Project Specialist

Union Bank, N.A. Monterey Park , CA 91754

Posted 2 weeks ago

Description:

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.

Job Summary/Responsibilities:

  • Support TBA in leading and coordinating activities related to improving the client experience related to documentation.

  • Works cross functionally with TBA Sales, Product Management, Client Delivery, Operations and Legal to improve client documentation.

  • Acts as document/form owner for all TB documents not owned by Product Management.

  • Works with bank wide document owners to ensure documents meet the needs of TBA.

  • Partners with Product Management to bring consistent document standards to TBA Bank and Branch product documents.

  • Acts as project manager for review of existing documents for improvement.

  • Reviews all new and revised documents to ensure consistency in language and layout.

  • Maintains inventory of documents in use by TBA for treasury products for both MUFG Union Bank and MUFG Bank, Ltd.

  • Works with Client Delivery, Operations and Legal to ensure that document tracking and archiving is efficient and accurate.

  • Primary focus on accurate tracking of customized documents for large, complex client relationships.

  • Manages all new forms/document launches.

Qualifications:

Additional Information:

  • Bachelor's Degree Required

  • 5- 7 years financial services experience with an emphasis and knowledge of cash management and treasury services

  • Project management experience required.

  • Established self-starter with results-oriented approach

  • Strong interpersonal skills with strong written, verbal and presentation skills.

  • Attention to detail.

  • Ability to garner respect and trust from staff, internal and external constituencies.

The above statements are intended to describe the general nature and level of the 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 in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.


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VIEW JOBS 3/22/2019 12:00:00 AM 2019-06-20T00:00 Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group. Job Summary/Responsibilities: * Support TBA in leading and coordinating activities related to improving the client experience related to documentation. * Works cross functionally with TBA Sales, Product Management, Client Delivery, Operations and Legal to improve client documentation. * Acts as document/form owner for all TB documents not owned by Product Management. * Works with bank wide document owners to ensure documents meet the needs of TBA. * Partners with Product Management to bring consistent document standards to TBA Bank and Branch product documents. * Acts as project manager for review of existing documents for improvement. * Reviews all new and revised documents to ensure consistency in language and layout. * Maintains inventory of documents in use by TBA for treasury products for both MUFG Union Bank and MUFG Bank, Ltd. * Works with Client Delivery, Operations and Legal to ensure that document tracking and archiving is efficient and accurate. * Primary focus on accurate tracking of customized documents for large, complex client relationships. * Manages all new forms/document launches. Additional Information: * Bachelor's Degree Required * 5- 7 years financial services experience with an emphasis and knowledge of cash management and treasury services * Project management experience required. * Established self-starter with results-oriented approach * Strong interpersonal skills with strong written, verbal and presentation skills. * Attention to detail. * Ability to garner respect and trust from staff, internal and external constituencies. The above statements are intended to describe the general nature and level of the 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 in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses. Mufg Monterey Park CA

Project Specialist

Union Bank, N.A.