Client Service Representative I


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).

The anticipated salary range for this role is between $40,000 and $60,000. 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.


Log customer data and inquiry information into proprietary system.

Work with our partner bank to provide set up service support and troubleshooting issues.

Manage customer entries into our billing database for the purpose of generating invoices.

Collaborate with our back office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries.

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.

Keep close communication with the Senior Client Service Representatives on daily tasks and progress.

Answer and address customer inquiries related to our cash management products


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

Education: BA/BS Degree preferred.

Bilingual Japanese 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.

Job Type
Full Time
12 days ago

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