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RELATIONSHIP MGR II - CORPORATE DEPOSIT SERVICES (PORTLAND): UnionBanCal Corp
Union Bank of California
Invest in your career. Invest in your future. 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. Become part of a team where community, diversity, and exceptional service are part of everyone’s job. Invest in you! Increase Bank's share of customer's total relationship; monitor and enhance profitability of all assigned relationships; cross sell Bank products and services. Organize and implement a written account retention program for customers, which best meets their needs. Maintain a detailed and complete tracking system of all assigned customers. Work with customers, cash management, and product management to create innovative solutions that assure customers receive superior systems specific to their industry. Work closely as a "team player" with all department members to provide superior service to customers. Work closely with Commercial Customer Service Unit personnel to assure customers receive superior operational support. Prepare proposals and proformas for new services sold to assigned customers and prospects. Analyze pricing requests for assigned and prospective customers and prepare pricing models. Actively ensure compliance with Union Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position. Perform related duties as assigned. Typically requires a BA or BS degree, with 3+ years of deposit relationship sales and treasury management experience. Thorough working knowledge of treasury management disciplines and products and their benefit to the customer, general bank operations and services, and federal and state banking regulations. Requires frequent travel within assigned geographic territory. CTP or CCM required. AAP is a plus. Detailed knowledge of Cash Management products and services. Territory, calling and proposal experience. Excellent verbal and written communication skills to include selling of bank services; dealing with customers and bank personnel; preparing and giving sales presentations. Working knowledge of Microsoft Word, Powerpoint, Excel, etc. 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.       |
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