Client Services Representative I

Sumitomo Mitsui Banking Corporation•Los Angeles, CA
•$55,000 - $68,000•Hybrid

About The Position

SMBC Transactional Banking Department (TRBD) is seeking a Client Service Representative to address customer inquiries about cash management products and related banking services by email or phone. The role supports the company’s strategic initiatives, business development, revenue growth, client retention, and sales delivery. The representative works with product teams to resolve issues, supports the TRBD sales team and corporate banking relationship managers, and develops knowledge of bank cash management products as well as internal policies and procedures. Fluency in Japanese is required.

Requirements

  • Fluency in Japanese; business Japanese and English language skills are required.
  • More than 2 years of comparable or relevant customer service experience.
  • Ability to use time efficiently and effectively while remaining customer-service oriented when handling large volumes of inquiries.
  • Ability to multitask across a broad range of activities, tasks, and outcomes, and proactively follow up on open items.
  • Clear verbal and written communication across different settings and styles.
  • Ability to build constructive, effective relationships with internal and external parties using diplomacy, respect, and tact.
  • Ability to anticipate customer needs.
  • Ability to quickly learn internal policies and procedures, think independently, and suggest solutions.

Nice To Haves

  • Customer service experience in the banking or financial services industry is preferred.
  • BA/BS degree preferred.

Responsibilities

  • Address client inquiries about cash management products and related banking services by email or phone.
  • Support cross-selling by identifying client needs and suggesting solutions through introductions.
  • Perform client service functions that support business development, revenue growth, client retention and growth, and sales delivery enhancements.
  • Work with product teams to help resolve issues.
  • Provide assistance, support, and customer service to the TRBD sales team and corporate banking relationship managers.
  • Develop knowledge of cash management products and internal policies and procedures to execute processes effectively.

Benefits

  • Competitive portfolio of benefits.
  • May be eligible for an annual discretionary incentive award.
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