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MUFG

VP TRM Sales FIG

Posted Yesterday
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In-Office
New York, NY, USA
Mid level
In-Office
New York, NY, USA
Mid level
Lead and support Transaction Banking sales to meet revenue goals by developing treasury solutions, creating proposals, pricing models, and delivering client presentations. Collaborate with TRMs, TMCs, and internal partners to identify cross-sell opportunities, manage onboarding, and assist with portfolio analysis, special projects, and risk/compliance adherence.
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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.

• Minimum three-year applicable work experience in treasury management and/or sales required. • Degree from a four-year college (e.g., B.A, B.S.) or equivalent work experience is strongly preferred, plus strong technical experience and skills. • CTP certifications preferred.  AFP involvement preferred. • Knowledge of corporate treasury and financial operations needs is a plus. • A general understanding of widely used ERP and accounting systems is a plus. • Proven professional verbal, written, and presentation skills required. • The ability to work in a team; fostering a healthy and collaborative environment with all business partners is needed. • Effective time management and prioritizing skills are also needed. Must be able to deliver extraordinary client experiences. • Ability to take ownership of projects and see them through to completion is required. • Travel may be required (0-25%) • Passion to drive for results. . SALES EXECUTION:  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. Partner with assigned TRMs and TMCs to create appropriate product solutions for clients based on their needs, best practices and regulatory demands. Proactively recommend cross sell opportunities. Reduce non-sales related activities for TRMS and TMCs. Resolve appropriate issues/questions when the TRM or TMC is out of office and refer those as appropriate to other partners or departments for resolution. Participate in all areas related to new client proposals and proposal delivery. Associate will attend client facing meetings as appropriate and will lead meeting specific follow up.  Quantitative analysis activities specific to this area include creating draft pricing models, managing AAA related review and drafting working capital management analysis. Assist with the research and creation of written content for complex proposals using Proposal Library, Resource Center and other tools. In collaboration with team leads, TRMS, TMCs and other internal business partners, design client/prospect communications, proposals, account structures, pricing and annual reviews. Associate will be responsible for communicating with clients and internal partners on a regular basis via phone/web. Occasionally may perform technical product demonstrations via webinar.  Assist with pre-call research and post-call analysis Respond to one-off internal partner or client queries on product capabilities. Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution. Oversee and review onboarding within Client Delivery team as needed.  Communicate effectively and professionally. Be a proactive and collaborative partner. SPECIAL PROJECTS:  Sr. TAs may participate in special projects and initiatives as directed by management. Special projects may involve client portfolio data mining, channel migration, bank conversion or other significant assignments. Take initiative to provide feedback on ways to improve the TA process as it relates to Transaction Banking.  May provide direction, mentorship or support to less experienced TAs as needed. RISK/COMPLIANCE:  The employee will be expected to demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate. The employee is expected to further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions.

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.

 

HQ

MUFG New York, New York, USA Office

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

MUFG Jersey City, New Jersey, USA Office

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

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