Description:
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).
Role Objectives
- 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
Qualifications And Skills
- 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.