Client Onboarding Manager II

Your potential. Your opportunity.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 6th largest financial group in the world. Across the globe, we're 160,000 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.

This is a hybrid position. The selected colleague will work at an MUFG office an average of two to three days per week with the remainder worked remotely.

Qualifications:• Must demonstrate leadership, customer facing, and project management skills• Must be a team player who fosters a collaborative working relationships across the organization• An effective communicator (written and verbal)• Must have understanding of cash/treasury management solutions• A good understanding of widely used ERP and accounting systems is a plus.• Good technical experience and skills• 4 year college degree is a plus, or relevant experience• Six Sigma methodology, PMP, CTP, FP&A or SWIFT certifications a plus• Minimum three-year applicable work experience in treasury management and/or sales required• Familiarity with MUFG Union Bank organization is a plus• Effective time management and prioritizing skills are a plus• 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.

In-house mid-level staff position which will provide a single point of contact and accountability for commercial client onboarding assignments 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, work with management to 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 on-boarding process. Assist in generating new revenue by identifying and exercising cross-sell opportunities during on-boarding. Develop proficiency and knowledge of treasury and operational practices. Good organizational and communication skills are critical.

Major Responsibilities:

In-house support for client onboarding assignments (includes implementations and maintenance). Act as the owner of each customer onboarding as assigned. Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding.

Assist in 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 needed 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 support to less experienced staff.

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.

The typical base pay range for this role is between $80,000 and - $100,000 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.

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 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.

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