Cash Management Sales (Downtown LA-Hybrid)
Apply NowCompany: Sumitomo Mitsui Financial Group, Inc.
Location: Los Angeles, CA 90011
Description:
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $75,000.00 and $110,000.00. 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.
JOB SUMMARY:
The Cash Management Sales Associate is responsible for supporting the Cash Management Sales Officers and overall department efforts in achieving quality customer relations and production. In this role you regularly interact with internal and external clients within the context of the bank's strategic growth plan, supports achievement of team or market goals in new client development and retention.
PRINICPAL DUTIES AND RESPONSIBILTIES:
POSITION SPECIFICATIONS:
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.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $75,000.00 and $110,000.00. 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.
JOB SUMMARY:
The Cash Management Sales Associate is responsible for supporting the Cash Management Sales Officers and overall department efforts in achieving quality customer relations and production. In this role you regularly interact with internal and external clients within the context of the bank's strategic growth plan, supports achievement of team or market goals in new client development and retention.
PRINICPAL DUTIES AND RESPONSIBILTIES:
- Support Cash Management Sales with developing proforma's and proposals for clients
- Ensure compliance with established company policies and procedures
- Provides Onboarding documentation to clients while managing the implementation process of Cash Management services.
- Manage client expectations
- Provides accurate, timely and extensive information to all client inquiries and requests to ensure a high level of customer service and retention of clients
- Assists all areas of the Bank to coordinate inter and intra-department activities; resolves inquiries or issues relating to cash management matters
- Ability to deal with complex issues involving multiple facets and variables in non-standardized situations
- Provide cash management onboarding documents to clients for signature
- Able to join in-person meetings both internally and externally when needed
POSITION SPECIFICATIONS:
- Undergraduate degree or equivalent work experience
- Minimum 2+ years of experience in Cash Management
- Demonstrates a high degree of professionalism in communication attitude and teamwork with customers, pers and management
- Detail oriented along with strong time management skills.
- Solid understanding of deposit transactions, and use of good judgement
- Ability to learn multiple bank systems to service customers.
- Familiarity with FIS Horizon and Q2 is a plus.
- Proficient in MS Excel, Word, Outlook, PowerPoint and Teams.
- Adheres to all Company Policies & Procedures and completes certifications on time
- Adheres to local, state and federal laws
- Project management experience
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.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.