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Private Banker 1, Assistant Vice President, Agoura Hills, CA
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90671394

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MUFG Union Bank

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  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
  3 Views, 0 Applications  
Private Banker 1, Assistant Vice President, Agoura Hills, CA

your opportunity with Union BankŪ and become a part of one of the world's
leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial
Group (MUFG), the 5th largest financial group in the world with total assets of
over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000
colleagues in nearly 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.

# JobSummary

**The Private Banker 1**

position is required to proactively attract, deepen and manage comprehensive
financial relationships within the affluent and small business segments.
Incumbents will be required to understand complex banking, credit, investment,
insurance and estate/business planning needs of clients and engage Union Bank
Wealth, Business Banking and Global Treasury Management partners to provide

**holistic solutions where appropriate.**

# Additional responsibilities:

**Deliver a differentiated**

client experience that support's Union Bank's value proposition through a
consultative, needs based approach and proactive relationship management;
Deploy end to end sales process and own the client experience, including
regular face to face client meeting and needs assessments through in depth
discovery meetings, solution presentations introducing an array of products / services,
implementation of recommended plans, and ongoing client communication; Advise
and consult with clients to maximize their service usage, loan, insurance,
investment, and business opportunities; Cultivate internal and external
referral networks to source new high value clients; Partner with all members of
their assigned branch team to ensure client has a positive in branch
experience; Achieve quarterly and annual performance goals through proactive
growth and retention of high quality client portfolio with a focus on driving

**overall profitability to meet bank targets.**

**It is expected that more**

than 40% of the incumbent's work time will be spent away from the Bank's places

**of business.**

# MajorResponsibilities:


+ Develop and execute marketingand sales strategies to attract, deepen and retain a profitable portfolio,engaging internal Union Bank partners as well as external centers ofinfluence.

+ Act as consultative banker andtrusted client advisor, anticipating needs relative to mass affluentmarket segment to ensure maximum profitability and cross-sellopportunities are met.

+ Implement defined sales processwith prospective and existing clients.

+ Conduct discovery meetings,prepare presentations, follow up on client contacts and implementsolutions through delivery of comprehensive UB products and services inalignment with client needs.

+ Establish and maintainexcellent working relationships with appropriate business partners(Wealth, Private Bank partners, Mortgage, Business / Commercial,Investments etc.) to deliver comprehensive, holistic solutions toclients.

+ Monitor, maintain and updatesales activity, pipeline and other pertinent information using sales managementtools.

+ Achieve quarterly and annualrevenue production goals.

+ Effectively assemble and leadadvisory team of UB partners in addressing client needs.



+ Engage mass affluent clients onvalue and opportunity related to growing their relationship with the Bank.

+ Accountable for balancedportfolio growth, portfolio profitability and overall portfolio retention.

+ Minimize attrition risk throughproactive and disciplined call program with regularly scheduled face toface meetings.

+ Provide advice and solutionsbased on sound financial principles leveraging considerable resources andexpertise within the bank.

+ Analyze and respond to theneeds of the affluent client, balancing risk and opportunity. Analyzeclient's personal credit needs and requests.

+ Monitor and manage portfolio toassess and minimize risk as it relates to credit and operations.Follow up with appropriate measures adhering to the Bank's policy andguidelines.

+ Respond to problems clients mayexperience and ensure proper handling of service requests balancing riskand opportunity.

+ Consult with operationalresources to proactively identify and mitigate operational risk in theservicing of client portfolio.

**This position may be**

subject to SAFE Act Registration Requirements. 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.**

+ A minimum of 2 - 4 years ofcommercial and/or consumer lending experience

+ Demonstrated professionalcompetency with 4 to 6 years financial sales experience in affluentsegment.

+ College degree or equivalentwork experience preferred

+ Series 6 & 63 licenses orseries 65 license is preferred as well as appropriate state insurancelicensing; however, candidates can also enter into Licensed Banker programif not already licensed

# Knowledge, Skills,Abilities:

+ Robust understanding of wealthissues and product solutions relevant to affluent clients includingfinancial, estate and tax planning principles

+ Demonstrated experience withbroad understanding of personal and commercial financial statements andconsumer or commercial lending

+ Conversational knowledge ofinvestments, trust and credit products

+ Proficient knowledge of computerskills required

+ Ability to assess client needsand proven client interviewing skills.

+ Strong sales and serviceorientation.

+ Strong interpersonal andrelationship management skills with demonstrated aptitude for sales.

+ Ability to prospect, anticipateneeds and close sale

+ Communicate effectively withclients of varying levels of business and financial sophistication

**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
in employment decisions on the basis of any protected category.

**A conviction is not an absolute**

bar to employment. Factors such as the age of the offense, evidence of
rehabilitation, seriousness of violation, and job relatedness are considered in
all employment decisions. Additionally, it's the bank's policy to only inquire
into a candidate's criminal history after an offer has been made. Federal law
prohibits banks from employing individuals who have been convicted of, or
received a pretrial diversion for, certain offenses.

# Job: _Corporate Banking / Relationship Management_

# Title: _Private Banker 1, Assistant Vice President, Agoura Hills, CA_

# Location: _CALIFORNIA-Agoura Hills_

# Requisition ID: _10021537-WD_

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