Associate, Treasury Sales

Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups, striving to make a difference for every client and community served. The Treasury Relationship Associate will support Treasury Relationship Managers with sales-related inquiries, product implementations, and maintaining client relationships while ensuring compliance with regulatory policies.

Responsibilities

• Assist Treasury Relationship Manager with all business support as needed, including client pricing and document execution
• Perform routine pipeline and sales tracking/analytics
• Monitor and update company profiles to ensure adequate recordkeeping of bank relationships
• Collaborate with internal constituents in Operations, Risk, Product, Compliance, and Risk as required to support Treasury Relationship Managers
• Provide support on ad-hoc projects, as required
• Follow and adhere to all bank Regulatory Compliance policies such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, and others
• Certify that all related risk-related forms such as Suspicious Activity Reports (SARs) and Currency and Transaction Reporting (CTR) are completed within assigned time periods
• Complete all required corporate and business line Compliance Trainings on time
• Know clients well enough to identify suspicious activity and escalate to the Treasury Relationship Manager and Risk staff quickly

Skills

• Bachelor's degree
• 1+ years' experience in sales and relationship management support, preferably at a MUFG peer cash management institution, either foreign or domestic
• Familiarity with industry standard treasury management concepts and principles and the ability to bring thought-leadership to the role
• Excellent verbal and written communication
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Flexibility for local and regional travel to client appointments and internal offsites as required
• Japanese language skills a plus but not required

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
• Holidays

Company Overview