PRIORITY BANKING SERVICE REPRESENTATIVE (Pasadena)

Union Bank of CaliforniaInvest in your career. Invest in your future. At Union Bank of California, our people are our greatest asset. We are one of the largest banks in California with a longstanding reputation for professional training and career development. In addition to investing in our employees, Union Bank has established a generous community reinvestment program that works to uplift communities and watch them grow. We invest in a diverse workforce as our employees come from many different backgrounds, bringing with them different experiences and perspectives.  Become part of a team where community, diversity, and exceptional service are part of everyone’s job. Invest in you!

 

Receive and greet Priority Banking clients in a professional manner.  Inquire as to their needs and direct clients to appropriate officer or staff member.  Identify and respond to sales opportunities that arise from client inquiries.

 

Assess client needs through the interview process. Consult with clients to maximize their service usage and investment opportunities. Present and discuss the appropriate product and service options.  Sell multiple services by suggesting a package strategy to obtain the best results based on individual desires and resources.  Refer clients identified as needing services outside the defined consumer/business service scope to the appropriate banker or department to cross-sell additional services/products. Readily refer prospects and customers to Priority Banking officers or departments for additional services and products. Contact current Priority Banking clients to solicit new business by mail or telephone to meet specific goals as outlined for each PBR. Assist supervisor with the execution of any and all in-branch promotions.  Assist clients by resolving new account related problems and answer questions regarding services or products. Provide teller services as needed, such as: cashing checks within prescribed limits and accepting deposits.  May also issue cashier's checks, money orders, traveler's checks and money orders.

 

Open new accounts in compliance with established policies and procedures.  Ensure that the account is set up properly, and that the accurate sales credit is recorded.  Assist in maintaining internal client records.  Introduce clients to Private Service Line for handling of telephone transactions.  Complete all necessary PSL documentation. Open new accounts; maintain internal client records.  Provide support/assistance, when deemed feasible. Maintain up-to-date knowledge of the features and benefits of all bank products and services, related documentation and account processing procedures.  Maintain current awareness of competitive products and pricing. Assure proper handling of service requests and resolution of client problems. Perform other duties as assigned. Previous experience in new accounts; previous teller experience is a plus.Ability to use PC word processing software such as Word. Working knowledge of a full array of Priority Banking services/products; Bank operations; policies and procedures; Bank organization (who can answer questions/solve problems). Excellent verbal and written communication skills to deal with clients and potential clients in a variety of situations.  Ability to explain and cross-sell services. Ability to explain Bank procedures and requirements.  Ability to deal with unsatisfied clients tactfully.  Ability to prioritize work to maximize customer service.  Availability requirement: must be available to work rotating Saturday's.Ability to deal with frequent interruptions. Strong problem solving skills.Union Bank of California offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank of California is an equal opportunity employer.