MUFG Union Bank Treasury Relationship Manager, Vice President - Central Valley Middle Market in Fresno, California
Join a financial group that’s as committed to your future as you are. At MUFG, we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.
Manages the prospecting and sales effort of an assigned General Markets portfolio through referrals or self-sourced opportunities. The primary territory includes the Central Valley Region focused on the Middle Market Commercial Banking segment for Treasury Management Services opportunities. Directly responsible for the solicitation of targeted prospects, and the retention of profitable clients. Represents the Bank by participating in industry/trade associations and events; develops relationships with reliable referral sources. Collaborates with sales team members on industry or specialty best practices and customized treasury/cash management services requirements.
Business Development - 55%
Directly generates new business through outside sales.
Responsible for client acquisition and cross selling bank products and services, including sourcing credit referrals.
Analyzes treasury services proposals and pricing models; evaluates the result of recommended pricing on overall account profitability; likely to be mentored by senior sales staff.
Increase the Bank's market share through outside direct selling and cross-sales.
Perform detailed sales tracking using approved sales tracking system.
Directly responsible to participate in a structured client account retention program.
Account Management - 25%
Directly responsible to manage the client relationships to increase portfolio revenues.
Drives profitability through direct and cross-sales of bank products and services.
Recommends exception pricing to Industry Manager for approval.
Establish professional relationships with key entity principles to increase share of wallet.
Monitor and update company profiles maintained in ESB to ensure adequate recordkeeping of bank relationships.
Work with Transaction Banking Product Management to develop new treasury product solutions based on client specific business needs and conventional treasury industry practice.
Work with Customer Service Unit personnel to ensure clients receive superior operational support.
Risk Management - 20%
Ensure adherence 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).
Certification that all related forms such as Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc. and verify related tasks are completed within assigned time periods.
Actively participate in any required corporate and business line Compliance Training.
Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position.
Actively work with clients to understand each client's normal account activity, as appropriate.
Typically requires a degree from a four-year college (e.g., B.A., B.S.).
Minimum 5 years of sales and relationship management experience.
Good working knowledge of advanced outside sales and marketing techniques, bank lending policies and practices, bank operations and services, federal and state banking regulations, and advanced knowledge of the bank's income and cost structure used to measure profitability.
Certified Treasury Professional (CTP) accreditation preferred.
Advanced knowledge of treasury management concepts and principles as related to bank products and services.
Formal credit training may be required in some market segments.
Excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities, and coordinating with others throughout the bank; preparing and delivering professional grade presentations.
Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.
Must be able to travel locally and regionally to business conferences and events using the most reasonable method available; extensive automobile travel, including some possible overnight trips, may be required.
Could require extensive nation-wide airline travel in some market segments.
We are proud to be an Equal Opportunity/Affirmative Action 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 in employment decisions on the basis of any protected category. 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
Job: *Corporate Banking / Relationship Management
Title: Treasury Relationship Manager, Vice President - Central Valley Middle Market
Requisition ID: 10010269-WD