Business Administration Representative — New York NY
Role Objectives
- Register customer data into proprietary system in a timely manner.
- Conduct set up in systems and handle inquiries from customers mainly via email communication.
- Obtain sufficient knowledge regarding SMBC’s cash management products and services.
- Manage customer entries into our billing database for invoice generation.
- Collaborate with back office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries.
- Work with the Product team to resolve issues through collaboration and problem-solving.
- Develop strong knowledge of internal policies and procedures to effectively execute processes.
- Maintain close communication with the Client Service team on daily tasks and progress.
- Respond to customer inquiries related to cash management products in coordination with the Client Service team.
Qualifications and Skills
- Work Experience: More than 2 years of relevant customer service experience, preferably in banking or financial services.
- Education: BA/BS degree preferred.
- Bilingual Japanese language skills are a plus but not required.
- Strong time management skills with a customer-focused approach while handling multiple registrations.
- Ability to effectively multitask across a wide range of activities and follow up proactively on pending tasks.
- Excellent verbal and written communication skills across different settings.
- Ability to build effective relationships with internal and external stakeholders using diplomacy and professionalism.
- Strong ability to anticipate customer needs.
- Quick learner of internal policies and procedures with the ability to think independently and suggest solutions.
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