Job Description

Our client, a top-tier global financial group is looking for Client Service Representative. Either bilingual Japanese or Spanish skills a must.

The anticipated salary range for this role is between $40,000.00 and $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, they offer a competitive portfolio of benefits to their employees.

Role Description

Our 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.

Our employees participate in a hybrid workforce model that provides employees with an opportunity to work from home, as well as, from one of our office. We require 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.

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