Associate – Client Service Account Manager, Transaction Banking Sales UK

Overview

In this role you support MUFG’s Cash & Liquidity Management Sales as a CSAM, shaping end-to-end client experiences for a portfolio of UK and European clients. You collaborate with coverage, product, and risk teams to grow revenue, diversify cross-sell opportunities, and manage client strategy. You act as the client advocate and first line of defense on deal-related risk, ensuring compliant, seamless service. This is an opportunity to drive growth within a global bank and work with cross-functional partners to deliver one MUFG proposition.

Responsibilities

• Support growth of cash & liquidity management revenues in a designated portfolio to meet regional and global targets
• Service and support sales efforts with coverage partners to acquire new clients and opportunities
• Define and execute client strategy including wallet planning and target identification with coverage and product partners
• Support achievement of individual pipeline targets and promote proactive pipeline management
• Cross-sell the full suite of cash & liquidity management products to diversify revenue
• Respond to RFIs/RFPs for designated clients coordinating input across GTB functions
• Build strong working relationships across stakeholders (product, client implementation, risk, compliance, legal)
• Be the first line of defense for deal-related compliance, legal, and risk issues and drive continuous risk improvement
• Provide coaching/training to team members to elevate understanding of cash & liquidity management
• Represent MUFG at internal and external industry and client events

Key requirements

• Extensive associate-level cash & liquidity management sales experience at a Tier 1 global financial institution
• Proven revenue growth across a 2-year business cycle with cross-sell diversification
• SME knowledge of UK, European, Asia & North American markets, including competitive landscape
• Experience in transaction banking environments and awareness of technology solutions (preferred)
• Strong technical knowledge across cash & liquidity management products and regulatory trends
• Negotiation and strong communication skills across written, verbal, and presentation formats
• Understanding of risk, credit, legal, compliance, and implementation in the context of treasury solutions
• Bachelor level degree in Finance, Business, Economics or related discipline (or equivalent)
• Proactive, results-driven mindset with strong prioritization and decision-making skills
• Ability to operate under pressure and manage large workloads with attention to detail

• Strong communication skills
• Results-driven with accountability
• Proactive and motivated
• Cash & liquidity management product knowledge
• Regulatory awareness (Basel IV, ISO20022, PSD2/3, MiFID)
• Experience with bank-owned and third-party platforms

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