Treasury Relationship Manager, Vice President

Mitsubishi UFJ Financial Group • New York, NY

4d • Hybrid

About The Position

The Treasury Relationship Manager, Vice President, handles prospecting and sales for an assigned General Markets portfolio, soliciting highly complex prospects and retaining profitable clients. The role also mentors the sales team on industry best practices and customized treasury requirements. The selected colleague works at an MUFG office or client sites four days per week and remotely one day per week.

The position is organized around business development (55%), account management (25%), and risk management (20%). Responsibilities include generating new business, acquiring clients and cross-selling bank products and services; managing complex client relationships; developing treasury solutions with product management; and ensuring compliance with applicable bank policies, regulations, and account-opening requirements.

Requirements

• 10 years of experience in sales and relationship management.
• Knowledge of advanced outside sales and marketing techniques, bank lending policies and practices, bank operations and services, and federal and state banking regulations.
• Knowledge of treasury management concepts and principles.
• Excellent verbal and written communication skills, including selling bank services, negotiating, and closing sales opportunities.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Ability to travel locally and regionally to business conferences; extensive nationwide airline travel may be required in some market segments.
• Bachelor's degree.

Nice To Haves

• Certified Treasury Professional (CTP) accreditation preferred.

Responsibilities

• Generate new business through outside sales or self-sourced efforts.
• Acquire clients and cross-sell bank products and services.
• Analyze complex treasury services proposals and pricing models.
• Track sales using the approved sales tracking system.
• Participate in a structured client account retention program.
• Manage the most complex client relationships to increase portfolio revenues.
• Recommend exception pricing to the Industry Manager for approval.
• Monitor and update company profiles maintained in ESB to support adequate recordkeeping of bank relationships.
• Work with CDGTM Product Management to develop new treasury product solutions.
• Ensure adherence to bank policies and regulatory compliance requirements, including the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, and Regulations Q and X (RESPA).
• Ensure related forms and tasks, including CIP, KYC, SARS, and CTR requirements, are completed within assigned time periods.
• Participate in required corporate and business-line compliance training.
• Follow account-opening procedures and suspicious-activity referral requirements and processes.
• Work with clients to understand each client's normal account activity.
• Mentor the sales team on industry best practices and customized treasury requirements.

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: Senior