Commercial Account Operations, Analyst
MUFG Americas, Tampa, FL, United States
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 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 world’s most trusted financial group, it’s 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.
Responsibilities:
Responsibilities include supporting all activities pertinent to the timely, accurate and efficient processing of commercial account transactions including onboarding clients into the system, opening and closing accounts and handling transitions and conversions. The Commercial Account Operations Analyst / Officer assists with:
Providing client support for onboarding, maintenance, and closing activities
Reconciling and reviewing incoming or outgoing data for accuracy to ensure data quality
Ensuring timely and effective commercial account monitoring and reporting
Identifying, documenting, and escalating significant gaps or data quality issues
Ensuring corporate account onboarding, transition and closing activities meet compliance, legal and regulatory requirements
Preparing required documentation for audit purposes
Work Experience:
Financial services industry experience. Knowledge of commercial account operations or related discipline a plus
Understanding of the account activation process and corresponding regulations preferred.
Strong written, verbal and interpersonal skills
Demonstrated command of Microsoft PowerPoint, Excel, and Word
Strong analytical abilities and abilities to learn
Abilityto handle multiple assignments simultaneously
Knowledge of credit agreement negotiation, legal documentation, and risk management.
Ability to work independently and collaboratively across functional teams.
Functional Skills:
Basic experience with commercial accounts, cash management, payment operations or other deposit services
Exposure to commercial or corporate account banking systems and processes
Foundational knowledge of financial products, accounting principles and compliance regulations
Exposure to regulatory and reporting requirements
Proficiency with relevant business software
Foundational Skills:
Communicate effectively
Identifies multiple paths to success through the development of analytical, critical thinking, and decision-making skills
Exercises sound judgement and strive for continuous improvement
Demonstrates optimism, resilience, flexibility, and openness to others' ideas
Learn while doing
Actively listens and asks thoughtful questions
Leverages available technology to achieve efficiency and results
Engages inclusively and with intent
Always acts with integrity
Education:
Degree or equivalent work experience equally preferable
Degree in accounting, finance, or other relevant fields
A minimum of 3-5 years of experience in structured finance, or a similar role in the financial services industry.
The typical base pay range for this role is between $61K - $77K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses 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, paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. 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 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 on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
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Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 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 world’s most trusted financial group, it’s 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.
Responsibilities:
Responsibilities include supporting all activities pertinent to the timely, accurate and efficient processing of commercial account transactions including onboarding clients into the system, opening and closing accounts and handling transitions and conversions. The Commercial Account Operations Analyst / Officer assists with:
Providing client support for onboarding, maintenance, and closing activities
Reconciling and reviewing incoming or outgoing data for accuracy to ensure data quality
Ensuring timely and effective commercial account monitoring and reporting
Identifying, documenting, and escalating significant gaps or data quality issues
Ensuring corporate account onboarding, transition and closing activities meet compliance, legal and regulatory requirements
Preparing required documentation for audit purposes
Work Experience:
Financial services industry experience. Knowledge of commercial account operations or related discipline a plus
Understanding of the account activation process and corresponding regulations preferred.
Strong written, verbal and interpersonal skills
Demonstrated command of Microsoft PowerPoint, Excel, and Word
Strong analytical abilities and abilities to learn
Abilityto handle multiple assignments simultaneously
Knowledge of credit agreement negotiation, legal documentation, and risk management.
Ability to work independently and collaboratively across functional teams.
Functional Skills:
Basic experience with commercial accounts, cash management, payment operations or other deposit services
Exposure to commercial or corporate account banking systems and processes
Foundational knowledge of financial products, accounting principles and compliance regulations
Exposure to regulatory and reporting requirements
Proficiency with relevant business software
Foundational Skills:
Communicate effectively
Identifies multiple paths to success through the development of analytical, critical thinking, and decision-making skills
Exercises sound judgement and strive for continuous improvement
Demonstrates optimism, resilience, flexibility, and openness to others' ideas
Learn while doing
Actively listens and asks thoughtful questions
Leverages available technology to achieve efficiency and results
Engages inclusively and with intent
Always acts with integrity
Education:
Degree or equivalent work experience equally preferable
Degree in accounting, finance, or other relevant fields
A minimum of 3-5 years of experience in structured finance, or a similar role in the financial services industry.
The typical base pay range for this role is between $61K - $77K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses 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, paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. 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 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 on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
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