Cash Management Sales Associate- Lead

Company: Sumitomo Mitsui Banking Corporation (SMBC)
Location: Los Angeles
Posted on: November 2, 2024

Job Description:

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 $74,000.00and $109,000.00. 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.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 ServicesJOB SUMMARYThe 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.PRINCIPAL DTUEIS & 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 neededPOSITION SPECIFICATIONS:
  • 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, 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 experienceEOE 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 (877) 560-9812 to request the information in this Notice in an alternative format.

Keywords: Sumitomo Mitsui Banking Corporation (SMBC), Mission Viejo , Cash Management Sales Associate- Lead, Executive , Los Angeles, California