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Private Wealth Associate

Company: Union Bank
Location: Beverly Hills
Posted on: May 16, 2022

Job Description:

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.Job Summary:We're seeking a Private Banking Associate to provide efficient and professional customer service to Private Bank clients. You will ensure clients' routine banking needs are met by providing personalized and specified services such as cashing checks and accepting deposits.Responsibilities:

  • Direct customers to the appropriate officer or staff member.
  • Assist customers with routine banking transactions, may also issue cashier's checks, money orders, traveler's checks, and money orders.
  • Respond to customer questions regarding account balances.
  • Introduce other bank services by cross-selling.
  • Service clients' lending/operations request. Interact with clients to gather information, respond to inquiries, and resolve issues.
  • Perform a variety of administrative duties in support of the Private Bank officers:
  • Type green sheets, memoranda, and other related documents.
  • Answer telephones and take messages accurately.
  • Schedule meetings and arrange appointments.
  • Maintain alphabetical, numerical and/or subject files in a neat and organized manner.
  • Assist loan officers in reviewing and monitoring loan documents or deficiencies.
  • Assist in preparing credit recommendation and correspondence.Requirements:
    • 1 - 2 years experience in bank-wide policies and procedures
    • Knowledge of the various services and products offered to the Private Bank customers
    • Typing skills (45 - 55 w.p.m.)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 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.Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.#LI-Onsite

Keywords: Union Bank, Beverly Hills , Private Wealth Associate, Other , Beverly Hills, California

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