MUFG
VP, Client Service Team Lead-Transaction Banking
MUFG, Chicago, Illinois, United States, 60601
VP And Team Lead Of Client Service
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. The Team Lead of Client Service will be responsible for a team servicing clients in the GCIB Transaction Banking book of business in the Americas, with a focus on the SGMM segment. This role is client centric servicing, focusing on client engagement, client retention, accuracy, and efficiency. This role will have a player/coach capacity that will include an assigned portfolio, and expectations to assist with phone and case coverage. Major responsibilities include: Managing a client service team supporting the day-to-day banking activities and Cash Management products for Transaction Banking Clients to ensure excellent client experience. Ensure timely resolution of client requests including tracking and reporting. Utilizing performance metrics to ensure quality meets or exceeds client expectations within established Service Levels. Supporting a portfolio of dedicated clients Main point of contact and escalation point for SGMM segment Responsible for carrying out departmental/divisional projects and strategic initiatives Coaching, counseling and developing staff, i.e. hiring and training staff; preparing and conducting performance appraisals. Managing teams' adherence to policies and procedures. Effectively managing teams' key performance indicators. Maintaining a high level of employee engagement, assisting with escalations and staff training. Being compliant with all bank policies and regulations. Ensuring that staff efforts are integrated and aligned with TB market objectives, product development and management, client experience activities and objectives. Continued team and self-development to strengthen knowledge in treasury management strategies, treasury management product features and benefits, and technical developments. Actively ensuring compliance with the Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participating in any required training and certifications. Qualifications include: Undergraduate degree required. 6-8 years' experience in Treasury Services, including significant change management responsibilities within a financial institution. 6-8 years of supervisory experience. The ability to execute both strategic and tactical efforts related to the development and management of client delivery services, processes, and enhancements. Proven experience operating in a complex, dynamic payments or treasury service-related environment, ideally within a bank or major financial technology firm. Knowledge of the Treasury Services/Transaction Banking industry. Knowledge of delivering Transaction Banking services to Asian corporate clients is preferred. Demonstrated experience in managing projects across functional areas. Exceptional quantitative and strategic thinking skills. Excellent client skills and a solid understanding of business and financial markets. Strong leadership skills, excellent communication skills, both oral and written, and an ability to interact with all levels of management. Strong relationship management skills and ability to effectively manage and provide exceptional customer experiences for clients while working with regional leaders, international transaction banking colleagues, and other TBA functions within a matrixed framework. Demonstrated superior leadership and management experiences with the ability to thrive in a dynamic, team-oriented environment. Proven ability to effectively: hire, retain and develop talented employees. Experience leading large processes and large teams spanning geographies. Deep subject matter expertise in KYC process associated with Foreign Correspondent Banking Business, Funds, Corporates, KYC/BSA/AML and Financial Crimes. Extensive working related knowledge and understanding of laws, regulations and processes. Ability to think critically under pressure and deliver sound judgment. Strong leadership and effective communications both internally and externally with all levels, including meaningful experience interfacing with bank regulators. Ability to communicate professionally and effectively (both written and oral) to all staff levels. Critical thinking, analytical and problem solving skills and attention to detail. Ability to quickly establish rapport, credibility, trust, and respect, and be viewed as a team player. The typical base pay range for this role is between $120K - $140K 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 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.
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. The Team Lead of Client Service will be responsible for a team servicing clients in the GCIB Transaction Banking book of business in the Americas, with a focus on the SGMM segment. This role is client centric servicing, focusing on client engagement, client retention, accuracy, and efficiency. This role will have a player/coach capacity that will include an assigned portfolio, and expectations to assist with phone and case coverage. Major responsibilities include: Managing a client service team supporting the day-to-day banking activities and Cash Management products for Transaction Banking Clients to ensure excellent client experience. Ensure timely resolution of client requests including tracking and reporting. Utilizing performance metrics to ensure quality meets or exceeds client expectations within established Service Levels. Supporting a portfolio of dedicated clients Main point of contact and escalation point for SGMM segment Responsible for carrying out departmental/divisional projects and strategic initiatives Coaching, counseling and developing staff, i.e. hiring and training staff; preparing and conducting performance appraisals. Managing teams' adherence to policies and procedures. Effectively managing teams' key performance indicators. Maintaining a high level of employee engagement, assisting with escalations and staff training. Being compliant with all bank policies and regulations. Ensuring that staff efforts are integrated and aligned with TB market objectives, product development and management, client experience activities and objectives. Continued team and self-development to strengthen knowledge in treasury management strategies, treasury management product features and benefits, and technical developments. Actively ensuring compliance with the Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participating in any required training and certifications. Qualifications include: Undergraduate degree required. 6-8 years' experience in Treasury Services, including significant change management responsibilities within a financial institution. 6-8 years of supervisory experience. The ability to execute both strategic and tactical efforts related to the development and management of client delivery services, processes, and enhancements. Proven experience operating in a complex, dynamic payments or treasury service-related environment, ideally within a bank or major financial technology firm. Knowledge of the Treasury Services/Transaction Banking industry. Knowledge of delivering Transaction Banking services to Asian corporate clients is preferred. Demonstrated experience in managing projects across functional areas. Exceptional quantitative and strategic thinking skills. Excellent client skills and a solid understanding of business and financial markets. Strong leadership skills, excellent communication skills, both oral and written, and an ability to interact with all levels of management. Strong relationship management skills and ability to effectively manage and provide exceptional customer experiences for clients while working with regional leaders, international transaction banking colleagues, and other TBA functions within a matrixed framework. Demonstrated superior leadership and management experiences with the ability to thrive in a dynamic, team-oriented environment. Proven ability to effectively: hire, retain and develop talented employees. Experience leading large processes and large teams spanning geographies. Deep subject matter expertise in KYC process associated with Foreign Correspondent Banking Business, Funds, Corporates, KYC/BSA/AML and Financial Crimes. Extensive working related knowledge and understanding of laws, regulations and processes. Ability to think critically under pressure and deliver sound judgment. Strong leadership and effective communications both internally and externally with all levels, including meaningful experience interfacing with bank regulators. Ability to communicate professionally and effectively (both written and oral) to all staff levels. Critical thinking, analytical and problem solving skills and attention to detail. Ability to quickly establish rapport, credibility, trust, and respect, and be viewed as a team player. The typical base pay range for this role is between $120K - $140K 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 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.