PRIORITY BANKING OFFICER - SACRAMENTO - Union Bank (Sacramento, California)
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Job Title
PRIORITY BANKING OFFICER - SACRAMENTO
Job Details
City: Sacramento
State: California
Country: USA
State: California
Country: USA
Company Name: Union Bank
Job Category: Accounting/Finance
Job Category: Accounting/Finance
Job Description
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!
Develop and service comprehensive personal financial relationships within affluent target market through a professional sales effort. Identify qualified potential clients. Initiate contacts, assess needs, present array of products and services, and close sales. Responsible for total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community.
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.
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!
Develop and service comprehensive personal financial relationships within affluent target market through a professional sales effort. Identify qualified potential clients. Initiate contacts, assess needs, present array of products and services, and close sales. Responsible for total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Advise and consult with clients to maximize their service usage and investment opportunities. Responsible for analyzing and approving client's credit needs, either on a conforming or non-conforming basis. Clients are typically influential members of the community whose relationship with the Bank could be considered sensitive. Represent the Bank and its Priority Banking Program in the community.
- College degree or equivalent work experience. Proficient knowledge of computer skills.
- Advanced knowledge of personal and business financial statements and tax returns.
- Advanced understanding of the financial acumen as it pertains to the affluent market segment.
- All consumer and business products and services as it relates to the affluent market segment including operations, loan policies and procedures.
- A minimum of 4 - 6 years of commercial and/or consumer lending experience.
- Intermediate knowledge of personnel management.
- Successful completion of training classes referred to in Priority Banking's "Training Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I".
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.
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