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Branch Service Specialist

Company: UnionBank
Location: Santa Maria
Posted on: April 4, 2019

Job Description:

Discover

your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest

financial group in the world (as ranked by S&P Global, April 2018) with

total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and

150,000 colleagues in more than 50 countries. In the U.S., were 13,000 strong,

working together to positively impact every customer, organization, and

community we serve. At Union Bank, we aim to be the premier and most-trusted

West Coast bank, serving customers with high-touch, local delivery and global

capabilities as we leverage our rich, 150-year history. This is all part of our

inclusive, high-performing culture supported by competitive Total Rewards,

including our cash balance pension plan. Join a team thats working to fulfill

its vision to be the worlds most trusted financial group.

Job

Summary

Reporting to the Branch Manager and/or Branch Service

Manager, the Branch Service Specialist is responsible for performing a variety

of duties including, responding to customer inquiries, processing transactions,

customer requests, resolving difficult/complex issues, and making quality

sales referrals.

The Branch Service Specialist may receive day-to-day work

direction from other branch officers. Depending on the office assigned, may be

responsible for servicing specialty segments such as Priority and Cash and

Save, etc.

Major Responsibilities:

Under

guidance of office leadership, will be responsible for:
50% - Customer Service Transactions


  • Ensure

    understanding of and adherence to all operating policies, procedures and

    regulatory requirements.
  • Provide an

    outstanding customer experience when responding to customer requests and

    inquiries and processing transactions within assigned authority.
  • Respond directly

    to customer issues and complaints in a timely, professional and effective

    manner.
  • Escalate more

    complex issues/complaints to the appropriate supervisor or co-worker

    within the branch if unable to resolve directly.
  • Maintain cash

    drawer within prescribed cash limits and meet cash balancing standards.
  • Perform more

    complex tasks such as Safe Deposit activities, handling of customer

    requests/research, merchant teller services, remote branch capture, etc.,

    in compliance with established policies, procedures and standards.


    30% - Sales Referrals


    • Identify and

      recommend appropriate bank services that result in quality sales and best

      meet customers needs.
    • Participate in

      sales promotions and meet monthly referral goals.
    • May assist Manager

      in training tellers to effectively identify quality referral

      opportunities.


      20% - Operations/Risk/Compliance


      • Verify and/or

        approve various documents and transactions, (e.g., G/L tickets, IBC's,

        Customer Charges, Deposits, etc.).
      • 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. Conform to all government

        compliance regulations.

        Qualifications:

        Qualifications:




        • Typically requires 3+ years of experience and increasing levels of

          responsibility within branch operations.
        • Possess knowledge of banking products and services.
        • Requires strong sales and service orientation and the ability to

          communicate effectively with all levels of management and clients.
        • Possess excellent verbal, written and interpersonal communication

          skills.

          The above statements are

          intended to describe the general nature and level of the 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.

          We are proud to be

          an Equal Opportunity / Affirmative Action Employer and committed to leveraging

          the diverse backgrounds, perspectives, and experience of our workforce to

          create opportunities for our colleagues and our business. We do not

          discriminate in employment decisions on the basis of any protected category.

          A

          conviction is not an absolute bar to employment. Factors such as the age of the

          offense, evidence of rehabilitation, seriousness of violation, and job relatedness

          are considered in all employment decisions. Additionally, its the banks

          policy to only inquire into a candidates criminal history after an offer has

          been made. Federal law prohibits banks from employing individuals who have been

          convicted of, or received a pretrial diversion for, certain offenses.

Keywords: UnionBank, Santa Maria , Branch Service Specialist, Other , Santa Maria, California

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