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MUFG Union Bank Analyst, Client Data Management (Salesforce Support) in United States

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. 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.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Client Management Services team is situated within the Corporate and Investment Banking Division of MUFG Bank. However, this function acts as a centralized 1st line support team, providing support to both to both MUFG Bank London and MUFG Securities.

MAIN PURPOSE OF THE ROLE

The Client Management Services (CMS) team services all front office areas throughout EMEA across Bank and Securities with responsibility and effective oversight of circa 7,000 existing counterparts.

Within CMS, the Client Data Quality & FO Technology Strategy team’s focus is on driving a strategic solution regarding increased quality and visibility of counterparty data along with providing recommendations to business on FO Technology footprint.

This role will be a hybrid role providing Salesforce support to RM community along with data analysis support with ongoing data quality reviews including data collation, data reconciliations, MI and system feedback in partnership with business and technology teams.

KEY RESPONSIBILITIES

In this role you will be responsible for

  • Providing Salesforce support to Relationship managers with regards changes in coverage, data sharing / consent requests, account unlock or other requests.

  • Managing weekly, monthly reporting cycle and adhoc MI from Salesforce including but not limited to Call Reports and Finance reports.

  • Data analysis support with any data quality remediation efforts including working with Business and system owners to remediate data and feed back to golden source systems.

  • Running BAU Data Quality Validation Frameworks.

  • Managing Internal Outreaches to FO Teams for data clean-up / validation exercises, collation of responses and MI Reporting.

  • Support with improvement on identified client data quality issues.

  • Preparing MI showing progress of data collation and progress of data quality improvement.

WORK EXPERIENCE

Essential:

  • One or more of the following is essential :

  • 2 - 3 years + experience using Salesforce as a CRM tool.

  • 2 - 3 years + hands on experience working with Client Data

Preferred:

  • Previous experience within a top tier financial institution preferable

SKILLS AND EXPERIENCE

Functional / Technical Competencies:

Essential

  • Salesforce experience (support role preferred)

  • Proficiency in MS Office with Advanced Excel

  • Proven Stakeholder Management skills

  • Ability to complete milestones and work toward multiple deadlines simultaneously

  • Strong analytical skills are essential

  • Ability to analyse and interpret data

  • Problem solving skills

  • A methodical & logical approach

  • Accuracy and excellent attention to detail

  • Tangible experience of running data and MI initiatives within a complex organizational structure, with the ability to demonstrate successful outcomes

  • Broad knowledge of investment and corporate banking products and services and how they impact or support clients across sectors / regions.

PERSONAL REQUIREMENTS

  • Excellent communication and presentation skills

  • Ability to work autonomously

  • Results driven, with a strong sense of accountability

  • A proactive, motivated approach

  • The ability to operate with urgency and prioritise work accordingly

  • Strong decision making skills, with the ability to demonstrate sound judgement

  • A structured and logical approach, also demonstrating creativity and innovation in solution forming

  • Strong problem solving skills

  • The ability to manage large workloads and tight deadlines

  • Excellent attention to detail and accuracy

  • A calm approach, with the ability to perform well in a pressurised environment

  • Strong numerical skills

  • Strong teamwork skills and enjoys working within a collaborative culture

We are open to considering flexible working requests in line with organisational requirements.

MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.

We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.

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