Associate, Treasury Sales
Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups, striving to make a difference for every client and community served. The Treasury Relationship Associate will support Treasury Relationship Managers with sales-related inquiries, product implementations, and maintaining client relationships while ensuring compliance with regulatory policies.
Responsibilities
- 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
Skills
- 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
Benefits
- Comprehensive health and wellness benefits
- Retirement plans
- Educational assistance and training programs
- Income replacement for qualified employees with disabilities
- Paid maternity and parental bonding leave
- Paid vacation
- Sick days
- Holidays
Company Overview