Assistant Manager, Assistant Vice President, Danville, CA

Join a bank that’s as committed to your future as you are.  At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do.  Our diverse colleagues are connected by a common ambition to create change for the better  from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of financial services.   Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group. 

The Assistant Manager is responsible for managing, and when needed, participating in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. The Assistant Manager provides leadership in conjunction with the Branch Manager in achieving Branch goals and objectives and may be responsible for management of specialty segments.

 

 Major Responsibilities:

 

• Oversee branch operations in conjunction with the Branch Manager

• Develop and manage employee schedules

• Serve as primary Operations Officer and maintain proficiency in operating policies and procedures

 • 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

• Serve as Security Coordinator for the Branch

• Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements

 • Exercise sound judgment when processing customer transactions and providing approvals

 • Partner with the Branch Manager in training and supporting risk mitigation activities

• Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures

• Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs.

 

 30% - Branch Sales   

• Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff

• Support Branch Manager, act as primary officer and manage both Sales and Operations as required

• Recommend, present and sell appropriate products and services identified based on customer need as well as follow-up on direct marketing opportunities

• Serve as back-up in sales platform and open new accounts as needed

• Maintain proficiency in new account opening systems and procedures

• Participate in customer acquisition and retention activities

• Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems

 • Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system

• Maintain a current and thorough understanding of all consumer and business related products and services

 • Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees.

 

• 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

• Ensure customer information meets bank and regulatory documentation

• Adhere to the SAFE Act requirements

•           Requires 3 to 5 years of financial services experience, with an emphasis in operations

•           Requires previous supervisory, administrative and analytical skills and work experience

•           Requires experience in customer service, communications and time management

•           Previous knowledge of operations and regulatory requirements is also required

 

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.

 

 

•           Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word

•           Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities

•           A background in operations and/or financial services (to include consumer lending) is preferred

•           Proven sales track record and sound operational and risk management knowledge required

•           Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service