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Client Service Officer, Assistant Vice President

Discover your opportunity with 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. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include 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:
The Client Service Officer (CSO) will act as the key service point of contact for Transaction Banking?s top external and internal customers. Support will require both proactive and reactive client engagement. The CSOs receive inquiries from customers in need of information, service assistance and problem resolution. They ensure that issues are addressed appropriately, accurately and in a timely fashion. In addition, they will provide advisory support to our clients to help optimize their activities with MUFG using analyses and reports of the client?s metrics and general business updates. They will work in partnership with the assigned Treasury Relationship Manager(s), Product Management, Operations and Technology partners to ensure an optimal service experience. Strong organizational and communication skills are critical.
Responsibilities:
Participate on a team assigned to support Transaction Banking?s top clients, where focus is to protect and grow client relationships Interfaces with target clients & internal service partners to advocate client needs and solutions.
Uses product knowledge to resolve challenging client issues and conduct root cause analysis.
Act as a dedicated client service support and primary escalation for complex transaction queries.
Knows the client's business and internal workflows; identifies ways to streamline workflows to mitigate risk.
Create and maintain Client Profiles and execute annual Client Service Plan.
Participate in client ?pitch? meetings, as requested by Sales, to provide insight to our service model and foster the client?s relationship with MUFG.
Ensure risk/compliance guidelines are followed at all times.
Understand the client impact of new/changing regulatory and industry requirements and will adapt associated process & procedures to address.
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank?s Risk Vision, including the Bank?s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.
Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee?s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions.
College degree (preferred) with 5 years of related Financial Services/Banking experience in Client Service/Operations background.
Treasury Management experience preferred.
Call center experience desirable.
Excellent customer service and problem resolution skills.
Strong analytical skills and excellent interpersonal skills.
Strong technical knowledge in functional area, including applicable legal, regulatory and accounting issues.
Strong written and verbal communications.
Ability to organize and prioritize work assignments.
Flexibility and willingness to work extra hours when needed.
Able to work in a fast paced, high volume environment.
Demonstrates the following core competencies: Deliver extraordinary customer experiences, drive for results, communicate effectively and professionally, balance risk with opportunity.
/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./
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/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. /
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/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: Transaction Banking
Title: Client Service Officer, Assistant Vice President
Location: CALIFORNIA-Monterey Park
Requisition ID: 10019446-WD


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