Investment Banking Director
3 hours ago
As a Director of Investment Banking at Sumitomo Mitsui Financial Group, Inc., you will be responsible for providing exceptional customer service and support to internal colleagues and external clients. This role requires strong analytical and problem-solving skills, as well as the ability to communicate effectively with clients via email and phone.
Key Responsibilities
- Analyze customer account information and provide recommendations for customized solutions to deepen client connections to firm products and services.
- Act as the primary point of contact for internal colleagues and external clients, responding to inquiries and resolving issues in a timely and professional manner.
- Transact account set-ups, maintenance, and closings as required, ensuring compliance with regulatory guidelines.
- Conduct analysis and use tools and service platforms to research and solve client problems and complaints.
- Execute appropriate document and process reviews to ensure adherence to regulatory, anti-money laundering, and compliance guidelines.
- Ensure appropriate KYC data review takes place for new account initiation.
- Respond to legal inquiries into client accounts and furnish information when appropriate.
- Use active listening and identify client needs via email or phone, ensuring customers experience high-quality service and care.
- Review customer account relationships to promote and cross-sell bank products and services.
- Keep customers apprised of available account types, interest and dividend rates, payroll deduction plans, and digital banking and self-service offerings.
- Meet team objectives across client satisfaction, effectiveness, and quality as measured through metrics like average handling time, voice of customer, and net promoter score.
- Meet sales goals through building rapport, determining client needs, and ultimately closing cross-sell opportunities.
- Display resilience and patience in managing challenging customer calls and complaints, remaining positive and resolution-focused in challenging situations.
- Use outstanding verbal and written communication skills to interface with clients on the phone and through electronic mail, keeping messaging clear and concise.
- Demonstrate a solid understanding of bank policies and controls, as well as the various regulatory procedures around the USA PATRIOT Act, Bank Secrecy Act, the Office of Foreign Assets Control sanctions program, etc.
- Use a solid knowledge of the bank's products and services to match these to customer needs, increasing both deposits and customer outcomes.
- Responsible for fostering a culture of diversity and inclusion, holding leaders accountable for creating an inclusive environment through awareness and practice of equity in recruiting, developing, and promoting diverse talent.
- 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.
- 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.
- 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.
- SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law.
- If you need a reasonable accommodation during the application process, please let us know at .Sumitomo Mitsui Financial Group, Inc.
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