Presales position at Vivicta, focusing on customer engagement and technological solutions. Role involves collaboration with sales team and clients to present value - driven insights.
About the role
- Treasury Relationship Associate supporting Energy & Power vertical at MUFG’s Corporate and Investment Bank. Assisting in business development and financial reporting for the treasury team.
Responsibilities
- Partner with TRMs to cultivate new business opportunities by building strong relationships with coverage partners and corporate clients in Energy & Power.
- Leverage MUFG’s credit position and client relationships to identify cross-sell opportunities for treasury products.
- Participate in annual account planning sessions, focusing on wallet share, competitive positioning, and strategies to grow cross-sell penetration.
- Analyze complex treasury structures and create tailored proposals and pricing models for Energy & Power clients.
- Maintain accurate pipeline reporting and detailed sales tracking for the portfolio.
- Recommend exception pricing for large deals to the review committee and ensure alignment with client needs.
- Collaborate with Product Management to enhance existing offerings and identify new treasury solutions relevant to the Energy & Power industry.
- Support strategic initiatives to improve reporting processes, data accuracy, and operational efficiency.
Requirements
- Bachelor’s degree required; MBA preferred.
- Internship or prior experience in financial services, treasury, or corporate banking strongly desired.
- 1+ years of experience in sales and relationship management support, ideally at a peer cash management institution.
- Knowledge of sales techniques, bank lending policies, treasury operations, and familiarity with federal and state banking regulations.
- Certified Treasury Professional (CTP) designation is a plus.
- Strong understanding of treasury management concepts, working capital metrics (DPO, DSO), and industry benchmarking.
- Excellent verbal and written communication skills, including the ability to present solutions, negotiate, and close opportunities.
- Financial acumen and ability to deliver thought leadership in treasury solutions for Energy & Power clients.
- Strong analytical skills with experience in financial reporting and trend analysis.
Benefits
- 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
- paid vacation, sick days, and holidays
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