Financial Service Officer, Analyst

1 week ago

Torrance, California, United States Sumitomo Mitsui Banking Corp Full time

ABOUT THE ORGANIZATION

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.

The anticipated salary range for this role is between $64,000.00and $75, 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.

Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.

Specialties:

Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services

JOB SUMMARY:

Under general supervision, provides the Area Manager and Relationship Managers customer service by responding to all questions/concerns and executing all transactional requests including opening of new accounts. Assist the officers with promotion and marketing of the Bank's financial products to both existing and prospective customers. Service can be provided through face to face, telephone, electronic, and written communications. Responsible for proper handling of maintaining private client, professional, and business banking relationships, as well as generating deposit accounts. Assist with compiling Loan Documentation and Loan services. Interfaces with Central Operations, Operations Liaison and other support departments when necessary. Assists with the RM's Business Development by requests of cold calls, mailers, and inputting of prospects into the Baker Hill program. Recognize and generate cross-sell opportunities to ensure deposit growth and retention. Consulting with customers to assist them in understanding financial products offered compared to their needs and financial circumstances. Complies with all Bank policies and procedures.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  • Maintains current & extensive knowledge of Bank policy, procedure, products, and services to ensure that accurate and consistent information is delivered to customers.
  • May exercise limited signing authority and approval of checks for encashment and executing wire transfers when assigned.
  • Responds to customer requests, inquires, and interacts with other Bank departments in order to resolve customer service issues in a timely manner.
  • Works with New Accounts to open New Accounts, prepares bank forms, and obtains required documentation.
  • Works with Operations to process the boarding of new accounts, supersedure, and changes on the system as bank policy dictates.
  • Reviews and completes consumer loan applications with the customer.
  • Complies with all policies/procedures related to the new account process.
  • Servicing AM and RM's accounts, by preparing and maintaining deposit and loan documentation and managing customer transactions over the phone, in person, and via email.
  • Attend sales calls in the office and in the field if required by the AM's and RM's
  • Assists the AM's and RM's with complex transactions.
  • A broad knowledge of all bank products, services, regulatory policies, and procedures is required.
  • Excellent interpersonal as well as oral and written communication skills are essential.
  • Strong customer service orientation as well as strong analytical skills desired.
  • Good numerical aptitude.
Position Specifications:

Education: Associate's Degree or equivalent experience.
Experience: 2 years of prior experience in banking or financial services. Previous branch operations experience in a commercial bank environment. New accounts experience preferred. Sales experience desirable.
Skills/Qualifications: A broad knowledge of all bank products, services, regulatory policies, and procedures is required. Excellent interpersonal, as well as oral and written communication skills, are essential. Strong customer service orientation, as well as strong analytical skills, desired. Good numerical aptitude

EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at Persons with disabilities may contact our Customer Contact Center toll-free at to request the information in this Notice in an alternative format.

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