AVP, Client Onboarding-Transaction Banking
AVP, Client Onboarding-Transaction Banking
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Job Description
Do you want your voice heard and your actions to count
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG) one of the worlds leading financial groups. Across the globe were 120000 colleagues striving to make a difference for every client organization and community we serve. We stand for our values building long-term relationships serving society and fostering shared and sustainable growth for a better world.
With a vision to be the worlds most trusted financial group its part of our culture to put people first listen to new and diverse ideas and collaborate toward greater innovation speed and agility. This means investing in talent technologies and tools that empower you to own your career.
Join MUFG where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.Mid-level staff position which is responsible for implementing new Treasury Services cash management solutions managing project delivery and ensuring successful client experiences. Provide a single point of contact and accountability for corporate client onboarding assignments both internally and with clients. Responsible for completion of the onboarding process for the entire range of Treasury Management products and services as assigned. Requires the ability to work independently identify required tasks work with management to assign tasks and manage overall effort to completion ensuring deadlines are met. Develop proficiency and knowledge of treasury and operational processes. Excellent organizational and communication skills are critical.
Major Responsibilities:
- In-house support for client onboarding assignments (including account opening implementation maintenance and cancellation of services.
- Act as the owner of each customer onboarding as assigned. Establish the plan to complete the onboarding assignments notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding.
- Assist in helping achieve overall revenue goals by managing timely and efficient onboarding projects.
- Responsible for communicating effectively and professionally with clients and internal partners on a regular basis in a collaborative and proactive manner.
- Follow up with clients to ensure that we delivered on what was promised.
- Responsible for creation and submission of internal worksheets specific to assigned onboardings.
- Develop a network of contacts in Transaction Banking Product Operations Technology and Client Delivery to assist in process management and problem resolution.
- Demonstrate a commitment to implement and follow policies and procedures that support the Banks Risk Vision including the Banks anti-money laundering (AML) Bank Secrecy Act (BSA) and other relevant operational compliance and other risk management-related requirements as appropriate.
- Further a culture of risk and compliance discipline which includes but is not limited to maintaining compliance with Bank and business process-related policies and procedures exhibiting a strong understanding of the risks associated with the employees position escalating issues of risk concern to management and maintaining appropriate data integrity and confidentiality with regard to all customer files customer information and business transactions.
Qualifications:
- Previous Customer Service (internal and external) skills preferred. Able to deliver an extraordinary client experience
- Project management skills
- Strong organizational and decision-making skills. Effective time management and prioritizing skills.
- Keen attention to detail
- Strong verbal written and interpersonal communication skills
- Ability to adapt to a changing environment including changes or adjustments to work schedule
- Must be a team player who fosters collaborative working relationships across the organization. Exhibit ability to work effectively in a team environment. Excellent interpersonal skills
- Knowledge of cash/treasury management solutions preferred
- Ability to take ownership of projects and see them through to completion is required.
- A passion to drive for results.
- Aptitude to learn documentation and risk requirements
- Ability to work on multiple applications while working under minimal supervision
- Proficiency in MS Office Tools: Outlook Excel and Word
- Minimum three-year applicable work experience in treasury management or banking
- Familiarity with MUFG Union Bank organization is a plus
The typical base pay range for this role is between $80K - $100K depending on job-related knowledge skills experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes 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 and paid vacation sick days and holidays. For more information on our Total Rewards package please click the link below.
Required Experience:
Exec
Employment Type
Full-Time
