance products targeting affluent and high-net-worth clients in the retail brokerage segment, and corporations, municipalities, money managers and financial institutions in the institutional brokerage segment.

Responsible for overall profitability of business line, new product development, pricing, risk management, compliance, specialized training, relevant dedicated technology, operational support, and business financial reporting of P&amp;L and related metrics. Institutional segment includes a fixed income trading operation.

20%: Overall Administration: 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 of registered representatives, product development and operations professionals.

Held accountable for profitability, cost control, compliance and risk management activities. Has matrix management responsibility for sales professionals across all geographies for specific business line. Sets and executes strategy, including mergers and acquisitions, new products, new markets and other organic growth initiatives. The CEO is the public face of the company and works closely with Bank business unit managers to ensure alignment between brokerage and bank strategies. Active participant of and contributor to the Wealth Markets Operating Committee, New Products Committee and Compensation Committee.

Requires knowledge and expertise in executive management, wealth management, sales &amp; relationship management, people management and administration.
Proven track record in external recruiting and the effective management and development of employees. 
Proven sales and sales-management track record.
Fixed income trading management experience preferred.
Deep knowledge and clear vision of the high net worth market place and products.
Proven leadership skills from executive position in brokerage/RIA industry.

Essential Qualities
An effective leader who will work collaboratively with executive management across multiple functions and disciplines in order to meet the Bank's business needs.
Able to represent the Bank at a high level on external matters relating to UBIS. 
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.
Excellent intra-bank collaboration skills
Able to lead the transition to a higher net worth relationship driven model
Able to lead the migration from bank brokerage to full service capabilities

Experience, Education and Certifications
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.



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.</description><date_new>2012-04-11 05:52:25</date_new><country>United States</country><company>Union Bank</company><title>CEO - UnionBanc Investment Services</title><state>California</state><reqid>20835</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27807624</uid><url>http://jobs.unionbank.com/xml/27807624/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Credit Derivative/ OTC Product Middle Office Associate - Global Capital Markets
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 Manager of GCM Middle Office, the position is responsible for overseeing Credit products. The ideal Credit Middle Office candidate will be well versed in the Front to Back Processing environment within an Investment Bank, with expertise in the Credit Fixed Income space (additional Rates/Structured experience is a plus). Functional coverage will include deal input, deal checking, system to system reconciliations, break resolution, PL break investigation and ad-hoc trading queries. There will be an expectation to contribute to process improvement through streamlining processes &amp; automation where possible.

Expected to be flexible in providing assistance and backup for Interest Rate, Structured Product, Total-Return Swap, and Equity products. This may include trade validation; review of Trade Confirmations; processing of payments and receipts; preparation of accounting reports.  

It will be crucial to develop strong working relationships with all traders, sales and support functions.

Major Responsibilities:

25% - Timely Verification and Validation of Credit Default Swap trades in trade capture system. It is imperative that this information is captured timely and accurately on the trade date.

25% - Information flow to the downstream systems and settlement teams is complete, timely &amp; accurate. This includes the preparation of payment and receipt reports, and possibly the manual preparation of debit/credit tickets.

25% - Customer Support. Candidate should display excellent customer service skills when handling customer inquiries professionally and to completion. Candidate would need to show good judgment in when to escalate an issue to management and/or the front office. Queries must be addressed in a timely fashion and customers should be left with the impression that the department and bank is concerned and attentive to their issues.

25% - Coverage of department needs, fill in for colleagues. As a smaller department, cross-training on job responsibilities is stressed and the need to cover for vacationing, traveling, or ill colleagues is frequent. Flexibility is a must as candidate will be expected to grow in the role and learn new tasks, products, and asset-classes.


* Strong PC skills, including: Microsoft Excel, Word, and PowerPoint.
* Strong working experience, 3 to 5 years, in credit middle office trade capture and processing with (some) the following products: Credit Default Swaps, Asset Backed Securities, Mortgage Backed Securities, Total Return Swaps, Special Purpose Vehicles, Domestic or Foreign Bonds.
* College Graduate; MBA a plus. 
* Experience in Derivative products 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.</description><date_new>2012-04-09 04:24:57</date_new><country>United States</country><company>Union Bank</company><title>Credit Derivative/ OTC Product Middle Office Associate - Global Capital Markets</title><state>California</state><reqid>20795</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27743202</uid><url>http://jobs.unionbank.com/xml/27743202/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: WEALTH MARKETS STRATEGIC PLANNING CONSULTANT - Los Angeles
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 Strategic Planner reports to the Director of Strategy and Development and is responsible for supporting strategic initiatives, including acquisitions, partnerships and integration management, as well as cross organizational special projects throughout Wealth Markets (Private Bank, Investment Services and Asset Management). The Strategic Planner's role emphasizes the business strategy aspect, working with the major line units (revenue generating and support units) of Wealth Markets 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).

20% - 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.

70% - 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. Develop and present new ideas, conceptualize new approaches and solutions. Present findings and author/create presentations.
Additional Information:Individual must be able to think creatively and strategically, proven analytical skills and systematic problem solving and troubleshooting skills with the ability to exercise excellent, mature judgment Individual must have demonstrated aptitude for organizational dynamics, governance processing, and driving transformationIndividual must be a strong communicator, have excellent written, presentation, oral communications and interpersonal skills. Demonstrated efficiency in organization and follow up.Individual must possess strong leadership skills, be able to motivate and influence others. Excellent interpersonal relations and demonstrated ability to work well with others effectively in teams.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 2 years or more industry experience and/or a minimum of 2 years or more in a major consulting firm. Experience with strategic planning, cost reduction, and process improvements or a related discipline is preferred. 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 experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V</description><date_new>2012-04-06 07:05:46</date_new><country>United States</country><company>Union Bank</company><title>WEALTH MARKETS STRATEGIC PLANNING CONSULTANT - Los Angeles</title><state>California</state><reqid>20780</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27688911</uid><url>http://jobs.unionbank.com/xml/27688911/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: WEALTH MARKETS BUSINESS STRATEGY ANALYST
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 Wealth Markets, Chief Banking Officer, responsible for business analysis that may cover: new product identification and implementation, process improvement, budget tracking and financial performance/trend analysis, and ad hoc reporting on a variety of issues.

Major Responsibilities:
(40%) Responsible for the business analysis assigned.  Analyze, develop, recommend, and drive improvements in banking products and the processes to deliver them to obtain higher staff efficiency and improved client experience. Gather research or business requirements through a variety of techniques such as work sessions, interviews with internal staff, external market/competitive analysis, etc. Facilitates meetings with the line to gather and document processes and to explore potential improvements. Analyze business policy or practices for impact. Makes recommendations to improve or support business activities which may include initiating and preparing project proposals. May be asked to provide assessment and recommendations of new policy/standard or practice.  

(25%) Report/analyze performance metrics that reflect efficiency and effectiveness of the business line. Explains key performance variances to plan. Monitors and evaluates performance data that satisfies business requirements for cost, benefits, strategy, policies, and services.. Identifies key analytical trends to management. 

(35%) Manage the data applicable to specific polices/standards/ being developed. Assess productivity and improvement processes reporting (i.e. resolve service matters and perform the necessary analysis to improve services or systems) and make recommendations for action based thereon. Develop, apply, and validate operational metrics and performance risk assessments. 

Minimum 3 years of banking experience demonstrating strong analytical, written and oral presentation skills. 
A strategic thinker with strong working knowledge of the techniques of problem identification and resolution, resolving conflicting priorities. 
A college degree (e.g. BA, BS) or demonstrated 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</description><date_new>2012-04-05 18:53:11</date_new><country>United States</country><company>Union Bank</company><title>WEALTH MARKETS BUSINESS STRATEGY ANALYST</title><state>California</state><reqid>20770</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27666906</uid><url>http://jobs.unionbank.com/xml/27666906/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Credit Analyst - Leasing &amp; Asset Finance
Location: CALIFORNIA-LOS ANGELES
At Union Bank, our people are our greatest asset. Union Bank has a national presence 
with a longstanding reputation for professional training and career development.


Union Bank is part of the Mitsubishi UFJ Financial Group, a financial institution with financial stability and global reach. Union Bank's Leasing &amp; Asset Finance Group has a national presence in the renewable energy market and strong expertise in structured and tax advantaged financing. In addition to its presence in renewable energy, the group invests in other physical assets across a wide variety of industries.

Based in downtown Los Angeles, this Credit Analyst position is entry-level and targeted at recent college undergraduate students completing their degree requirements Spring 2012 (or within the prior academic year). The Credit Analyst will work with and learn from a group of experienced professionals and support Leasing &amp; Asset Finance's portfolio and new business activities.

Credit Analysts within Leasing &amp; Asset Finance are responsible for performing financial analysis for lease, loan, and equity transactions in a variety of industries (including renewable energy and transportation).  Major responsibilities include, but are not limited to:
* Assist in underwriting and risk identification of transactions in a variety of industries
* Spread sheeting and analyzing financial statements
* Create and analyze transaction proforma financial models in Excel
* Tracking of transaction/covenant performance
* Conduct industry research in a variety of industries
* Assist in preparation of transaction internal credit approval documents
* Assist with legal documentation matters as instructed
* General support of portfolio and transaction origination teams
Credit Analysts who are successful with their assignments will have the opportunity to be sponsored into the Union Bank's Commercial Credit Training Program. 
At a minimum, the right candidate should meet the following criteria:
* A recently acquired Bachelor's Degree (degrees preferred include Math, Engineering, Statistics, Finance, or Economics)
* Exceptional demonstrated analytical skills
* Excellent writing and verbal communication skills
* Accounting knowledge a plus
* Strong interpersonal skills, flexibility, and ability to work well in teams
* Organized, strong time management, and attention-to-detail abilities
* Strong technical skills including proficiency with Excel, Word, and Power point
* Able to furnish proof of citizenship, permanent residency or authorization to work in the U.S.</description><date_new>2012-04-04 21:30:18</date_new><country>United States</country><company>Union Bank</company><title>Credit Analyst - Leasing &amp; Asset Finance</title><state>California</state><reqid>20653</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27647301</uid><url>http://jobs.unionbank.com/xml/27647301/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: MORTGAGE CONSULTANT (LA EAST)
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.</description><date_new>2012-04-04 21:29:57</date_new><country>United States</country><company>Union Bank</company><title>MORTGAGE CONSULTANT (LA EAST)</title><state>California</state><reqid>20727</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27647277</uid><url>http://jobs.unionbank.com/xml/27647277/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Senior ICAAP 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!

Senior ICAAP Analyst
Los Angeles, California

Reporting to the Corporate Treasury's SVP, Capital Manager, the Senior Internal Capital Adequacy Assessment Process ("ICAAP") Analyst will be responsible for the development, coordination, management and maintenance of assigned functions associated with the Banks' ICAAP Program including components of capital related analysis, management, planning, and reporting. The Senior ICAAP Analyst will perform a leadership role representing Treasury Capital Management in the coordination and production of ICAAP functions in collaboration with the other units within the Bank, including Financial Planning &amp; Analysis (FP&amp;A), Regulatory Reporting, Controllers, the Tax Department, Basel II Project Management Office, Risk Management and Corporate Development, in meeting Bank capital management objectives. The ICAAP Analyst will be required to independently assess changes in international and U.S. capital related regulatory proposals and requirements, promote appropriate associated communication, and lead implementation efforts on Treasury Capital Management's behalf. The Senior ICAAP Analyst will play a critical role in leading and performing capital management related functions and in achieving and maintaining regulatory capital compliance and the Bank's capital management objectives. 

Major Responsibilities:

Leading and performing functions associated with ICAAP reporting inclusive of, but not limited to, the production and maintenance of the Bank's Annual Capital Plan, quarterly ICAAP reporting, and ad hoc reporting needs. Responsible for the preparation and maintenance of assigned sections of the Bank's Annual Capital Plan and ensuring compliance with regulatory requirements and the Bank's Capital Management Policy objectives. In addition, responsible for contributing material content to related presentation materials for Executive Management and the Bank's Board of Directors.(40%)

Responsible for researching, analyzing, and communicating the requirements and impacts of regulations effecting capital management and reporting activities and leading implementation efforts on behalf of Treasury Capital Management as required. Requires maintaining solid understanding of rapidly evolving regulatory capital requirements inclusive of, but not limited to, Basel II Pillar II ICAAP Supervisory Requirements, the Federal Reserve System's regulations regarding capital planning for U.S. bank holding companies, and the Dodd-Frank Act. In addition, responsible for formulating associated implementation strategies and recommendations, and leading on Treasury Capital Management's behalf, Bank-wide implementation efforts. (30%)
 
Accountable for coordinating and participating in Bank-wide forecasting, stress testing, capital adequacy, and risk management efforts. Responsibilities include the management of cross functional Bank efforts associated with the development and maintenance of the Bank's ICAAP processes inclusive of performing and incorporating capital related analytics and requirements into ICAAP reporting. Responsibilities also include managing, creating and documenting associated policies and procedures.(20%)

Analyzing the impact on capital and earnings associated with of various capital strategies and opportunities, 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, and regulatory verses tangible capital considerations.(10%)
Required skills include:
* A minimum of 5-7 years experience in a corporate treasury or finance position at a commercial bank, preferably in a position directly related to capital planning and management. 
* Banking related financial analysis, forecasting and planning experience with a solid understanding of the key drivers of the sources and uses of capital.
* Solid understanding of corporate finance concepts, economic and regulatory capital frameworks, and financial leverage implications.
* Thorough understanding of Basel I regulatory capital requirements, and a sound understanding of Basel II and Basel III preferred.
* Experience in acquisition and divestiture financial accounting a plus.
* Excellent presentation and written communication skills.
* Requires direct work experience in developing communication and reporting. 
* Demonstrable experience with complex spreadsheet models required in addition to moderate to excellent Word, database tools and Powerpoint skills. 
* Knowledge of Hyperion and other forecasting platforms desired.
* Requires project management coordination skills. An ability to work with and across multiple departments.
* Self-motivated and results-oriented individual needed possessing the ability to excel under tight deadlines and be a proven team player. 
* CPA, CMA or CFA preferred; an accounting or finance degree or equivalent work experience may be acceptable. 
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 $74 billion at June 30, 2009. UnionBanCal Corporation is the 16th largest commercial bank holding company in the U.S. based on assets at March 31, 2009. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. Union Bank is California's fifth largest bank by deposits at March 31, 2009. The bank has 335 banking offices in California, Oregon, and Washington and two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. (NYSE: MTU). 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</description><date_new>2012-04-04 21:29:55</date_new><country>United States</country><company>Union Bank</company><title>Senior ICAAP Analyst</title><state>California</state><reqid>20722</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27647274</uid><url>http://jobs.unionbank.com/xml/27647274/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: BUSINESS DEVELOPMENT OFFICER-COMMERCIAL BANKING - LOS ANGELES
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:

Responsible for business development for a specific business segment within Commercial Banking.

Major Responsibilities:

New Business Development &amp; Cross Sell (70%)
Responsible for increasing market coverage and penetration in target market. Proactively cross-sell referrals to other Performance Centers and close business. Provide face to face calls with targeted prospects. Network with referral sources. Telemarket in order to establish face to face meeting with cold and warm prospects' referral sources. Responsible for internal follow-up on live prospects including packaging proposals as well as directing the sales process for all appropriate Bank products. Develop territory to uncover prospects not currently in database.

Client Management &amp; Risk Management (20%)
Adherence to credit policy, quality of credit underwriting, BSA/AML policy, quality of KYC documentation, and proper risk management. Provide early detection of potential problems. Creative approach to problems. 

Corporate Responsibility (10%)
Implementation of Division/Region's Strategic Plan.
* Ability to establish appointments with targeted bank prospects.
* Expertise in referral source development.
* Skilled at identifying credit and noncredit needs of a variety of companies in diverse industries.
* Proficient in credit underwriting and structuring.
* Ability to make presentations of solutions and handle objections both within the bank and in the field.

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.</description><date_new>2012-04-03 18:25:46</date_new><country>United States</country><company>Union Bank</company><title>BUSINESS DEVELOPMENT OFFICER-COMMERCIAL BANKING - LOS ANGELES</title><state>California</state><reqid>20495</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27609567</uid><url>http://jobs.unionbank.com/xml/27609567/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: PRIORITY BANKING RELATIONSHIP MANAGER - LITTLE TOKYO
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!

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. 
Candidates bilingual in Japanese are highly preferred.

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.</description><date_new>2012-03-30 19:12:05</date_new><country>United States</country><company>Union Bank</company><title>PRIORITY BANKING RELATIONSHIP MANAGER - LITTLE TOKYO</title><state>California</state><reqid>20550</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27522549</uid><url>http://jobs.unionbank.com/xml/27522549/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR PARALEGAL
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.

SR. PARALEGAL

Job Summary:
Under the general direction of, but with minimal supervision by, one or more Credit Section attorneys, perform as assigned the major responsibilities listed below in connection with commercial loan transactions, commercial real estate loan transactions and workouts.

Major Responsibilities:
Under the general direction of, but with minimal supervision by, one or more Credit Section attorneys, perform as assigned the following major responsibilities in connection with commercial loan transactions, real estate loan transactions and workouts:

--Draft standard loan documentation, including loan agreements, promissory notes, guaranties, subordination agreements, intercreditor agreements, subordination, non-disturbance and attornment agreements, default letters, amendment letters, waiver letters, consent letters, demand letters, confidentiality agreements, amendments to loan agreements and other loan documents, and respond to borrowers' comments regarding same.

--Review organizational documents, collateral search results, preliminary title reports, leases, customized loan documentation prepared by the Bank's documentation centers and various types of contracts prepared by third parties in connection with loan transactions.

--Assist in-house counsel and the Bank's documentation centers in closing commercial loan transactions and commercial real estate loan transactions.

--Assist in drafting and/or reviewing commercial loan documentation policies and procedures.

--Compile and organize documentation for routine and non-routine legal matters by gathering information from a variety of available sources. This may include categorizing documents by subject; preparing a chronology of facts; making charts; photocopying and indexing of documents; and checking copies.

--Communicate relevant information to borrowers and their counsel regarding legal issues relating to borrowers' matters being handled by in-house counsel. Obtain information from borrowers and their outside counsel.

--Conduct routine and non-routine legal and factual information research, and perform miscellaneous job-related duties, projects and other tasks as assigned.

--Handle all assigned matters in the strictest confidence and in accordance with the Bank's established standards for ethical conduct.

Additional Information:

Knowledge of legal principles and concepts used in legal areas of expertise, including legal vocabulary, legal documents, and research resources.

Knowledge of current and developing legal issues and trends in areas of expertise.

Demonstrated ability to gather and organize legal materials and to conduct legal research.

Strong background with legal support software, including Microsoft Office 2007 (including Word, Excel, Outlook and PowerPoint). Experience with Serengeti Tracker (outside counsel e-billing software) and DeskSite (document management program) is helpful. The candidate should have experience with Westlaw (online legal research services).

Self-starter with strong interpersonal and communication skills, both verbal and written, strong organizational skills, and the ability to work effectively with internal clients, customers, loan documentation centers and other support unit personnel and outside counsel and their staffs.

Demonstrated ability to prioritize and work on numerous matters simultaneously and to complete same in an accurate, effective and efficient manner within the required time constraints and deadlines.


Experience:
Minimum five years' experience doing sophisticated credit paralegal work. Bachelor's degree and Paralegal Certificate 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</description><date_new>2012-03-30 19:11:46</date_new><country>United States</country><company>Union Bank</company><title>SR PARALEGAL</title><state>California</state><reqid>20716</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27522532</uid><url>http://jobs.unionbank.com/xml/27522532/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Senior Originator - Commercial Finance (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

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 council, 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.



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.</description><date_new>2012-03-29 21:44:16</date_new><country>United States</country><company>Union Bank</company><title>Senior Originator - Commercial Finance (Los Angeles)</title><state>California</state><reqid>20666</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27496279</uid><url>http://jobs.unionbank.com/xml/27496279/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: TREASURY RELATIONSHIP MGR II - Santa Barbara
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:

Manages the prospecting and sales effort of an assigned General Markets portfolio through referrals or self-sourced opportunities. Directly responsible for the solicitation of targeted prospects, and the retention of profitable clients. Represents the Bank by participating in industry/trade associations and events; develops relationships with reliable referral sources. Collaborates with sales team members on industry or specialty best practices and customized treasury requirements.

Major Responsibilities:

Business Development - 55%
Directly generates new business through outside sales. Responsible for client acquisition and cross selling bank products and services, including sourcing credit referrals. Analyzes treasury services proposals and pricing models; evaluates the result of recommended pricing on overall account profitability; likely to be mentored by senior sales staff. Increase the Bank's market share through outside direct selling 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 to manage the client relationships to increase portfolio revenues. Drives profitability through direct and cross-sales of bank products and services.  Recommends exception pricing to Industry Manager for approval.  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 CDGTM Product Management 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 &amp; 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, as appropriate.


* Typically requires a degree from a four-year college (e.g., B.A., B.S.). 
* Minimum 3-5 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. 
* Formal credit training may be required 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/V</description><date_new>2012-03-28 19:26:27</date_new><country>United States</country><company>Union Bank</company><title>TREASURY RELATIONSHIP MGR II - Santa Barbara</title><state>California</state><reqid>20496</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27459525</uid><url>http://jobs.unionbank.com/xml/27459525/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: TREASURY RELATIONSHIP MGR II - Monterey, CA
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:


Manages the prospecting and sales effort of an assigned General Markets portfolio through referrals or self-sourced opportunities. Directly responsible for the solicitation of targeted prospects, and the retention of profitable clients. Represents the Bank by participating in industry/trade associations and events; develops relationships with reliable referral sources. Collaborates with sales team members on industry or specialty best practices and customized treasury requirements.

Major Responsibilities:

Business Development - 55%
Directly generates new business through outside sales. Responsible for client acquisition and cross selling bank products and services, including sourcing credit referrals. Analyzes treasury services proposals and pricing models; evaluates the result of recommended pricing on overall account profitability; likely to be mentored by senior sales staff. Increase the Bank's market share through outside direct selling 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 to manage the client relationships to increase portfolio revenues. Drives profitability through direct and cross-sales of bank products and services.  Recommends exception pricing to Industry Manager for approval.  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 CDGTM Product Management 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 &amp; 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, as appropriate.


* Typically requires a degree from a four-year college (e.g., B.A., B.S.). 
* Minimum 3-5 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. 
* Formal credit training may be required in some market segments.



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.</description><date_new>2012-03-28 19:26:26</date_new><country>United States</country><company>Union Bank</company><title>TREASURY RELATIONSHIP MGR II - Monterey, CA</title><state>California</state><reqid>20497</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27459524</uid><url>http://jobs.unionbank.com/xml/27459524/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Relationship Manager - Government Treasury Services -Santa Barbara
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.


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'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 Microsoft 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 great opportunities for our people and our business. EOE. M/F/D/V.</description><date_new>2012-03-28 19:26:17</date_new><country>United States</country><company>Union Bank</company><title>Relationship Manager - Government Treasury Services -Santa Barbara</title><state>California</state><reqid>20472</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27459517</uid><url>http://jobs.unionbank.com/xml/27459517/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR. COMPLIANCE OFFICER - CORPORATE LENDING
Location: CALIFORNIA-LOS ANGELES
Invest in your career. Invest in your future.

At Union Bank, our people are our greates1t 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!


Sr Compliance Officer - Corporate Lending

Responsible for ensuring compliance risk within the Corporate Lending area is well-controlled

Tracks implementation of new and revised regulations impacting Corporate Lending and assesses efficacy of the
plan

Ensures compliance policies impacting Corporate Lending are tied to controls

Reviews procedures as needed

Reviews business training for compliance matters as needed

Performs Risk Assessments for regulations impacting Corporate Lending

Performs testing and reviews results of self-testing and Compliance testing

Monitors business activities to identify potential compliance matters and impacts

Advises the business regarding compliance requirements and impacts

Works with the business to create and execute corrective action plans for compliance issues

Participates in key business forums

Provides compliance input for all new and revised products, services, geographies and distribution channels
Typically requires a minimum of 6 years of direct lending compliance, risk management or business experience

Typically requires a BS or BA degree with prior management or team leader experience helpful

Excellent communication, presentation, analytical and project management skills

Superior leadership and consulting skills

Intermediate to advanced knowledge of Microsoft Office or equivalent

Union Bank is committed 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</description><date_new>2012-03-26 22:09:13</date_new><country>United States</country><company>Union Bank</company><title>SR. COMPLIANCE OFFICER - CORPORATE LENDING</title><state>California</state><reqid>20489</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27401941</uid><url>http://jobs.unionbank.com/xml/27401941/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SR COMPLIANCE OFF
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!

SR. COMPLIANCE OFFICER - REGULATORY CHANGE MANAGEMENT

Review and analyze new and revised regulations impacting corporate and consumer lending. Identify all requirements and all prohibitions, and determine applicability to Union Bank Lending areas. Work with the business units to create comprehensive implementation plans. Monitor execution of these plans.






Typically requires a minimum of 6 years of direct lending compliance experience or legal analysis experience

Typically requires a BS or BA degree with prior management or team leader experience helpful

Candidate must have excellent legal analysis skills and written communication skills

Needs strong verbal communication, presentation and project management skills

Strong leadership skills

Intermediate to advanced knowledge of Microsoft Office or equivalent

Union Bank is committed 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</description><date_new>2012-03-26 22:09:13</date_new><country>United States</country><company>Union Bank</company><title>SR COMPLIANCE OFF</title><state>California</state><reqid>20488</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27401942</uid><url>http://jobs.unionbank.com/xml/27401942/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: OPERATIONAL RISK ANALYST
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:

Provide analytic support to Operational Risk Management for UBOC's risk and control self assessment program.

Major Responsibilities:

Maintain documentation to support the risk and control self assessments completed by the business units in conjunction with functional subject matter experts.

Identify and measure risk events through scenario analysis workshops and other techniques, incorporating the results of the analysis into the Bank's capital calculation model.

* Typically requires a degree and 5-7 years of related experience in a risk management or internal audit organization within the financial services industry.
* Requires a broad understanding of Basel II and operational risk management concepts.
* Must have demonstrated experience in risk and control self assessment, including process documentation, and data analysis skills.
* Strong understanding of risk management processes and internal controls; must be proficient in documenting process flows and risk and control self assessments.
* Experience in developing, tracking, analyzing and reporting on key risk indicators.
* Advanced/Expert in Excel, Visio and Power Point; ACL proficiency a plus.
* Prefer prior project 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</description><date_new>2012-03-26 22:08:34</date_new><country>United States</country><company>Union Bank</company><title>OPERATIONAL RISK ANALYST</title><state>California</state><reqid>20525</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27401862</uid><url>http://jobs.unionbank.com/xml/27401862/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Credit Manager - Commercial Banking
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

Overall management responsibility of high quality credit underwriting and portfolio maintenance to support a designated group of Specialized Lending Units with several industry verticals in a timely and cost effective fashion. Plays a key role in balancing asset growth with credit quality as part of achieving division's financial objectives. Underwrite and manage a portfolio of corporate client credit relationships. Expand the "client relationship profitability" with new credit commitments and by "cross-selling" bank products and services. Reports directly to the Group Senior Credit Manager.

Major Responsibilities

Staff Management: 70% Manages a team of Credit Executives aligned with National Specialized Lending niches. Establish and monitor performance objectives; appraise performance and recommend salary increases; ensure employee training and development; acts as mentor; hire and terminate employees as necessary. Coach and counsel staff with a focus on improving the underwriting skills.
Act as a focal point for assigned credit executives within National Specialized Lending to review credits for viability. Allocate and assign appropriate resources. Review credit with Credit Executives/Relationship Managers and the Senior Credit Administrator to ascertain Bank's credit appetite, if necessary. Resolve with the RVP any disputes or conflicts arising between Relationship Managers and Credit Executives. Act as senior credit sponsor on deals with credit executives.

Portfolio Management: 30% Manage the delivery of credit underwriting support to the line units to ensure timely and quality support in addition to compatibility with Bank's risk appetite and profile. Plays a leading role in setting expectations for ongoing credit monitoring and analysis in all segments of the portfolio. Ensures that portfolio management is consistent with Bank standards and policies, is conducted on a consistent and thorough basis, and effectively manages and monitors risk of the portfolio. Responsible for satisfactory credit reviews on the portfolio.
Responsible for underwriting, structuring and completing approval requests. Initiate and ensure completion of all required loan documents and agreements. Conduct ongoing credit monitoring to ensure highest credit quality of assigned portfolio. Recognize/communicate potential credit quality issues within the Bank. Identify cross-selling opportunities to meet income generation goals. Works closely with Credit Administration and Independent Risk Monitoring Group. Demonstrates expertise in working with clients in a turnaround situation or those demonstrating a higher risk portfolio.

10 years of commercial lending experience including credit portfolio management and client calling skills.
Experience working with syndicated or multi-bank credit facilities.
Experience working with clients in turnaround situations.
Effective listening, verbal, and written communication skills.
Demonstrated ability to analyze, negotiate and manage corporate credit transactions.


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.</description><date_new>2012-03-26 22:08:24</date_new><country>United States</country><company>Union Bank</company><title>Credit Manager - Commercial Banking</title><state>California</state><reqid>20612</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27401647</uid><url>http://jobs.unionbank.com/xml/27401647/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SENIOR CREDIT EXEC - NATIONAL SPECIALIZED BANKING GROUP
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:

Underwrite and manage a portfolio of corporate client credit relationships.  Expand the "client relationship profitability" with new credit commitments and by "cross-selling" bank products and services.

Major Responsibilities:

Portfolio Management:
Primary responsibility for underwriting, structuring and completing all approval requests.  Initiate and ensure completion of all required loan documents and agreements. Conduct ongoing credit monitoring to ensure highest credit quality of assigned portfolio.  Recognize / communicate potential credit quality issues within the Bank. Identify cross-selling opportunities to meet income generation goals.

Work as part of a team led by a relationship manager to deliver both credit products and non-credit services to clients and prospects. Call regularly, without RM, on existing clients to obtain information that supports borrowers risk profile and obtains information necessary for effective credit monitoring.

Demonstrates expertise in working with clients in a turnaround situation or those demonstrating a higher risk profile. 

Relationship Management:
May act as the sole point of contact for certain clients, up to and including complex relationships. In these select relationships, CE will be responsible for both underwriting and marketing functions related to such clients. May act as the primary contact for the bank group in syndicated credits where UBOC is the agent.

May assist in the overseeing/training credit analysts and junior officers.

Financial:
Responsible for increasing NOI of existing customers on an annual basis as well as cross selling additional products and services to those clients.


* Normally requires 10 years of commercial lending experience including credit portfolio management and client calling skills.
* Typically requires a BA, BS or equivalent work experience.
* Experience working with syndicated or multi-bank credit facilities.
* Experience working with clients in turnaround situations.
* Effective listening, verbal, and written communication skills.
* Demonstrated ability to analyze, negotiate and manage corporate credit transactions.
* Proficiency in relevant PC skills including; Word, Famas, Excel, PowerPoint, Email, and Internet access.


Union Bank is committed 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</description><date_new>2012-03-21 21:22:10</date_new><country>United States</country><company>Union Bank</company><title>SENIOR CREDIT EXEC - NATIONAL SPECIALIZED BANKING GROUP</title><state>California</state><reqid>20592</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27304244</uid><url>http://jobs.unionbank.com/xml/27304244/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: SVP PORT ANALYTICS &amp; STRAT
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

As a senior member of the Investment team the Head of Portfolio Analytics will have primary responsibility for all portfolio level analytical reviews, hedging, strategic initiatives and asset allocation for the Bank's Treasury Investments. Key responsibilities will include identifying, researching, developing and recommending portfolio level investment opportunities and collaborating with Portfolio Managers to execute on approved strategies. This position will report to the SVP, Deputy Treasurer or Chief Investment Officer.

Management or Supervision

Direct the Portfolio Analytics team comprised of three to five investment professionals and analysts to conduct fixed income research, portfolio optimization, and internal risk ratings measurement on Treasury investments.

Major Responsibilities

45%    Develop portfolio optimization recommendations taking into account Portfolio objectives and applicable regulatory, compliance, legal and accounting issues. Conduct analysis and modeling of quantitative credit risk across the consolidated fixed income investment portfolio and associated sub-portfolios; supports the monitoring of portfolio concentrations and exposures to various sectors, securities, duration levels and changes in market factors. Perform ongoing evaluation of credit risk models and measurement systems for integration into fixed income investment strategies and capabilities; develops and builds mathematical models to measure portfolio risk; designs and performs scenario analyses (stress testing, opportunity assessment, sensitivity and worst case) to assess portfolio exposure to credit and market factors.

30%    Identify and evaluate risks across investment portfolio including market, liquidity, counterparty and credit as appropriate. Leverage various software systems and expertise in prepayment and credit models to perform risk analysis in support of internal investment ratings including scenario analysis and stress testing. Partner with Market Risk Management, Credit, Controller's and other appropriate parties to deliver on joint initiatives and meet internal risk information requirements.  Collaborate with ALM Strategies to support balance sheet management objectives. 

15%    Collaborate with Portfolio Managers for implementation of approved strategies to balance book yield, total return and risk dimensions. Develop relationships with Wall Street dealers and investors to leverage market research and expertise for Treasury Portfolios. Assesses the feasibility of potential hedging strategies using derivatives such as credit default swaps, swaps, and options; determines and analyzes appropriate derivative instruments for hedging certain risk characteristics, including measuring and monitoring the effectiveness of potential and executed hedges.

10%    Conduct back-testing of strategy, VaR and credit risk exposure impact on P&amp;L; calculates investment P&amp;L and performs P&amp;L attribution. Possess good understanding of and experience with Credit Value at Risk (CVaR) modeling and analysis, Economic Capital and Asset Liability Management; has strong knowledge of investment products, strategies and markets with in-depth understanding of quantitative credit risk models.

* Fifteen plus years of relevant experience in Investment Research and Analytics.
* Broad knowledge of Bank balance sheet and diverse fixed income markets including Structured Credit investments. 
* A graduate degree or work toward a graduate degree in computational finance, mathematical finance, financial engineering, applied mathematics, mathematics, economics, finance, physics, or other quantitatively intensive field is preferred
* Credit risk experience, working with fixed income models in an investment, trading or asset management risk function (required)
* Experience with Bloomberg (required) and experience with one (required) or more risk applications/services: Algorithmics, RiskMetrics (RiskManager, CreditManager), Moody's KmV, Kamakura, KRIS, Reuters, DST, Murex, BlackRock, BondEdge, QRM, Derivative Solutions, Barra, etc.
* Work toward or willingness to work toward Chartered Financial Analyst (CFA) designation, GARP Financial Risk Manager, PRMIA Professional Risk Manager, or other similar professional designation (preferred)
* Superior quantitative capabilities and demonstrated analytical skills
* Strong knowledge and demonstrated experience in fixed income instruments, including derivatives
* Strong knowledge and demonstrated experience creating and applying complex quantitative models, using applicable fixed income valuation methodologies, various approaches of credit risk modeling, etc
* Strong knowledge and demonstrated experience with credit and market risk statistics, metrics and sensitivities such as PD, LGD, CVA, PFE, EAD, ratings migrations, duration, convexity, key rate duration, etc
* Knowledge of or familiarity with programming languages / statistical analysis / financial modeling packages such as VBA, C , MatLab, FINCAD, Java, SAS, S-Plus, R or other comparable programming skills
* Knowledge of financial risk management best practices

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.</description><date_new>2012-03-20 20:33:45</date_new><country>United States</country><company>Union Bank</company><title>SVP PORT ANALYTICS &amp; STRAT</title><state>California</state><reqid>20442</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27272314</uid><url>http://jobs.unionbank.com/xml/27272314/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: STRATEGIC DATA ANALYTICS CONSULTANT
Location: CALIFORNIA-LOS ANGELES
Outstanding opportunity for a results-oriented professional to have an impact in a large (10K employees), growing bank where Diversity &amp; 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 $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 Strategic Data &amp; Analytics Manager, responsible for providing data and analytics expertise for Strategic Performance Management (SPM) and Strategic Performance Factors (SPF) and other SPM-based metrics (e.g. financial, process, customer loyalty, corporate social responsibility and human capital).

Strategic Performance Management (SPM) is a function at Union Bank with an objective to implement an overall performance management and measurement process which links strategic planning, financial planning and execution monitoring into a seamless process. The primary tool to accomplish this objective will be the Balanced Scorecard Methodology.

The Strategic Data &amp; Analytics Consultant will join the enterprise-wide Strategic Performance Management function and report to the Manager of SPM Team. The SPM team, under the guidance and leadership of the EVP Director of Corporate Develop and Strategy, coordinate all major strategic planning and performance management efforts within the Bank in close cooperation with the CEO, CFO, other senior managers, and the Board of Directors.


Major Responsibilities:
Facilitate the design, implementation, analysis, and renewal of key performance indicators in the SPM and of business and support units of multiple organizational layers for assigned areas. (25%) 

Coordinate the bank-wide quarterly and annual performance review process and conduct comprehensive performance driver analysis using key performance indicators in order to provide senior managers with data-based business intelligence and insight.These may include the following: Identify and indicate leading and lagging key performance indicators such as Household retention rate, Internal and External Cross-Sell drivers, Enterprise-level project milestones, and financial metrics including RORC, ROA, Texas Ratio, NIM. Provide drill down analysis of quarterly key performance indicator results. (25%)

Coordinate the alignment of Enterprise-Wide Strategic Objectives with key data custodians which includes US Holdings Division, Voice of the Customers, Corporate Social Responsibility, and Human Resources Advisory Committee. Consolidate overall corporate and business unit performance into a central database.
Identify and provide narratives for underperforming metrics and the responsible business unit. Communicate Enterprise-level Strategic Objective to key stake holders and business units.Track the alignment of Enterprise-Level Strategic Objectives and Key Performance Indicators to the Business Units. (20%)


Support the Business Units' KPI design/renewal and implementation project management, SPM cascading workshops, SPM reporting process development, performance driver analysis using key performance indicators from the SPM, development and implementation of SPM training programs, etc.. (20%) 

Participate in corporate and business unit strategic planning activities and update related SPMs accordingly. (10%)


Minimum Job Requirements:
5  years of total work experience in a corporate environment, with at least 3 years of experience in banking business analysis or financial analysis. Requires demonstrated ability to decipher and comprehend complex metrics. Requires use of creativity and excellent judgment to provide analytics and advanced strategic performance reports.
Requires the ability to describe complex metrics to senior management. Strong presentation skills; ability to present to large groups and to executive mgmt
Bachelor's degree Finance, Management or Economics

Additional Information:
1-2 year practical experience of Balanced Scorecard a plus. Experience in customer-centric strategy planning/execution, performance management, or business intelligence a plus.Strong project management skills. Expert level knowledge of MS Office (with emphasis on Excel and PowerPoint). Experience in Oracle reporting and analysis software a plus; MBA a plus; Balanced Scorecard 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/V</description><date_new>2012-03-16 19:01:05</date_new><country>United States</country><company>Union Bank</company><title>STRATEGIC DATA ANALYTICS CONSULTANT</title><state>California</state><reqid>20485</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27206342</uid><url>http://jobs.unionbank.com/xml/27206342/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FINANCIAL 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!

Financial Manager
Los Angeles, California

JOB SUMMARY
Within the Analysis group of FP&amp;A, responsible for producing and delivering financial analysis to Management at all levels of the organization.

Major responsibilities include: 
* Provides and supervises comprehensive and complex financial analysis.
* Supervises, and provides quality control to the preparation of complex analytical and financial reports and presentations.
* Comfortable interacting with Sr. Management, making presentations, and recommendations.
* Familiar with all financial applications within FP&amp;A and has an understanding of the data relations and interdependencies.
* Conduct and direct financial-based research and analysis projects. Develop, interpret, and implement financial concepts for planning and control.
* Work collaboratively across all FP&amp;A teams, identifying best practices and process efficiencies.
* Provide guidance for junior team members.
Required skills include:
* Bachelor's Degree in Accounting or Economics or related financial course of study
* 10 years of financial analysis and management experience
* Experience in Management Accounting.
* Advanced understanding of Basel II. Understanding of the key drivers of Economic Capital and Expected Loss, the key Risk Components (Market, Credit &amp; Operational), and of RAROC and EVA.
* Advanced understanding of: Banking products &amp; financial statements, Transfer pricing
* Advanced understanding of banking products &amp; financial statements
Preferred skills include:
* Master's Degree in Accounting or Economics or related financial course of study
* 7 years of experience working for a national bank
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/V</description><date_new>2012-03-12 08:43:55</date_new><country>United States</country><company>Union Bank</company><title>FINANCIAL MANAGER</title><state>California</state><reqid>20299</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27072006</uid><url>http://jobs.unionbank.com/xml/27072006/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Sr. Data Analyst - Architecture, Modeling
Location: CALIFORNIA-LOS ANGELES
Invest in your career. Invest in your future.


Are you an Information Architect looking for a great opportunity? Union Bank has that opportunity!


JOB SUMMARY
This position interacts with all levels of personnel in ITG and business units for which Finance and Corporate Solutions group is responsible. Interpersonal communication and presentation skills are very important for this position.
The key objective of this role is to drive information and data strategy for Finance and Corporate Solutions Group applications:

DETAILS
Major responsibilities include:
·     Define and own Finance and Corporate Systems information model and alignment with functional architecture, LoB information models, and Application development physical data models.
·     Provide for consistency and commonality across the Finance and Corporate Solutions teams with respect to data governance, usage, creation, and quality.
·     Determine information requirements and delivery methods and develop information flow diagrams.
·     Evaluate candidate data sourcing options to identify appropriate data sourcing based on different criteria.
·     Formulate adoption and integration plan with other data management initiatives - enterprise wide and Line of Business wide.
·     Coordinate with Enterprise DMO with regards to standards, processes, and controls.
·     Responsible for identifying viable alternative data integration and dissemination methods and approaches.
·     Ensure integrity of information and validation process.
·     Enforce data quality standards and drive data stewardship functions with Business and Operations stakeholders.
·     Define business metadata and partner with Application development teams to define alignment with technical metadata frameworks.
·     Create and maintain information delivery artifacts such as models, taxonomies, dictionaries, diagrams, etc.


QUALIFICATIONS
Required
·     10 years experience of data analysis across banking and financial services as well as ERP systems.
·     Business, data and technical awareness.
·     Wide knowledge and understanding of data modeling, collection and integration methodologies, analysis, principles and techniques.
·     Logical approach to researching and analyzing processes and mechanisms.
·     Excellent report writing, analytical and project management skills, with excellent attention to detail.
·     Exposure to regulatory initiatives and corresponding data/reporting requirements.
·     Ability to recommend changes to drive business objectives.
·     Ability to manage multiple stakeholders and be able to deliver under pressure to tight deadlines.
·     Excellent Communication skills (written and oral )
·     Project Management expertise - coordination, planning, integration and execution



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</description><date_new>2012-03-12 08:43:31</date_new><country>United States</country><company>Union Bank</company><title>Sr. Data Analyst - Architecture, Modeling</title><state>California</state><reqid>20148</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27071984</uid><url>http://jobs.unionbank.com/xml/27071984/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Sr. Real Estate Loan Officer (Community Development Finance - Los Angeles)
Location: CALIFORNIA-LOS ANGELES


Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 manage relationships with top tier real estate developers seeking construction and permanent financing, including Low Income Housing Tax Credit investments, for the purpose developing affordable rental housing. Also, solicit and coordinate the expansion of customer relationships through cross-selling of banking services.

Major Responsibilities
* Originate, analyze, negotiate, structure, and close loans and/or LIHTC investments.
* Evaluate applicant's needs, financial strength, capabilities and other background information to determine if a loan/investment is an appropriate fit for applicant and Bank.
* Underwrite loans and/or investments for the purpose of making recommendations to Bank credit committee.
* Maintain a high standard of lending/investing practices.
* Deal directly with customers; may serve as the primary contact representing the Bank with key clients or prospects.
* Retain and expand accounts with top tier customers, deepening existing business relationships to maximize share of transactional business, as well as cross-sell complimentary Bank products.
* Perform periodic credit reviews to ensure that risk is being properly identified, graded and managed at the relationships and transaction level.








Typically requires 5 years advanced real estate background.
* Deep industry knowledge, contacts and experience with the California affordable housing industry preferred.
* Alternatively, advanced degree in business administration, public policy, or other related concentration with a strong interest in working in affordable housing finance.
* Requires excellent negotiation and marketing skills.
* Strong grounding in core concepts of accounting and finance.
* Sound understanding of key underwriting and structuring principles.
* 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 &amp; Inclusion at work.</description><date_new>2012-03-12 08:43:17</date_new><country>United States</country><company>Union Bank</company><title>Sr. Real Estate Loan Officer (Community Development Finance - Los Angeles)</title><state>California</state><reqid>20306</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27071981</uid><url>http://jobs.unionbank.com/xml/27071981/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: CORPORATE AUDITOR - TRUST AUDITS
Location: CALIFORNIA-LOS ANGELES

Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $92.3 billion at March 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operates 407 branches in California, Washington, Oregon, Texas, New York and Illinois, as well as two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a 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 Financial Service Auditors with experience auditing corporate trust, personal trust,asset management, broker dealer, or mutual fund lines of business. 
Job Summary:
This position is part of a 3-level job family, with distinguishing characteristics listed for each level. Audit the Bank's processes to control enterprise wide risk management practices. Use risk focused continuous monitoring and on-site audits to evaluate and analyze the efficiency and effectiveness of controls. Write detailed audit programs to test the internal controls using a risk-based approach, and analyze reasonable threats and the resulting exposure. Document findings and interface with line management to obtain an appropriate response. Write clear, concise and persuasive audit reports and other documents summarizing level of risk, scope, findings, recommendations, and the current status of the issues. Direct and participate in special audits or project reviews. The audit consultant and senior audit consultant positions are distinguished from each other with respect to: degree of complexity of assignments, experience and personal skill set, ability to work independently, demonstrated ability to lead and manage large/complex audits and/or groups of auditors, and level of client relationship skills. Expected to be able to act as in-charge on multiple assignments of a complex nature at the same time.

Major Responsibilities:

Audit &amp; Continuous Monitoring:
Prepare for audit by conducting preliminary reviews and interviews to identify client's business objectives, risks, and control techniques. Prepare risk assessments. Analyze and evaluate the adequacy of client's control environment. Develop risk-focused tests to ensure compliance with bank policies, procedures, and regulatory requirements. Direct, conduct, and manage the tests according to established standards and time frames. Assign, monitor, and review audit work performed by supporting IRMG-Audit staff. Provide work direction and ongoing performance feedback to assisting staff. Prepare and conduct performance evaluations for assisting staff. Conduct risk focused discussions with client management to review business issues and recommendations. Prepare audit reports summarizing findings. Describe risks and related issues/findings clearly and persuasively. Plan and complete audit schedule for area of responsibility. At audit manager's direction, assist external auditors and examiners with their engagements.

Communication:
Promote effective and open communication with all levels of internal and external UB line and staff personnel. Provide technical guidance to units on operational policies and control procedures. Keep audit manager informed on degree of risk in various operating units, particularly the more complex and/or specialized units, through periodic reporting of high level business/unit summaries. Clearly communicate issues to the appropriate level of UB line management. Act as liaison for external auditors and examiners during the on-going or annual reviews.

Teamwork:
Promote teamwork with IRMG, as well as with other UB units. Maintain effective working relationships with line management. Provide leadership, training, and guidance to other auditors.

Special Projects:
Initiate and complete special project assignments such as due diligence examinations, task force projects or specific ad hoc reviews delegated by audit manager.



* 
This position typically requires an undergraduate degree.
* 
Professional certification is highly desirable.
* 
Typically requires 5 years of related audit or business experience including experience leading a work team.
* 
Good understanding of risk management, audit techniques, internal controls, audit principles and theory.
* 
Good to strong skills in risk assessment analysis and a solid understanding of business and financial markets.
* 
Ability to monitor and analyze results of continuous monitoring program including assessing changes in a unit or function's risk profile.
* 
Good leadership skills.
* 
Effective communication skills, both oral and written.
* 
Ability to interact effectively with unit management and staff and all levels of IRMG-Audit , IRMG and UB 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/V</description><date_new>2012-03-08 08:53:24</date_new><country>United States</country><company>Union Bank</company><title>CORPORATE AUDITOR - TRUST AUDITS</title><state>California</state><reqid>20389</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27001599</uid><url>http://jobs.unionbank.com/xml/27001599/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Data Integrity &amp; Business Systems Risk Liaison - Corporate Banking
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


Corporate Banking Risk Management ("CBRM") is an integral part of the first line of defense and is responsible for managing and coordinating all disciplines of risk and controls within Corporate Banking. The CBRM Data Integrity &amp; Business Systems Risk Liaison ("DIBS") will report directly to the EVP Chief Risk Officer ("CRO) for Corporate Banking and contribute to building or maintaining the divisional risk management framework that is effective, comprehensive, efficient and responsive. This framework should align with industry best practices, support the Satisfactory to Strong initiative, and is appropriate for the risk profile of Corporate Banking. 

In executing this role, the DIBS will work with the CRO, Corporate Banking Lines of Business, Data Management Office and other key internal partners to ensure all areas of Corporate Banking maintain the appropriate framework, resources, governance, policies and processes to meet bank wide data informational and reporting needs in a timely and accurate manner. Additionally and in conjunction with the Data Management Office, Enterprise Data Management policy and framework, and Basel II initiatives, the DIBS will ensure the Corporate Banking LOB's are managing the on-going collection of key data from a variety of sources and testing its accuracy. The DIBS will also ensure the systems deployed within CBG have appropriate UB assigned ownership that ownership is defined and well understood and that the CBG LOB's are properly administering oversight and maintenance of user access to UB systems. The DIBS will be delegated direct oversight of special projects and asked to lead activities and coordinate underlying resources. The DIBS will also be assigned responsibility to develop reports and basic databases in support of CBRM activities.

Major Responsibilities

Cross Enterprise Coordination

1.    Responsible for independently consulting with Corporate Banking LOB's, LOB Data Custodians, users, internal partners, and UB management to understand information requirements and issues to ensure effective execution data related initiatives, appropriate corrective action for emerging issues, and meeting of timelines.

2.    Work directly with UB Data Management Office ("DMO") to ensure Corporate Banking is appropriately executing within EDM Policy and Framework. Interface with DMO to communicate LOB issues, needs, and to develop mutually acceptable solutions.

Drive Process Change and Improvement

1.    Provide leadership for Corporate Banking in orchestrating end-to-end data processes across the organization and represent Corporate Banking in all applicable work streams and committees. Leverage existing teams and talent affirming DMO efforts, leveraging SOX team expertise and directing BSA PMO support.

2.    Drive solutions within Corporate Banking that lead to an effective end-to-end data process and an understanding by the line of business staff of this process and its impact on risk and risk management processes.

3.    Ensure Corporate Banking LOB's have appropriate governance processes, accountabilities and controls in place to achieve effective data integrity for risk management related processes, reporting, Basel II implementation and Enterprise Wide Risk Reporting initiatives. 

Lead CBG Efforts To Proactively Identify Data Integrity Issues, Remediate Root Causes Of Prior Issues, And Resolution Of Compliance Or Regulatory Issues Resulting From Data Integrity Issues

1.   Document and understand end to end data flows within CBG and how they related to overall UB processes and requirements. Educate CBG users of the data flows, issues and drive change to ensure CBG successfully executes within UB data policy and framework.

2.    Inventory all projects impacting data flows and ensure impacts are understood.

3.    Organize, research and manage risk or compliance related data projects by developing and administering project plans, coordinating resources and responsibilities, gaining consensus, making recommendations to management, ensure successful outcomes and implementation.

4.    Plan and conduct analysis of regulatory or compliance issues to proactively address emerging data or reporting issues, balancing regulatory needs with client experience.

Manage Reporting and Analysis

1.    Prepare recurring and ad hoc reporting, data, graphical, and trend analysis for periodic presentation and reporting to internal and external stakeholders such as LOB's, Management, Auditors, or Examiners. This includes some written analysis of changes between reporting periods and the results of your investigations on data irregularities. 

2.    Develop appropriate industry networks to support proactive risk management and data gathering.

Business Systems Ownership

Develop process to oversee systems utilized by CBG to ensure appropriate UB ownership or sponsorship. Represent Corporate Banking in the development of business owner/stakeholder roles and responsibility. Review periodically with CRO and LOB's.


Typically requires a BA or BS degree or higher plus 10 years of similar data gathering and reporting development or oversight in the financial services industry.

Typically requires 10 years of demonstrated knowledge and direct work experience in business analysis and managing projects that cross company business lines.

Strong organizational and time management skills and a solid understanding of basic project management principles.

Strong cross-organizational effectiveness with a proven ability to communicate and collaborate across multiple organizational units.

Knowledge of Excel, Access, PowerPoint, Business Objects, Crystal Reports, or other data, statistical analysis and reporting tools to query and manipulate data.

Requires knowledge of the banking industry products, Basel and regulatory requirements. 

Ability to analyze risk trends, identify signs of changing risk levels and/or symptoms of process control breakdowns.

Advance degree desirable.

Strong written and verbal communication and presentation 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/V.</description><date_new>2012-03-08 08:52:46</date_new><country>United States</country><company>Union Bank</company><title>Data Integrity &amp; Business Systems Risk Liaison - Corporate Banking</title><state>California</state><reqid>20318</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>27001539</uid><url>http://jobs.unionbank.com/xml/27001539/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: CORP TREASURY RISK ANALYST
Location: CALIFORNIA-LOS ANGELES
Invest in your career. Invest in your future.

Explore this opportunity in Risk Assessment as Union Bank strategically transforms into be a Top 10 national bank.

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!

Risk Analyst, Corporate Treasury
Los Angeles, California

JOB SUMMARY
Reporting to the Corp Treasury, Sr. Risk Officer, responsible for managing risk and compliance activities and projects within Corporate Treasury.  Works directly with the Corporate Treasury management team, as well as other risk discipline managers including but not limited to, interest rate, liquidity, market, credit, legal and regulatory compliance risks. With respect to operational risk, the position works directly with the Finance Business Unit Risk Manager (BURM) and the operational risk module owners. This position is part of an independent, specialized risk management team that provides oversight, governance and pro-active monitoring of risk within the business line. Responsibilities also include contributing to and supporting committees that oversee business risk and business development, and assisting with the management of internal and external exams and ongoing monitoring.

Major responsibilities include: 
* Responsible for risk management activities to achieve Corporate Treasury's financial objectives. Provide risk guidance and assessment associated with new business strategies, major projects and change initiatives taking place within Corporate Treasury; work with second line risk partners to implement effective risk mitigants, where appropriate. Clarify roles and responsibilities by closing gaps and minimizing overlap between the lines of defense. Balance an agile and prudent approach to risk-reward decisioning and analyses.
* Acts as key contact for assigned internal and external audits and examinations; maintain ongoing productive and collaborative relationships. Ensure positive and favorable exam results. Implements best practices and recommendations with the partnership of all appropriate business unit members and lines of defense and properly evidences within departmental documentation. Maintains a balanced perspective with respect to risk priorities as defined by IRMG, regulators, and external auditors and comprehensive tracking of all issues and recommendations.
* Identify new and emerging risks and develop mechanisms to control or mitigate these risks in partnership with all relevant groups within the Bank. Monitor and report current and future state of all relevant business risks and measure the effectiveness of risk controls and oversight. Escalate changes in inherent risk or control breakdowns/deficiencies that could impact residual risk. Establish a strong working relationship with ERM, second lines of defense, and other related Lines of Business to include regular open and ongoing communication. Ensure changes to Bank policies and practices are effectively implemented and integrated into Corporate Treasury processes including communication to all affected parties. Remain current on significant regulatory and industry trends and provide analysis on potential impact.
Required skills include:
* Minimum of five years experience required related to risk management including the establishment and maintenance of risk control frameworks, measurement, monitoring, and mitigation. 
* Minimum of five years experience required in financial services related to investment activities with an extensive understanding of the financial markets and regulatory governance. Expertise in a broad variety of bank treasury functions preferred including: wholesale funding, investments, derivatives, collateral management, balance sheet management, and capital assessment.  
* Bachelors and Master Degree preferred.
* Excellent interpersonal, presentation, communication, and organizational skills. Demonstrated ability to perform balanced analysis and clearly articulate and summarize results.
* Superior ethical standards and sound judgment.
* Proficiency in MS Office suite of applications 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.
* 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/V</description><date_new>2012-02-27 09:04:48</date_new><country>United States</country><company>Union Bank</company><title>CORP TREASURY RISK ANALYST</title><state>California</state><reqid>20219</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26778251</uid><url>http://jobs.unionbank.com/xml/26778251/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Sr. Systems Analyst — FP&amp;A Systems
Location: CALIFORNIA-LOS ANGELES
Invest in your career. Invest in your future.


JOB SUMMARY
The Position supports the FP&amp;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/V</description><date_new>2012-02-20 08:52:08</date_new><country>United States</country><company>Union Bank</company><title>Sr. Systems Analyst — FP&amp;A Systems</title><state>California</state><reqid>20071</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26620676</uid><url>http://jobs.unionbank.com/xml/26620676/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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/V</description><date_new>2012-02-08 07:38:05</date_new><country>United States</country><company>Union Bank</company><title>BROKERAGE OPERATIONS MANAGER - UnionBanc Investment Services - Los Angeles</title><state>California</state><reqid>20014</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26394622</uid><url>http://jobs.unionbank.com/xml/26394622/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Senior Calypso Developer Analyst - Global Capital Markets Systems &amp; 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/V</description><date_new>2012-02-06 08:15:21</date_new><country>United States</country><company>Union Bank</company><title>Senior Calypso Developer Analyst - Global Capital  Markets Systems &amp; Technology</title><state>California</state><reqid>19941</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26326536</uid><url>http://jobs.unionbank.com/xml/26326536/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Senior Product Manager - Revenue 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!

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.


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.</description><date_new>2012-02-01 08:23:24</date_new><country>United States</country><company>Union Bank</company><title>Senior Product Manager - Revenue Management</title><state>California</state><reqid>19922</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26233959</uid><url>http://jobs.unionbank.com/xml/26233959/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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.</description><date_new>2012-02-01 08:22:38</date_new><country>United States</country><company>Union Bank</company><title>MORTGAGE CONSULT SR SALES ASSO (LA)</title><state>California</state><reqid>19891</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26233936</uid><url>http://jobs.unionbank.com/xml/26233936/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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/V</description><date_new>2012-01-24 09:16:15</date_new><country>United States</country><company>Union Bank</company><title>SENIOR COMPLIANCE ANALYST I</title><state>California</state><reqid>19813</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>26060890</uid><url>http://jobs.unionbank.com/xml/26060890/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Strategic Planner - Global Treasury Management
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:

The Strategic Planner reports to the head of GTM Strategic Planning and is responsible for supporting and leading strategic initiatives as well as cross organizational special projects throughout GTM. Projects may include strategy development, mergers and acquisitions, evaluation of new markets and products, organizational assessments, process reengineering, etc.

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 Setup: 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).

(20%) 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 to evaluate strategic considerations.

(60%) Initiative/Project Management and Execution: Participate in (and if applicable oversee) the execution against the project plan. Provide and promote critical analysis and strategic thinking within project teams. 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. Develop and present new ideas, conceptualize new approaches and solutions. Present findings and author/create presentations.

(10%) Provide Strategic Planning support on an ad-hoc basis to division managers, executives, and cross-functional teams.




Individual must:
* Be able to think creatively and strategically, have excellent judgment and be able to work in a changing environment.
* Be a strong communicator, have excellent written, presentation, oral communications and interpersonal skills
* Possess strong leadership skills, be able to motivate and influence others.
* Have expert level knowledge and proficiency of MS Office (with emphasis on Excel, Access, Project and PowerPoint).
Other Qualifications: 
* This position requires a bachelor's degree from a leading college or university with a minimum of 5-10 years of experience in banking or consulting.
* 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 experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V</description><date_new>2012-01-19 08:09:20</date_new><country>United States</country><company>Union Bank</company><title>Strategic Planner - Global Treasury Management</title><state>California</state><reqid>19747</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25977194</uid><url>http://jobs.unionbank.com/xml/25977194/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Relationship Manager, Medical Services Segment
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 region. 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. 

Responsibilities include:

* Portfolio management and building strong profitable client relationships. 
* Identification of qualified prospects; determination of banking requirements; and delivery of appropriate banking products and services. 
* 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:

Requires a minimum of 6 years direct work experience in commercial lending with experience developing medical firm clients. Competent knowledge of business and personal financial statements and tax returns, and financial acumen as it pertains to the affluent market segment.  Completion of graduate studies with a MBA preferred. Knowledge of consumer and business products and services including operations, loan policies and procedures, estates and investments. 

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/V</description><date_new>2012-01-09 08:11:19</date_new><country>United States</country><company>Union Bank</company><title>Relationship Manager, Medical Services Segment</title><state>California</state><reqid>19226</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25765848</uid><url>http://jobs.unionbank.com/xml/25765848/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Manager, Wealth Markets Training &amp; 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/V</description><date_new>2011-12-20 11:45:01</date_new><country>United States</country><company>Union Bank</company><title>Manager, Wealth Markets Training &amp; Development</title><state>California</state><reqid>19154</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25465565</uid><url>http://jobs.unionbank.com/xml/25465565/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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/V</description><date_new>2011-12-20 11:44:18</date_new><country>United States</country><company>Union Bank</company><title>BUSINESS SYSTEMS ANALYST - ECOMMERCE</title><state>California</state><reqid>19416</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25465546</uid><url>http://jobs.unionbank.com/xml/25465546/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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/V</description><date_new>2011-12-15 08:31:51</date_new><country>United States</country><company>Union Bank</company><title>E-COMMERCE PRODUCER II - PROJECT MANAGEMENT</title><state>California</state><reqid>19353</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25369916</uid><url>http://jobs.unionbank.com/xml/25369916/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: BUSINESS SYSTEMS ANALYST V - SALES REPORT AND INCENTIVE COMPENSATION
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.</description><date_new>2011-12-08 13:53:05</date_new><country>United States</country><company>Union Bank</company><title>BUSINESS SYSTEMS  ANALYST V - SALES REPORT AND INCENTIVE COMPENSATION</title><state>California</state><reqid>19295</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25248296</uid><url>http://jobs.unionbank.com/xml/25248296/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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).
Work with Product Management on the development of market-differentiating offerings.
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, including being personally active in the details.
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.
Experience in mass advertising, media, and working with internal marketing support teams and marketing agencies. 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/V</description><date_new>2011-12-06 13:19:48</date_new><country>United States</country><company>Union Bank</company><title>CUSTOMER ACQUISITION MARKETING MANAGER</title><state>California</state><reqid>19278</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25204451</uid><url>http://jobs.unionbank.com/xml/25204451/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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.</description><date_new>2011-11-28 13:17:36</date_new><country>United States</country><company>Union Bank</company><title>PRIVATE BANKER - Los Angeles</title><state>California</state><reqid>19056</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>25059609</uid><url>http://jobs.unionbank.com/xml/25059609/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Accountant/CPA Operations Manager - Leasing and Asset Finance
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:

Reporting to the Senior Vice President and Manager of the Leasing and Asset Finance Division (L&amp;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:
* 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, and special 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, including Microsoft Office 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 is committed 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</description><date_new>2011-11-18 07:50:01</date_new><country>United States</country><company>Union Bank</company><title>Accountant/CPA Operations Manager - Leasing and Asset Finance</title><state>California</state><reqid>19084</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>24937759</uid><url>http://jobs.unionbank.com/xml/24937759/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Compliance Risk Liaison - Corporate Banking
Location: CALIFORNIA-LOS ANGELES
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, shareholders and Bank Management. Reports directly to the EVP Chief Risk Officer for Corporate Banking.

Major Responsibilities:
Coordination and integration of compliance resources and activities within the Corporate Banking Group, specifically working with the Business Unit Compliance Officers, line of business policy resources, and product or operations staff involved in compliance related activities as well as line of business executives to influence understanding and effective execution. 

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. Escalate any gaps in the framework and any emerging risks for quick resolution.

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 Corporate compliance and regulatory staff as needed.

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 an understanding of Wholesale Corporate Banking including Commercial Banking, Capital Markets and Wealth Markets (Private Banking, Brokerage, Asset Management, and Loans &amp; Deposits).

Requires in-depth knowledge (7-10 years experience) of regulatory compliance and management.

Requires excellent project management skills, people management &amp; 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.


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.</description><date_new>2011-11-09 10:19:58</date_new><country>United States</country><company>Union Bank</company><title>Compliance Risk Liaison - Corporate Banking</title><state>California</state><reqid>18952</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>24771977</uid><url>http://jobs.unionbank.com/xml/24771977/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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 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.</description><date_new>2011-10-26 08:18:18</date_new><country>United States</country><company>Union Bank</company><title>Senior Commercial Deposit Product Manager</title><state>California</state><reqid>18719</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>24421254</uid><url>http://jobs.unionbank.com/xml/24421254/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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&amp;A, theFinancial Planning and Analysis Manageris 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&amp;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 management 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&amp;A models.
* 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&amp;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&amp;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</description><date_new>2011-10-07 08:12:04</date_new><country>United States</country><company>Union Bank</company><title>VP Financial Planning and Analysis</title><state>California</state><reqid>18453</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>24093659</uid><url>http://jobs.unionbank.com/xml/24093659/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: 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.</description><date_new>2011-10-07 08:11:58</date_new><country>United States</country><company>Union Bank</company><title>SR GROUP DEBIT CARD PROD MGR</title><state>California</state><reqid>18486</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>24093658</uid><url>http://jobs.unionbank.com/xml/24093658/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: FP&amp;A Finance Manager - Entity Reporting
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! 

Position Title: FP&amp;A Finance Manager - Entity Reporting

Summary : Union Bank is poised to launch several initiatives to accelerate organic growth and bring about transformational change. Reporting to the EVP, Financial Planning and Analysis, the FP&amp;A Finance Manager - Entity Reporting, will be responsible for the tracking, management, reporting, and have responsibility for the financial performance of each key initiative designed to accelerate the transformation of the Bank's business model.  

Major Responsibilities:
Responsible for commencing as the CFO/PMO for the Integration Management Organization. Duties include expense management of both one-time and on-going expenses from acquisitions.

Responsible for the "deal model" as well as the evolution of its future versions. Own all coordination efforts with the lines of business impacted by the acquisitions. 

Management reporting oversight including actionable analysis, active partnership with business leaders, and financial executives in the line of business.

Responsible for developing and maintaining BTMU (Bank of Tokyo-Mitsubishi UFJ, Ltd.,)reporting in order to optimally represent Union Bank's performance to Tokyo and BTMU New York.

Actively manage Union Bank's finance relationship with our Japanese liaison executives.

Develop a strong organization that is well positioned for financial management of future acquisitions.

Manage a team of direct reports. Responsible for interviewing, hiring, termination, coaching and counseling, training, performance appraisals, compensation changes, promotions and transfers, delegating assignments, and oversight of work.


Additional Information:

7-10 years experience with at least 3-5 years in a management capacity. MBA/CFA is strongly preferred.Extensive knowledge of the financial services industry including current economic and regulatory trends. Experience with analyzing financial statements and financial performance
Financial modeling proficiency. Ability to manage a team of financial analysts.High proficiency with communication, presentations, and can demonstrate executive presence

Union Bank is committed 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.</description><date_new>2011-09-20 08:46:39</date_new><country>United States</country><company>Union Bank</company><title>FP&amp;A Finance Manager - Entity Reporting</title><state>California</state><reqid>16064</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>23718770</uid><url>http://jobs.unionbank.com/xml/23718770/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Oil &amp; Gas Syndications Investment Banking Officer
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, structures transactions, and manages junior staff. Maintains a broad range of industry experience with deep relationships in the core sector of Oil &amp; Gas, with additional relationships in Mining. 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 &amp; Gas sector
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 &amp; Gas sector
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
Highest level of integrity, maturity, and an exceptional work ethic
Willing to invest long hours and significant effort to achieve objectives
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.</description><date_new>2011-06-02 00:23:52</date_new><country>United States</country><company>Union Bank</company><title>Oil &amp; Gas Syndications Investment Banking Officer</title><state>California</state><reqid>16890</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>21581470</uid><url>http://jobs.unionbank.com/xml/21581470/job</url></job><job><country_short>USA</country_short><city>LOS ANGELES</city><description>Title: Division/Operational Risk Manager — Global Capital Markets
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! Invest in your career. Invest in your future.

Job Summary:

In a fast-paced team environment, act as primary driver of operational risk management in diverse Global Capital Markets (GCM) business unit. GCM is a diverse unit, spanning foreign exchange and derivatives, leasing and asset finance, syndications, and mezzanine lending, systems and technology (IT), and operations, so the Operational Risk Manager (ORM) will need to be able to learn about different banking activities and quickly become the subject matter expert for all operational risks.

The ORM will be responsible for independently monitoring and evaluating the effectiveness of operational risk management for the business unit. He/she will assess the effectiveness of established operational risk management controls either through direct efforts or the efforts of subordinates using a risk-based approach. 

The ORM will report regularly on monitoring results to senior management and escalate significant deficiencies requiring immediate attention and corrective action, and monitor and track for timely remediation.


Major Responsibilities:

Demonstrates knowledge of and is sensitive to the current risk and 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 new products, vendors, projects, data integrity, business continuity, financial controls, BSA/AML); 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:
* Lead periodic assessments using applicable regulatory guidelines and/or industry best practice standards.
* Participate in ad hoc projects to assess and remediate risks and any special projects required by senior management.
* Document, define, and report Key Risk Indicators related to operational risks.
* Identify deficiencies, recommend corrective action to Management, and help to ensure that remediation is accomplished in a timely manner.
* Review operating losses to ensure that key controls are identified and remedial actions are appropriate and effective.
* Review and provide input to Policies &amp; 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, including communicating with senior management.
* 

Strong analytical and project management skills. 
* Proven ability to learn new concepts and synthesize them quickly
* 10 years of banking or financial servicies consulting experience preferred.
* Experience with financial services consulting, external audit, internal audit, operational risk management or compliance preferred.
* 
JD or MBA preferred.
* 
Knowledge of foreign exchange or derivatives preferred
* Advanced Proficiency in Microsoft Office suite of applications 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</description><date_new>2011-04-29 01:10:17</date_new><country>United States</country><company>Union Bank</company><title>Division/Operational Risk Manager — Global Capital Markets</title><state>California</state><reqid>16437</reqid><state_short>CA</state_short><location>LOS ANGELES, CA</location><uid>20966885</uid><url>http://jobs.unionbank.com/xml/20966885/job</url></job></source>
