Sr Relationship Banker, Upland, CA
Company: Union Bank
Posted on: August 1, 2022
Are you passionate about creating an exceptional client
Discover your opportunity with Union Bank -, a division of the
Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial
group in the world. At Union Bank, we have our clients' best
interest in mind and draw on more than 160 years of experience to
understand their distinct needs to tailor our solutions. We're part
of 180,000 colleagues around the globe striving to be the world's
most trusted financial group, knowing that trust starts with a
culture of putting people first and empowering you to achieve your
Join Union Bank, where being inspired is expected and creating
results is rewarded.
The Sr. Relationship Banker will develop new and existing business
and consumer banking relationships by proactively soliciting new
business from prospective clients and by contacting present clients
to retain and expand banking relationships, to meet or exceed
assigned monthly goals. Accountable for customer satisfaction and
retention. May be assigned a portfolio of clients. Responsibilities
within amount of time focused between sales and service activities
may fluctuate based on branch staffing and market opportunity of
Management or Supervision: No
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 completing a
Needs Assessment to determine total current and future financial
Summarize and discuss the opportunities uncovered; recommend,
present and sell appropriate products and services.
Interview loan applicants to elicit information, determine
appropriate loans, cross-sell opportunities, or communicate
decisions or recommendations; obtain and/or send proper
documentation and to resolve related customer issues.
Makes face to face sales calls to the local community
Refer clients as necessary to the appropriate banker or department
to cross-sell additional services or products.
Proactively contact and consult with clients on a regular basis to
update the Needs Assessment information and to educate clients on
changes in the financial industry that would affect them and the
products and services they currently use.
Proactively solicit and obtain referrals from existing clients,
internal departments and community contacts.
30% Customer Service and Operations:
Assure proper handling of service requests and resolution of
Maintain established customer service level expectations in
accordance with the Bank's and Manager's overall goals and
Perform other duties as may be assigned, which may include
providing work guidance to lower level sales staff when
Responsible for maintaining customer accounts by making necessary
account and signature card changes, securing additional account
Function as a back-up in operations as warranted by levels of
10% Risk and Compliance
Responsible for following and adhering to all bank operational and
security policies and procedures, including compliance and privacy
policies and procedures to maintain customer confidentiality.
Ensures customer information meets bank and regulatory
Exercise sound judgment when processing customer transactions and
Generally requires 2+ years of direct working experience in all
financial service products and services including Small Business
Sales and Credit products, risk management procedures, etc.
Requires excellent verbal and written communication skills.
Ability to operate PC, Windows, Word, Excel and other standard
Requires completion of all basic branch banking sales training
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.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.
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 on the basis of
race, color, national origin, religion, gender expression, gender
identity, sex, age, ancestry, marital status, protected veteran and
military status, disability, medical condition, sexual orientation,
genetic information, or any other status of an individual or that
individual's associates or relatives that is protected under
applicable federal, state, or local law.
Keywords: Union Bank, Upland , Sr Relationship Banker, Upland, CA, Other , Upland, California
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