UBC Careers
Company:
Union Bank
Job Location:
Concord, CA 94518
Industries:
Banking
Job Type:
Full Time
Employee
Career Level:
Experienced (Non-Manager)
Job Reference code:
09532
View this video Learn more about Union Bank from our employees
Length: 4:16 min



YOU WANT EVERY OPPORTUNITY TO SUCCEED.
Union Bank is a full-service bank that has been providing a wide range of financial services for almost 150 years. Today, we rank among the top 25 largest banks in the US, with over 330 branches. As we continue to grow, we are looking for talented people to join our team.

In today's economy, finding the right place to pursue your career can be a challenge. You want an employer who is well positioned to invest in your future. By choosing Union Bank, you'll be part of a financially strong and stable bank. We actively create opportunities for our employees to support the communities we serve. We have been recognized for our accomplishments in workplace diversity. And through our commitment to your training and career development, you'll have every opportunity to achieve your career goals. At Union Bank, we believe you're the greatest investment we can make.
You are applying for CUSTOMER SERVICE ASSOCIATE - MARTINEZ with Union Bank
Invest in your career. Invest in your future.
 
At Union Bank, 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!
 
Branch offices exist to service customer transaction and to sell banking products.  As a Customer Service Associate (CSA), you will be working with customers of this office, as well as customers from other branches and departments of our bank.  Our mutual expectation is that customers and fellow employees will feel well served in every contact with you, that you will actively participate in training, and that you will acquire the skills necessary to successfully fulfill your job requirements.
 
This is an entry-level position and is under direct supervision and has the knowledge and skills to complete all the basic requirements for assigned products, services and transactions. Objectives of this position are to demonstrate proficiency in each of the Key Performances Activities and to advance to the "Customer Service Representative" position in the recommended amount of time.
 
To ensure continued growth, the branch is committed to increased operational efficiency.  Your performance and commitment to the work schedule contributes to the overall success of the branch.  Specifically, your contribution to success is maximized when you: Adhere to your assigned work schedule, which may be flexible and variable. Meet or exceed assigned transaction levels. Meet or exceed assigned sales referral goals. Participate in training programs that expand your knowledge and understanding. Pro-actively seek knowledge of products and services. Distribute flyers, brochures, and marketing materials in the manner assigned.
  
By following the Bank's policies and procedures, you help to create a high, consistent level of service while minimizing risk of losses.  We must meet or exceed customer expectations within reasonable guidelines. Follow all Security procedures and key control.  Maintain your cash drawer within prescribed cash limits and meet cash balancing requirements. Process transactions adhering to the Bank's and your office's policies and procedures. Conform to all Government Compliance regulations. 


Skills required for this position include:
  • Must enjoy working with customers and employees.

  • Effective verbal and written communication skills.

  • Cross sell bank products and services and be able to identify sales opportunities.

  • Make appropriate referrals to sales staff.

  • Ability to learn and use branch equipment.

  • Good math, reading, and comprehension abilities.

  • Adhere to existing bank policies and procedures.

  • Proficiency of PC software, Windows, etc.

 
Successfully completion of the Customer Service Module 1 in the Teller Certification Program. Successfully complete recommended classes for your position.
 
Union Bank offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank is an equal opportunity employer. 




Apply

Union Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. EOE. M/F/D/V.

www.unionbank.com/careers