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Sr. Relationship Banker, Yorba Linda, CA

Company: MUFG
Location: Yorba Linda
Posted on: May 3, 2021

Job Description:

Sr. Relationship Banker, Yorba Linda, CA

  • Requisition # 10042454-WD
  • Job Type Day
  • Location Yorba Linda, CALIFORNIA
  • Brand
  • Date Posted 03/15/2021

Your potential. Your opportunity.

Are you passionate about creating an exceptional client experience?

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 is rewarded.

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 monthly goals.

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:

Risk Management:

  • 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 information.

Customer Service:

  • 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 criteria:

  • Excellent interpersonal, verbal, and written communication skills

  • Excellent organization and time management skills with attention to detail

  • Self-starter with the ability to synthesize ambiguous information

  • 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 classes

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 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, 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.

Keywords: MUFG, Yorba Linda , Sr. Relationship Banker, Yorba Linda, CA, Other , Yorba Linda, California

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