Client Services Representative (Banking) jobs in Pomona, CA

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 Services Representative I
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA 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 is located in LA

    Role Objectives
    • 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.
    • 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.
    • Keep close communication with the Senior Client Service Representatives on daily tasks and progress.
    • Answer and address customer inquiries related to our cash management products
    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.
    • Bilingual Japanese language skills a must.
    • 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.
    Additional Requirements

    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.

     

  • 15 Days Ago

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Client service representative
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA 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, cr...
  • 1 Month Ago

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Representative, Client Services
  • Service Champions Inc
  • Los Angeles, CA FULL_TIME
  • ADEEDO/JW has an immediate need for a Career- Minded, Enthusiastic Client Services Representative with a strong ability to multi-task, assist clients with scheduling service calls, and provide solutio...
  • 1 Day Ago

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Client Services Representative
  • Fulham
  • Hawthorne, CA FULL_TIME
  • Job Responsibilities:· Provide the best level of service to our clients and sales agents, assisting all product and order requests.· Support clients and sales agents over phone and email on product or...
  • 16 Days Ago

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Client Services Representative
  • Blue Empowerment
  • Downey, CA FULL_TIME
  • We are looking for tenacious, self-motivated individuals that are well-versed in a customer-oriented environment and have a flawless reputation for putting the customer first. The mission of our Clien...
  • 17 Days Ago

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Client Services Representative
  • Paragon Prime Solutions
  • Burbank, CA FULL_TIME
  • We're on the lookout for a personable and driven individual to take on the role of Client Services Representative. This entry-level position is brimming with growth opportunities.As a vital representa...
  • 18 Days Ago

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0 Client Services Representative (Banking) jobs found in Pomona, CA area

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Client Services Representative
  • Company3/Method Studios
  • Los Angeles, CA
  • Company: Company 3 Position: Client Services Representative Location: Hollywood, CA *Pay Range: $18.00 USD hourly POSITI...
  • 3/28/2024 12:00:00 AM

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Client Services Representative I
  • Capital Group
  • Irvine, CA
  • "I can succeed as a Client Services Representative at Capital Group." As one of our Client Services Representatives, you...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Healthpointe
  • La Mirada, CA
  • Position title Client Service Representative Description **JOB SUMMARY:** Provides customer service support and maintena...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Pierre Strand
  • Los Angeles, CA
  • Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journe...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Olson Superior Plumbing
  • Lake Forest, CA
  • Job Description Job Description JOB DESCRIPTION Olson Superior Plumbing is in search of an experienced and driven Client...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Fulham
  • Job Responsibilities: •Provide the best level of service to our clients and sales agents, assisting all product and orde...
  • 3/27/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Santa Ana, CA
  • Job Details Level Experienced Job Location DBSA - Santa Ana, CA Position Type Full Time Salary Range $18.00 Job Category...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Adeedo!
  • Los Angeles, CA
  • Job Description Job Description ADEEDO/JW has an immediate need for a Career- Minded, Enthusiastic Client Services Repre...
  • 3/26/2024 12:00:00 AM

Pomona (/pəˈmoʊnə/) is a city in Los Angeles County, California, United States. Pomona is located in the Pomona Valley, between the Inland Empire and the San Gabriel Valley. As of the 2010 United States Census, the city's population was 149,058. Pomona is 30 miles (48 km) east of the Los Angeles area of Los Angeles County in the Pomona Valley, located at 34°3′39″N 117°45′21″W / 34.06083°N 117.75583°W / 34.06083; -117.75583 (34.060760, -117.755886). According to the United States Census Bureau, the city has a total area of 22.964 square miles (59.48 km2), over 99% of it land. Pomona is appro...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$44,161 to $58,704
Pomona, California area prices
were up 3.2% from a year ago