Analyst, Transaction Banking Promotion Department

4 days ago

Jakarta, Indonesia MUFG Bank, Ltd., Jakarta Branch Full time

**Do you want your voice heard and your actions to count?**

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.

Responsible to support Relationship Managers in ‘Client Onboarding’ of new and existing customers. Drive customers satisfaction and ease of onboarding through being the dedicated point of contact and handholding the customers through the various stages until ‘Go-Live’ (Client Onboarding, documentation, Bank Setups, User Training, Monitoring and BAU handover)**.**

**Primary Responsibilities**
- Seek for customers’ feedback at end of implementation to improve customers’ experience. Shares lessons learnt and feedback for continuous improvement with internal stakeholders for future consideration.
- Receives Deal Handover Form from Relationship Manager containing customers’ requirements, customers’ contacts, fees and pricing.
- Sets up internal call if complex implementation and require clarification with Sales, Products, Operations, and other departments if required.
- Establishes communication protocols (ie. contacts, frequency and method of re-occuring meetings).
- Respond satisfactorily to customer inquiries and requests on all aspects of Products and Services being implemented (ie. cut-off time information in closure document, bank forms information, etc).
- Works closely to understand customers’ and MUFG’s requirements when exception handling is required or further Legal/ KYC/ Deposit documents requested. Helps to negotiate and propose solution. Escalate to RM/Ast. RM for memo preparation if necessary, only and request for Management approvals.
- Handle direct communication with customers / other related external stakeholders to obtain required documents or data to support the ‘Client Onboarding’ process.
- Gathers and shares all necessary documentation (ie. KYC Requirements, Board Resolutions, Account Opening, Liquidity Products, Spot FX and eChannels) from customers.
- Reviews scanned copy of customers’ filled Application Forms and confirm all in order to sign and return.
- Does coordination of additional KYC requirements as necessary between customers and KYCD, escalates to respective Relationship Manager for major issues.
- Does coordination to ensure Signature Specimens and Board Resolutions are captured correctly in back office systems before ‘Go-Live’.
- Provides monitoring period to customers post ‘Go-Live’ to ensure customer satisfaction. Drafts and sets up final call with customers to go through project closure documentation containing new account details, contacts points for BAU enquiries and maintenance support.
- Adhere to all company policies / guidelines.

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.

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