Customer Service Associate – 10047691-WD
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 (as ranked by S&P Global, April 2020). In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.
Reporting to the Supervisor or Manager of the Japanese Customer Service Unit, the Customer Service Associate I (CSA I) for new accounts is responsible processing online and by-mail new account requests from the Japanese deposit customers of the Bank.
The CSA I opens new accounts for new and existing Bank clients, handles general banking inquiries, and reviews and processes client maintenance requests with complete accuracy.
Requires knowledge of Bank policy, practices, and standards to resolve problems, answer questions, arrange for special requests, and make decisions under assigned authority.
Responsibilities: New Account Processing 75%: Actively identifies client needs and ensures requests are fulfilled completely, correctly, and within service standards. Opens new accounts and prepares Welcome Kits for mailing to clients. Ensures authentication and entitlement is established and all risk controls are followed. Handles incoming mail, address change requests, and sends and reviews acknowledgement letters. Processes W8Ben/W9 verification as well as signature image verification. Handles overnight shipment of checks. Directs the customer conversation in order to identify needs, provide correct answers, and complete requests efficiently which may include problem resolution, handing service complaints, and coordinating with various Bank departments in the identification and resolution of operational issues. Ensures follow up within the expected time commitment to customer requests. Demonstrates accuracy, excellent follow up skills, accountability and ownership of each client request. Documents actions in case/interaction notes. Collaborates, establishes and maintains excellent working relationships with colleagues, sharing best practices to enhance the client experience.
Performs other duties/special projects for the department as required. Risk Management / Administrative 25%: Stays abreast of policy and procedures by participating in training, huddles, and reading job-related communications. Requires complete understanding and application of principles, concepts, Bank practices, and standards. Understands and utilizes Bank documents and agreements to make decisions and analyze risk in order to accommodate client requests. Performs other duties/special projects for the department as required. Consistently meets individual performance standards for attendance, timeliness, quality, efficiency, and schedule adherence.
Qualifications
Qualifications:
High School diploma or higher Knowledge, Skills, Abilities
Bilingual skills preferred require Japanese and English (business level Japanese)
Excellent communication skills required Able to work independently with maximum efficiency
Ability to prioritize and organize multiple tasks with excellent follow up
PC Knowledge (Microsoft Office Suite)
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 in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Job : Customer and Client Services
Primary Location : CALIFORNIA-Brea
Job Posting : Oct 22, 2021, 1:07:23 PM
Shift: : Day
Schedule: : Full Time
Req ID: 10047691-WD
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