Senior Account Executive, Energy
Cognite
SFDC
Treasury Sales Analyst
MUFG
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $77,000 - $95,000 per year
Job Level
Junior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reportingtrend analysissales techniquesbank lending policiestreasury operationsworking capital metricsexception pricingpipeline reportingpricing modelstreasury management concepts
Soft skills
relationship managementcommunication skillsnegotiationanalytical skillsthought leadershipcollaborationstrategic thinkingpresentation skillsoperational efficiencydata accuracy
Certifications
Bachelor's degreeMBACertified Treasury Professional (CTP)
