Bilingual Corporate Banking Client Services Specialist
MUFG, Chicago, IL, United States
Job Summary
The Japanese Corporate Banking (JCB) Client Services Sr Specialist’s primary responsibility is to assist JCB corporate banking clients in responding to their inquiries and requests, determining appropriate pricing of loans and deposits based on the market condition at the time of request and relationship status, and instructing middle and back office to book transactions once the rates are agreed upon. The role contributes to the growth of JCB and maximizes overall client satisfaction. The specialist proactively reaches out to clients in cases of irregular activities or discrepancies to resolve issues, protecting the client fund and the bank’s capital, liquidity, and reputation.
Primary Responsibilities
Monitor maturing loans, deposits and FX transactions, proactively reaching out to clients to address funding, saving, and forex needs daily.
Determine the applicable rate based on relationship status and credit approval conditions and obtain funding rates from Global Market Division.
Instruct the back office to book transactions once product terms are agreed, ensuring compliance with approved conditions and sufficient credit capacity.
Close foreign exchange deals (spot and forward) in all major currencies.
Arrange standby domestic money‑market facilities for various terms, ensuring quoted rates meet internal guidelines.
Respond timely to client inquiries and requests to maintain or improve client satisfaction.
Investigate suspicious activities or wire transfers, contacting clients to verify authorized funding and transfers.
Monitor NSF data throughout the day and coordinate with the client and relationship manager to prevent overdraft.
Monitor WIP accounts to ensure each entry is correctly accounted for accurate GL data.
Brief clients on CSD services and support the relationship manager in marketing JCB’s full service and dedicated client resources.
Inter‑Department Coordination & Department Management (20 %)
Maintain full understanding of internal policies and procedures relevant to credit policies, transaction banking products, and current market conditions.
Coordinate with the Transaction Banking Client Delivery team to address client issues.
Participate in departmental and JCB cross‑unit projects.
Update and maintain databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquiries.
Engage in Kaizen activities to improve accuracy and efficiency of operations and update CSD operation manuals and procedures.
Perform additional duties assigned by the Department Head, including audits and investigation of pending items.
Assist with state, federal, and internal audits.
Investigate and provide solutions for past‑due and pending items.
Qualifications
Bachelor’s degree or equivalent work experience.
Prior experience in corporate banking, wealth management, or senior retail branch level preferred.
Knowledge of general commercial banking products (credit and/or deposit).
Excellent communication, attention to detail, and problem‑solving skills (Japanese language proficiency preferred).
Ability to build positive working relationships with internal partners.
Proficiency in MS Word, Excel, and PowerPoint.
Basic knowledge of accounting principles.
The typical base pay range for this role is between
$54 K
and
$74 K
depending on job‑related knowledge, skills, experience, and location. The role may also be eligible for discretionary performance‑based bonus and/or incentive compensation. Our Total Rewards program provides a comprehensive benefits package, including 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.
MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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 the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance, and the California Fair Chance Act) to the extent that 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 8(a)(2) or (3) of the Commodity Exchange Act, and does not conflict with the background screening requirements of FINRA and the 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 a conditional offer of employment, if any.
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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Primary Responsibilities
Monitor maturing loans, deposits and FX transactions, proactively reaching out to clients to address funding, saving, and forex needs daily.
Determine the applicable rate based on relationship status and credit approval conditions and obtain funding rates from Global Market Division.
Instruct the back office to book transactions once product terms are agreed, ensuring compliance with approved conditions and sufficient credit capacity.
Close foreign exchange deals (spot and forward) in all major currencies.
Arrange standby domestic money‑market facilities for various terms, ensuring quoted rates meet internal guidelines.
Respond timely to client inquiries and requests to maintain or improve client satisfaction.
Investigate suspicious activities or wire transfers, contacting clients to verify authorized funding and transfers.
Monitor NSF data throughout the day and coordinate with the client and relationship manager to prevent overdraft.
Monitor WIP accounts to ensure each entry is correctly accounted for accurate GL data.
Brief clients on CSD services and support the relationship manager in marketing JCB’s full service and dedicated client resources.
Inter‑Department Coordination & Department Management (20 %)
Maintain full understanding of internal policies and procedures relevant to credit policies, transaction banking products, and current market conditions.
Coordinate with the Transaction Banking Client Delivery team to address client issues.
Participate in departmental and JCB cross‑unit projects.
Update and maintain databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquiries.
Engage in Kaizen activities to improve accuracy and efficiency of operations and update CSD operation manuals and procedures.
Perform additional duties assigned by the Department Head, including audits and investigation of pending items.
Assist with state, federal, and internal audits.
Investigate and provide solutions for past‑due and pending items.
Qualifications
Bachelor’s degree or equivalent work experience.
Prior experience in corporate banking, wealth management, or senior retail branch level preferred.
Knowledge of general commercial banking products (credit and/or deposit).
Excellent communication, attention to detail, and problem‑solving skills (Japanese language proficiency preferred).
Ability to build positive working relationships with internal partners.
Proficiency in MS Word, Excel, and PowerPoint.
Basic knowledge of accounting principles.
The typical base pay range for this role is between
$54 K
and
$74 K
depending on job‑related knowledge, skills, experience, and location. The role may also be eligible for discretionary performance‑based bonus and/or incentive compensation. Our Total Rewards program provides a comprehensive benefits package, including 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.
MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
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 the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance, and the California Fair Chance Act) to the extent that 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 8(a)(2) or (3) of the Commodity Exchange Act, and does not conflict with the background screening requirements of FINRA and the 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 a conditional offer of employment, if any.
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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