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Customer Service Associate Senior
Mitsubishi UFJ Financial Group
Monterey Park, CA, United States
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Description
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:
Provide a high level of quality customer service Transaction Banking clients. Analyzing selected data and make recommendations regarding exposure and possible risk to the Bank on new accounts, wire transfers, overdraft conditions and uncollected funds usage. Respond to customer inquiries regarding deposit products, account analysis, service charges, cash management services and investment opportunities. Review credit reports, gather information, recommend items to be returned or paid and inform account officers. Contact customers in accordance with request from account officer. Approve checks and wires within assigned limits. Handle exception wires and account transfers. May need experience with online collection software. Works under general supervision; typically reports to a supervisor or manager.
Major Responsibilities:
• Handle requests from customers for deposit related activities such as wire transfers, stop payments, issuance of cashier's checks, foreign drafts and problem resolution.
• Effectively balance multiple conflicting priorities and readjusting based on business need.
• Respond to customer’s inquiries regarding deposit products, account analysis, service charges, and cash management services.
• Contact customers in accordance with request from account officer.
• Resolve problems, service complaints, and coordinate with various bank departments in the identification and resolution of operational issues and takes proactive steps to identify what could be done to prevent future occurrences of the issue.
• Quickly escalate any client concern to leadership that does or might require their intervention.
• Frequent use and general knowledge of industry practices, techniques, and standards.
• Develops solutions to a variety of problems of moderate scope and complexity.
• Proactively identify and escalate recurring issues or risks and potential solutions to leadership for resolution.
• Strict adherence to bank and departmental policies and procedures to mitigate risk to our clients and the bank.
Qualifications
Additional Information:
• Minimum 5- years of experience required.3-5 years of Banking or financial call center experience is required.
• 3-5 years of Treasury Management experience is required.
• Ability to incorporate new behaviors and/or requirements into work quickly.
• Flexibility and willingness to work any schedule.
• Strong data entry and typing skills.
• Strong knowledge of Windows applications including MS Word, Outlook, Access, Excel and PowerPoint. Internet savvy and excellent written and verbal communication skills required
The above statements are intended to describe the general nature and level of the 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.