VP TRM Sales FIG

MUFG Bank, Ltd.$117K — $190K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7 years in treasury management or sales required
  • Bachelor's degree or equivalent experience preferred
  • CTP or AFP certifications preferred
  • Understanding of corporate treasury operations
  • Familiarity with ERP and accounting systems
  • Strong presentation and communication skills
  • Proven ability to manage time and prioritize effectively

Responsibilities

  • Drive sales growth for Transaction Banking team
  • Develop consultative relationships with clients and internal partners
  • Lead the proposal process and client meetings
  • Create analytical models for pricing and working capital
  • Draft written content for complex proposals
  • Communicate regularly with clients and partners
  • Manage special projects and process improvements

Benefits

  • Flexible work arrangements with remote days
  • Potential for travel (up to 25%)
  • Collaborative team environment
  • Opportunities for professional development
  • Involvement in significant client-focused projects
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. • Minimum three-year applicable work experience in treasury management and/or sales required. • Degree from a four-year college (e.g., B.A, B.S.) or equivalent work experience is strongly preferred, plus strong technical experience and skills. • CTP certifications preferred. AFP involvement preferred. • Knowledge of corporate treasury and financial operations needs is a plus. • A general understanding of widely used ERP and accounting systems is a plus. • Proven professional verbal, written, and presentation skills required. • The ability to work in a team; fostering a healthy and collaborative environment with all business partners is needed. • Effective time management and prioritizing skills are also needed. Must be able to deliver extraordinary client experiences. • Ability to take ownership of projects and see them through to completion is required. • Travel may be required (0-25%) • Passion to drive for results. SALES EXECUTION: Responsible for helping overall Transaction Banking Sales team exceed assigned revenue and sales activity goals. Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value. Partner with assigned TRMs and TMCs to create appropriate product solutions for clients based on their needs, best practices and regulatory demands. Proactively recommend cross sell opportunities. Reduce non-sales related activities for TRMS and TMCs. Resolve appropriate issues/questions when the TRM or TMC is out of office and refer those as appropriate to other partners or departments for resolution. Participate in all areas related to new client proposals and proposal delivery. Associate will attend client facing meetings as appropriate and will lead meeting specific follow up. Quantitative analysis activities specific to this area include creating draft pricing models, managing AAA related review and drafting working capital management analysis. Assist with the research and creation of written content for complex proposals using Proposal Library, Resource Center and other tools. In collaboration with team leads, TRMS, TMCs and other internal business partners, design client/prospect communications, proposals, account structures, pricing and annual reviews. Associate will be responsible for communicating with clients and internal partners on a regular basis via phone/web. Occasionally may perform technical product demonstrations via webinar. Assist with pre-call research and post-call analysis Respond to one-off internal partner or client queries on product capabilities. Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution. Oversee and review onboarding within Client Delivery team as needed. Communicate effectively and professionally. Be a proactive and collaborative partner. SPECIAL PROJECTS: Sr. TAs may participate in special projects and initiatives as directed by management. Special projects may involve client portfolio data mining, channel migration, bank conversion or other significant assignments. Take initiative to provide feedback on ways to improve the TA process as it relates to Transaction Banking. May provide direction, mentorship or support to less experienced TAs as needed. RISK/COMPLIANCE: The employee will be expected to 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. The employee is expected to 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 basic 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. The typical base pay range for this role is between $117K - $190K 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.

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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.

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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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