|
At Union Bank of California, 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. Reporting to the Regional Manager, the Sales Support Officer provides administrative, marketing, and sales support to the Senior Financial Advisors located in the Investment Center by coordinating activities, developing and producing reports, and other related office support duties. Major Responsibilities: Responsible for assisting the Senior Financial Advisors in servicing the UnionBanc Investment Services internal and external customers and prospects of the Bank. These activities include: 25% Create/develop/update/distribute monthly and/or quarterly reports for internal referral sources and external vendors. These reports provide referrals, new business, and product allocation information to be distributed to internal and external sources. Information must be gathered from a variety of sources, compiled and reorganized into and easily understandable format. Conduct research and data analysis for special and on-going departmental projects. 25% Assist in the planning/coordination process for the numerous events conducted by UBIS Senior Financial Advisors include researching options regarding location, catering, on-site coordination, etc. These would include client appreciation events, seminars, sales meetings, various trainings, regional meetings and other investment center events. Prepare reports and recommendations. Facilitate the development of marketing and training materials utilized by UBIS sales including advertising, posters, flyers, training materials etc. 25% Create various presentations and proposals as needed by UBIS sales and/or sales management. Provide support to Senior Financial Advisors by scheduling meetings for them with designated prospective clients. Provide administrative office support for the Senior Financial Advisors and Regional Manager of UBIS by typing drafted letters and memoranda, and by developing spreadsheets and reports. Answer routine incoming calls from clients and prospects. Refer more complex questions to Regional Manager and/or Senior Financial Advisor. Perform other duties as assigned. 25% Perform various support activities by responding to questions relating to departmental operations, sorting mail, distributing reports/newsletters, etc. Process and coordinate department accounts payables and expense vouchers. Keep manager informed of business development activities to ensure compliance. Prepare routine correspondence responding to requests or inquiries which require detailed knowledge of department functions and policies. Monitor and maintain office supplies and inventory by contacting internal departments and/or vendors as appropriate. Monitor office equipment and contact vendors for routine preventive maintenance and repairs. Establish and maintain the Investment Center office filing system to ensure efficient and effective retrieval and storage of documentations and records. Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you! Proficient with MS Office: Word, Excel, Outlook, etc. Strong project coordination skills, and ability to efficiently multi-task. Excellent written and verbal communication skills. Professional demeanor is required, along with extraordinary ethical and interpersonal skills, a strong team orientation, and resiliency. FINRA licenses 7, 65 and/or 66, California Life and Health. Bachelors degree, or related professional certification, with 3 + years related experience strongly preferred. The ideal candidate has 3 or more years of stable and progressive experience as a sales support professional. Investment and/or Financial Services background is required. UBIS Sales Support Officers are driven to be the best; with a passion for excellence and work to exceed clients' expectations. Success as a Sales Support Officer means you are a positive thinking self-starter with a track record of high achievement in everything you do." Union Bank of California offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank of California is an equal opportunity employer.  |
Company:
Union Bank
Job Location:
Sherman Oaks, CA 91403
Industries:
Banking
Financial Services
Financial Services
Job Type:
Full Time
Employee
Employee
Career Level:
Experienced (Non-Manager)
Job Reference code:
09287
 |
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.
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 SALES SUPPORT OFFICER (Sherman Oaks Investment Center) with Union Bank
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
www.unionbank.com/careers
