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About the Role

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Responsibilities

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.
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.
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.

Requirements

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
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

Skills

Treasury Relationship Management
Sales
Relationship Management
Client Acquisition
Cross-selling
Treasury Services Proposals
Pricing Models
Sales Tracking
Client Account Retention
Bank Policies
Regulatory Compliance
Bank Secrecy Act
USA Patriot Act
Anti-Money Laundering Act
Privacy Act
Regulations Q & X (RESPA)
Customer Identification Program (CIP)
Know Your Customers (KYC)
Suspicious Activity Reports (SARS)
Currency and Transaction Reporting (CTR)
Compliance Training
Account Opening Procedures
Suspicious Activity Referral
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Location

MUFG office or client sites

Work Type

Hybrid

Experience Level

10 years experience

Education Level

Bachelor's degree

Salary/Compensations

The typical base pay range for this role is between $158-$190K depending on job-related knowledge, skills, experience and location.
This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation.

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, and holidays

About the Company

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.

Equal Opportunity

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).
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.