Treasury Associate (Analyst / AVP)

MUFG • Los Angeles, CA

1d • Hybrid

About The Position

We're seeking a Treasury Associate to support complex sales execution efforts within an assigned geographical or industry-related area. You will work with assigned Treasury Consultant(s) to provide solutions to clients. In addition, you will assist in generating new revenue through the sale of Transaction Banking products and services to bank prospects and existing clients. You need to develop proficiency and knowledge of treasury and operational practices and demonstrate the ability to work independently. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day.

Requirements

• 1 year experience in treasury management and/or sales
• Knowledge of corporate treasury and financial operations needs
• Understanding of ERP and accounting systems
• Communication and presentation skills
• Effective time management, prioritization, and customer service skills
• Ability to take ownership of projects and see them through to completion
• Bachelor's degree or equivalent work experience, plus strong technical experience and skills.

Nice To Haves

• CTP and AAP certifications preferred

Responsibilities

• Help Treasury Sales team exceed assigned revenue goals.
• Develop industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value.
• Recommend cross sell opportunities.
• Reduce non-sales related activities for Treasury Consultants and resolve any issues/questions when the Treasury Consultant is out of office.
• Participate in creating new client proposals and onboarding.
• Create draft pricing models, return on investment, and/or cost-benefit calculators.
• Research and build written content for complex proposals using Proposal Library, Resource Center, and other tools.
• Create and submit internal worksheets specific to new complex product implementation.
• Originate and oversee implementation of complex treasury sales through completion.
• Monitor progress and make decisions on next steps, communicate results and updates to clients and internal partners.
• Develop a network of contacts in Transaction Banking, Product, and CCSU to assist in process management and problem resolution.
• Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision.
• Maintain compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position.

Benefits

• 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.

What This Job Offers

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