SMBC Group

  • Cash Management Sales Specialist (Bilingual English/Japanese)

    Job Locations US-CA-Los Angeles
    Posting Date 2 weeks ago(2 weeks ago)
    Career Category
    Cash Management
    Position ID
    Corporate Title
  • Overview

    SMBC's Global Transaction Banking Department is seeking a Cash Management Sales Specialist to support the Sales Manager by preparing agreements, creating various sales reports, presentation materials, structural diagrams and other support related tasks.


    • Work with the Sales Manager to identify client needs in order to offer appropriate solutions and cash management service products.
    • Prepare presentation materials and proposals, create fee schedules, RFP's, and cost analysis projects.
    • Work closely with the Product Team to gather information and updates regarding enhancements and pricing for the Sales Manager.
    • Prepare CMS agreements and other related paperwork for clients. Follow up with clients to ensure we obtain completed documents in a timely manner to meet service implementation deadlines.
    • Update reports by tracking and recording the progress on pending items and sales results.
    • Present SMBC CMS products by performing E-Moneyger demonstrations for clients.
    • Work with the Product Team for implementation processes on new products and complex services.
    • Keep abreast of any changes or enhancements of products and communicate any client enhancement or product needs to the Sales Manager and Product Team.
    • Adhere to internal bank procedures, policies, and strategies as laid out by GTBD and sales management as well as bank regulatory and compliance matters.


    • Basic knowledge of cash management services and products i.e.,  E-Moneyger, Remote Deposit, ACH Systems and general banking services and operations. 
    • Working knowledge of corporate sales in the cash management industry preferred.
    • Cash Management or Treasury services experience/knowledge preferred.
    • Ability to build an understanding of internal bank policies and procedures and remain in compliance with bank regulations.
    • Build constructive and effective relationships with peers and senior management.
    • Demonstrate cultural sensitivity and awareness and work with others using diplomacy, respect, and tact.
    • Organize thoughts and clearly articulate points, both orally and in writing, to management or other internal departments.
    • Ability to work under pressure to meet critical deadlines.
    • Work efficiently and effectively to prioritize and execute tasks.
    • Proven ability to learn quickly and work as part of a team.
    • Proficient in MS office and web based applications.
    • Experience in creating presentation materials and presenting to various audiences. 
    • BS/BA required or equivalent experience.
    • Ability to speak, read, write in English and Japanese is REQUIRED.


    Physical Demands

    The physical demands described below are representative of those that must be met to successfully perform the essential functions of the job (if applicable):


    This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.


    Traveling may be required.


    Work Environment

    The work environment characteristics described here are representative of those encountered while performing the essential functions of the job (if applicable):


    This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The noise level in the work environment is usually quiet.


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