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.
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
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
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