Client Services Representative (Banking) jobs in New York

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Service Representative
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • New York, NY FULL_TIME
  • 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 Rail Services LLC, Manufacturers Bank, 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 $40,000.00and $60,000.00. 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.

    Role 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
    • Explain how to use internet banking and related service to wholesale customer.
    • Receive inquiries from customer via email and phone.
    • Answer and address customer inquiries related to our cash management products.
    • Create contract for our products implementation/amendment.
    • 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.
    • Keep close communication with the Senior Client Service Representatives on daily tasks and progress.
    • 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.
    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.
    • Business English language skills a must, and business Japanese language skills preferred.
    • 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.
    • Hybrid working: Recommend working in the office twice a week.
    Additional Requirements

    Either business Japanese or Spanish language skills a must.

    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.


    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. 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 accommodations@smbcgroup.com.

     

  • 20 Days Ago

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Client Services Representative
  • Health System Services Ltd
  • Niagara Falls, NY FULL_TIME
  • Company Description: Join a fast-paced Medical Equipment and Supply Provider, where we hold ourselves to high standards of excellence and cultivate a supportive team environment. As a Client Services ...
  • 25 Days Ago

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Client Services Representative
  • VERITEXT LLC
  • New York, NY FULL_TIME
  • Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successf...
  • 11 Days Ago

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Client Services Representative
  • NVA
  • Queens, NY FULL_TIME
  • Description & Requirements Job description Job Requirements/ Skills/ Physical Demands: VCG Astoria is hiring! We are a building something great and are looking for you to join our team! The ideal cand...
  • 13 Days Ago

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Client Services Representative
  • FlexTrade
  • Great Neck, NY FULL_TIME
  • About FlexTrade FlexTrade Systems is a financial technology Software Company headquartered in Great Neck, New York. We are celebrating 26 years as the industrial pioneer and a global leader in broker-...
  • 1 Month Ago

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Client Services Representative
  • NVA
  • Hampton, NY FULL_TIME
  • Description & Requirements We are currently looking for a Receptionist with PREVIOUS EXPERIENCE in a Veterinary Hospital! Shinnecock Animal Hospital is seeking someone who is knowledgeable, friendly a...
  • 23 Days Ago

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Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
  • Enterprise Bank & Trust
  • Olathe, KS
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/18/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Creve Coeur, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 4/16/2024 12:00:00 AM

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Client Relations Representative
  • Resilience Inc
  • Collierville, TN
  • Job Description Job Description Client Relations Representative Currently, we are hiring an Entry Level Client Relations...
  • 4/16/2024 12:00:00 AM

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Client Relations Representative
  • Tamirior Insights Inc
  • Apollo Beach, FL
  • Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
  • 4/16/2024 12:00:00 AM

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Client Relations Representative (Remote)
  • N&A Enterprises and Solutions
  • Chicago, IL
  • A client relations Represenative is responsible for managing and maintaining relationships with clients, ensuring their ...
  • 4/16/2024 12:00:00 AM

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 4/14/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 4/14/2024 12:00:00 AM

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Client Services Representative I
  • Sonic Anatomic Pathology
  • Rye Brook, NY
  • Job Functions, Duties, Responsibilities and Position Qualifications: Job Description Quality is in our DNA -- is it in y...
  • 3/19/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$42,476 to $56,461