MUFG Union Bank Treasury Relationship Manager, Vice President in San Francisco, California
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Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
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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
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.
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) - Bachelor's degree
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.
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