Cash Management Client Service - Associate

Sumitomo Mitsui Financial Group, Inc. • $80K — $105K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 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, and digital banking platforms
  • Strong problem-solving skills with an emphasis on 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 proficiency is a plus but not mandatory

Responsibilities

  • Serve as the primary contact for client inquiries related to cash management services
  • Resolve service issues by investigating transactions and coordinating with internal teams
  • Troubleshoot challenges related to ACH, wires, online banking, and liquidity tools
  • Process requests for changes in entitlements and service modifications
  • Monitor key service metrics and proactively reach out to clients regarding exceptions or alerts
  • Assist with client onboarding, training, and documentation coordination
  • Identify improvement opportunities for client experience and promote digital adoption

Benefits

  • Hybrid work model allowing work from home and office
  • Reasonable accommodations for applicants with disabilities
Full Job Description
The anticipated salary range for this role is between $80,000.00 and $105,000.00. 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.

Role Description

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.

Role Objectives

Associate

Key Responsibilities

Client Support & Issue Resolution
  • 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

Operational Support & Service Delivery
  • 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

Client Engagement & Relationship Management
  • Build strong working relationships with clients and internal partners, supporting retention and client satisfaction
  • Participate in client calls, training sessions, and service reviews to ensure clients are fully educated on available tools and capabilities
  • Identify opportunities to improve client experience and promote digital adoption of treasury platforms

Continuous Improvement
  • Contribute to service process enhancements, FAQ development, and best practices documentation
  • Stay current on product updates, system changes, and new cash management capabilities
  • Assist senior team members with projects aimed at improving service efficiency and workflow optimization


Qualifications and Skills

  • 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

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

About Sumitomo Mitsui Financial Group, Inc.

Sumitomo Mitsui Financial Group, Inc. Careers

There has never been a more opportune time to join the dynamic team at Sumitomo Mitsui Financial Group, Inc. (SMFG)—a leading force in the financial services industry recognized for its leadership in innovation and diversity.

Explore Job Opportunities

Sumitomo Mitsui Financial Group, Inc. offers a plethora of job opportunities that cater to a variety of skills and interests. The company is renowned for its commitment to professional growth and leadership development, making it an ideal environment for ambitious individuals looking to advance their careers.

Experience Professional Growth

At SMFG, career advancement is not just a possibility but a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge necessary to succeed.

Join a Diverse and Inclusive Team

Diversity and inclusion are at the core of the company culture at Sumitomo Mitsui Financial Group, Inc. With a global team that values unique perspectives and fosters a collaborative and inclusive environment, SMFG is a place where everyone can thrive.

Internship Programs

For those starting their career journey, SMFG offers internship programs that provide a robust foundation in the financial sector. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that offer real-world applications of their studies.

Benefits and Culture

Sumitomo Mitsui Financial Group, Inc. is dedicated to not only attracting but also retaining top talent by offering competitive benefits that enhance both personal and professional life. The company culture promotes work-life balance, employee well-being, and continuous learning.

Innovative Work Environment

Innovation is a key driver of SMFG’s success. Employees are encouraged to bring forward-thinking ideas to the table and are provided with the resources to transform these ideas into actionable solutions that drive the financial industry forward.

Networking and Career Development

Networking opportunities within SMFG are abundant. Employees are encouraged to connect with colleagues and industry leaders through various platforms and events, enhancing their professional network and opening doors to myriad career opportunities.

Apply for a Position

Sumitomo Mitsui Financial Group, Inc. is actively hiring and looking for talented individuals who are passionate, curious, and driven. Explore open positions that match your skills and interests on the SMFG careers page.

Stay Connected with SMFG Careers

Keep up to date with the latest career tips, industry insights, and company news from Sumitomo Mitsui Financial Group, Inc. Subscribe to receive updates and stay informed about new job openings and employment trends.

Prepare for Your Interview

Aspiring to join SMFG? Prepare your resume to reflect your best self and gear up for the interview process where you can showcase your skills and passion for finance and innovation.

Career Opportunities Await

At Sumitomo Mitsui Financial Group, Inc., the potential for professional development and personal growth is limitless. Discover the exciting and rewarding career opportunities that await at SMFG, where every position contributes to the company’s global success and leadership in the financial industry.
Learn more about Sumitomo Mitsui Financial Group, Inc.
Industry
Finance & Insurance
* Ladders Estimates

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