Treasury Associate (Analyst / AVP)

MUFG Bank, Ltd.$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1 year experience in treasury management and/or sales
  • Knowledge of corporate treasury and financial operations needs
  • Understanding of ERP and accounting systems
  • Strong communication and presentation skills
  • Effective time management and prioritization abilities
  • Ability to take ownership of projects
  • Bachelor's degree or equivalent work experience; CTP and AAP certifications preferred

Responsibilities

  • Assist Treasury Sales team in achieving revenue goals
  • Develop expertise in industry trends and treasury systems
  • Identify and recommend cross-sell opportunities
  • Minimize non-sales tasks for Treasury Consultants
  • Contribute to client proposals and onboarding processes
  • Draft pricing models and ROI calculators
  • Compile and create written content for complex proposals

Benefits

  • Work one day a week remotely
  • Collaborative environment with Treasury Consultants
  • Opportunities for professional development
  • Exposure to diverse clients and industries
  • Chance to build a broad network in Transaction Banking
Full Job Description
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. We're seeking a Treasury Associate to support complex sales execution efforts within an assigned geographical or industry-related area. You will work with assigned Treasury Consultant(s) to provide solutions to clients. In addition, you will assist in generating new revenue through the sale of Transaction Banking products and services to bank prospects and existing clients. You need to develop proficiency and knowledge of treasury and operational practices and demonstrate the ability to work independently. Responsibilities: Sales Execution: - Help Treasury Sales team exceed assigned revenue goals. - Develop industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value. - Recommend cross sell opportunities. - Reduce non-sales related activities for Treasury Consultants and resolve any issues/questions when the Treasury Consultant is out of office. - Participate in creating new client proposals and onboarding. - Create draft pricing models, return on investment, and/or cost-benefit calculators. - Research and build written content for complex proposals using Proposal Library, Resource Center, and other tools. Implementation: - Create and submit internal worksheets specific to new complex product implementation. - Originate and oversee implementation of complex treasury sales through completion. - Monitor progress and make decisions on next steps, communicate results and updates to clients and internal partners. - Develop a network of contacts in Transaction Banking, Product, and CCSU to assist in process management and problem resolution. Risk/Compliance: - Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision. - Maintain compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position. The right candidate will have: - 1 year experience in treasury management and/or sales - Knowledge of corporate treasury and financial operations needs - Understanding of ERP and accounting systems - Communication and presentation skills - Effective time management, prioritization, and customer service skills - Ability to take ownership of projects and see them through to completion - Bachelor's degree or equivalent work experience, plus strong technical experience and skills. - CTP and AAP certifications preferred 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.

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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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