Cash Management Client Services Specialist

SMBC Group; New York, Northern (NY, KY); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

SMBC Group in New York is seeking a Cash Management Client Service Associate to address client inquiries and support cross-selling efforts by identifying client needs and suggesting solutions. This role supports the company’s strategic initiatives to enable business development and client growth.

The Associate will handle day-to-day service requests, onboarding activities, and relationship management, collaborating with internal teams to resolve issues and ensure high client satisfaction.

Qualifications

• 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
• 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

Skills

2–3 years experience

Client service

Banking operations

Cash management

Treasury support

Problem solving

Communication skills

Multitasking

Corporate client experience

Japanese language preferred

Tools

ACH

Wires

RDC

Positive pay

Lockbox

Digital banking

Job description

SMBC Group in New York is seeking a Cash Management Client Service Associate to address client inquiries and support cross-selling efforts by identifying client needs and suggesting solutions. This role supports the company’s strategic initiatives to enable business development and client growth.

The Associate will handle day-to-day service requests, onboarding activities, and relationship management, collaborating with internal teams to resolve issues and ensure high client satisfaction.