Client Services Representative I

SMBC Group; Los Angeles (CA); Hybrid; USD 55,000 - 68,000; Full time

Job summary

SMBC Group is seeking a Client Service Representative within the Transactional Banking Department to handle customer inquiries on cash management products by email or phone. The role requires fluency in Japanese and strong customer service skills.

You will support cross-selling efforts, collaborate with the product team, and help the TRBD sales team and corporate banking relationship managers with product knowledge and efficient service. Hybrid work arrangements apply.

Qualifications

• Must be fluent in Japanese.
• More than 2 years of customer service experience in banking/financial services.
• BA/BS Degree preferred.
• Business Japanese and English language skills a must.

Responsibilities

• Address customer inquiries on cash management products by email or phone.
• Support cross-selling efforts by identifying client needs and suggesting solutions.
• Assist TRBD sales team and corporate banking relationship managers with product knowledge and customer service.
• Work with product team to resolve issues and improve processes.
• Learn internal policies to execute processes effectively.

Skills

Fluent in Japanese

Customer service experience

English proficiency

Education

BA/BS Degree preferred

Job description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $55,000.00 and $68,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing customer inquiries on cash management products or related banking services (by email or phone).

Must be fluent in Japanese.

Role Objectives: Delivery

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.

Work together and problem solve along with our product team to assist in resolving issues.

Develop good knowledge of bank cash management products to provide assistance, support and customer service to TRBD sales team and corporate banking relationship managers.

Develop strong knowledge of internal policies and procedures in order to effectively execute processes.

Qualifications and Skills

Must be fluent in Japanese.

Work Experience: More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.

Education: BA/BS Degree preferred.

Business Japanese and English language skills a must

Ability to use time efficiently and effectively and remain customer service oriented while handling large volumes of customer inquiries.

Ability to effectively multi-task a broad range of activities, tasks, and outcomes. Proactively follow-up on open items and work that needs to be advanced forward.

Ability to clearly communicate verbally and in writing across various communication settings and styles.

Builds constructive and effective relationships with internal and external parties, using diplomacy, respect, and tact.

Ability to anticipate customer’s needs.

Ability to quickly learn internal policies and procedures, think independently and suggest solutions.

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [e-mail].