Job Information
MUFG VP, Client Onboarding Manager-Transaction Banking in Los Angeles, California
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 120,000 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.
Job Summary:
Senior 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, but heavily focused on complex, transmission based, or global products. 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. Proficiency and knowledge of treasury and operational processes essential. 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.
Manage large and complex projects. Develop, lead, and execute the project plan to complete the onboarding assignments, which can include conducting weekly client calls, coordinating testing across multiple parties, connectivity testing, file testing, and vendor interactions.
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.
Participate in internal projects and process improvement initiatives. Able to provide relevant input and demonstrate critical and strategic thinking. Work closely with management and other internal bank groups in a meaningful and professional way.
Develop a network of contacts in Transaction Banking, Product, Operations, Technology and Client Delivery to assist in process management and problem resolution.
Provide direction or support to less experienced staff, as well as participate in the development of their skill set.
Assist with creating and drafting procedural updates, job aids and other reference material.
Demonstrate a commitment to implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s 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 employee’s 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
Ability to work on multiple applications while working under minimal supervision
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 five-year applicable work experience in treasury management (technical implementation experience preferred)
Familiarity with MUFG Union Bank organization is a plus
The typical base pay range for this role is between $116K - $135K 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.
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 (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.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute