Treasury Associate

Mitsubishi UFJ Financial Group•New York, NY

3d•Hybrid

About The Position

MUFG is seeking a Treasury sales professional to support complex Treasury Management sales execution. The role partners with assigned Treasury Consultants to develop consultative client solutions and help generate revenue through Transaction Banking products and services. The posting describes the position as a senior sales analyst role and includes responsibilities spanning sales execution, implementation, special projects, personal development, and risk and compliance. The selected colleague will work at an MUFG office or client sites four days per week and remotely one day per week. The role may also be eligible for discretionary performance-based bonus and/or incentive compensation. The typical base pay range is $83,000–$99,000, depending on job-related knowledge, skills, experience, and location.

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 Treasury Sales team exceed assigned revenue and sales activity goals.
Partner with assigned Treasury Consultants to build product solutions based on client needs.
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/or cost-benefit calculators.
Research and develop 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 or client questions 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 implementations through completion.
Lead special projects and initiatives.
Provide direction or support to less experienced Treasury Analysts.
Provide feedback on ways to improve 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.
Implement and follow policies and procedures that support the Bank's Risk Vision.
Further a culture of risk and compliance discipline.