AVP, Client Service Officer-Transaction BankingBug

MUFG Bank, Ltd.$84K — $103K *
Tempe, AZ 85281In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial services/banking with client service/operations background
  • Experience in Treasury Management and call center operations
  • Excellent communication, customer service, and problem-solving skills
  • Strong analytical and interpersonal skills
  • Proficient in legal, regulatory, and accounting issues related to finance
  • Strong written and verbal communication abilities
  • Bachelor's degree required

Responsibilities

  • Advocate for client needs and solutions while collaborating with target clients and internal partners
  • Resolve complex client issues using product knowledge and conduct root cause analysis
  • Provide dedicated support for complex transaction queries
  • Streamline workflows to reduce risk
  • Build and maintain client profiles, executing annual service plans
  • Participate in client pitch meetings to enhance service model insights and relationships
  • Ensure strict adherence to risk/compliance guidelines
  • Adapt processes to align with new regulatory and industry changes

Benefits

  • 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
Full Job Description
We're seeking a Client Service Officer to act as the point of contact for Transaction Banking's top external and internal customers. You will receive inquiries from customers in need of information, service assistance, and problem resolution. Responsibilities: - Work with target clients and internal service partners to advocate client needs and solutions. - Use product knowledge to resolve challenging client issues and conduct root cause analysis. - Act as a dedicated client service support and handle complex transaction queries. - Identify ways to streamline workflows to mitigate risk. - Build and maintain client profiles and execute annual client service plan. - Participate in client pitch meetings to provide insight into our service model and develop the client relationship. - Ensure risk/compliance guidelines are followed at all times. - Understand the client impact of new/changing regulatory and industry requirements and will adapt associated process & procedures to address. - Further a culture of risk and compliance discipline. The right candidate will have: - 5+ years experience in financial services/banking with a client service/operations background - Experience in Treasury Management and working at a call center - Excellent communication, customer service, and problem-solving skills - Strong analytical skills and excellent interpersonal skills - Strong technical knowledge in a functional area, including applicable legal, regulatory and accounting issues - Strong written and verbal communications. - Flexibility and willingness to work extra hours when needed - Bachelor's degree the typical base pay range for this role is between $84K - $103K 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 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.

About MUFG Bank, Ltd.

MUFG Bank, Ltd. Careers

There has never been a better time to join the global team at MUFG Bank, Ltd., a premier institution recognized for its leadership in the financial sector. MUFG Bank, Ltd. offers a plethora of job opportunities that cater to a variety of skills and interests, all while fostering professional growth and innovation.

Work You’ll Do

Join MUFG Bank, Ltd.'s distinguished team to assist some of the most sophisticated clients in navigating their financial landscapes. At MUFG Bank, Ltd., team members lead from a unique position in the marketplace, at the crossroads of financial expertise, industry knowledge, and digital innovation. Engage with a global team of business and financial advisors to help clients master their economic strategies and challenges. Collaborate with the largest group of finance professionals in the industry – a network that spans across continents offering unmatched opportunities for networking and professional development.

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The team is dedicated to building a leading Advisory group to guide some of the most renowned companies through their financial strategies using innovative solutions.

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Be part of a team that delivers targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none.

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