[{"country_short": "USA", "city": "SAN JOSE", "description": "Title: TELLER SAN JOSE DOWNTOWN - PART TIME 25 HRS\nLocation: CALIFORNIA-SAN JOSE\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 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 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/28639463/job", "country": "United States", "company": "Union Bank", "title": "TELLER SAN JOSE DOWNTOWN - PART TIME 25 HRS", "reqid": "21267", "state": "California", "state_short": "CA", "location": "SAN JOSE, CA", "uid": 28639463}, {"country_short": "USA", "city": "SAN JOSE", "description": "Title: SENIOR PRIORITY BANKING RELATIONSHIP MANAGER (SAN JOSE WESTGATE)\nLocation: CALIFORNIA-SAN JOSE\nInvest in your career. Invest in your future.\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.\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 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. \n* College degree or equivalent work experience. Proficient knowledge of computer skills.\n* Advanced knowledge of personal and business financial statements and tax returns.\n* Advanced understanding of the financial acumen as it pertains to the affluent market segment.\n* All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures.\n* A minimum of 4 - 6 years of commercial and/or consumer lending experience.\n* Intermediate knowledge of personnel management.\n* Successful completion of training classes referred to in Priority Banking's \"Training Curriculum Guide\". Pass Priority Banking's \"Loans to Individuals - I\".\nStrong 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.\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": "2011-11-29 15:22:45", "url": "http://jobs.unionbank.com/xml/25083501/job", "country": "United States", "company": "Union Bank", "title": "SENIOR PRIORITY BANKING RELATIONSHIP MANAGER (SAN JOSE WESTGATE)", "reqid": "19212", "state": "California", "state_short": "CA", "location": "SAN JOSE, CA", "uid": 25083501}, {"country_short": "USA", "city": "SAN JOSE", "description": "Title: PRIORITY BANKING RELATIONSHIP MANAGER (SAN JOSE MAIN, BILINGUAL IN JAPANESE PREFERRED)\nLocation: CALIFORNIA-SAN JOSE\nInvest in your career. Invest in your future.\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.\n\nBecome part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!\n\nImplement 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.\nSKILLS 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. \n\nKNOWLEDGE 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. \n\nABILITIES 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).\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\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": "2011-11-23 13:28:22", "url": "http://jobs.unionbank.com/xml/25023173/job", "country": "United States", "company": "Union Bank", "title": "PRIORITY BANKING RELATIONSHIP MANAGER (SAN JOSE MAIN, BILINGUAL IN JAPANESE PREFERRED)", "reqid": "19137", "state": "California", "state_short": "CA", "location": "SAN JOSE, CA", "uid": 25023173}]
