Transaction Banking - Toronto, Canada - MUFG

MUFG
MUFG
Verified Company
Toronto, Canada

4 weeks ago

Sophia Lee

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Sophia Lee

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Description
Transaction Banking - Specialist (15 MONTH CONTRACT)


Job Summary:


Transaction Banking products and services help companies improve business efficiency and optimize short-term liquidity by shortening the working capital cycle.

Our clients can pay down debt and/or invest in other interest-bearing opportunities to enhance the value of their business. This role performs necessary operations to manage and facilitate this.


Primary Accountabilities:


Client Support and Maintenance:


  • Support the client to maintain their client profile upon request with timeliness and accuracy
  • Update internal trackers to record and document client interactions and requests
  • Conduct monthly procedures for reporting to internal stakeholders
  • Ensure efficient crosscollaboration when working with multiple departments to support a client
  • Monitor transactions and oversee account activity to uphold agreement and control
  • Resolve issues and problems raised by the client in timely manner to maintain bank reputation and meet client expectations
  • Demonstrate resourcefulness by resolving issues though usage of various resources and appropriate escalations
  • Collaborate with Relationship Managers to provide seamless and consistent support to clients

Service Implementation:


  • Assist Sales team with gathering information to prepare necessary paperwork for the service enrollments.
  • Support the client with questions regarding the product capabilities and requirements in a timely manner
  • Implement services and ensure lead time is in line with Service Level Agreement (SLA)
  • Coordinate with the client with initial setup and provide training upon request to ensure client is ready and prepared to utilize the services
  • Maintain respective client folders and uphold internal controls relating to document retention and storage

On-boarding and Sales Support:


  • Support Sales with preparation of KYC requirements and onboarding requirements
  • Respond to questions regarding product specifications and onboarding procedure
  • Conduct KYC process to onboard new client
  • Collaborate with the client to complete KYC requirements and obtain internal KYC approval within MUFG
  • Collect mandatory agreements and documentation from the client to open the account(s)
  • Maintain client records i.e. signature cards, banking agreements

Ad-Hoc Projects and Product Support:


  • Serve as Subject Matter Expert (SME) for KYC and services
  • Demonstrate leadership to lead and present minor projects to streamline and improve processes to minimize redundancy and improve client experience
  • Support Product Managers with productrelated projects, improvements, and revisions.
  • Provide feedback to appropriate Product Manager and stakeholders obtained from client and/or experience
  • Develop materials and service guides in compliance with internal policies
  • Participate in largescale projects and represent the department as appropriate
  • Assist in documenting procedures and internal operating manuals

Technical Skills:


  • Proficiency in Microsoft Word, Excel, PowerPoint; Knowledge of Adobe Writer;
  • Strong analytical and critical thinking skills;
  • Effective verbal and written communication skills;
  • Poised in providing elevated customer service and adhering to bank policies

Experience Required:


  • 23 years of related work experience in a customer service role in corporate/ commercial banking;
  • Diligent work ethics;
  • Strong attentiveness and multitasking capability;
  • Highly organized to facilitating meeting multiple deadlines

Education & Training:


  • Degree in finance or other business related fields

Work Environment:


  • In the office or from home coming in office for meetings.
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