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Affluent Client Service Officer & Team Lead, Monterey Park, CA

Company: MUFG Bank, Ltd.
Location: Monterey Park
Posted on: September 21, 2022

Job Description:

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we're 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.Private Bank Client Service Team Lead provides exceptional customer service to the banks top-tier client portfolio. Independently research, analyze and resolve a broad range of complex customer issues involving services and products. Provide a high level of responsiveness to external customer inquiries by phone. Analyze data and make recommendation as to exposure and possible risk to the bank, fraud process, wire transfers and overdraft conditions. Requires strong critical thinking ability, Regulatory and Risk knowledge. This is a hybrid position, and the office is in Monterey Park, CA. A member of our recruitment team will discuss schedule with you in more details.Major Responsibilities: Provide outstanding customer service to clients, manage risk, and comply with bank's regulatory process. Develop rapport and establish key relationships with critical business units. Assist in making decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience. Proactively assist with complex customer service needs. Assist with non-credit and operational risk to minimize operational losses, wires, and other exceptions. Use excellent technical and job knowledge as well as problem-solving and critical thinking skills to make sound decisions while balancing risk with opportunity. Use the highest level of expertise to resolve banking office and client issues quickly and effectively. Evaluate customer service issues identifying root causes and making recommendations based on thorough analysis. Maintain customer centric approach and effectively identify course of action to meet service level agreements with an emphasis on first call resolution. Develop creative win-win service solutions. Accountable for the servicing and operational customer experience across departments throughout the organization. Demonstrate excellent service level awareness and quickly respond to issues that could impede customer service. Assist with department initiative as appropriate. Assist in training new employees. Act as a resource to other Customer Service Representatives. Work closely with customer, Relationship Manager and internal departments as needed. Discuss applicable delivery channel and service options with customer. Utilize a strong knowledge of products, wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries. Other responsibilities as assigned.The right candidate will have:High School Diploma or GED Banking and regulatory experience (4+ years). Bank sales, risk, and operations experience. Call center experience (4+ years). Exceptional customer service and leadership skills. Model the highest degree of honesty, integrity, and reliability. Excellent interpersonal skills. Able to work effectively and efficiently in a fast-paced call center. Possess outstanding research and follow-up skills.Flexible to work various shifts to meet the needs of the business.Some travel is required. Strong computer systems aptitude; including a strong knowledge of Microsoft applications (Word, Excel, Power point).#LI-HybridThe 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.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 on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law. #LI-Hybrid

Keywords: MUFG Bank, Ltd., Monterey Park , Affluent Client Service Officer & Team Lead, Monterey Park, CA, Other , Monterey Park, California

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