SMBC Group

  • Cash Management Client Service Representative

    Job Locations US-NY-New York
    Posting Date 5 days ago(6/13/2019 12:55 PM)
    Career Category
    Position ID
  • Overview

    Responsible for answering and addressing customer inquiries related to cash management products or related banking services by email or phone.


    1.Log customer data and inquiry information into proprietary system.
    2.Work with our partner bank to provide set up service support and troubleshooting issues.
    3. Manage customer entries into our billing database for the purpose of generating invoices.
    4. Collaborate with our back office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries.
    5. Work together and problem solve along with our product team to assist in resolving issues.
    6. Develop good knowledge of bank cash management products to provide assistance, support and customer service to GTBD sales team and corporate banking relationship managers.
    7. Knowledge of internal policies and procedures in order to effectively execute processes.
    8. Keep close communication with the Senior Client Service Representatives on daily tasks and progress.
    9. Answer and address customer inquiries related to our cash management products


    1.Ability to use time efficiently and effectively and remain customer service oriented while handling large volumes of customer inquiries.
    2. 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.
    3. Ability to clearly communicate verbally and in writing across various communication settings and styles.
    4. Builds constructive and effective relationships with internal and external parties, using diplomacy, respect, and tact.
    5. Ability to anticipate customer’s needs.
    6. Ability to quickly learn internal policies and procedures, think independently and suggest solutions.


    - Work Experience: more than 2 years of comparable or relevant experience. Cash Management Experience preferred.
    - Education: BA/BS Preferred.



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