[{"country_short": "USA", "city": "PALO ALTO", "description": "Title: SR TELLER (PALO ALTO 20 HRS.)\nLocation: CALIFORNIA-PALO ALTO\n\nInvest in your career. Invest in your future.\n\n\nHeadquartered 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. \nBecome part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! \n\n\nJob Summary:\nThe Senior Teller position is the main point of contact to service customer transactions in the branch. The position has a high degree of interactions with customers and provides a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues and making sales referrals.\n\nMajor Responsibilities:\nCustomer Service Transactions (70%)\n\nUnder minimal supervision, provide outstanding customer service by responding to customer requests and inquiries. Assist the customer with retail transactions. Respond directly to customer problems or issues, and assist the customer in resolving them directly. Escalate more complex problems to the appropriate supervisor or coworker within the branch if unable to resolve directly.\n\nResponsible for more complex tasks such as safe deposit tasks, handling client request/research, and merchant teller services.\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%)\n- Participate in training programs that expand job knowledge and understanding.\n- Perform back-up duties such as remote branch capture as necessary.\n\n\nAdditional Information:\nSkills 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- Excellent problem-solving skills\n- Must enjoy working with customers and employees.\n\n- High school diploma or equivalent\n- Typically requires 2 years of customer service experience in a retail bank\n\nThis is an experienced level position and is under minimal level of supervision and has the knowledge and skills to complete all tasks associated with products, services and transactions assigned. \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.", "date_new": "2012-05-11 19:53:30", "url": "http://jobs.unionbank.com/xml/28639464/job", "country": "United States", "company": "Union Bank", "title": "SR TELLER (PALO ALTO 20 HRS.)", "reqid": "21268", "state": "California", "state_short": "CA", "location": "PALO ALTO, CA", "uid": 28639464}, {"country_short": "USA", "city": "PALO ALTO", "description": "Title: PRIVATE CLIENT ADVISOR - Palo Alto/San Jose\nLocation: CALIFORNIA-PALO ALTO\nHeadquartered 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.\n\n\nBecome part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you!\n\nJob Summary:\nThis position is reserved for the most senior and experienced Relationship Managers possessing all the qualifications of Grade 47, enhanced by the following additional skills:\nSuperior record of new business development across the wealth management product spectrum\nProven leadership capabilities\nDemonstrated superior knowledge and implementation of the bank's branded sales process\nAbility to manage the most complex high-profitability client relationships\nPossessing thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies.\n\nResponsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships.\nReporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the growth and profitability of large, complex relationships as well as the ongoing management and total servicing of the client relationship. In close collaboration with the Private Bank Team, proactively advises and consults with clients to maximize their usage of all Private Bank capabilities and monitors client portfolio to ensure profitability and deliver a positive client experience.\n\nMajor Responsibilities:\n60% Business Development - Identify clients for The Private Bank through research and use of resources, including referrals from outside the Bank, existing clients, commercial/retail partners, and other Private Bank partners. Proactively advises and consults with existing clients to maximize their service usage and monitors client portfolio to ensure profitability.\nMeet with prospects as needed, often outside the office to present the capabilities of The Private Bank. Drives the Private Bank sales process across the wealth management spectrum including wealth planning, investments, private banking, trust & estate services and Insurance to proactively identify the needs of the prospects, matching appropriate products and services and ensuring a team delivery approach by including appropriate specialists within the Private Bank.\n\nAct as advisor by anticipating needs relative to the high net worth segment to ensure maximum profitability and cross-sell opportunities are met by monitoring each client's account and service use as well as changes in their Life. Consult with clients as to various services or product that would be most advantageous for them and keep them aware of new strategies and market trends that would affect them. Provide various options considering tax implications, estate planning, risk tolerance levels and introductions to the appropriate Private Bank team member to maximize multiple team touch points per client and greater client satisfaction.\n\nThoughtfully plan the introduction of clients to other areas of the Bank for special needs.\n\n20% Teaming - Detail specific actions to introduce Private Bank team members to prospects by embracing, leveraging and leading the team through the Private Bank sales process. Acts as the \"quarterback\" for the Private Bank team to ensure both new sales and client retention goals are achieved. NOTE: greater time will be devoted to \"teaming\" during early development of their books of business.\n\n20% - Service - Ensure proper handling of service programs and respond to problems clients may experience with the handling of their accounts by pro-actively communicating with clients and coordinating the efforts of the internal team.\n\nDemonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks.\n\n\n\nAdditional Information:\nExperience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a \"win\" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member.\n\nCollege degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills.\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 to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.\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 is committed 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", "date_new": "2012-05-01 18:22:30", "url": "http://jobs.unionbank.com/xml/28302314/job", "country": "United States", "company": "Union Bank", "title": "PRIVATE CLIENT ADVISOR - Palo Alto/San Jose", "reqid": "20559", "state": "California", "state_short": "CA", "location": "PALO ALTO, CA", "uid": 28302314}]