View All Jobs 25621

Trust & Escrow Liquidity Sales Specialist

OWN our product and build the treasury solution suite for top-tier clients
New York
Senior
6 hours agoBe an early applicant
MUFG

MUFG

Provides commercial and retail banking, treasury, and financial services across the Americas as part of a global Japanese financial group.

Join Mitsubishi UFJ Financial Group (MUFG)

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 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.

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.

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:

  • Business Development – Generates a high level of new business in respective industry/industries through new customer acquisition and cross-selling bank products and services.
  • Relationship Management – Maintains a complex portfolio of highly-significant customers and provides leadership in assuring high levels of customer satisfaction.
  • Account Management – Organizes, directs and implements an effective written account retention program for each customer which best meets their needs.
  • 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.

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 to the extent that 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.

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.

+ Show Original Job Post
























Trust & Escrow Liquidity Sales Specialist
New York
Sales
About MUFG
Provides commercial and retail banking, treasury, and financial services across the Americas as part of a global Japanese financial group.