Client Services Representative I

SMBC•Los Angeles, LA

16h•$55,000 - $68,000•Hybrid

About The Position

SMBC’s Transactional Banking Department 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 department’s strategic initiatives, business development, revenue growth, client retention, and sales delivery enhancements. The representative works with product teams to resolve issues, supports the TRBD sales team and corporate banking relationship managers, and develops knowledge of cash management products and internal policies and procedures. The role requires fluency in Japanese and English. The position follows SMBC’s hybrid workforce model, combining work from home with work at an SMBC office. Employees must live within a reasonable commuting distance of their office; the specific hybrid schedule will be discussed during the interview process. Hybrid work may not be available for certain roles. The anticipated salary range is $55,000 to $68,000. The specific offer depends on individual qualifications and experience, geography, and market compensation. The role may also be eligible for an annual discretionary incentive award. SMBC offers a competitive portfolio of employee benefits.

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 and handling large volumes of inquiries.
Ability to multitask across a broad range of activities, tasks, and outcomes.
Ability to communicate clearly, verbally and in writing, 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 learn internal policies and procedures quickly, think independently, and suggest solutions.

Nice To Haves

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

Responsibilities

Address customer inquiries about cash management products and related banking services by email or phone.
Identify client needs, suggest solutions through introductions, and actively support cross-selling efforts.
Perform client service functions that support business development, revenue growth, client retention and growth, and sales delivery enhancements.
Work with the product team to help resolve issues.
Develop knowledge of bank cash management products to assist and support the TRBD sales team and corporate banking relationship managers.
Develop knowledge of internal policies and procedures to execute processes effectively.
Follow up proactively on open items and work that needs to be advanced.