Skip to main content
Search Jobs

Reset

Treasury Account Manager, Vice President

Apply Now
  • Requisition # 10049156-WD
  • Job Type Full time
  • Date Posted 04/22/2022
  • Location San Francisco, CA | Walnut Creek, CA

Your potential. Your opportunity.

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.

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 (as ranked by S&P Global, April 2020).In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.

Responsible for helping overall Transaction Banking Sales team exceed assigned revenue and sales activity goals. Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value. Occasionally represents the Bank by participating in industry/trade associations and events; develops relationships with reliable referral sources. Collaborates with sales team members on industry or specialty best practices and customized treasury requirements. Responsible for account retention of depository and treasury management relationships and prospects within an assigned market segment and/or assigned senior Relationship Manager. Major Responsibilities:

Account Management - 60% Perform detailed sales and account management tracking using approved sales tracking system. Execute a written account retention program for clients, which best meets the client's needs and falls within established guidelines. Directly responsible to participate in a structured client account retention program. Monitor and update client profiles as appropriate. Work with CDGTM Product Management to develop appropriate sales responses to RFPs. Work with Customer Service Unit personnel to ensure clients receive superior operational support.

Risk Management - 20% 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). Certification 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. Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand each client's normal account activity, as appropriate.

Business Development - 20% Increase Bank's share of client's total relationship, either directly or indirectly; monitor and enhance profitability of all assigned relationships; cross sell Bank products and services as appropriate. Customarily and regularly exercises discretion and independent judgment in the preliminary preparation of treasury proposals and pricing models.


Qualifications

Typically requires a degree from a four-year college (e.g., B.A., B.S.). Minimum 2 years of sales, sales support and/or relationship management experience. Excellent verbal and written communication skills to include selling of bank services; dealing with clients and bank personnel in resolving operational problems; preparing professional grade presentations. Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint. Certified Treasury Professional (CTP) accreditation preferred. Good working knowledge of treasury management concepts and principles as related to Bank products and services. Must be able to travel locally and regionally to business conferences and events using the most reasonable method available; extensive automobile travel, including possible some overnight trips, may be required. Could require extensive nation-wide airline travel in some market segments. Participates in projects and other duties as assigned by Management.

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.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

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 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. 

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

#LI-Hybrid
Apply Now