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Financial Center Officer
Mitsubishi UFJ Financial Group
Skokie, IL, United States
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Description
Join a bank that’s as committed to your future as you are. At PurePoint® Financial, a division of MUFG Union Bank, N.A., we create extraordinary experiences for our clients and employees by fostering a culture of knowledge, thoughtfulness and creativity. We share in the rich 150-year history of serving clients in the United States and have designed PurePoint Financial to empower our clients to save more. Our global parent company, Mitsubishi UFJ Financial Group (MUFG), is the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL, April 2016) and 140,000 colleagues in nearly 50 countries. Positive impact starts here; experience the change you can make as we become the new, modern way to save.
Job Summary:
Reporting to the Financial Center Manager (FCM) or Market Executive (ME), the Financial Center Officer (FCO) is a leader in sales and customer service, and an excellent, persuasive communicator. The FCO must quickly build and grow a client base through proactive prospecting, following-up on promotions and leads, networking strategically and engaging in community outreach.
The incumbent’s overall performance is measured as a combination of individual and team performance against established sales / revenue goals. Success in this role requires extraordinary communication, relationship building and customer service skills; creating memorable customer experience moments designed to build long-term, loyal client relationships.
Management or Supervision: No
Major Responsibilities: 40% - Customer Service: Build strong, lasting, financial relationships with customers by delivering best-in-class, creative, customized, extraordinary customer experience moments. Greet customers, build rapport and develop an acute understanding of their personal financial needs. Build brand trust and placement as clients’ primary savings institution through regular contact with assigned client groups.
Develop a personal reputation as a trusted advisor for all banking needs in the local community: assist customers with all questions, advise clients on financial alternatives and solutions, and ensure customers receive a timely resolution to all issues and feel positively about their interaction with the Bank leading to strengthened customer loyalty and client referrals. Guide and train customers on Bank technology.
40% - Sales: Use expert-level product knowledge and a keen reading of customers’ needs to recommend products and services that best meet their needs. Build on a holistic understanding of customer needs to become their primary savings institution. Ensure accounts are properly and thoroughly set up; ensure customer information meets Bank and regulatory documentation requirements.
Ensure all sales are risk minimized and compliant with Bank operational, confidentiality, and security policies and procedures, including privacy policies, and procedures to maintain customer confidentiality. Ensure customers have complete and accurate understandings of product features, including service charges, interest rates, etc.
20% - Local Branding and community engagement: Create, with coworkers, a center of banking influence within the local community; support, partner with, and engage local and regional teams to ensure representative responsiveness, in-depth community knowledge and engagement, and seamless customer service.
Lead and/or attend local community branding, marketing, and connection events. Cultivate a positive, progressive, trust-based brand for the Bank within the local community. Increase Financial Center awareness and revenue by actively engaging the local community.
Qualifications
Education, Licensure, Year of Experience (and type of work experience): 3+ years of direct customer service / customer relationship experience in a professional environment; demonstrated ability to create a positive customer experiences. Experience community outreach and client sourcing (via local networking events, cold calling, etc.).
Strong, polished, articulate, effective communicator with demonstrated sales skills. Strong desire to serve customers in their community. Demonstrated technological proficiency and the ability to quickly learn about new products (e.g., tablets, iPads, touch screens, etc.).
Invigorated by constant personal interaction. Excellent listening, communication and persuasive skills. General understanding of and, desire to learn about, general banking operations. Travel within the Market area will be required.
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.