Trust & Escrow Liquidity Sales Specialist
MUFG Bank, Ltd, New York, NY, United States
Trust & Escrow Liquidity Sales Specialist page is loaded## Trust & Escrow Liquidity Sales Specialistlocations:
New York, NY:
Los Angeles, CAtime type:
Full timeposted on:
Posted Todayjob requisition id:
10076015-WDDiscover 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.High-level responsibility for account retention and solicitation of major depository relationships of customers and prospects within an assigned market segment. Independently and with a high level of self-direction cross sells banking and cash management services. Major Responsibilities: 25%: Business Development – Generates a high level of new business in respective industry/industries through new customer acquisition and cross-selling bank products and services. Prepares highly complex proposals and proformas for new services sold to assigned customers and prospects. Conducts sophisticated analyses of pricing requests for assigned and prospective customers, prepares pricing models, and analyzes the effect of recommending pricing changes on overall account profitability. Significantly increases the Bank's share of customers' total relationship; monitors and appreciably enhances the profitability of all assigned relationships; with a high degree of effectiveness, cross-sells Bank products and services. 25%: Relationship Management – Maintains a complex portfolio of highly-significant customers and provides leadership in assuring high levels of customer satisfaction. 25%: Account Management – Organizes, directs and implements an effective written account retention program for each customer which best meets their needs. Develops significant professional relationships with assigned high-value customers and prospects which results in customers who feel connected and important to the Bank. Maintains a highly detailed and inclusive tracking system of all assigned customers. Monitors and updates customer profiles that are maintained in ESB. Takes a lead role in working with customers, cash management, and product management to create highly effective solutions designed to assure that customers receive superior systems specific to their industry. Provides team leadership to provide superior service to customers. Works closely with Assistant Relationship Manager and Commercial Customer Service Unit personnel to assure customers receive superior operational support. 25%: Compliance – Adheres 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), providing leadership by example to other team members. 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. are completed within assigned time periods. As departmental lead, ensures that full compliance with the Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures is performed. Actively participates in any required corporate and business line Compliance Training. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.Requires a degree from a four-year college (e.g., B.A., B.S.). Minimum of five to ten years of sales and relationship management experience. Extensive working knowledge of: marketing and sales techniques of the Bank's products and their benefit to customers; Bank lending policies and practices; Bank operations and services; federal and state banking regulations; Bank income and cost structure at the account level. Certified Treasury Professional (CTP) accreditation required. Excellent knowledge of cash management products and services. Must have excellent knowledge of Bank's AAA and Deposit Profitability system. Exceptional verbal and written communication skills, including the ability to sell bank services and a talent in working with customers and bank personnel in resolving operational problems and giving presentations. Excellent PC skills - Excel, PowerPoint, Word, ESB, Proposal Library and other PC applications. Ability to work independently and provide leadership.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. #J-18808-Ljbffr
New York, NY:
Los Angeles, CAtime type:
Full timeposted on:
Posted Todayjob requisition id:
10076015-WDDiscover 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.High-level responsibility for account retention and solicitation of major depository relationships of customers and prospects within an assigned market segment. Independently and with a high level of self-direction cross sells banking and cash management services. Major Responsibilities: 25%: Business Development – Generates a high level of new business in respective industry/industries through new customer acquisition and cross-selling bank products and services. Prepares highly complex proposals and proformas for new services sold to assigned customers and prospects. Conducts sophisticated analyses of pricing requests for assigned and prospective customers, prepares pricing models, and analyzes the effect of recommending pricing changes on overall account profitability. Significantly increases the Bank's share of customers' total relationship; monitors and appreciably enhances the profitability of all assigned relationships; with a high degree of effectiveness, cross-sells Bank products and services. 25%: Relationship Management – Maintains a complex portfolio of highly-significant customers and provides leadership in assuring high levels of customer satisfaction. 25%: Account Management – Organizes, directs and implements an effective written account retention program for each customer which best meets their needs. Develops significant professional relationships with assigned high-value customers and prospects which results in customers who feel connected and important to the Bank. Maintains a highly detailed and inclusive tracking system of all assigned customers. Monitors and updates customer profiles that are maintained in ESB. Takes a lead role in working with customers, cash management, and product management to create highly effective solutions designed to assure that customers receive superior systems specific to their industry. Provides team leadership to provide superior service to customers. Works closely with Assistant Relationship Manager and Commercial Customer Service Unit personnel to assure customers receive superior operational support. 25%: Compliance – Adheres 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), providing leadership by example to other team members. 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. are completed within assigned time periods. As departmental lead, ensures that full compliance with the Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures is performed. Actively participates in any required corporate and business line Compliance Training. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.Requires a degree from a four-year college (e.g., B.A., B.S.). Minimum of five to ten years of sales and relationship management experience. Extensive working knowledge of: marketing and sales techniques of the Bank's products and their benefit to customers; Bank lending policies and practices; Bank operations and services; federal and state banking regulations; Bank income and cost structure at the account level. Certified Treasury Professional (CTP) accreditation required. Excellent knowledge of cash management products and services. Must have excellent knowledge of Bank's AAA and Deposit Profitability system. Exceptional verbal and written communication skills, including the ability to sell bank services and a talent in working with customers and bank personnel in resolving operational problems and giving presentations. Excellent PC skills - Excel, PowerPoint, Word, ESB, Proposal Library and other PC applications. Ability to work independently and provide leadership.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. #J-18808-Ljbffr