MUFG Union Bank Treasury Relationship Manager/ Team Lead, Director in Los Angeles, California
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. We achieve this by delivering on our values, putting people first, fostering long-term relationships built on honesty and mutual understanding, and inspiring the best in each other. This is all part of our inclusive, high-performing culture supported by Total Rewards that include our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.
Provides team leadership for assigned business unit deposit strategy. Manages the prospecting and sales effort of a team of Deposit/Relationship Managers. Directs/supervises the solicitation of highly complex prospects, and the retention of highly profitable clients. In some market segments, drive revenue through the total bank product set including the sourcing and structuring of credit, capital markets, cash management and Institutional Services & Asset Management opportunities. Represents the Bank by participating in industry/trade associations and events; develops relationships with major referral sources. Responsible for department training of new Deposit/Relationship managers. Provide back-up management for Industry/Market Manager when required. Work with Line of Business or Industry/Market Manager to prepare the budget for the assigned market and/or geography. Monitor progress to budget and reforecast as necessary for the assigned market and/or geography.
Business Development - 55% Directly, or through the supervision of team members, generates new business through outside sales.
Responsible for client acquisition and cross selling bank products and services, and in some market segments, the sourcing and structuring of credit, capital markets, cash management and Institutional Services & Asset Management opportunities.
Analyze complex product proposals and pricing models; evaluates the result of recommended pricing on overall client profitability.
Increase the Bank's market share through direct selling and by managing the sales efforts of assigned Deposit/Relationship manager team members.
Administer and monitor a detailed sales tracking system of all team members.
Direct responsibility to lead a structured client account retention program for team members.
Account Management - 25% Directly responsible to manage the most complex client relationships to increase portfolio revenues.
Drives profitability through direct and cross-sales of bank products and services.
Approves exception pricing recommended by team members following the established Approval Matrix.
Establish professional relationships with key entity principles to increase share of wallet.
Monitor and update company profiles maintained in ESB to ensure adequate recordkeeping of bank relationships.
Work with product partners to develop new product solutions based on client specific business needs and conventional treasury industry practice.
Work with Customer Service Unit across product lines to ensure clients receive superior operational support.
Risk Management - 20% Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA).
Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods.
Actively participate in any required corporate and business line Compliance Training.
Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position.
Actively work with clients to understand each client’s normal account activity, as appropriate.
Typically requires a degree from a four-year college (e.g., B.A., B.S.).
Minimum 10 years of sales and relationship management experience.
Good working knowledge of advanced outside sales and marketing techniques, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, and advanced knowledge of the Bank's income and cost structure used to measure profitability.
Formal credit training required in some markets.
Certified Treasury Professional (CTP) accreditation required.
In some market segments, advanced knowledge of the total bank product set including the sourcing and structuring of credit, capital markets, cash management and Institutional Services & Asset Management, as well as concepts & principles related to industry needed products and services.
Supervisory management skills; excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities, and coordinating with others throughout the Bank; preparing and delivering professional grade presentations.
Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.
Must be able to travel locally and regionally to business conferences and events using the most reasonable method available; extensive automobile travel, with some overnight trips, is required.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Job: *Corporate Banking / Relationship Management
Title: Treasury Relationship Manager/ Team Lead, Director
Location: CALIFORNIA-Los Angeles
Requisition ID: 10019790-WD