TREASURY ASSOCIATE at MUFG | NY, US | Rezi

TREASURY ASSOCIATE at MUFG

TREASURY ASSOCIATE

MUFG · NY, US

2 days ago

TREASURY ASSOCIATE

MUFG · NY, US

2 days ago
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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

  • Help the Treasury Sales team exceed assigned revenue and sales activity goals.
  • Partner with assigned Treasury Consultants to build appropriate product solutions for clients based on their needs.
  • Proactively recommend cross-sell opportunities.
  • Resolve issues/questions when the Treasury Consultant is out of office.
  • Participate in all areas related to new client proposals and onboarding.
  • Create draft pricing models, return on investment and/or cost-benefit calculators.
  • Research and build written content for proposals using Proposal Library, Resource Center, and other tools.
  • Design client/prospect communications, proposals, account structures, and pricing with Team Lead.
  • Assist with pre-call research, account structures, and annual reviews.
  • Respond to one-off internal partner or client queries on product capabilities.
  • Implement treasury solutions and follow up with clients to ensure delivery.
  • Create and submit internal worksheets specific to new complex product implementation.
  • Originate and oversee implementation of complex treasury sales through completion.
  • Lead special projects and initiatives.
  • Provide direction or support to less experienced Treasury Analysts.
  • Provide feedback on ways to improve the Treasury Associate process as IT relates to Transaction Banking.
  • Create an Individual development plan with appropriate landmarks to help gain the skills needed to transition into a Treasury Associate.
  • Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision.
  • Further a culture of Risk and compliance discipline.

Requirements

  • 2 years of experience in treasury management and/or sales
  • Bachelor's Degree or equivalent work experience, plus strong technical experience and skills
  • Knowledge of corporate treasury and financial operations needs
  • Understanding of widely-used ERP and accounting systems is a plus
  • Professional verbal, written, and presentation skills

Skills

  • Treasury Management
  • Sales
  • Consultative Solutions
  • Transaction Banking Products and Services
  • Sales Execution
  • Product Solutions
  • Cross-sell
  • Client Proposals
  • Onboarding
  • Pricing Models
  • Return on Investment Calculators
  • Cost-Benefit Calculators
  • Written Content Creation
  • Proposal Development
  • Client Communications
  • Account Structures
  • Pre-call Research
  • Annual Reviews
  • Product Capabilities
  • Treasury Solutions Implementation
  • Complex Product Implementation
  • Risk Management
  • Compliance
  • Technical Experience
  • ERP Systems
  • Accounting Systems
  • Verbal Communication
  • Written Communication
  • Presentation Skills

Location

  • MUFG office or client sites

Work Type

  • Hybrid

Experience Level

  • Senior

Education Level

  • Bachelor's Degree or equivalent work experience

Salary/Compensations

  • $83K-$99K

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) is one of the world’s leading financial groups.
  • Across the globe, MUFG has 150,000 colleagues, striving to make a difference for every client, organization, and community they serve.
  • MUFG stands for its values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
  • MUFG's vision is to be the world’s most trusted financial group.
  • It is part of MUFG's 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 employees to own their career.

Equal Opportunity

  • 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.