Labor Services II

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

Benefits offered by this job

Medical insurance

401K

Disability insurance

Vacation policy

Job summary

United Business Bank is seeking a Labor Services II for our San Jose office, to grow and manage a union client portfolio and build relationships with union and professional/small business clients.

The role analyzes loan requests, ensures they meet policy, serves existing clients, and mentors branch staff. A Bachelor’s degree and at least five years in financial services (three with unions) are required.

Qualifications

• Bachelor’s degree in business or related field.
• Union industry knowledge and deposit/loan products.
• Knowledge of banking regulations and standard practices.
• Minimum 5 years in financial services, plus 3 years with unions.

Responsibilities

• Grow and maintain a union client portfolio and develop relationships with union and professional/small business clients.
• Analyze loan requests and ensure they meet bank policy; prepare and submit for approval.
• Provide guidance and mentoring to branch staff; represent the Bank at union events.

Skills

Communication skills

Interpersonal skills

Business development

Credit analysis

Organization

Word & Excel

Professional appearance

Education

Bachelor’s Degree in Business or related field

Job description

United Business Bank is looking for an Labor Services II for our San Jose Office - Bank Deposit-Gathering Experience is preferred.

POSITION PURPOSE

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.

QUALIFICATIONS

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.

Skills/Abilities:

• Strong oral and written communication abilities.
• 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 useWord and Excel.
• Professional appearance, dress and attitude.

Hiring Salary Range: $110,000 to $125,000.

About us...

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.

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.