Treasury Relationship Manager, Vice President

MUFG • New York, NY

1d • $158,000 - $190,000 • Hybrid

About The Position

MUFG is seeking a Treasury Relationship Manager to lead prospecting and sales for an assigned General Markets portfolio, solicit highly complex prospects, retain profitable clients, and mentor the sales team on industry best practices and customized treasury requirements. The role works at an MUFG office or client sites four days per week and remotely one day per week. Local and regional travel to business conferences is required and, in some market segments, may involve extensive nationwide air travel.

The position focuses on business development, account management, and risk management. The Treasury Relationship Manager generates new business, acquires clients, cross-sells bank products and services, manages complex relationships, and supports the development of treasury product solutions. The role also ensures compliance with applicable bank policies, regulations, account-opening processes, and related documentation and reporting 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 the ability to sell bank services, negotiate, and close sales opportunities.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Ability to travel locally and regionally to business conferences; some market segments may require extensive nationwide air travel.
• Bachelor’s degree.

Nice To Haves

• Certified Treasury Professional (CTP) accreditation is 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 activity 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 ensure adequate records 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).
• Certify that required forms and tasks—including CIP, KYC, SAR, and CTR items—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.
• Potential eligibility for discretionary performance-based bonus and/or incentive compensation.

What This Job Offers

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