Union Bank

University RelationsLeveraging Avature CRM

Kim Braziel, AVP Campus Recruiter

March 10, 2011

Agenda

• About Union Bank

• New UB Website

• Talent Acquisition & Staffing (TAS)

• Leveraging Avature CRM

• Meet The University Relations (UR) Team

• UB College Network

• The Future

• Q & A

About Union Bank

• Union Bank is a proud member of the Mitsubishi UFJ Financial

Group (MUFG, NYSE:MTU), one of the world’s largest financial

organizations

• Headquartered in San Francisco, UnionBanCal Corporation is a

financial holding company with assets of $79.1 billion at December

31, 2010. The primary subsidiary is Union Bank, N.A.

• Full-service commercial bank providing an array of financial

services to individuals, small businesses, middle-market companies,

and major corporations

• Over 12,000 employees and banking offices in California,

Washington, Oregon and Texas

• Approximately 2,500 hires annually

The NEW UB Website

Our enhanced career page

showcases “life at UB” via

photos of employees, video

testimonials, and more

New UB website reflects

our value proposition

while providing new tools

and functionality for

customers

Talent Acquisition & Staffing (TAS)

• Centralized Recruiting Model

• 38 Recruiters supporting 7 lines of business

• Corporate

• Executive

• Highmark/Wealth Management

• Commercial

• Bank Technology and Services

• Retail

• University Relations

• 10 Recruiting Coordinators

• 1 sourcer dedicated to Executive Recruitment

• Taleo v7.5 for ATS

• Avature for CRM

Leveraging Avature CRM

• Launched July 2009 with a pilot team of 10

• “Jump-start” database by aggressively gathering leads and contacts

• Captured nearly 25K leads in just over 5 months

• Core CRM Team meet monthly to discuss best practices, product

updates, success stories, and training needs

• 20 Avature licenses renewed for 2011

• CRM will be a key sourcing tool in 2011 – focus: reduce Cost Per Hire

• University Relations strategy for 2011 – maximize Avature CRM via

UB College Network

Meet The University Relations Team

The University Relations (UR) team includes:• Halisi Byrd – Campus Recruitment Manager (Southern Cal/Texas)

• Kim Braziel – Campus Recruiter (Northern Cal/Pacific Northwest)

Our Mission: University Relations (UR) develops and maintains relationships with

key college staff and student organizations to build a pipeline of high-performing and

high-potential talent for current and future hiring needs.

UR Staff of two supports hiring bank-wide including:• Training Programs (Commercial, Consumer, & Operations)

• Student Intern Program (All business Units)

• Direct Hires

UR hiring is cyclical and works in alignment with the academic calendar. • Receive referrals year round

• Actively recruit September through March

• Hire January through June

Hires finalized• Finalize intern selection

• Extend offers to candidates

• Complete background

• Initiate on-boarding

• Conduct Student Intern orientation

• Communicate to UB Recruiters

Campus Recruiting Cycle

Planning season• New hires begin working

• Intern networking event (Recruiters and

managers preview potential hires)

• Gather hire data/project hiring needs

• Develop recruiting strategy

• Intern final presentations

• Extend offers to high performers

Intern “Blitz”• Identify Student Intern supervisors

• Student Intern supervisor training

• Finalize intern projects & qualifications

• Market Student Intern opportunities

• Initiate interview and selection process

• Finalize dates for intern events

College “New Year”• On-campus recruitment begins

• Finalize hiring projections

• Team Recruiter training

• Identify campus organization contacts

• Budget planning for interns

• Refine Spring recruiting strategy

FALLSept - Nov

WINTERDec - Feb

SPRINGHires finalized

Mar - May

SUMMERJune - Aug

UB College Network

• The Avature CRM portal allows students to join the UB College

Network by creating a profile and uploading their resume

• The UB College Network portal went “live” on November 30, 2010

• Key to building and maintaining the talent pipeline of new college

grads (including referrals) especially during off-cycle recruiting times

• When positions “go live” in ATS - UR team first step is to identify candidates with profiles that match the position and invite to apply

Leveraging Avature CRM for UR

Benefits• Minimal effort to implement and configure

• Profiles are automatically tagged for easy retrieval

• Easy to create profile and upload resume

Leveraging Avature CRM for UR

• Links directly to Avature CRM to capture student information

• Recruiter can manage individual profiles, add tags, match to jobs,

send messages to individual candidate or groups and more!

• 300 students joined the UB College Network during first 60 days

• 500 + UB College Network members as of March 1, 2011

The Future

• Summer 2011: UBCN in review - note key learnings and adjust

accordingly

• Fall 2011: include UB College Network web address on 2011-2012

campus marketing collateral

• Keep the UB College Network “fresh”: manage candidate profiles and

consistently update notes

• Benefit to candidates: easy to create profile, receive timely updates

from UR when positions are posted, announcements of events, etc…

• Benefit to Recruiter: manage pipeline, maintain notes in centralized

location, quickly identify candidates and communicate information

Questions?