Branch Service Officer I, Solvang, CA

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., we?re 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 that?s working to fulfill
its vision to be the world?s most trusted financial group.


Major Responsibilities:


Reporting to the Branch Manager, the Branch Service Officer is
responsible for assisting Management with day-to-day branch operations with an
emphasis on risk mitigation and regulatory compliance, in addition to coaching
and promoting effective sales referrals activities and providing ongoing staff
training and development.


The Branch Service Officer may receive day-to-day work direction
from the Branch Service Manager, if applicable. Depending on the office
assigned, the Branch Service Officer may also be responsible for service
management of specialty segments.


Under guidance and direction from the Branch Manager, the Branch
Service Officer will be responsible for:


Branch Operations, Risk
Management and Compliance

  • Assist the Manager in the training and support of risk mitigation

  • Assist the Manager to ensure the branch staff understands, has
    knowledge of and adheres to operating policies, procedures and regulatory

  • Effectively resolve problems, exceptions, and account adjustments.

  • Approve or disapprove transactions within assigned authority

  • Perform the role of the primary or secondary Branch Security

  • Assist the Manager in leveraging workforce planning tools to
    optimize staffing.

  • When necessary, may be required to perform activities related to
    other branch positions (e.g. cash handling, opening new accounts). Time spent
    performing cash handling and/or opening new accounts could vary based on branch
    volumes and staffing.

Customer Service

  • Assist the Manager to ensure consistent and exceptional
    experiences are provided to foster customer retention.

  • Resolve customer issues and complaints in a timely, professional
    and effective manner.

  • Act as liaison with other support areas of the Bank to resolve
    customer issues.

Train and
Coaching Staff

  • Assist the Manager in the training and coaching of staff.

  • Assist the Manager in facilitating cross-training opportunities
    for growth and development of employees.

  • Provide input to the Manager on employee performance.

Sales and Support

  • Promote sales referrals by demonstrating leadership and modeling
    the sales culture.

  • Assist the Manager with the implementation of customer acquisition
    campaigns and monitoring referrals from operations staff.

  • Assist the Manager in coaching tellers to effectively identify
    quality referral opportunities and refer appropriately.

  • The Branch Service Officer actively supports the programs and
    goals of Branch and Bank Management and must be able to operate the office in
    the absence of other branch officers.

The Job grade is dependent on branch level and complexity ?
exceptions to standard grade assignments require Regional President approval.



  • 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

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.

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, it?s the
bank?s policy to only inquire into a candidate?s 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.




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