Union Bank Jobshttp://jobs.unionbank.com2012-05-22 17:28:51.615251USASILVERDALETitle: ASSISTANT BRANCH MANAGER - SILVERDALE Location: WASHINGTON-SILVERDALE Job Summary: Reporting to the Branch Manager, the Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing all aspects of day-to-day branch operations, with focus on customer service, new business development, platform sales, promoting sales referrals and mitigating risk. Provide day to day work direction to customer service staff in the branch. Depending on the office assigned, may be responsible customer service duties for specialty segments such as Priority, Cash and Save etc. Supervisory Responsibilities, not direct manager Major Responsibilities: Under guidance and direction from the Branch Manager: 35% - Operations Assist in overseeing the operation of the branch. Ensure that operating procedures are being followed. Provide technical work guidance and training to branch staff on operating procedures. Address the handling of problems, exceptions, and account adjustments. Approve or disapprove transactions within assigned signing authority limit. Ensure that operating losses are minimized by adhering to policies and procedures of the bank. Assist in monitoring and controlling personnel and operating expenses. Review and assist the manager in the communications of policy/regulation changes. Perform the role of office Security Coordinator. Review and approve Scheduler 360 work schedules. Provide customer service to clients. Review reports, analyze branch/customer activity, and resolve errors or adjustments. Ensure that customer problems and complaints are handled professionally and effectively; contact customer to resolve issue as necessary. Responsible for acting as a liaison to other support areas of the Bank to resolve customer issues. 25% Branch Management Assist Branch Manager with running of office including the overall operating efficiency of the Branch, coach the sales and service staff, ensuring staff deliver a consistent branch customer experience. Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge. Provide cross-training opportunity and direction for the skill and career development of subordinates. Encourage attendance and participation in the bank's training programs and teller certification programs. Identify training needs to the manager and provide coaching on product knowledge/customer service/operational training, etc. to branch staff to maximize their job effectiveness. 25% - Platform Sales Maximize sales growth by developing and participating in customer retention program. Make customer retention and business development calls regularly, both in person and/or by telephone contact. Promote sales by demonstrating leadership and modeling the sales culture. Recognize and act on opportunities to sell other bank products, as appropriate, and assist Branch Manager in ensuring staff also recognize opportunities. Maximize market share and represent the Bank by participating in local community activities. 15% - Risk Management/Compliance Assist the Branch Manager in the mitigation of risk situations to the Bank. Assist in ensuring staff compliance with all regulatory requirements. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments. Ensures that the office is operating in a safe and effective manner. Perform miscellaneous duties as may be assigned. Requires 3-5 years of significant and direct work experience related to branch banking operations and sales. Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. Working experience with compliance regulations. Thorough knowledge of banking practices including product and services, including any specialty areas assigned such as Priority or Cash and Save. Ability to lead and train staff and assist the manager in running the branch and coaching staff. Demonstrated past success in a sales capacity. 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.2012-05-17 18:55:04United StatesUnion BankWashington21362WASILVERDALE, WA28764761http://jobs.unionbank.com/xml/28764761/jobUSABOTHELLTitle: TELLER - BOTHELL - PART TIME 30 HRS Location: WASHINGTON-BOTHELL Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-05-17 18:55:02United StatesUnion BankWashington21368WABOTHELL, WA28764757http://jobs.unionbank.com/xml/28764757/jobUSAMOUNT VERNONTitle: TELLER - MOUNT VERNON PART TIME 20 HRS Location: WASHINGTON-MOUNT VERNON Invest in your career. Invest in your future. 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. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-05-16 20:08:31United StatesUnion BankWashington21331WAMOUNT VERNON, WA28739723http://jobs.unionbank.com/xml/28739723/jobUSAEVERETTTitle: MLD MORTGAGE REP Location: WASHINGTON-EVERETT Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 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 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 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. Job Summary: Reporting to MLD Manager, the MLD Mortgage Rep is responsible for originating mortgage loans via inbound and outbound phone calls and web contacts in the Mortgage Loan Direct call center. Using consultative selling, Mortgage Rep completes loan interviews over the phone with customers, leads and prospects and matches Union Bank's mortgage products to needs. Responsible for completing comprehensive loan application packages and submitting them to a centralized processing center. Responds to inbound calls driven by marketing, advertising and other sources to sell and originate mortgage loans. Responsible for making outbound sales calls for retention, acquisition and/or web campaigns including chat. Cultivates referral relationships with Union Bank branches to grow loan origination volumes. Major Responsibilities: 60% - Consultative inbound and outbound phone selling of mortgage loan products including determining needs and matching product benefits, taking applications and cultivating referral business. 25% - Complete and submit complete, high-quality comprehensive loan packages to centralized processing center and manage pipeline. Activities include proper and timely completion of required disclosures, collecting appropriate fees and customer follow-up for conditions and status. 10% - Ensure compliance with all bank and regulatory compliance requirements and guidelines including Fair Lending and Community Reinvestment Act objectives. 5% - Meetings, training and other duties as assigned. Additional Information: 2-3 years of documented ability to meet or exceed sales goals through consultative selling is required. Mortgage or consumer lending experience highly preferred. Call center experience preferred. Self-starter and strong desire to achieve individual and team goals is required. Comfort and ability to make outbound phone sales is required. Organization and time management abilities are required for success in fast-paced call center environment. High School diploma or GED 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.2012-05-15 20:01:12United StatesUnion BankWashington21326WAEVERETT, WA28707479http://jobs.unionbank.com/xml/28707479/jobUSAEVERETTTitle: MLD MORTGAGE REP (BILINGUAL SPANISH) Location: WASHINGTON-EVERETT Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 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 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 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. Job Summary: Reporting to MLD Manager, the MLD Mortgage Rep is responsible for originating mortgage loans via inbound and outbound phone calls and web contacts in the Mortgage Loan Direct call center. Using consultative selling, Mortgage Rep completes loan interviews over the phone with customers, leads and prospects and matches Union Bank's mortgage products to needs. Responsible for completing comprehensive loan application packages and submitting them to a centralized processing center. Responds to inbound calls driven by marketing, advertising and other sources to sell and originate mortgage loans. Responsible for making outbound sales calls for retention, acquisition and/or web campaigns including chat. Cultivates referral relationships with Union Bank branches to grow loan origination volumes. Major Responsibilities: 60% - Consultative inbound and outbound phone selling of mortgage loan products including determining needs and matching product benefits, taking applications and cultivating referral business. 25% - Complete and submit complete, high-quality comprehensive loan packages to centralized processing center and manage pipeline. Activities include proper and timely completion of required disclosures, collecting appropriate fees and customer follow-up for conditions and status. 10% - Ensure compliance with all bank and regulatory compliance requirements and guidelines including Fair Lending and Community Reinvestment Act objectives. 5% - Meetings, training and other duties as assigned. Additional Information: 2-3 years of documented ability to meet or exceed sales goals through consultative selling is required. Mortgage or consumer lending experience highly preferred. Call center experience preferred. Self-starter and strong desire to achieve individual and team goals is required. Comfort and ability to make outbound phone sales is required. Organization and time management abilities are required for success in fast-paced call center environment. High School diploma or GED Bilingual Spanish strongly preferred. 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.2012-05-15 20:01:12United StatesUnion BankWashington21327WAEVERETT, WA28707478http://jobs.unionbank.com/xml/28707478/jobUSAMOUNT VERNONTitle: SR RELATIONSHIP BANKER - MOUNT VERNON Location: WASHINGTON-MOUNT VERNON Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-05-09 19:08:19United StatesUnion BankWashington21220WAMOUNT VERNON, WA28576372http://jobs.unionbank.com/xml/28576372/jobUSABELLINGHAMTitle: TELLER - BELLINGHAM-DOWNTOWN PART TIME 30 HRS Location: WASHINGTON-BELLINGHAM Invest in your career. Invest in your future. 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. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-05-07 20:20:17United StatesUnion BankWashington21184WABELLINGHAM, WA28485165http://jobs.unionbank.com/xml/28485165/jobUSABELLEVUETitle: SVP Corporate Banking - Pacific Northwest Location: WASHINGTON-BELLEVUE Headquartered 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. Job Summary Manages a team of Relationship Managers. Emphasis is on developing new corporate relationships. Responsible for maintenance and development of the existing portfolio of corporate customers. Manages all aspects of a region's budget and tactical plan to meet financial targets. Reports directly to the Division Manager. Major Responsibilities Financial: Responsible for the achievement of the region's budget. Focus is on meeting NOI, RAROC and efficiency goals. Business Development: Focus is on the achievement of new business goals as part of NOI requirements. Actively participates in the development of new prospect relationships and the conversion of those prospects to new bank clients. Maintains and cultivates strategic referral sources. Maintains ultimate responsibility for the cross-sale of UBOC products within their assigned territory. Staff Management: Establishes and monitors performance objectives. Appraises performance and recommends salary increases. Ensures employee training and development. Acts as mentor. Hires and terminates employees as necessary. Coaches and counsels staff with a focus on improving the business development/sales skills of relationship managers. Proficient credit underwriting and structuring skills. Requires proven managerial ability with 15 years of Corporate Banking experience. Strong presentation, negotiation, and interpersonal capability. Demonstrated success at new business development and sales coaching. Excellent verbal and written communication skills. Knowledge of existing credit standards. Ability to handle several complex tasks simultaneously. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 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.2012-05-04 20:50:11United StatesUnion BankWashington20952WABELLEVUE, WA28448266http://jobs.unionbank.com/xml/28448266/jobUSAKIRKLANDTitle: SR RELATIONSHIP BANKER - KIRKLAND Location: WASHINGTON-KIRKLAND Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-04-30 18:39:26United StatesUnion BankWashington21082WAKIRKLAND, WA28272882http://jobs.unionbank.com/xml/28272882/jobUSAPOULSBOTitle: BRANCH MANAGER - POULSBO Location: WASHINGTON-POULSBO Invest in your career. Invest in your future. Headquartered 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. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible 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. Major Responsibilities: Branch 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% Translates 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'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's products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: 20% Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Implements and enforces company polices including waste and thief prevention. Additional Information: Branch 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 both consumer and small business lending. Requires previous supervisory, administrative and analytical skills 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.2012-04-30 18:39:22United StatesUnion BankWashington21073WAPOULSBO, WA28272841http://jobs.unionbank.com/xml/28272841/jobUSABAINBRIDGE ISLANDTitle: SR RELATIONSHIP BANKER - BAINBRIDGE ISLAND Location: WASHINGTON-BAINBRIDGE ISLAND Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-04-23 18:08:46United StatesUnion BankWashington21016WABAINBRIDGE ISLAND, WA28077079http://jobs.unionbank.com/xml/28077079/jobUSAKENTTitle: SR RELATIONSHIP BANKER - KENT Location: WASHINGTON-KENT 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! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-04-20 20:46:23United StatesUnion BankWashington20992WAKENT, WA28041323http://jobs.unionbank.com/xml/28041323/jobUSAKIRKLANDTitle: TELLER - KIRKLAND PART TIME 20 HRS Location: WASHINGTON-KIRKLAND Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-04-19 20:44:16United StatesUnion BankWashington20894WAKIRKLAND, WA28013038http://jobs.unionbank.com/xml/28013038/jobUSASEATTLETitle: TELLER - SEATTLE PART TIME 20 HRS Location: WASHINGTON-SEATTLE Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-04-19 20:43:55United StatesUnion BankWashington20680WASEATTLE, WA28013033http://jobs.unionbank.com/xml/28013033/jobUSABREMERTONTitle: SR RELATIONSHIP BANKER - BREMERTON Location: WASHINGTON-BREMERTON Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-04-18 18:04:07United StatesUnion BankWashington20921WABREMERTON, WA27976961http://jobs.unionbank.com/xml/27976961/jobUSAKIRKLANDTitle: TELLER - KIRKLAND PART TIME 20 HRS Location: WASHINGTON-KIRKLAND Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: The 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. Major Responsibilities: Customer Service Transactions (70%) Under 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. 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. Maintain cash drawer within prescribed cash limits and meet cash balancing requirements. Conform to all government compliance regulations. Sales Referrals (15%) Identify 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. Other responsibilities (15%) Participate in training programs that expand job knowledge and understanding and meet compliance requirements. Perform back-up duties such as remote branch capture when necessary. Skills required: Must have effective verbal and written communication skills. Ability to learn and use branch equipment. Good math, reading, and comprehension abilities. Must enjoy working with customers and employees. Education and experience: High school diploma or equivalent Typically requires some customer service experience This 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. This position reports to the Branch Manager, with Customer Service Manager providing day to day work direction. 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.2012-04-16 20:41:48United StatesUnion BankWashington20902WAKIRKLAND, WA27929511http://jobs.unionbank.com/xml/27929511/jobUSASEATTLETitle: ADMINISTRATIVE ASSISTANT III - Seattle Location: WASHINGTON-SEATTLE Headquartered 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. Become part of a team where community, diversity and exceptional service are part of everyone's job. Invest in you! Coordinate the day to day functions and requirements of the staff. Provide individualized support with personnel issues, to include: maintenance of employee files and payroll records, processing profile updates, coordinating appraisals and salary administration process for all departments within Item Processing MICR Operations. Assist managers with annual performance reviews and objectives, assist staff with additional requests, as needed. Maintain calendar for the Department Head, schedule meetings, appointments, and make travel arrangements. Compose or type drafted letters, memoranda and reports. Proofread and review for grammatical or numerical errors. Maintain inventory of department's job descriptions. Responsible for updating/creating job descriptions, as responsibilities of a function change. Set up spreadsheets and databases as needed for each RC within the department. Ensure monthly staff analysis is reported to Item Processing Administration. Monthly reports include organizational chart, timely submission, FTE increase, decrease and paid hours. Maintain database of employee information. Coordinate the department's budget documentation, providing monthly variance reporting and periodic updates, as need to department manager. May be required to contact outside vendors if additional research is required. Compare contract pricing to invoice pricing, tracking expenses and ensuring the appropriate category and RC is charged. Process accounts payable requests and expense vouchers. Candidate must have excellent oral and written communication skills, typing 40wpm and able to use other office machines. The work primarily involves designing complex spreadsheets, databases, or report formats to fill a business need for use by other people. A portion of the work also requires designing or developing spreadsheets, databases or custom reports for the positions own use. This position requires a high school diploma and 6 to 10 years of Administrative experience. 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/V2012-04-12 23:06:58United StatesUnion BankWashington20829WASEATTLE, WA27857814http://jobs.unionbank.com/xml/27857814/jobUSABREMERTONTitle: BRANCH MANAGER - BREMERTON Location: WASHINGTON-BREMERTON Invest in your career. Invest in your future. Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $80.1 billion at June 30, 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 403 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on June 30, 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. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: Responsible 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. Major Responsibilities: Branch 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% Translates 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'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's products or services. Keeps abreast of evolving industry and competitive practices. Risk Management/Compliance: 20% Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner. Implements and enforces company polices including waste and thief prevention. Additional Information: Branch 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 both consumer and small business lending. Requires previous supervisory, administrative and analytical skills 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.2012-03-28 19:26:19United StatesUnion BankWashington20672WABREMERTON, WA27459518http://jobs.unionbank.com/xml/27459518/jobUSABELLINGHAMTitle: SR RELATIONSHIP BANKER - Bellingham Location: WASHINGTON-BELLINGHAM Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-03-12 08:43:15United StatesUnion BankWashington20443WABELLINGHAM, WA27071980http://jobs.unionbank.com/xml/27071980/jobUSASEATTLETitle: TREASURY RELATIONSHIP MGR II - Seattle Location: WASHINGTON-SEATTLE 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! Headquartered 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. Job Summary: Manages the prospecting and sales effort of an assigned General Markets portfolio through referrals or self-sourced opportunities. Directly responsible for the solicitation of targeted prospects, and the retention of profitable clients. Represents the Bank by participating in industry/trade associations and events; develops relationships with reliable referral sources. Collaborates with sales team members on industry or specialty best practices and customized treasury requirements. Major Responsibilities: Business Development - 55% Directly generates new business through outside sales. Responsible for client acquisition and cross selling bank products and services, including sourcing credit referrals. Analyzes treasury services proposals and pricing models; evaluates the result of recommended pricing on overall account profitability; likely to be mentored by senior sales staff. Increase the Bank's market share through outside direct selling and cross-sales. Perform detailed sales tracking using approved sales tracking system. Directly responsible to participate in a structured client account retention program. Account Management - 25% Directly responsible to manage the client relationships to increase portfolio revenues. Drives profitability through direct and cross-sales of bank products and services. Recommends exception pricing to Industry Manager for approval. Establish professional relationships with key entity principles to increase share of wallet. Monitor and update company profiles maintained in ESB to ensure adequate recordkeeping of bank relationships. Work with CDGTM Product Management to develop new treasury product solutions based on client specific business needs and conventional treasury industry practice. Work with Customer Service Unit personnel to ensure clients receive superior operational support. Risk Management - 20% Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA). Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand each client's normal account activity, as appropriate. * Typically requires a degree from a four-year college (e.g., B.A., B.S.). * Minimum 3-5 years of sales and relationship management experience. Good working knowledge of advanced outside sales and marketing techniques, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, and advanced knowledge of the Bank's income and cost structure used to measure profitability. * Certified Treasury Professional (CTP) accreditation preferred. Advanced knowledge of treasury management concepts and principles as related to Bank products and services. * Formal credit training may be required in some market segments. Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiencesof our workforce to create great opportunities for our people and our business. EOE. M/F/D/V.2012-03-01 09:05:50United StatesUnion BankWashington20284WASEATTLE, WA26857520http://jobs.unionbank.com/xml/26857520/jobUSASEATTLETitle: SR RELATIONSHIP BANKER - SEATTLE- BALLARD Location: WASHINGTON-SEATTLE Invest in your career. Invest in your future. Headquartered 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 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.com for more information. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Job Summary: 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. Major Responsibilities: Develop 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. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct 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 Typically requires 3 years experience in banking sales and operations. Requires working knowledge of all financial service products and services. Requires excellent verbal and written communication skills. Ability to operate PC, Windows, Word, Excel and Lotus Notes. 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.2012-02-29 08:02:02United StatesUnion BankWashington20270WASEATTLE, WA26832245http://jobs.unionbank.com/xml/26832245/jobUSABELLEVUETitle: SR FINANCIAL ADVISOR UBIS (Lakemont/Bellevue - PNW) Location: WASHINGTON-BELLEVUE 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 NASD Series 7 and 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/V2012-01-26 07:39:48United StatesUnion BankWashington19726WABELLEVUE, WA26121681http://jobs.unionbank.com/xml/26121681/jobUSABELLEVUETitle: PRIVATE CLIENT ADVISOR - Bellevue Location: WASHINGTON-BELLEVUE Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $84 billion at September 30, 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 404 full-service branches in California, Washington, Oregon and Texas, as well as two international offices, on September 30, 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. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you Job Summary: Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of routine to complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is a moderate to experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Major Responsibilities: Business Development and Marketing (50%) - Develop marketing and sales strategies to establish profitable portfolio, using external and internal resources. Implement the program for Enterprise Selling program within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank. Plan/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. The plan should include how results can be measured. Identify clients for The Private Bank through research and use of resources, including referrals from within and outside the Bank, office's current client base, local professional/service groups, social contacts, etc. Meet with prospects as needed, often outside the office to present the program of The Private Bank. Proactively identify the needs of the prospects, matching appropriate Bank products and Services. Represent the Bank and The Private Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase program visibility and identify contacts. Document results through prospect tracking. system and reports. Engage in regularly scheduled portfolio performance review with Regional Director to assess performance against set goals. Meet or exceed these goals. Relationship and Portfolio Management (30%) - Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met. Maintain client portfolio with assistance from Banking Associate. Adjust portfolio size to accommodate the demands of servicing prime clients. Criteria to be set by Regional Director, with input from Senior Management. Stand accountable for portfolio growth and profitability, as well as any attrition. Using RBS reports and available pricing models, monitor each client's account profitability and service use. Proficiency with and maintenance of customer data in ESB is required. Consult with clients as to various services or product needs which would be advantageous for them and keep them aware of new products and of changes in the financial area which would affect them. Regularly introduce clients to other areas of the Bank for special needs. Respond to problems clients may experience with the handling of their account and ensure proper handling of service requests. Ensure accurate and complete records are kept for each client relationship. Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed. Segment portfolio through profitability and tiers to maximize efficiency Risk Management: (20%) - Analyze and respond to the needs of the affluent client, balancing risk and opportunity. Analyze client's personal credit needs and requests. Qualify borrower, recommend best suited loan product commensurate with Bank's desired profit margin and the value of the clients total relationship. Prepare detailed memorandum of customer request and Relationship Manager recommendation. Determine the loan structure best suited for the client within the credit requirements for the Bank. Negotiate with the client to reach terms which will accommodate their needs and be profitable to the Bank. Make recommendations to senior officers of the Bank on loans which exceed designated loan authority. Monitor and manage portfolio to assess and minimize risk as it relates to credit and follow up with appropriate measures adhering to Bank's policy and guidelines. Monitor and manage operational risk and follow up with appropriate measures adhering to Bank's policy and guidelines. Additional Information: Experience 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. College 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. 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 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. 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/V2012-01-05 08:01:03United StatesUnion BankWashington19583WABELLEVUE, WA25707192http://jobs.unionbank.com/xml/25707192/job