Cash Management Client Service - Associate
Sumitomo Mitsui Banking Corporation•Charlotte, NC
•$80,000 - $105,000•Hybrid
About The Position
Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions. Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements.
Requirements
- 2–3 years of experience in client service, banking operations, cash management, or treasury support
- Foundational understanding of cash management products such as ACH, wires, RDC, positive pay, lockbox, and digital banking platforms
- Strong problem-solving skills with the ability to research issues and provide prompt resolution
- Excellent verbal and written communication skills
- Ability to multitask and manage competing priorities in a high-volume service environment
Nice To Haves
- Experience working directly with corporate clients preferred
- Japanese language preferred but not required
Responsibilities
- Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access
- Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed
- Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools
- Ensure timely follow-up and provide clear, professional communication to clients
- Process requests entitlement changes, documentation updates, and service modifications
- Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients
- Assist with onboarding activities including initial client setup, platform training, and documentation coordination
- Maintain accurate records of client interactions in service-tracking systems
- Build strong working relationships with clients and internal partners, supporting retention and client satisfaction
- Participate in client calls, training sessions, and service reviews to ensure clients are fully educated on available tools and capabilities
- Identify opportunities to improve client experience and promote digital adoption of treasury platforms
- Contribute to service process enhancements, FAQ development, and best practices documentation
- Stay current on product updates, system changes, and new cash management capabilities
- Assist senior team members with projects aimed at improving service efficiency and workflow optimization
Benefits
- competitive portfolio of benefits
- annual discretionary incentive award
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
