MUFG Union Bank Client Onboarding Manager, Vice President - Treasury/Cash Management Services in Monterey Park, California
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The Client Onboarding Manager is an in-house senior staff position which will provide a single point of contact and accountability for commercial client onboardings both internally and with clients. Responsible for completion of the onboarding process for the entire range of Treasury Management products and services, as assigned. Requires the ability to work independently, identify required tasks, assign tasks, and manage overall effort to completion ensuring deadlines are met. Work in partnership with assigned Treasury Relationship Manager (s) to develop client intimacy through the onboarding process. Assist in generating new revenue by identifying and exercising cross-sell opportunities during onboarding. Develop proficiency and knowledge of treasury and operational practices. Strong organizational and communication skills are critical. Leadership of teams of various sizes for various periods of time. This position may have resources reporting to it.
Lead in-house support for client onboarding assignments (includes implementations and maintenance). Act as the owner of each customer onboarding as assigned. Develop and lead the execution of the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding.
Responsible for helping overall Treasury 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. Proactively recommend cross-sell opportunities.
Participate in client meetings, as requested by Sales, to provide insight to the onboarding process and develop the client relationship with in-house staff.
Responsible for communicating effectively and professionally with clients and internal partners on regular basis, in a collaborative and proactive manner.
Follow up with clients to ensure that we delivered on what was promised. Responsible for creation and submission of internal worksheets specific to assigned onboardings. Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution. Provide direction or support to less experienced staff, as well as participate in the development of their skill set.
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. 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 strong 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.
4-year college degree preferred, or relevant experience.
Must demonstrate leadership, customer facing, and project management skills.
Must be a team player who fosters collaborative working relationships across the organization.
An effective communicator (written and verbal).
Must have deep understanding of cash/treasury management solutions.
A strong understanding of widely used ERP and accounting systems is a plus.
Strong technical experience and skills.
Six Sigma methodology, PMP, CTP, FP&A or SWIFT certifications a plus.
Minimum five-year applicable work experience in treasury management and/or sales required.
Familiarity with MUFG Union Bank, N.A. organization is a plus.
Effective time management and prioritizing skills are also needed.
Must be able to deliver an extraordinary client experience.
Ability to take ownership of projects and see them through to completion is required.
A passion to drive for results.
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: *Transaction Banking
Title: Client Onboarding Manager, Vice President - Treasury/Cash Management Services
Location: CALIFORNIA-Monterey Park
Requisition ID: 10008080-WD