Union Bank Jobshttp://jobs.unionbank.com2012-05-21 07:04:15.265909USAMAMMOTH LAKESTitle: RELATIONSHIP BANKER (MAMMOTH LAKES, 36 HRS) Location: CALIFORNIA-MAMMOTH LAKES %3CDIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EInvest in your career. Invest in your future.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2479.1 billion at December 31, 2010.%26nbsp; Its primary subsidiary, Union Bank, N.A. is a full service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations.%26nbsp; The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010.%26nbsp; UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc.%26nbsp; Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%26#39;s largest financial organizations.%26nbsp; Visit%3C/SPAN%3E %3CA HREF=%22http://www.unionbank.com%22%3E%3CSPAN STYLE=%22font-family:Arial%22%3Ewww.unionbank.com%3C/SPAN%3E%3C/A%3E %3CSPAN STYLE=%22font-family:Arial%22%3Efor more information.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EBecome part of a team where community, diversity, and exceptional service are part of everyone%26#39;s job. Invest in you!%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EJob Summary:%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EReporting to the Branch Manager, responsible for selling products and services for all consumer and small business customers.%26nbsp; Develop long-standing and mutually beneficial banking relationships through the process of a Needs Assessment and the sale of consumer loans, deposit and investment products and other banking services to meet or exceed assigned monthly goals.%26nbsp; If appropriate, refer prospects and customers to bank officers or departments for additional services and products.%26nbsp; Responsible for the financial relationships of assigned Signature Banking customer portfolio.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EMajor Responsibilities:%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3ESales: 60%25%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EGreet and assist potential and existing customers who are seeking information pertaining to banking services. Identify and respond to sales opportunities that arise from both customer inquiries and complaints.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EProactively assess clients%26#39; financial information by completing a Needs Assessment to determine total current and future financial needs. Interview consumer loan applicants and answer basic questions on consumer loan applications.%26nbsp; Review applications for completeness and forward documents to consumer loan center for processing or refer to the Loan by Phone area.%26nbsp;%26nbsp; Recommend, present and sell appropriate products and services identified through the Needs Assessment process. Explain service features including service charges, interest rates, etc.%26nbsp; Open new accounts in compliance with established policies and procedures.%26nbsp; Prepare all paperwork and assist the customer in signing of documents necessary to process new accounts.%26nbsp; Ensure that the account has been set up properly and that the accurate sales credit was recorded.%26nbsp; Assist in the maintenance of internal customer records.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3ERefer clients as necessary to the appropriate banker or department to cross-sell additional services or products.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EManage and maintain Signature Banking portfolio assigned by the Branch Manager. %26nbsp;Responsible for the portfolio growth and profitability as outlined.%26nbsp; Actively consult with customers to update the Needs Assessment and make them aware of new products and changes in the financial industry which they would benefit from.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E 20%25%20Risk /Compliance /Audit : %26nbsp;Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card maintenance .%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E 20%Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank%26#39;s and Manager%26#39;s overall goals and objectives.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3C/DIV%3E %3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EThis position typically requires 1+ years of general banking operations/customer services and 0 to 2+ years of direct work experience in consumer financial products. Has general working knowledge of all consumer products and small business products. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3EThis position may be subject to SAFE Act Registration Requirements.%26nbsp; Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.%26nbsp; If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process.%26nbsp; Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3CDIV%3E%0A%3CDIV%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3EUnion Bank is%3C/SPAN%3E%3C/EM%3E %3CA HREF=%22https://www.unionbank.com/global/about/diversity-inclusion/index.jsp#showdialog,/global/about/diversity-inclusion/banking_on_diversity.jsp%22%3E%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3Ecommitted%3C/SPAN%3E%3C/EM%3E%3C/A%3E%26nbsp;%3CEM%3E%3CSPAN STYLE=%22font-family:Arial%22%3Eto leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business.%26nbsp; EOE. M/F/D/V.%3C/SPAN%3E%3C/EM%3E%3C/DIV%3E%0A%3CSPAN STYLE=%22font-family:Arial%22%3E%26nbsp;%3C/SPAN%3E%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3E%0A%3C/DIV%3E2012-05-17 18:55:03United StatesUnion BankCalifornia21365CAMAMMOTH LAKES, CA28764759http://jobs.unionbank.com/xml/28764759/job