VP, Client Onboarding Manager-Transaction Banking

Mitsubishi UFJ Financial Group; Chicago (IL); On-site; USD 116,000 - 135,000; Full time

Job summary

Mitsubishi UFJ Financial Group is seeking a VP, Client Onboarding Manager in Transaction Banking to oversee client onboarding and project delivery. This senior position requires strong organizational, communication, and project management skills, along with a minimum of five years in treasury management. The selected candidate will engage in activities crucial for achieving client satisfaction and operational efficiency.

Qualifications

• Minimum five years of relevant treasury management experience.
• Customer service experience preferred.
• Experience with cash/treasury management solutions preferred.

Responsibilities

• Manage large and complex projects and ensure successful client onboarding.
• Communicate effectively with clients and internal partners.
• Assist in achieving revenue goals through efficient onboarding processes.

Skills

Customer Service

Project Management

Organizational Skills

Communication Skills

Attention to Detail

Time Management

Collaboration

Tools

MS Office

Job description

VP, Client Onboarding Manager-Transaction Banking

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Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. 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.

Job Summary:

Senior staff position responsible for implementing new Treasury Services cash management solutions, managing project delivery, and ensuring successful client experiences. Provide a single point of contact and accountability for corporate client onboarding assignments both internally and with clients. Responsible for the completion of the onboarding process for a range of Treasury Management products and services, with a focus on complex, transmission-based, or global products. Requires the ability to work independently, identify required tasks, coordinate with management, and ensure deadlines are met. Proficiency in treasury and operational processes, excellent organizational and communication skills are essential.

Major Responsibilities:

• Support client onboarding activities including account opening, implementation, maintenance, and cancellation of services.
• Manage large and complex projects, develop and lead project plans, conduct weekly client calls, coordinate testing, and vendor interactions.
• Assist in achieving revenue goals through efficient onboarding processes.
• Communicate effectively with clients and internal partners, ensuring clarity and professionalism.
• Follow up with clients to confirm delivery of promised services.
• Create and submit internal worksheets for onboarding processes.
• Participate in process improvement initiatives and provide strategic input.
• Develop contacts across Transaction Banking, Product, Operations, Technology, and Client Delivery to aid in process management and problem resolution.
• Support and mentor less experienced staff, and assist in developing their skills.
• Draft procedural updates, job aids, and reference materials.
• Adhere to policies supporting the Bank’s Risk Vision, including AML, BSA, and other compliance requirements.
• Promote a culture of risk and compliance discipline, maintain data integrity and confidentiality.

Qualifications:

• Customer Service experience preferred, capable of delivering excellent client experiences.
• Project management skills.
• Strong organizational, decision-making, and time management skills.
• Attention to detail.
• Excellent communication skills.
• Ability to adapt to changing environments.
• Team player with collaborative skills.
• Experience with cash/treasury management solutions preferred.
• Ability to own projects and see them through to completion.
• Proficiency in MS Office (Outlook, Excel, Word).
• Minimum five years of relevant treasury management experience, technical implementation preferred.
• Familiarity with MUFG Union Bank is a plus.

The typical base pay range is $116K - $135K, with potential bonuses and a comprehensive benefits package. For more details, see our Total Rewards program.

This role is open to qualified applicants, including those with criminal histories, in accordance with applicable laws and regulations.

We are proud to be an Equal Opportunity Employer, committed to diversity and inclusion.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Other

Industries

• Financial Services and Banking