Job Information
MUFG Treasury Relationship Manager, VP in New York, New York
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
We're searching for a Treasury Relationship Manager responsible for a Diversified Industries portfolio, composed of Large corporate and Mid-Corporate Diversified Industries (Defense, Manufacturing, Chemicals, Transportation, other), and Commodities Finance clients. You will need to consult highly complex clients and prospects, as well as internal coverage partners on industry best practices related to working capital improvement & optimization, as well as core treasury, and liquidity related products and solutions.
Major Responsibilities:
80% Business Development & Account Management
Cultivate new business opportunities by forging close working relationships with coverage partners
Leverage MUFG’s credit position and relationship to identify cross sell opportunities
Participate and present at annual account planning exercises, with expectation of understanding client share of wallet, MUFG’s competitive advantage and ways to strike the right fit to grow cross sell
Analyze complex treasury armaments, from which you will create proposals and pricing models.
Perform routine pipeline, and detailed sales tracking
Recommend exception pricing to large deal review committee for exception pricing, and services
Monitor and update company profiles to ensure adequate recordkeeping of bank relationships.
Work with Product Management partners to enhance current product set, that will allow you to succeed, and identify new treasury product solutions.
20% Risk Management
Adhere 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).
Certify 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.
Participate in any required corporate and business line Compliance Training.
Follow account opening procedures suspicious activity referral requirements and processes.
Work with clients to understand each client's normal account activity.
The right candidate will have:
7-10 years experience in sales and relationship management; preferably at a well-known cash management provider; foreign or domestic
Knowledge of advanced outside sales and marketing techniques, bank lending policies and practices, operations and services, Federal and State banking regulations
Certified Treasury Professional (CTP) accreditation a plus
Strong knowledge of treasury management concepts and principles and ability to bring thought-leadership to portfolio
Excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities
Proficient in Microsoft Word, Excel, and PowerPoint
Must be able to travel locally and regionally to business conferences (could require extensive nation-wide airline travel in some market segments)
Bachelor's degree, MBA a plus
The typical base pay range for this role is between $130K - $180k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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 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 on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute