MUFG Union Bank Senior Customer Service Associate, Specialist – Transaction Banking in Monterey Park, California

Join a financial group that’s as committed to your future as you are. At MUFG, we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.

The Senior Customer Service Associate, Specialist role resolves problems, answers questions, handles transactions, arranges for special requests, and makes decisions under assigned authority. Provides a high level of responsiveness when working with account officers regarding a customer relationship. Analyze data and make recommendation as to exposure and possible risk to the bank on, new accounts, wire transfers, overdraft conditions and uncollected funds usage. Works under general supervision. Work is reviewed for soundness of judgment and over all adequacy and accuracy.

Major Responsibilities:

  • Handle requests from customers for deposit related activities such as the opening of new accounts and time deposits, wire transfers, stop payments, issuance of cashier's checks, foreign drafts and problem resolution.

  • 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.

  • Frequent use and general knowledge of industry practices, techniques, and standards. General application of concepts, and principles.

  • Develops solutions to a variety of problems of moderate scope and complexity.

  • Refers to internal policies and practices for guidance.

• Preferred banking or financial call center experience.

• Excellent customer service skills/experience desired.

• Strong data entry and typing skills.

• PC knowledge of Windows applications including Outlook, Microsoft Word and Excel

• Excellent communication skills required

• Able to work independently with maximum efficiency.

• Ability to prioritize and organize multiple tasks with excellent follow up.

• Flexibility and willingness to work any schedule.

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. 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.

Job: *Customer Service

Title: Senior Customer Service Associate, Specialist – Transaction Banking

Location: CALIFORNIA-Monterey Park

Requisition ID: 10010408-WD