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MUFG

Treasury Associate (Analyst / AVP)

Posted 4 Days Ago
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In-Office
New York, NY, USA
Junior
In-Office
New York, NY, USA
Junior
The Treasury Associate supports sales efforts in treasury management by assisting with client proposals, implementation, and compliance, while developing industry knowledge.
The summary above was generated by AI

Do you want your voice heard and your actions to count?

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.

We're seeking a Treasury Associate to support complex sales execution efforts within an assigned geographical or industry-related area. You will work with assigned Treasury Consultant(s) to provide solutions to clients.
In addition, you will assist in generating new revenue through the sale of Transaction Banking products and services to bank prospects and existing clients. You need to develop proficiency and knowledge of treasury and operational practices and demonstrate the ability to work independently.
Responsibilities:
Sales Execution:
- Help Treasury Sales team exceed assigned revenue goals.
- Develop industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value.
- Recommend cross sell opportunities.
- Reduce non-sales related activities for Treasury Consultants and resolve any issues/questions when the Treasury Consultant is out of office.
- Participate in creating new client proposals and onboarding.
- Create draft pricing models, return on investment, and/or cost-benefit calculators.
- Research and build written content for complex proposals using Proposal Library, Resource Center, and other tools.
Implementation:
- Create and submit internal worksheets specific to new complex product implementation.
- Originate and oversee implementation of complex treasury sales through completion.
- Monitor progress and make decisions on next steps, communicate results and updates to clients and internal partners.
- Develop a network of contacts in Transaction Banking, Product, and CCSU to assist in process management and problem resolution.
Risk/Compliance:
- Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision.
- Maintain compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position.
The right candidate will have:
- 1 year experience in treasury management and/or sales
- Knowledge of corporate treasury and financial operations needs
- Understanding of ERP and accounting systems
- Communication and presentation skills
- Effective time management, prioritization, and customer service skills
- Ability to take ownership of projects and see them through to completion
- Bachelor's degree or equivalent work experience, plus strong technical experience and skills.
- CTP and AAP certifications preferred

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.

MUFG Jersey City, New Jersey, USA Office

34 Exchange Pl, Jersey City, NJ, United States, 07302

MUFG New York, New York, USA Office

1221 6th Ave, New York, NY, United States, 10020

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