FINANCIAL SERVICES OFF

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!
 
This is a Senior level Financial Services Officer (FSO) position.  The FSO is responsible for developing 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.
 
In this position, you will be responsible for:
Developing 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.
 
Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process.
 
Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Provide work direction to the Financial Services Group staff. 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.  Attend civic, cultural and community events to maintain communication links and to promote the Bank and its services. 
This position requires 5+ year's significant sales work experience or the successful completion of the required training classes and/or the Community Banking Management Training Program to gain advanced knowledge of all consumer products.
 
You must be able to operate a PC with experience in Windows, Word, Excel, and Microsoft Outlook.  Ability to make effective group presentations in staff sales meetings or to clients/prospects is a must!

This position requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients. You must have a working knowledge of the most complex financial service products and services including Small Business, and may have expertise in specialty loans.  Regular outside local prospect and client calling required.  College degree preferred.
 
 
 
 
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.