MUFG Union Bank Jobs

Mobile mufg Logo

Job Information

MUFG Union Bank GTS Corporate Trust Sales Support in San Francisco, California

GTS Corporate Trust Sales Support - 10043562-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:

  • Responsible for assisting overall GTS Corporate Trust Services Sales team to meet or exceed assigned revenue and sales activity goals

  • Partners with assigned GTS Business Development Officers (BDO) to manage all requests for new account opening packages and pricing proposals

  • Reduces non-sales activities for GTS BDOs, supporting the necessary collection and review of all related documents and forms, particularly for KYC/CIP CDD and EDD as applicable.

  • Resolves any sales related issues/questions when GTS BDO is out of the office, keeps the new business deal/transaction moving forward to close.

  • Works with banking and GTS business unit partners, BDOs, and/or Client to gather required new account information and documentation to establish accounts, respond to client questions and inquiries both by email and phone

  • Reviews New Account Package (NAP) and all corresponding documentation and collaborates with GTS Corporate Trust Client Development Managers and GTS Client Onboarding team to ensure accurate product/services have been identified and all requirements are met

  • Participates in the evolution of the New Account Packages in collaboration with the GTS Corporate Trust Services and GTS Business Controls and Governance team’s implementation

Additional Responsibilities:

  • Implementation

  • Coordinates and manages hand-off of all new account documentation to Client Onboarding team

  • Communicates results and updates to clients and internal partners

  • Develop a network of contacts in TBA-GTS to assist in process management and problem resolution

  • Risk Management

  • The employee will be expected to demonstrate a commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance, and other risk management-related requirements as appropriate

  • The employee is expected to further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files and business transactions.

  • Work on special projects as needed



  • 7-10 years of experience and an in-depth knowledge of Corporate Trust products and services required

  • Work experience with Sales Officers preferred

  • Typically requires BA/BS degree or equivalent work experience plus strong technical experience and skills

  • Knowledge of BSA/AML requirements is a must

  • Excellent verbal and written communication skills

  • The ability to work in a team; fostering a healthy and collaborative environment with all business partners is essential

  • Effective time management

  • Must be able to deliver extraordinary client experiences

  • Thoroughness, accuracy, relevance, follow-through, ownership, and sense of urgency is expected

  • Passion to drive for results

  • Ability to work under tight deadlines, with sensitive high-profile clients and multiple moving parts while maintaining classified nature of projects, if applicable

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 : Transaction Banking

Primary Location : CALIFORNIA-San Francisco

Job Posting : May 3, 2021, 8:01:29 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10043562-WD