Hybrid Cash Management Client Service Associate

at Sumitomo Mitsui Banking Corporation – SMBC Group

• Job title: Cash Management Client Service Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $80,000 - $105,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Client Service Associate at SMBC managing client inquiries related to cash management services. Resolving service issues and supporting cross-selling efforts in a global financial group.

Responsibilities

• 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.