Cash Management Client Service Associate
Sumitomo Mitsui Banking Corporation – SMBC Group
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $80,000 - $105,000 per year
About the role
- 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.
- 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.
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
- Experience working directly with corporate clients preferred
- Japanese language preferred but not required.
Benefits
- Competitive portfolio of benefits to its employees.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash managementACHwiresremote depositpositive paylockboxdigital bankingtroubleshootingservice tracking systems
Soft Skills
problem-solvingcommunicationmultitaskingrelationship buildingclient service