Branch Service Specialist, Main, Santa Barbara, CA
Company: Union Bank
Location: Santa Barbara
Posted on: September 18, 2022
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 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 potential. Join Union Bank, where being inspired is
expected and creating results is rewarded. We're seeking a Branch
Service Specialist who is responsible for providing our customers
with an excellent banking experience. As part of the front line of
customer service, you would be responding to client inquiries and
customer requests, processing transactions, resolving difficult or
complex issues, and making quality sales referrals. Specifically,
the job entails resolving complaints in a professional manner or
forwarding the issue, accordingly, suggesting additional bank
services where appropriate, and approving documents and
transactions (e.g., G/L tickets, IBC's, Customer Charges, Deposits,
etc.). Additional responsibilities could involve: Customer Service
Transactions Maintain cash drawer within prescribed cash limits and
meet cash balancing standards.
Perform more complex tasks such as Safe Deposit activities,
merchant teller services, remote branch capture, etc., in
compliance with established policies, procedures, and standards.
Sales Referrals Participate in sales promotions and meet monthly
referral goals and potentially train tellers to effectively
identify quality referral opportunities. Operations/Risk/Compliance
Responsible for following and adhering to all bank operational and
security procedures, including compliance and privacy policies to
maintain customer confidentiality.
Conform to all government compliance regulations. Qualifications:
As the right candidate, you should meet the following criteria:
Customer service and cash handling experience.
Effective verbal and written communication skills.
Excellent leadership and interpersonal communication.
Good math, reading, and comprehension abilities.
Familiarity with standard branch technology and teller
Strong problem-solving skills.
2+ years of experience in customer service at a retail bank.
#LI-Onsite 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. #LI-Onsite
Keywords: Union Bank, Santa Barbara , Branch Service Specialist, Main, Santa Barbara, CA, Other , Santa Barbara, California
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