M

Mitsubishi UFG

Global banking, trust, asset management, securities.

Treasury Associate

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 2 years of experience in treasury management and/or sales.
  • A bachelor's degree or equivalent work experience, plus strong technical experience and skills.
  • Knowledge of corporate treasury and financial operations needs.
  • Professional verbal, written, and presentation skills.

Responsibilities

  • Help the overall Treasury Sales team exceed assigned revenue and sales activity goals.
  • Partner with assigned Treasury Consultants to build appropriate product solutions based on client needs.
  • Proactively recommend cross-sell opportunities.
  • Resolve issues and questions when the Treasury Consultant is out of office.
  • Participate in all areas related to new client proposals and onboarding.
  • Create draft pricing models, return-on-investment calculations, and/or cost-benefit calculators.
  • Research and build written content for proposals using the Proposal Library, Resource Center, and other tools.
  • Design client and prospect communications, proposals, account structures, and pricing with the Team Lead.
  • Assist with pre-call research, account structures, and annual reviews.
  • Respond to one-off internal partner or client queries about product capabilities.
  • Implement treasury solutions and follow up with clients to ensure delivery.
  • Create and submit internal worksheets specific to new complex product implementation.
  • Originate and oversee implementation of complex treasury sales through completion.
  • Lead special projects and initiatives.
  • Provide direction or support to less experienced Treasury Analysts.
  • Provide feedback on ways to improve the Treasury Associate process as it relates to Transaction Banking.
  • Create an individual development plan with appropriate milestones to help gain the skills needed to transition into a Treasury Associate.
  • Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision.
  • Further a culture of risk and compliance discipline.

Desired Qualifications

  • CTP and AAP certifications are preferred.
  • Understanding of widely used enterprise resource planning (ERP) and accounting systems is a plus.

About the Company

Mitsubishi UFG

Global banking, trust, asset management, securities.

MUFG is a large financial services group formed in 2005 by merging Mitsubishi Tokyo Financial Group and UFJ Holdings. It provides a wide range of services, including commercial banking, trust banking, securities, credit cards, and asset management, through a global network of banks, trust banks, securities firms, and asset management subsidiaries. Its products work by offering loans and deposits, investment products, payment services, and financial advisory to individuals, businesses, and institutions via branches, digital platforms, and partnerships. The company differentiates itself with its size and global reach, a diversified mix of financial offerings, and strategic international investments (notably the 2008 stake in Morgan Stanley) that expand its US and global presence. MUFG’s goal is to support economic growth worldwide by providing comprehensive financial solutions and pursuing sustainable finance and innovation.

Company size
10,001+
Company stage
IPO
Headquarters
Tokyo, Japan
Founded
2006

Recently Posted Jobs

Explore more opportunities at Mitsubishi UFG

See more jobs