Treasury Relationship Mgr/TL

Job description

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.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

We're seeking a Treasury Relationship Manager to lead the daily activities of a team of Sales Associate support staff. You will supervise the solicitation of highly complex prospects and the retention of highly profitable clients. In addition, you will be responsible for department training of new Treasury Relationship managers and provide back-up management for the Industry/Market Manager. Responsibilities: 55% Business Development - Directly, or through the supervision of team members, generate new business through outside sales. - Cross-sell bank products and services. - Analyze complex product proposals and pricing models. - Evaluate the result of recommended pricing on overall client profitability. - Increase the Bank's market share through direct selling and the sales efforts of assigned Treasury Relationship manager team members. - Administer and monitor a detailed sales tracking system of all team members. - Lead a structured client account retention program for team members. 25% Account Management - Handle the most complex client relationships to increase portfolio revenues. - Approves exception pricing recommended by team members following the established Approval Matrix. - Monitor and update company profiles maintained in Salesforce to ensure adequate recordkeeping of bank relationships. - Work with product partners to develop new product solutions based on client-specific business needs and conventional treasury industry practices. 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 - Follow account opening procedures and suspicious activity referral requirements and processes. 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, and the Bank's income and cost structure used to measure profitability - Formal credit training required in some markets - Certified Treasury Professional (CTP) accreditation - In some market segments, advanced knowledge of the total bank product set including the sourcing and structuring of credit, capital markets, cash management and Institutional Services & Asset Management, as well as concepts & principles related to industry needed products and services - Supervisory management skills and excellent verbal and written communication skills - Proficient in Microsoft Word, Excel, and PowerPoint - Must be able to travel locally and regionally to business conferences and events - Driver's License required - 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.

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.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.