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Small Business Specialist, Assistant Vice President, Marin Region

Company: MUFG (DBA)
Location: San Rafael
Posted on: September 22, 2022

Job Description:

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients' best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We're part of 180,000 colleagues around the globe striving to be the world's most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

We're seeking a Small Business Specialist (SBS) who serves small businesses with annual revenues up to $10 million, maximizing the power of our company to provide comprehensive financial solutions. The SBS is accountable for prospecting and acquiring new small businesses, retaining and deepening existing relationships, and handling a portfolio of around 500 - 1,000 households. A significant portion of the SBS's time is acquiring new relationships, focusing on deposit operating accounts, new lending opportunities, merchant services and cash management.

This position may be required to work weekends and/or extended hours as well as speak more than one language, depending upon location.

Major Responsibilities:

* Prospect, cold call, network and develop new business opportunities within the small business banking community.

* 25-35% of the week may be spent outbound in networking activities.

* Build and develop SB Deposit acquisitions, lending, and additional SB solutions through deepening and leading existing SB clients and sourcing new SB clients to UB.

* Knowledgeable in all MUFG Union Bank products and services. Provide updates and maintenance as needed.

* Be the primary resource for Small Business clients, working with key partners such as: Small Business, BBG, Private, Merchant and Payroll partners to support SB relationships.

* Be the face of MUFG Union Bank in the Small Business community, taking an appropriate leadership role through building key COI relationships and presenting at associations and not-for-profits that support small business development.

* Stay ahead of changing business trends that impact the Small Business segments, translate those trends into business opportunities.

* Proactively identify and minimize risk and enforce to all Bank policy and operational guidelines


The right candidate will be/have:

* Passionate about outside sales, willing to spend a significant amount of time prospecting both through outbound telephone calls and networking activities.

* Prospecting new business, improving existing relationships and meeting or exceeding sales goals.

* Excellent sales skills and client management experience

* Able to assess and analyze clients and industry trends.

* The ability to interpret financial documents and cash flow analysis.

* Outstanding verbal and written communication skills.

* Per SAFE ACT requirements, this position is prohibited from discussing / negotiating regarding mortgage lending

Education, Licensure, Year of Experience (and type of work experience):

* 3-5 years of consultative outside sales experience in financial services, business to business sales, or small business banking.

* Undergraduate degree in business, finance or economics preferred OR minimum 7 yrs relevant work experience

* Proficient with Microsoft Office Products (Word, Excel, PowerPoint)

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.

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.


Keywords: MUFG (DBA), San Rafael , Small Business Specialist, Assistant Vice President, Marin Region, Executive , San Rafael, California

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