Union Bank Jobshttp://jobs.unionbank.com2012-05-21 07:09:02.314367USAMILL VALLEYTitle: SR FINANCIAL ADVISOR UBIS (Mill Valley) Location: CALIFORNIA-MILL VALLEY 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 & 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/V2012-05-08 19:54:00United StatesUnion BankCalifornia21232CAMILL VALLEY, CA28547105http://jobs.unionbank.com/xml/28547105/jobUSAMILL VALLEYTitle: BRANCH MANAGER (MILL VALLEY) Location: CALIFORNIA-MILL VALLEY %3CDIV%3EHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of %2489.7 billion at December 31, 2011. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 414 branches in California, Washington, Oregon, Texas and New York, as well as two international offices, on December 31, 2011. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world%27s largest financial organizations. Visit %3CA HREF=%22http://www.unionbank.com/%22%3Ewww.unionbank.com%3C/A%3E for more information.%3C/DIV%3E%0A%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%0AResponsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel.Depending on office/market location, the Branch Manager may be assigned specialty customer segments such as Priority, Cash and Save etc.%0A%0A%3CDIV%3E%3CSTRONG%3E%3CEM%3EMajor Responsibilities:%3C/EM%3E%3C/STRONG%3E%3C/DIV%3E%0ABranch Management 40%Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate. Sales Management Activities: 40%25%20Translates Bank strategic sales objectives into specific branch activities. Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values. Establishes the plan and strategy to acquire, retain, and expand the branch%26#39;s customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company%26#39;s products or services. Keeps abreast of evolving industry and competitive practices.Risk Management/Compliance: (20%25)Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustmentsPerforms function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. %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%3CSTRONG%3E%3CEM%3E%3CSPAN STYLE=%22FONT-FAMILY: Times New Roman%22%3EAdditional Information:%3C/SPAN%3E%3C/EM%3E%3C/STRONG%3E%3C/SPAN%3E%0A%3CPRE STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px; FONT-FAMILY: Times New Roman; WORD-WRAP: break-word%22%3E%0ABranch Manager grading level is based on points in loans and deposits.Minimum Job Requirements:The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, specialty segments such Cash and Save, Priority etc. Requires previous supervisory, administrative and analytical skills and work experience. Requires experience in customer service, communications and time management. Previous knowledge of operations and regulatory requirements is also required.Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word. In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred.%0A%3C/PRE%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%3C/DIV%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 requirement s.%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 STYLE=%22FONT-STYLE: italic%22%3E%0A%3CP STYLE=%22MARGIN-TOP: 0px; MARGIN-BOTTOM: 0px%22%3E%3CSPAN STYLE=%22FONT-FAMILY: Times New Roman%22%3E%3CEM%3EUnion Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences%26nbsp;of our workforce to create opportunities for our people and our business.%26nbsp; EOE. M/F/D/V.%26nbsp; Union Bank offers a competitive compensation and benefits package including a 401K plan.%26nbsp; Pre-employment background screening is required for all positions.%3C/EM%3E%3C/SPAN%3E%3C/P%3E%0A%3C/DIV%3E2012-03-02 13:03:47United StatesUnion BankCalifornia20333CAMILL VALLEY, CA26886473http://jobs.unionbank.com/xml/26886473/jobUSAMILL VALLEYTitle: SENIOR PRIORITY BANKING RELATIONSHIP MANAGER (STRAWBERRY VILLAGE) Location: CALIFORNIA-MILL VALLEY Invest in your career. Invest in your future. At Union Bank, our people are our greatest asset. We are one of the largest banks in California with a longstanding reputation for professional training and career development. In addition to investing in our employees, Union Bank has established a generous community reinvestment program that works to uplift communities and watch them grow. We invest in a diverse workforce as our employees come from many different backgrounds, bringing with them different experiences and perspectives. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Develop and service comprehensive personal financial relationships within affluent target market through a professional sales effort. Identify qualified potential clients. Initiate contacts, assess needs, present array of products and services, and close sales. Responsible for total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community. * College degree or equivalent work experience. Proficient knowledge of computer skills. * Advanced knowledge of personal and business financial statements and tax returns. * Advanced understanding of the financial acumen as it pertains to the affluent market segment. * All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures. * A minimum of 4 - 6 years of commercial and/or consumer lending experience. * Intermediate knowledge of personnel management. * Successful completion of training classes referred to in Priority Banking's "Training Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I". Strong sales and service orientation. Ability to identify client needs and related Bank services; sell the concept of relationship banking defined by the Priority Program. Ability to prospect, anticipate needs and close sale; negotiate fair service/loan pricing; communicate effectively with clients of varying levels of business and financial sophistication. Ability to work effectively with teams and as a team member; identify unique opportunities in individual market areas. This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V. Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions.2011-12-13 09:25:28United StatesUnion BankCalifornia19247CAMILL VALLEY, CA25323950http://jobs.unionbank.com/xml/25323950/job