What are the responsibilities and job description for the Associate, Treasury Sales position at MUFG?
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Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 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.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Position Summary:
We're searching for a Treasury Relationship Associate responsible for supporting 2-3 Treasury Relationship Managers and their respective portfolios of Large- and Mid-Cap Japanese corporate clients. This support includes, but is not limited to, managing inbound client sales-related inquiries, overseeing product implementations, if required, and filling out pricing sheets and other support materials.
In addition, the associate is expected to keep the Relationship Managers, as well as other pertinent coverage partners, apprised of any key developments that occur with the portfolio or with individual clients when Relationship Manages are otherwise engaged or travelling.
Major Responsibilities:
90% Sales Support & Account Management
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
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 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.
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 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.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Position Summary:
We're searching for a Treasury Relationship Associate responsible for supporting 2-3 Treasury Relationship Managers and their respective portfolios of Large- and Mid-Cap Japanese corporate clients. This support includes, but is not limited to, managing inbound client sales-related inquiries, overseeing product implementations, if required, and filling out pricing sheets and other support materials.
In addition, the associate is expected to keep the Relationship Managers, as well as other pertinent coverage partners, apprised of any key developments that occur with the portfolio or with individual clients when Relationship Manages are otherwise engaged or travelling.
Major Responsibilities:
90% Sales Support & Account Management
- Assist Treasury Relationship Manager with all business support as needed, including client pricing and document execution.
- Perform routine pipeline and sales tracking/analytics.
- Monitor and update company profiles to ensure adequate recordkeeping of bank relationships.
- Collaborate with internal constituents in Operations, Risk, Product, Compliance, and Risk as required to support Treasury Relationship Managers.
- Provide support on ad-hoc projects, as required.
- Follow and adhere to all bank Regulatory Compliance policies such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, and others.
- Certify that all related risk-related forms such as Suspicious Activity Reports (SARs) and Currency and Transaction Reporting (CTR) are completed within assigned time periods.
- Complete all required corporate and business line Compliance Trainings on time.
- Know clients well enough to identify suspicious activity and escalate to the Treasury Relationship Manager and Risk staff quickly.
- Bachelor's degree
- 1 years’ experience in sales and relationship management support, preferably at a MUFG peer cash management institution, either foreign or domestic.
- Familiarity with industry standard treasury management concepts and principles and the ability to bring thought-leadership to the role.
- Excellent verbal and written communication.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Flexibility for local and regional travel to client appointments and internal offsites as required.
- Japanese language skills a plus but not required.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
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 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.
Salary : $90,000 - $118,000