PRIORITY BANKING OFFICER (PALOS VERDES)

Company:
Union Bank
Job Location:
Sacramento, CA 94203
Industries:
Banking
Financial Services
Job Type:
Full Time
Employee
Career Level:
Experienced (Non-Manager)
Job Reference code:
11470


YOU WANT EVERY OPPORTUNITY TO SUCCEED.
Union Bank is a full-service bank that has been providing a wide range of financial services for almost 150 years. Today, we rank among the top 25 largest banks in the US, with over 330 branches. As we continue to grow, we are looking for talented people to join our team.

In today's economy, finding the right place to pursue your career can be a challenge. You want an employer who is well positioned to invest in your future. By choosing Union Bank, you'll be part of a financially strong and stable bank. We actively create opportunities for our employees to support the communities we serve. We have been recognized for our accomplishments in workplace diversity. And through our commitment to your training and career development, you'll have every opportunity to achieve your career goals. At Union Bank, we believe you're the greatest investment we can make.
You are applying for PRIORITY BANKING OFFICER (PALOS VERDES) with Union Bank
Invest in your career. Invest in your future.

At Union Bank, 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!

Develop and service comprehensive personal financial relationships within consumer target market through a professional sales effort. Identify qualified potential clients, initiate contacts, assess needs, present array of products and services, and close sales. Responsible for total servicing of client relationship. Consult with clients to maximize their service usage and investment opportunities and monitor client portfolio to ensure profitability. Ensure retention of existing clients by providing them with accurate, timely, and extensive information on bank products/services; by continual management of the portfolio; by availability for appointments; and by personal contact. Represent the Bank and its Priority Banking program in the community. This is an intermediate level position.
College degree or equivalent work experience. Typically requires at least two years experience as a grade 41 P.B.O. or equivalent work experience. Requires successful completion of Priority Banking Training program. Ability to increase financial product expertise.

Thorough knowledge of: the characteristics and financial needs of Priority Banking's target market; full array of Priority Banking services/products; and relationship profitability measurements. Working knowledge of: Personal and business financial statement analysis; personal tax return analysis, bank operations and loan policies and procedures; current events and activities in the financial marketplace. Requires knowledge of or the ability to learn quickly the Bank's organization and staffing (who can answer questions/solve problems). Knowledge of financial planning process suggested.

Strong sales and service orientation. Ability to: earn and maintain the confidence of clients; identify client needs and related Bank services; sell the concept of relationship servicing, close the sale, negotiate fair servicing pricing; communicate effectively with all levels of management and with clients of varying levels of business sophistication; prioritize work to achieve maximum productivity for time spent; make effective group presentation, identify unique opportunities in individual market areas.




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.