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MUFG Union Bank Transaction Banking Technical Professional, Analyst in San Francisco, 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.

This is a hybrid position. The selected colleague will work at an MUFG office an average of two to three days per week with the remainder worked remotely.

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.

Job Summary

This position is a technical expert on the systems and/or software associated with the products and services of the Treasury Management Division. This individual is responsible for providing pre/post technical and operational support on the phone and ensuring clients are fully enabled to utilize the features of various programs and applications. Demonstrate strong team building skills, interpersonal relationships, and leadership qualities. Responsible for providing excellent service to the Bank's clients by managing daily activities, controlling risk, monitoring performance, and providing guidance and training to assigned colleagues. Ensures appropriate quality measures are enforced and maintain high service standards. Provide guidance with daily activities, client interactions, and service solutions. Champion new processes, training enhancements, and Roadmap updates. Assist with the monthly Policy & Procedures review to include the participation with associates. Identify areas of opportunity and efficiency which would decrease call volume and assist with the execution of business initiatives, outreach opportunities, and structured campaigns. Share best practices that elevate team members knowledge and expertise. Additional opportunities may be assigned within the position as needed in the management of project(s) or databases.

Major Responsibilities:

  • Act as a dedicated client service support and primary escalation for complex transaction queries

  • Provide guidance and training to assigned colleagues, ensuring appropriate quality measures are enforced and maintain high service standards.

  • Make independent decisions regarding customer requests weighing impact based on risk and drawing on overall banking knowledge and experience.

  • Provide guidance and training to assigned colleagues, ensuring appropriate quality measures are enforced and maintain high service standards.

  • Technical and operational support of software, systems, sub-systems and/or applications for customers requiring remote diagnostic capabilities.

  • Serve as technical expert on installation, operation, configuration, upgrades, customization, and usage of assigned products. Apply diagnostic techniques to identify problems, investigate causes, recommends solutions to correct common failures and documents resolutions.

  • Ensure service levels and operational goals are met by promoting adherence to schedules, monitoring interactions, and coaching for excellence. Maintain a high level of expertise in all products, services.

  • Participate in systems and application design, modification, trouble shooting and implementation with the client, information services, and other operational areas of the Bank as appropriate.

  • Uses product knowledge to resolve challenging client issues and conduct root cause analysis

  • Maintain documentation of each client utilizing Treasury Management services to allow for an adequate level of support.

  • Diagnose and resolves product performance problems. Perform maintenance and repair services. Ensure client satisfaction by advising customers on preventive maintenance and configurations, which may impact product performance. Take responsibility for potential or desired follow-up services (sales) or problem escalation.

  • Provide technical expertise and support to clients in risk-assessments and the implementation of appropriate data security policy, procedures, and products. Provide technical expertise and guidance on the administration of security tools that control and monitor data security including intrusion detection and unauthorized use.

  • Provide additional support to Treasury Management team as assigned. Project(s) may include product enhancements, new products, or database management.

  • Comply fully with all Bank Operational and Credit Policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, Compliance Training, etc.).

  • Complete all special projects as requested

*Minimum 4 years of financial services experience

  • *Minimum 4 years of Treasury Management experience

  • *Minimum 4 years of experience supporting complex systems and/or software

  • *Minimum 4 years of Supervisory/Management experience

Skills and Knowledge

  • Preferred degree from a four-year college or university with concentration in a discipline directly related to the financial services industry or equivalent four years of experience in supporting complex systems and/or software associated with Treasury Management products and services.

  • This level requires general knowledge of other related business and technical disciplines/processes. Resolves or coordinates a wide variety of problems of moderate scope and complexity.

  • Strong Interpersonal and communication skills to effectively work with all levels of management

  • Excellent problem-solving skills.

  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge

  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

  • Ability to work effectively and as a leader and team member

  • Refined professional presentation skills and face-to-face client servicing background

  • Highly organized with ability to manage competing priorities

*To be considered for this position you must meet at least these basic qualifications

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 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.

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.


At Union Bank, 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 some time reviewing them!

Our Culture Principles

  • Client Centric

  • People Focused

  • Listen Up. Speak Up.

  • Innovate & Simplify

  • Own & Execute