Assistant Manager, Assistant Vice President, Modesto Pelandale In

Industry: Finance & Insurance


Less than 5 years

Posted 61 days ago

This job is no longer available.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.

Job Summary:

The Assistant Manager is responsible for managing, and when needed, participating in all aspects of day-to-day Branch operations with an emphasis on risk mitigation, regulatory compliance and maximization of sales referrals. The Assistant Manager provides leadership in conjunction with the Branch Manager in achieving Branch goals and objectives and may be responsible for management of specialty segments.

Major Responsibilities:

60% - Branch Operations

  • Oversee branch operations in conjunction with the Branch Manager
  • Develop and manage employee schedules
  • Serve as primary Operations Officer and maintain proficiency in operating policies and procedures
  • Resolve customer issues and complaints in a timely, professional and effective manner
  • Act as liaison with other support areas of the Bank to resolve customer issues
  • Serve as Security Coordinator for the Branch
  • Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements
  • Exercise sound judgment when processing customer transactions and providing approvals
  • Partner with the Branch Manager in training and supporting risk mitigation activities
  • Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
  • Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs. 30% - Branch Sales
  • Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff
  • Support Branch Manager, act as primary officer and manage both Sales and Operations as required
  • Recommend, present and sell appropriate products and services identified based on customer need as well as follow-up on direct marketing opportunities
  • Serve as back-up in sales platform and open new accounts as needed
  • Maintain proficiency in new account opening systems and procedures
  • Participate in customer acquisition and retention activities
  • Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems
  • Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system
  • Maintain a current and thorough understanding of all consumer and business related products and services
  • Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees. 10% - Risk Management and Compliance
  • Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality
  • Ensure customer information meets bank and regulatory documentation


  • Qualifications:Education, Licensure, Year of Experience (and type of work experience):Requires 3 to 5 years of financial services experience, with an emphasis in operations
  • Requires previous supervisory, administrative and analytical skills and work experience
  • Requires experience in customer service, communications and time management
  • Previous knowledge of operations and regulatory requirements is also required Knowledge, Skills, Abilities:
  • Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
  • Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities
  • A background in operations and/or financial services (to include consumer lending) is preferred
  • Proven sales track record and sound operational and risk management knowledge required

Under minimal supervision, must be able to solve complex customer transactions and/or service issues, while providing outstanding customer service.