Cash Management Sales Associate Lead

2 weeks ago

Los Angeles, California, United States Sumitomo Mitsui Banking Corporation (SMBC) Full time
About the Role

The Cash Management Sales Associate Lead is responsible for supporting the Cash Management Sales Officers and overall department efforts in achieving quality customer relations and production. In this role, you will regularly interact with internal and external clients within the context of the bank's strategic growth plan, supporting achievement of team or market goals in new client development and retention.

Key Responsibilities
  • Has knowledge and understanding of Cash Management Services
  • Support Cash Management Sales and department administrative/reporting requirements
  • Ensure compliance with established company policies and procedures
  • Work with Cash Management Sales Officers and important business partners in client relationship planning, business development and retention efforts
  • Provides accurate, timely and extensive information to all client inquiries and requests to ensure high level customer service and retention of clients
  • Assists all areas of the Bank to coordinate inter and intra-department activities; resolves inquires or issues relating to cash management matters
  • Ability to deal with complex issues involving multiple facets and variables in non-standardized situations
  • Manage client expectations relating to the implementation of new cash management services
  • Provide cash management onboarding documents to clients for signature
  • Able to join in-person meetings both internally and externally when needed
Requirements
  • Undergraduate degree or equivalent work experience
  • Minimum 5+ years equivalent work experience
  • Minimum 3+ years of experience in Cash Management
  • Demonstrates high degree of professionalism in communication attitude and teamwork with customers, peers 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
About the Company

Sumitomo Mitsui Banking Corporation (SMBC) is a leading financial institution with a rich history and a commitment to excellence. 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.

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.

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