Associate, Treasury Sales

Mitsubishi UFJ Financial Group•Los Angeles, CA

1d•Hybrid

About The Position

This position is for a Treasury Relationship Associate responsible for supporting 2-3 Treasury Relationship Managers and their respective portfolios of Large- and Mid-Cap Japanese corporate clients. The role involves managing inbound client sales-related inquiries, overseeing product implementations, and completing pricing sheets and other support materials. The associate will also keep Relationship Managers and other coverage partners informed of key portfolio developments when Relationship Managers are unavailable. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.

Requirements

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.

Nice To Haves

Japanese language skills strongly preferred.

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.