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Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $79.1 billion at December 31, 2010. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle market companies, and major corporations. The bank operated 401 banking offices in California, Washington, Oregon and Texas, as well as two international offices, on December 31, 2010. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE: MTU), one of the world's largest financial organizations. Visit
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Develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals.
Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.
Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan.
Interview loan applicants to elicit information, determine appropriate structure of loans, cross-sell opportunities, communicate decisions or recommendations, obtain and/or send proper documentation and to resolve related customer issues.
Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan.
Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process.
Proactively contact and consult with clients on a regular basis to update profiles and to educate clients on changes in the financial industry that would affect them and the products and services they currently use.
Proactively solicit and obtain referrals from existing clients, internal departments and community contacts.
Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients.
Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display.
Typically requires 3 to 4 years of direct experience in banking sales or FSO Management Training Program graduate. Requires working knowledge of all financial services products and services as well as Small Business products.
Requires excellent verbal and written communication skills.
Ability to operate PC, Windows, Word, Excel and other standard banking software.
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 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.
Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V.
Union Bank - 13 months ago
Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $89.7 billion at December 31, 2011....