Sr. Relationship Banker, Yorba Linda, CA
- Requisition # 10042454-WD
- Job Type Day
- Location Yorba Linda, CALIFORNIA
- Date Posted 03/15/2021
Your potential. Your opportunity.
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 care about the details that
matter most to our clients. We have our clients' best interest in
mind, drawing on more than 150 years of experience to understand
their distinct needs and tailor our solutions. We're part of
180,000 colleagues around the globe striving to be the world's most
trusted financial group. Trust starts with a culture of putting
people first and empowering you to achieve your potential. Join
Union Bank, where being inspired is expected and creating results
Reporting to the Branch Manager, this role develops new and
existing business and consumer banking relationships. The Sr
Relationship Banker researches and analyzes community markets to
generate new business development strategies to meet or exceed
To do this, the role requires actively assessing clients'
financial information to recommend, present, and sell additional
products and services when appropriate. This could include
interviewing loan applicants, making face-to-face sales calls,
building client relationships, and soliciting referrals for new
business. This role is also responsible for handling, retaining,
and growing the Priority/ Signature portfolio. In addition, you
would conduct monthly in-house products and services seminars for
branch employees and coordinate similar meetings for bank clients.
The role also requires:
- Stick to all bank operational and security policies and
procedures to maintain customer confidentiality and ensure customer
information meets bank and regulatory documentation.
- Maintain customer accounts by making necessary account and
signature card changes and securing additional account
- Handle service requests and resolution of customer issues in
accordance with overall goals and objectives.
- Accountable for customer satisfaction and retention.
As the right candidate, you should meet the following
Excellent interpersonal, verbal, and written communication
Excellent organization and time management skills with attention
Self-starter with the ability to synthesize ambiguous
Requires 2+ years of direct working experience in all financial
services areas including small business sales and credit products,
risk management procedures, etc.
Strong computer skills, specifically with Microsoft Office
(Excel, PowerPoint, Word) and other standard banking software
- Requires completion of all basic branch banking sales training
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.
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 in employment decisions on the basis of any protected
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, 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