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MUFG Union Bank Regional Account Executive (HOA) in Miami, Florida

Regional Account Executive (HOA) - 10043189-WD


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.

Job Summary

Reporting to the Sales Manager – Team Leader, the Regional Account Executive (“RAE”) is responsible for business development and portfolio management retaining profitable deposit business within the Homeowners Association industry vertical market, including community association management companies serving homeowner, condominium, and cooperative associations. Cultivate relationships providing superior customer service and deepening the relationship by cross selling appropriate Bank products and services.

Major Responsibilities:

  • Business Development - Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate bank products and services for a specific target market of community association management companies. RAE is responsible for lead generation partially derived from local and national trade association activities including, but not limited to, trade shows, luncheons, events and volunteer committee or board positions. Perform detailed sales and account management tracking using approved sales tracking system. Work with Sales Manager to develop appropriate sales responses to RFPs and client proposals. Customarily and regularly exercises discretion and independent judgment in the preliminary preparation of client proposals and pricing models. Prepares pricing proformas/profilers when necessary. Prepare and obtain proper executed Service Agreements and supporting documents as well as complete KYC on each new client.

  • Account Management - Provide a superior level of customer service while ensuring compliance with Bank policies and procedures. Work with Customer Service Unit personnel and Relationship Manager(s) to ensure clients receive superior operational support. Cross sell Bank products and services as appropriate. Monitor and enhance profitability of all assigned relationships. Work with non- profitable clients to develop an exit strategy or enhance relationship/pricing structure to obtain profitability.

  • Risk Management - Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA). Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand each client's normal account activity, as appropriate.


Knowledge, Skills, Abilities:

  • Excellent written and oral communication skills required

  • Excellent organizational skills

  • Proficient in Microsoft Office Suite programs– Outlook, Word, Excel, and PowerPoint Proven

  • Experience working remotely

  • Self-motivated, independent and goal driven

  • Applies professional skills, knowledge, and techniques to maximize business opportunities

  • Strong knowledge of an array of financial products and services and a good knowledge of market sector served preferred

  • Must be able to travel locally and regionally as required in the fulfillment of business development and client retention duties by the most reasonable method available

Education, Licensure, Experience:

  • 5 years of successful outside sales, marketing and/or industry experience BA or BS; MBA in Sales and marketing preferred

  • CMCA Certification preferred

The above statements are intended to describe the general nature and level of the 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 : TEXAS-Dallas

Other Locations : FLORIDA-Miami

Job Posting : Apr 27, 2021, 9:57:50 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10043189-WD