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GCIB - Senior Client Relationship Advisor - Vice President - Growth & Middle Market
3 months ago
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 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.
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.
**This role may be located in primary locations - California (San Francisco or Los Angeles) and New York. Alternate locations are Seattle, Atlanta and Boston**
Job Summary:
The Senior Client Relationship Advisor manages a portfolio of both borrowing and non-borrowing clients and is responsible for delivering an overall delightful client experience. Responsibilities include client onboarding, client servicing and proactive client solutioning. As a key member of the client's relationship team, the Senior Client Relationship Advisor serves as the client's dedicated point of contact for deposit and cash management banking needs. Additionally, they are the starting point to address operational questions and issues inclusive of debt facilities, foreign exchange, corporate card, global cash management, and other relationships the client maintains with the bank.
The Senior Client Relationship Advisor is a leader and a builder, collaborating with leadership sponsors within the organization to develop a best-in-class client experience. This is an inaugural role within the Growth and Middle Market Technology Banking team at MUFG, requiring the ability share your expertise and ideas, and significantly contribute to a world class client experience. This position presents unique upward career opportunities at MUFG, as a founding member of a mission-critical growth story.
ESSENTIAL FUNCTIONS
New Client Onboarding
- Partners with relationship team to support client's onboarding experience
- Conducts onboarding activities to include:
- Partners with relationship team to identify low hanging deposit and cash management needs
- Partners with other treasury specialists to perform live product demos and training as needed
- Sets expectations on data and documentation requirements to open onboard new treasury services, inclusive of product documentation and KYC requirements
- Is proficient with external and internal e-signature processes using DocuSign
- Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type, in close coordination with KYC teams
- Coordinates hand-offs to centralized support teams for fulfillment of client product needs, while keeping client apprised of the status of the request
- Post onboarding, partners with relationship team to proactively engage client to review services and ensure client understanding and utilization
- Anticipates, acknowledges and orchestrates fast resolution of in-bound service inquiries
- Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised of resolution
- Identifies broader solutions to support client needs, escalating to RM, TRM, CS Manager / CSM partners when needing support
- Engages Manager / CSM partners to resolve complex client inquiries
- Facilitates the execution (with internal teams and externally with the client) of initial client onboarding inclusive of KYC, Account Opening, and basic MUFG Exchange Online Banking
- Partners with Manager / CSM partners to advise clients on risk mitigation strategies to combat money laundering and fraud
- Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements
- Partners with Manager / CSM partners to lead clients' discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls
- Collaborates with Customer Success Manager and operational partners to triage KYC, Sanction and High-Risk Industry and Fraud alerts
- Collaborates with client's Relationship Manager and Transaction Banking teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends
- Proactively identifies opportunities to support client need based on client industry and life stage, partnering with Manager and functional peers to conduct proactive client touchpoints
- Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services
- Makes decisions offering select product solutions and risk mitigation strategies to client
- Makes daily decisions on credit related activities like overdrafts and fee adjustments in coordination with the relationship team
- Provides recommendations to support client short and long-term financial objectives based on product knowledge
Knowledge
- Experience in commercial banking and/or treasury management services
- Experience in and knowledge of best practices for client service and support
- Knowledge of general banking procedures and regulatory requirements including KYC
- Delightful client service experience in financial services including interpreting client inquires and responding timely to needs
- Ability to develop and maintain trusted relationships with internal partners and clients across all levels
- Strong oral and written communication skills including client facing presentation skills
- Knowledgeable of banking and /or commercial banking products
- Experience solving problems of increasing complexity
- Demonstrated keen organizational skills and ability to manage multiple tasks efficiently
- Bachelor's degree & 5-8 years of related professional experience (banking/financial services industry or customer service) OR 7-10 years of overall experience
- Demonstrated client relationship building experience and/or client support in financial services and/or products.
- 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 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.
