TREASURY ASSOCIATE

MUFG • New York, NY

4d • $83,000 - $99,000 • Hybrid

About The Position

MUFG is seeking a Treasury Associate to support complex Treasury Management sales execution as an in-house senior sales analyst. The role works with assigned Treasury Consultants to develop consultative solutions for clients and help generate revenue through the sale of Transaction Banking products and services. The selected colleague works at an MUFG office or client sites four days per week and remotely one day per week.

The role supports sales execution, treasury solution implementation, special projects, and professional development while following the Bank’s risk and compliance policies. The colleague will also develop an individual development plan to build the skills needed to transition into a Treasury Associate.

Requirements

• At least 2 years of experience in treasury management and/or sales.
• Bachelor’s degree or equivalent work experience.
• Strong technical experience and skills.
• Knowledge of corporate treasury and financial operations needs.
• Professional verbal, written, and presentation skills.

Nice To Haves

• CTP certification.
• AAP certification.
• Understanding of widely used ERP and accounting systems.

Responsibilities

• Help the overall Treasury Sales team exceed assigned revenue and sales activity goals.
• Partner with assigned Treasury Consultants to build product solutions based on client needs and proactively recommend cross-sell opportunities.
• Resolve issues and questions when the Treasury Consultant is out of office.
• Participate in new client proposals and onboarding.
• Create draft pricing models, return-on-investment calculations, and cost-benefit calculators.
• Research and prepare proposal content using the Proposal Library, Resource Center, and other tools.
• Design client and prospect communications, proposals, account structures, and pricing with the Team Lead.
• Assist with pre-call research, account structures, and annual reviews.
• Respond to internal partner and client inquiries about product capabilities.
• Implement treasury solutions and follow up with clients to ensure delivery.
• Create and submit internal worksheets for new complex product implementations.
• Originate and oversee complex treasury sales implementation through completion.
• Lead special projects and initiatives.
• Provide direction or support to less experienced Treasury Analysts.
• Provide feedback on improving the Treasury Associate process as it relates to Transaction Banking.
• Create an individual development plan with milestones to gain skills needed to transition into a Treasury Associate.
• Demonstrate commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision.
• Further a culture of risk and compliance discipline.

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, and holidays.
• May be eligible for discretionary performance-based bonus and/or incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level