MUFG Union Bank Treasury Relationship Manager in San Diego, California
Treasury Relationship Manager - 10047195-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.
Note : 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.
We're searching for a Treasury Relationship Manager to handle the prospecting and sales effort of an assigned General Markets portfolio. You will need to solicit highly complex prospects and retain profitable clients. In addition, you will mentor the sales team on industry best practices and customized treasury requirements.
Major Responsibilities :
55% Business Development
Generate new business through outside sales or self-sourced.
Responsible for client acquisition and cross-selling bank products and services.
Analyze complex treasury services proposals and pricing models.
Perform detailed sales tracking using approved sales tracking system.
Participate in a structured client account retention program.
25% Account Management
Handle the most complex client relationships to increase portfolio revenues.
Recommend exception pricing to Industry Manager for approval.
Monitor and update company profiles maintained in ESB to ensure adequate recordkeeping of bank relationships.
Work with CDGTM Product Management to develop new treasury product solutions.
20% 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).
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 :
10 years experience in sales and relationship management
Knowledge of advanced outside sales and marketing techniques, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations
Certified Treasury Professional (CTP) accreditation preferred
Knowledge of treasury management concepts and principles
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)
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 : Sales & Trading
Primary Location : CALIFORNIA-Irvine
Other Locations : CALIFORNIA-San Diego
Job Posting : Sep 23, 2021, 8:49:12 AM
Shift: : Day
Schedule: : Full Time
Req ID: 10047195-WD