Labor Services II

United Business Bank Career; San Jose (CA); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

401K + disability insurance

Flexible spending account

Vacation and sick policy

Job summary

United Business Bank is seeking an experienced Labor Services II professional in San Jose to manage a union client portfolio and cultivate new relationships in the union and professional markets. You will assess credit requests, determine risk, and prepare loan documentation for approval while delivering excellent client service.

The role requires a Bachelor’s degree in Business or related field, 5+ years in financial services with 3+ years in unions, and strong communication and cross-selling

Qualifications

• Bachelor’s Degree in Business or related field required.
• 5+ years in financial services industry; 3+ years with unions.
• Strong communication, math, interpersonal and development skills.

Responsibilities

• Grow and maintain a medium-sized portfolio of union clients.
• Develop relationships with prospective union/professional/small business clients.
• Assess loan requests for risk within bank policy and prepare/submit documents for approval.
• Provide guidance and mentoring to branch staff and act as escalation point.

Skills

Communication

Math skills

Interpersonal skills

Business development

Cross-selling

Credit analysis

Organizational skills

PC skills

Education

Bachelor’s degree in Business or related field

Tools

Word

Excel

Job description

Job DetailsLevel: ExperiencedJob Location: San Jose 14 - San Jose, CA 95131Position Type: Full TimeSalary Range: $110,000.00 - $125,000.00 SalaryJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About the Position

The Labor Services II professional is responsible for growing and maintaining a medium size portfolio of union clients, along with developing relationships with prospective clients in the union and professional/small business market by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for analyzing a client’s loan request and determining whether a loan is within an acceptable risk within the framework of the Bank’s policy and for preparing the required documents and submitting it for approval. This position is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in union groups and their related events and activities. The Labor Services II professional is also responsible for providing guidance and mentoring to branch staff and to be an escalation point when needed. This position will perform all duties accurately, timely and efficiently and according to Bank policies, procedures, and regulatory guidelines. They will also assist the Regional Team Lead as needed and perform other duties as assigned.

QualificationsAbout You

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

• Education/Certification: Bachelor’s Degree in Business or related field.
• Required Knowledge: Knowledge of the union industry, as well as deposit and lending products and services, and deposit and/or loan operations and procedures. Knowledge of regulations and standard banking practices.
• Experience Required: Minimum of 5 years’ experience in the financial services industry, plus a minimum of 3 years of experience with unions.

• Strong oral and written communication abilities.
• Strong math skills.
• Strong interpersonal skills.
• Strong business development techniques and cross-selling skills.
• Ability to identify, analyze and handle credit requests.
• Good organizational skills.
• Good personal computer skills, ability to use Word and Excel.
• Professional appearance, dress and attitude.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.