Sr Client and Product Executive, Vice President
Requisition # 10032026-WD
Job Type Day
Location San Francisco, California
Date Posted 12/17/2019
Your potential. Your opportunity.
Are you passionate about creating an exceptional client experience?
Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients' best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We're part of 180,000 colleagues around the globe striving to be the world's most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.
Responsible for revenue growth and client retention for an assigned group of international relationships. Participate in business strategy and product development with emphasis on global capabilities. Liaise with sales teams on prospecting and lead generation; determine service commitment readiness; and assess the adequacy of pricing proposals. Network with MUFG affiliates; create cross-selling and marketing programs in support of revenue targets. Participate in industry events and associations.
Business Development 45% Analyze revenue opportunities by product and target market. Develop marketing channels for sales staff within affiliate organizations and the broader business community. Set pricing structures for products/services offered in consultation with Business Line Manager. Implement joint calling program and bring business line expertise to the sales process.
Relationship Management/Client Retention 45% Develop relationship plans for clients; identify new revenue opportunities and propose improvements in service delivery to key relationships. Proactively advise and consult with clients. Negotiate with clients and their legal counsel on final contracts and legal documents. Guide client service teams and internal support departments in handling complex international accounts.
Service Upgrades & Product Champion 10% Lead or service as member of special projects as needed for service enhancements or in response to changes in market practices, industry initiatives or technology upgrades to provide current and critical industry knowledge and to convey client expectations specific to an international customer base. Risk Management: The employee will be expected to 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. The employee is expected to 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 basic 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 and business transactions.
Excellent verbal skills with the ability to effectively communicate with team members with financial sophistication.
Japanese or second language fluency desirable.
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.
Job Transaction Banking
Primary Location San Francisco, California
Schedule Full Time