[{"country_short": "USA", "city": "NEWPORT BEACH", "description": "Title: SR RELATIONSHIP BANKER - HARBOR VIEW\nLocation: CALIFORNIA-NEWPORT BEACH\nInvest in your career. Invest in your future.\n\nHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information.\n\nBecome part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!\n\n\n\nJob Summary:\nReporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention. May be assigned a Signature/Priority Banking portfolio.\n\nMajor Responsibilities:\n\nSales 60%: \nDevelop 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.\n\nProactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.\n\nInterview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate ,  refer sales opportunity to Loan by Phone area. \n\nIf assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. \n\nRefer clients as necessary to the appropriate banker or department to cross-sell additional services or products.\nProactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use.\n\nProactively solicit and obtain referrals from existing clients, internal departments and community contacts.\n\nConduct 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.\n\n\nRisk/Compliance/Audit 20%: : Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information.\n\n\nCustomer Service 20%\nAssure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives.\n\nPerform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned.  \n\n\n\nGenerally requires 2 years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc.  Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and other standard banking software. Requires completion of all basic branch banking sales training classes. \n\n\n\nThis 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.\n\n\nUnion Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.", "date_new": "2012-05-11 19:53:28", "url": "http://jobs.unionbank.com/xml/28639461/job", "country": "United States", "company": "Union Bank", "title": "SR RELATIONSHIP BANKER - HARBOR VIEW", "reqid": "21270", "state": "California", "state_short": "CA", "location": "NEWPORT BEACH, CA", "uid": 28639461}, {"country_short": "USA", "city": "NEWPORT BEACH", "description": "Title: TELLER - WESTCLIFF (20 HRS)\nLocation: CALIFORNIA-NEWPORT BEACH\nInvest in your career. Invest in your future.\n\nHeadquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of the Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visitwww.unionbank.comfor more information\n\nBecome part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!\n\n\n\nJob Summary:\nThe teller position is the main point of contact to service customer transactions in the branch. The teller position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch, and making sales referrals.\n\nMajor Responsibilities:\nCustomer Service Transactions (70%)\n\nUnder general supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly.\n\nResponsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality.  Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations.\n\nSales Referrals (15%)\n\nIdentify and recommend appropriate bank services to best meet customers' needs that result in sales for the branch. Participate in sales promotions and meet monthly sales goals.\n\nOther responsibilities (15%)\nParticipate in training programs that expand job knowledge and understanding and meet compliance requirements.\nPerform back-up duties such as remote branch capture when necessary.\n\n\n\nAdditional Information:\n- Skills required:\n- Must have effective verbal and written communication skills.\n- Ability to learn and use branch equipment.\n- Good math, reading, and comprehension abilities.\n- Must enjoy working with customers and employees.\n\nEducation and experience:\nHigh school diploma or equivalent\nTypically requires some customer service experience\n\nThis is a basic level position and is under moderate level of supervision and has the knowledge and skills to complete most task associated with products, services and transactions assigned.\n\n\nUnion Bank iscommitted to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.", "date_new": "2012-03-14 19:40:35", "url": "http://jobs.unionbank.com/xml/27139735/job", "country": "United States", "company": "Union Bank", "title": "TELLER - WESTCLIFF (20 HRS)", "reqid": "20462", "state": "California", "state_short": "CA", "location": "NEWPORT BEACH, CA", "uid": 27139735}, {"country_short": "USA", "city": "NEWPORT BEACH", "description": "Title: PRIORITY BANKING RELATIONSHIP MGR - CORONA DEL MAR\nLocation: CALIFORNIA-NEWPORT BEACH\nInvest in your career. Invest in your future.\n\nAt 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.\n\nBecome part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!\n\nDevelop 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. \nCollege 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.\n\nThorough 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.\n\nStrong 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.\n\n\n\nThis 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.\n\nUnion Bank is committed 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.", "date_new": "2011-09-27 15:59:29", "url": "http://jobs.unionbank.com/xml/23863324/job", "country": "United States", "company": "Union Bank", "title": "PRIORITY BANKING RELATIONSHIP MGR - CORONA DEL MAR", "reqid": "18350", "state": "California", "state_short": "CA", "location": "NEWPORT BEACH, CA", "uid": 23863324}]