Financial Center Officer
Join a bank that's as committed to your future as you are. At PurePoint Financial, a division of MUFG Union Bank, N.A., we create extraordinary experiences for our clients and employees by fostering a culture of knowledge, thoughtfulness and creativity. We share in the rich 150-year history of serving clients in the United States and have designed PurePoint Financial to empower our clients to save more. Our global parent company, Mitsubishi UFJ Financial Group (MUFG), is the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL, April 2016) and 140,000 colleagues in nearly 50 countries. Positive impact starts here; experience the change you can make as we become the new, modern way to save.
POSITION OVERVIEW
Reporting to the Financial Center Manager (FCM), the Financial Center Officer (FCO) is a leader in sales and client service, and an excellent, persuasive communicator. The FCO must quickly build and grow a client base through proactive prospecting, following-up on promotions and leads, strategically networking and engaging in community outreach. The incumbent's overall performance is measured as a combination of individual and team performance against established goals. Success in this role requires extraordinary communication, relationship building and client service skills; creating memorable client experience moments designed to build long-term, loyal client relationships. Major responsibilities include:
Deliver Extraordinary Client Service
Build strong, lasting, financial relationships with clients by delivering best-in-class, creative, customized, extraordinary client experience moments.
Greet clients, build rapport, and develop an acute understanding of their personal financial needs.
Build brand trust and placement as clients' primary savings institution through regular contact with assigned client groups.
Develop a personal reputation as a trusted advisor for all banking needs in the local community: assist clients with all questions, advise clients on financial alternatives and solutions, and ensure clients receive a timely resolution to all issues and feel positive about their interaction with the Bank leading to strengthened client loyalty and client referrals.
Guide and train clients on Bank technology.
Business Development
Use expert-level product knowledge and a keen understanding of clients' needs to recommend products and services that best meet their needs.
Build on a holistic understanding of client needs to become their primary savings institution.
Ensure accounts are properly and thoroughly set up; ensure client information meets Bank and regulatory documentation requirements.
Ensure all sales are risk minimized and compliant with Bank operational, confidentiality, and security policies and procedures, including privacy policies, and procedures to maintain client confidentiality.
Ensure clients have complete and accurate understandings of product features, including service charges, interest rates, etc.
Local Branding and Community Engagement
Create, with coworkers, a center of banking influence within the local community; support, partner with, and engage local and regional teams to ensure representative responsiveness, in-depth community knowledge and engagement, and exemplary client service.
Lead and/or attend local community branding, marketing, and networking events.
Cultivate a positive, progressive, trust-based brand for the Bank within the local community.
Increase Financial Center awareness and revenue by actively engaging the local community.
At a minimum, the right candidate should meet the following criteria:
Education, Licensure, Year of Experience, and Type of Work Experience
3 years of direct client service / client relationship experience in a professional environment; demonstrated ability to create positive client experiences.
Experience in community outreach and client sourcing (via local networking events, cold calling, etc.).
Knowledge, Skills, and Abilities
Strong, polished, articulate, effective communicator with demonstrated sales skills.
Strong desire to serve clients in their community.
Demonstrated technological proficiency and the ability to quickly learn about new products (e.g., tablets, iPads, touch screens, etc.).
Invigorated by constant personal interaction.
Excellent listening, communication and persuasion skills.
General understanding of and, desire to learn about, general banking operations.
Travel within the Market area will be required.
The above statements are intended to describe the general nature and level of the 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.
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.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
POSITION OVERVIEW
Reporting to the Financial Center Manager (FCM), the Financial Center Officer (FCO) is a leader in sales and client service, and an excellent, persuasive communicator. The FCO must quickly build and grow a client base through proactive prospecting, following-up on promotions and leads, strategically networking and engaging in community outreach. The incumbent's overall performance is measured as a combination of individual and team performance against established goals. Success in this role requires extraordinary communication, relationship building and client service skills; creating memorable client experience moments designed to build long-term, loyal client relationships. Major responsibilities include:
Deliver Extraordinary Client Service
Build strong, lasting, financial relationships with clients by delivering best-in-class, creative, customized, extraordinary client experience moments.
Greet clients, build rapport, and develop an acute understanding of their personal financial needs.
Build brand trust and placement as clients' primary savings institution through regular contact with assigned client groups.
Develop a personal reputation as a trusted advisor for all banking needs in the local community: assist clients with all questions, advise clients on financial alternatives and solutions, and ensure clients receive a timely resolution to all issues and feel positive about their interaction with the Bank leading to strengthened client loyalty and client referrals.
Guide and train clients on Bank technology.
Business Development
Use expert-level product knowledge and a keen understanding of clients' needs to recommend products and services that best meet their needs.
Build on a holistic understanding of client needs to become their primary savings institution.
Ensure accounts are properly and thoroughly set up; ensure client information meets Bank and regulatory documentation requirements.
Ensure all sales are risk minimized and compliant with Bank operational, confidentiality, and security policies and procedures, including privacy policies, and procedures to maintain client confidentiality.
Ensure clients have complete and accurate understandings of product features, including service charges, interest rates, etc.
Local Branding and Community Engagement
Create, with coworkers, a center of banking influence within the local community; support, partner with, and engage local and regional teams to ensure representative responsiveness, in-depth community knowledge and engagement, and exemplary client service.
Lead and/or attend local community branding, marketing, and networking events.
Cultivate a positive, progressive, trust-based brand for the Bank within the local community.
Increase Financial Center awareness and revenue by actively engaging the local community.
At a minimum, the right candidate should meet the following criteria:
Education, Licensure, Year of Experience, and Type of Work Experience
3 years of direct client service / client relationship experience in a professional environment; demonstrated ability to create positive client experiences.
Experience in community outreach and client sourcing (via local networking events, cold calling, etc.).
Knowledge, Skills, and Abilities
Strong, polished, articulate, effective communicator with demonstrated sales skills.
Strong desire to serve clients in their community.
Demonstrated technological proficiency and the ability to quickly learn about new products (e.g., tablets, iPads, touch screens, etc.).
Invigorated by constant personal interaction.
Excellent listening, communication and persuasion skills.
General understanding of and, desire to learn about, general banking operations.
Travel within the Market area will be required.
The above statements are intended to describe the general nature and level of the 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.
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.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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