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MUFG Union Bank Sr. Technology Relationship Manager - Director - Commercial Banking in Palo Alto, California


Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

Technology Banking -Who we are

We are a specialized industry banking team dedicated to building lead relationships through delivering sound, strategic and balanced advice to early stage, growth stage, mature & public companies.

Our mission is to:

  • Deliver in-depth technology industry knowledge with a focus on industry trends, dynamics, and competitive landscape

  • Accelerate the strategic dialogue between the client and the Bank

  • Provide access to industry specialized credit organization, delivering faster decisions to the client

  • Align relationships within Technology, Media & Telecom investment banking coverage for M&A and capital markets execution

  • Leverage MUFG’s advanced technology partnerships, innovation, strategic & commercial capital teams

  • Engage with venture capital firms and access partnerships with venture debt lenders

Job Summary:

Responsible for developing new commercial credit relationships and managing a portfolio of complex credits. In conjunction with a credit executive, structures transactions and assists credit executive in obtaining credit approval. Works with clients to present solutions to short- and long-term strategic objectives. May act as agent in complex multi-bank syndicated transactions.

Management or Supervision: No

Major Responsibilities:

Business Development:

  • Focus on the achievement of new business goals, as determined by manager. Call on a qualified list of prospects and referral sources with calling activity goals set by manager. Demonstrate the ability to advance the sales process with prospects.


  • Responsible for increasing annual NOI of existing portfolio, as well as contributing towards region's annual new business goal.

Portfolio Management:

  • Pro-actively manage a portfolio of commercial relationships. Act as the focal point for existing relationships in the portfolio. Orchestrate and coordinate client needs to ensure the highest quality of service and maximum financial return for the Bank.

  • Lead a team, which may consist of RM, CE, CA and various product specialists, in delivering service to the client. Thoroughly understand clients' short- and long-term strategies in order to provide value-added advice and suggestions to help clients meet their objectives. Share responsibility with the CE for cross-selling other bank products to existing clients. Share responsibility with the CE for the credit quality of the portfolio.

  • May act as agent in complex multi-bank syndicated transactions.

  • Acts as mentor in developing calling skills of junior credit executives and credit officers.



Education, Licensure, Year of Experience (and type of work experience):

  • Normally requires 10 years in commercial banking.

  • Proven track record of closing meaningful transactions with technology oriented companies.

  • Experience acting as the agent in multi-bank transactions.

Knowledge, Skills, Abilities:

  • Through knowledge of other banking products and services, including bank and capital market products.

  • Results oriented.

  • Excellent interpersonal and negotiating skills (both internal and external).

  • Strong understanding of credit.

  • Ability to handle several tasks simultaneously.

  • Ability to both lead a deal team and work as part of a team.

  • Strong time management and organizational skills.

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: Commercial Banking

Primary Location: CALIFORNIA-Palo Alto

Schedule Full Time

Shift Day

Req ID: 10042652-WD