Cross-selling

Cross-selling Finance Jobs

21 jobs found

Treasury Management Officer

First Farmers & Merchants Bank Columbia, TN

26d ago

Full time ACH Bachelor's Degree Banking

ACH Bachelor's Degree Banking

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Job Description

Role

The Treasury Management Officer (TMO) is charged with cultivating and overseeing relationships with commercial clients to deliver treasury solutions that optimize cash flow, reduce risk, and enhance operational efficiency. The TMO collaborates with internal teams and external clients to assess needs, craft solutions, and ensure effective implementation of treasury products and services.

Essential Functions & Responsibilities

35% Client Relationship Management: Serve as the primary contact for treasury services for commercial and business clients. Conduct client needs assessments and recommend suitable treasury solutions. Maintain strong relationships to ensure client satisfaction and retention.
30% Sales & Business Development: Identify and pursue new opportunities within existing and prospective client portfolios. Collaborate with relationship managers and other banking professionals to cross-sell treasury products. Prepare and deliver compelling presentations and proposals to clients.
10% Product Expertise & Implementation: Demonstrate deep knowledge of treasury products including ACH, wire transfers, remote deposit capture, lockbox, fraud prevention tools, and liquidity management solutions. Oversee onboarding and implementation of treasury services, ensuring timely and accurate delivery. Provide training and support to clients and internal partners on treasury platforms and tools.
10% Risk & Compliance: Ensure all treasury activities comply with internal policies, banking regulations, and industry standards. Monitor client activity for potential fraud or operational risk and escalate as necessary.
10% Collaboration & Reporting: Work closely with operations, IT, and compliance teams to resolve client issues and improve service delivery. Track sales performance, client feedback, and market trends to inform strategy.
5% Performs other job related duties as assigned.

Performance Measurements

Adhere to the bank's Code of Business Conduct and Ethics in all duties.
Maintain the confidentiality of customer information and other sensitive data.
Complete required training and pursue additional training as needed to increase job knowledge and maximize productivity.
Maintain a strong knowledge of the bank's financial services and awareness of competitors' offerings.
Meet assigned new business development targets in terms of volume or value.
Respond to telephone messages within four hours.
Maintain a professional work environment and businesslike appearance at all times.
Generate required reports within the specified time frame with zero errors.
Provide direction and recommendations to management regarding business development strategies.
Develop and maintain a positive and productive working relationship with department and branch staff.
Acquire and maintain working knowledge of regulations and bank procedures; comply with the Bank Secrecy Act and other laws and regulations.

Knowledge & Skills

Experience: Five to eight years of similar or related experience.
Education: A bachelor's degree, or achievement of industry certifications recognized as equivalent to a bachelor's degree (for example information technology certifications in lieu of a degree).
Interpersonal Skills: Significant personal contact with others inside and outside the organization for conflict resolution, relationship building, and cooperation. Requires discretion and diplomacy in communication.
Other Skills: Solid understanding of the Treasury Management industry and competitive landscape. Strong communication, analytical and curious mindset. Proficient with Microsoft Office and bank software. Self-starter with the ability to motivate peers and influence partners to achieve shared goals.

Physical Requirements

The position requires frequent movement within the office to interact with colleagues and clients, and the regular use of office equipment. The role involves continuous computer use and operation of other office productivity devices such as calculators, copiers, and printers.

Work Environment

The role is based in a professional office setting and may require travel to branches and other locations. Standard office equipment such as calculators, computers, phones, copiers, filing cabinets, and fax machines are routinely used.

Job Details

Job Type: Full-time
Benefits: Dental insurance, Health insurance, Paid time off, Vision insurance
Education: Bachelor's (Preferred)
Experience: Treasury management: 5 years (Required)
Ability to Commute: Columbia, TN 38401 (Required)
Ability to Relocate: Columbia, TN 38401; Relocate before starting work (Required)
Work Location: In person

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Corporate Banking Associate

Citi New York, NY

28d ago

$165k - $165k/yr Full time Associate Bachelor's Degree Banking

Associate Bachelor's Degree Banking

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Job Description

Citibank, N.A. is seeking a Corporate Banking Associate for its New York, NY location.

Duties

Produce written summaries of financial research results to support decision making.
Collaborate with Senior Bankers to provide comprehensive relationship management support.
Participate in client transactions, projects, or assignments as part of the team.
Research and develop analytical tools addressing portfolio construction and optimization, performance measurement, attribution, profit and loss assessment, and pricing models.
Assist with day-to-day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase programs, and interest rate or equity derivatives.
Support Bankers in cross selling the full spectrum of products and services by identifying client needs to generate revenue.
Evaluate public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses.
Stay informed about market and industry trends, best practices, and the competitive landscape.
Assess risk appropriately when making business decisions, with focus on protecting the firm’s reputation, clients, and assets by complying with applicable laws and regulations, adhering to policy, exercising ethical judgment, and escalating, managing, and reporting control issues with transparency.
A telecommuting or hybrid work arrangement may be allowed for employees within a commutable distance to the worksite in accordance with Citi policies and protocols.

Requirements

Bachelor’s degree or foreign equivalent in Finance, Business, Accounting, or a related field, and five (5) years of experience in the offered job or a related finance role involving monitoring credit quality across the portfolio and producing risk-related reports.
Five (5) years must include: experience running large Leveraged Buy Out transactions, outlining financial and business risk profile, impact on the company’s credit profile, cross selling across the bank’s financial product suite, and profitability; supporting Bankers in cross selling the full spectrum of products and services by identifying client needs to generate revenue; assisting with day-to-day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives; performing industry and economic research and financial modeling to evaluate credit profiles and appropriately assess risk; utilizing investment systems including Factset, S&P Capital IQ, S&P Ratings Direct, SEC Filings, and Bloomberg to assess the financial and business risk profile of companies; working with large financial data sets to create actionable insights and regular business reviews for senior bankers and management.
Alternatively, employer will accept a Master’s degree or foreign equivalent, with three (3) years of experience. Pre- or post-master’s degree experience will be considered.
40 hours per week.

Application Details

Applicants should submit resumes at https://jobs.citi.com/ and reference Job ID #26945244. EO Employer.

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Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

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Job Description

Overview

Join TrustBank as a Senior Trust and Wealth Advisor within our Wealth Management department. This exempt, full-time role reports to the Chief Wealth Strategist and supports a dynamic wealth management team focused on delivering goals-based planning to high-income and high-net-worth individuals and families. You will collaborate with client service colleagues to integrate service delivery, engage with professional advisors to elevate TrustBank’s brand, lead efforts to acquire new clients, and nurture existing relationships. Location is Wheaton, Illinois 60187, primarily serving the DuPage County and Chicago Market, and the role supports our Growing Prosperity Together mindset.

Responsibilities

Develop advisory relationships with clients and collect information about their financial circumstances and goals.
Analyze overall personal finances, including complex retirement and estate plans, investments, taxes, insurance, cash flow, cash management, and budgets.
Determine client objectives, risk tolerance, and capital needs.
Counsel clients on general financial forecasts and trends.
Craft sophisticated goals-based wealth plans aligned to client objectives and consult with clients and other specialists on pathways forward.
Facilitate implementation of wealth plans based on client direction.
Collaborate with client’s other advisors and TrustBank partners to deliver coordinated wealth planning services.
Review account relationships and coordinate with wealth management team members to identify cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning services.
Prepare and deliver presentations on ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Support TrustBank wealth planning thought leadership by contributing resources for marketing and educational materials.
Engage with professional advisor networks, including attending conferences and building relationships with professional advisors.
Operate with independence and a deep knowledge of the business unit and function; perform cross-functional and technically challenging activities.
Balance high level operational execution with the development and execution of strategic direction for the function.
Conduct preliminary analyses and interact with committees and management as needed.
Develop, implement, and administer programs within functional areas and perform other duties as assigned by the manager.

Working Conditions

The position follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Primary work location is in the DuPage County / Chicago Market. Additional hours may be required as needed. The work environment involves long periods of sitting at a computer, with a moderate noise level and well-lit office. Daily duties may require standing, walking, and using hands to handle objects and controls. The role may involve reaching with arms, speaking and hearing, and the ability to lift up to 25 pounds. Vision requirements include close and distance vision, peripheral vision, depth perception, and the ability to focus. Some tasks may be repetitive, and there is direct engagement with the public.

Core Values

Commitment to upholding the TrustBank and Wealth Management Culture and Core Values in all duties.

Compensation and Benefits

The estimated annual salary range for this position is $121,900 to $262,000, including incentives. This range reflects compensation across our markets and actual pay will vary based on role responsibilities, applicable skills, experience, education, and geographic location. In addition to base salary, this role is eligible for an incentive compensation plan tied to individual performance. A 401(k) plan with a discretionary employer match in bank stock and a comprehensive benefits package are included. For more details on employee benefits, please visit our Career Opportunities page.

Career Opportunities

Disclosures

TrustBank values diversity and inclusion and does not discriminate based on any protected attribute as defined by applicable law. We provide reasonable accommodations for applicants and employees regarding religious practices and beliefs, as well as any mental health or physical disability needs. This job description may change and is not all-inclusive. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation, risk management, and cash flow planning, typically gained through extensive related work experience.
Effective communicator and collaborative professional.
Requires a university or college degree in finance, economics, or related fields.

Key Attributes

Proven ability to service and develop client relationships, with skill in identifying client needs.
Exceptional communication, strong attention to detail, proactive, analytical, empathetic, and able to work with minimal supervision.
Willingness to travel across regional locations.

Required Skills and Abilities

Strong analytical, problem solving, and organizational skills to identify, research, and resolve requests while managing multiple priorities.
Solid understanding of general financial principles to service and communicate with high net worth clients.
Ability to stay current with financial software and applications and to understand how technology supports the role and TrustBank’s servicing standards.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

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FINANCIAL SERVICE REPRESENTATIVE

Vocal Credit Union Helena, MT

1mo ago

$46k - $73k/yr Full time Banking BSA/AML Client Service

Banking BSA/AML Client Service

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Job Description

Location: Helena, Montana 59601

Position Summary

The Financial Service Representative provides essential support for real estate loans, consumer loans, and VISA credit cards. Primary duties include underwriting and funding loans, cross selling ancillary loan products such as debt protection, GAP insurance, and extended warranties, completing all loan documentation, and obtaining required signatures. The role also involves opening new accounts and actively cross selling credit union services, along with providing additional support for the financial service area as needed.

Job Relationships

Reports to the Vice President.
Maintains frequent contact with all levels and types of credit union staff, members, potential members, and the public; occasional contact with outside sources such as vendors, credit union partners, and other financial institutions.
Requires a high level of interpersonal skills to effectively represent Vocal Credit Union and cross sell appropriate products and services to current and prospective members.
May assist other employees, requiring maturity and the ability to coach others to perform in a respectful, professional manner without actual supervisory authority.
Frequent exposure to sensitive and confidential information; requires a tactful and trustworthy individual to protect the credit union’s interests and member confidentiality.
Performs tasks with a strong commitment to ethical standards and confidentiality, including compliance with internal policies, procedures, and applicable laws such as BSA; supports high quality member service and proper handling of member information and transactions; avoids or discloses relationships that may present conflicts of interest or compromise the credit union’s values.
Establishes and maintains effective working relationships with credit union personnel and management; promotes a collaborative team atmosphere.
Serves as a Vocal Credit Union advocate, representing the organization in a courteous and professional manner at all times.
Performs tasks safely in accordance with credit union procedures, contributing to overall safety; assists with safety issue resolution and security monitoring during daily operations, including building access and monitoring those present in the facility.

Position Responsibilities

Assumes primary responsibility for support services in the Financial Service area, engaging with members in person, by telephone, text, or email, and resolving inquiries promptly and courteously; conducts member interviews to determine the best route of assistance.
Actively cross sells Real Estate loans, Consumer loans, and VISA credit cards.
Conducts loan interviews, collects required underwriting documents, and analyzes data to approve or deny loan requests.
Underwrites, funds, and finalizes all loan processes in accordance with regulations, policies, and procedures.
Prepares and mails Adverse Action Notices.
Sets up and maintains automatic payments including ACH origination, ACH deductions, and automatic transfers.
Cross sells and maintains ancillary loan products including debt protection, GAP, and extended warranties; explains features, issues contracts, files claims, processes cancellations, and documents the member’s account accordingly.
Analyzes credit reports and provides financial education to applicants.
Maintains existing loans, performing payment reversals, due date adjustments, updates to automatic payments, and skip payments.
Submits all documents to various agencies to ensure proper lien filings and accurate recording of real estate documents, returning them to Vocal.
Opens new member accounts and actively cross sells credit union products and services.
Maintains existing accounts, including updates to joint owners and beneficiaries, changes to address and contact information, online banking password resets, and obtaining updated identification.
Keeps the work area clean, well maintained, and secure at all times.

Marginal Functions

May perform Notary services.
Maintain loan vault, organizing paper documents for record retention and disposing of documents that have reached record retention maturity.
May serve as a backup Loan Processor.
Other duties as assigned.

Knowledge, Skills and Abilities

High school diploma or equivalent required; additional training in financial services, bookkeeping, or accounting is required.
At least two years of prior similar customer service experience; prior credit union experience may be preferred.
Strong emphasis on sales and public relations skills; professional business attire and presentation required.
Ability to conduct member interviews within regulatory guidelines, assist members in accurate completion of product applications, perform basic analysis of member needs, and provide initial recommendations and basic financial services counseling.
After hire, complete all required E-training coursework as outlined by credit union procedures within defined timeframes; continuous skill upgrading, including suggested completion of other E-training modules, may be required at management’s discretion.
In the first 90 days, develop extensive knowledge of Credit Union policies and internal procedures to function effectively.
Good math skills and attention to detail to ensure proper member assistance and accurate documentation of the loan process.
Must know and comply with all laws and regulations applicable to financial institutions, particularly the BSA and anti-terrorism laws.
Excellent communication and public relations skills; ability to interview members and prospective members, analyze situations and data, and guide members toward the most appropriate product or service while maintaining the Credit Union’s integrity.
Strong organizational skills with the ability to gather and present data in a clear, understandable format; solid business writing skills with proper grammar and formatting for legally supportive loan documentation.
Must have the ability to type and operate general office equipment and computer software including computers, laptops, printers, fax machines, calculators, and scanners; familiarity with Windows-based systems, Word, Excel, and the Credit Union’s internal operating software system.

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Underwriter, Excess Casualty Large Commercial

AXA Dallas, TX

1mo ago

$97k - $162k/yr Full time Broker Relations Casualty Casualty Insurance

Broker Relations Casualty Casualty Insurance

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Job Description

Overview

AXA XL Large Commercial Excess Casualty invites you to join the Central Zone underwriting team. The Excess Casualty unit provides Umbrella and Excess Liability coverage to North American insureds. Our underwriting groups operate in the United States, Bermuda and Canada, and this opportunity is based in Dallas, Texas. Coverage can be written on an occurrence, claims-made, or occurrence-reported basis. Our appetite spans manufacturing, retail, hospitality, real estate, banking, wholesale distribution, and many other sectors. You will report to the Dallas Underwriting Manager for Excess Casualty and travel within the territory (20 percent) for client, broker, and internal meetings; the territory includes TX, OK, AR and LA.

What you’ll do

Underwrite, manage and service your own book of business in accordance with AXA XL underwriting guidelines and annual goals.
Market and solicit new business opportunities from broker partners to build and strengthen relationships in the retail community.
Cross-sell with other business units to maximize AXA XL results through data mining, targeted accounts and established relationships.
Analyze submissions, including applications, policy wording, inspection reports and loss runs, and conduct appropriate research to determine risk level for each account.
Utilize underwriting tools such as exposure, experience and industry ratings to assess complex casualty exposure; loss rating experience is a plus.
Adhere to underwriting guidelines, authorities and referral requirements as needed by regional management, product management and chief underwriting officers.
Collaborate with colleagues across actuarial, claims, legal and risk engineering to assess current and prospective risks.
Serve your book in collaboration with the Middle Office to ensure timely and accurate delivery of quotations, binders, policies and endorsements.
Contribute to regional planning by developing and executing your own annual desk-level underwriting plan.
Travel throughout the territory (20 percent) for client, broker and internal meetings.

What you’ll bring

Ability to build and maintain effective relationships with peers, brokers, agents and risk management professionals through organizational, time-management and multitasking skills.
Underwriting experience, a plus if it includes umbrella and excess casualty with solid knowledge of coverages and contracts.
Proactive internal and external analysis to complete underwriting assessments, strong problem-solving skills and robust sales and marketing abilities.
Experience working hands-on with actuarial, referral and colleague teams.
Outstanding communication skills, both verbal and written, with strong collaboration and presentation abilities; negotiation skills and strategic agility are required.
Bachelor’s Degree or equivalent experience.

Who we are

AXA XL, the property and casualty and specialty risk division of AXA, addresses complex risks for mid-sized companies, multinationals and select individuals. We blend a comprehensive capital platform, data-driven insights, leading technology and an agile, inclusive workplace to deliver top client service across property, casualty, professional, financial lines and specialty. Our approach embraces innovation and flexible risk solutions to support clients who move the world forward. Learn more at axaxl.com.

Inclusion and diversity

AXA XL is committed to equal employment opportunities and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability or any other protected characteristic. We believe an inclusive culture and a diverse workforce drive business growth and success. We support five Business Resource Groups focused on gender, LGBTQ+ inclusion, ethnicity and origins, disability, and inclusion, with 20 chapters worldwide. We offer flexible working arrangements and enhanced family-friendly leave benefits, and we are named to the Diversity Best Practices Index and signatories to the UK Women in Finance Charter. Learn more at axaxl.com/about-us/inclusion-and-diversity.

Compensation and rewards

AXA XL’s Reward program covers health, wellbeing, lifestyle and financial security, providing competitive compensation and inclusive benefits that evolve with you. We offer a competitive retirement savings plan, health and wellness programs and many opportunities for professional development. The U.S. base salary range for this position is USD 97,100 - 161,900. Actual pay will be determined based on the individual’s skills, experience and location, with market alignment and internal equity in mind.

Sustainability

Sustainability is embedded in AXA XL’s strategy. Our 2023-26 plan, Roots of resilience, focuses on protecting natural ecosystems, addressing climate change and embedding sustainable practices across operations. Pillars include valuing nature, addressing climate change, and integrating ESG throughout processes. AXA Hearts in Action supports volunteering and charitable giving, including Matching Gifts, Volunteering Leave and the Global Day of Giving. For more information, see sustainability at AXA XL.

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Senior Underwriter, E&S Casualty East

AXA New York, NY

1mo ago

$120k - $199k/yr Full time Senior Bachelor's Degree Broker Relations

Senior Bachelor's Degree Broker Relations

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Job Description

Role overview

AXA XL’s Wholesale Solutions team within the Excess and Surplus (E&S) Casualty East unit is expanding as part of a growth-driven strategy for Excess and Surplus lines. This position presents a chance to contribute to an innovative team that has been shaping the future since 1978, delivering high-caliber underwriting and expanding reach, products, and wholesale partnerships. AXA XL’s E&S unit provides Umbrella and Excess Liability coverage to North American insureds, with underwriting teams located in the United States, Canada, Bermuda, and Dublin. Coverage may be written on an occurrence, claims-made, or occurrence-reported basis, and the appetite spans clients in manufacturing, retail, construction, energy, rail, and beyond. The successful candidate will manage a renewal book, pursue new business, and develop new distribution channels through disciplined underwriting in the assigned territory. The position reports to the Head of East, E&S Casualty.

What you’ll be doing

Contribute to the region’s strategic plan execution with a focus on the assigned territory.
Manage an existing E&S Casualty portfolio, pursuing growth targets while ensuring regional profitability.
Support development of new products based on experience and market needs.
Increase territory visibility by articulating underwriting appetite and creating new opportunities through strong broker relationships.
Operate with a degree of underwriting authority commensurate with experience, working self-directed as appropriate.
Cultivate and maintain key broker relationships to secure a steady flow of business within our underwriting appetite.
Deliver client service that reinforces a positive AXA XL image.
Partner with other core lines to enable cross-sell opportunities and cross-marketing with XL lines; meet brokers and insureds as required.
Collaborate with internal teams to support cross-functional opportunities within the region.
Report to the Head of East, E&S Casualty and act as a regional representative for the line.

What you’ll bring

Bachelor’s Degree or equivalent work experience.
Moderate experience in E&S General Liability and/or Excess Underwriting.
Strong existing marketing relationships within the assigned territory and a track record in a production underwriting role.
Deep underwriting expertise across general classes with the ability to manage a high-volume portfolio.
Self-starter with strong organization, capable of working independently or collaboratively in a fast-paced, team-focused environment.
Proven ability to establish and maintain insured and broker relationships of the highest standard.
Demonstrated critical thinking, decision making, and problem-solving skills.
Outstanding communication skills, both verbal and written, with collaboration and presentation capabilities and a willingness to mentor others.
Willingness to travel across the territory for client, broker, and internal meetings (approximately 20%).

Who we are

AXA XL, the Property & Casualty and specialty risk division of AXA, is known for addressing complex risks. We serve mid-sized companies, multinationals, and individuals with re/insurance solutions that go beyond traditional offerings. Our approach combines a robust capital platform, data-driven insights, leading technology, and top talent, all within a flexible and inclusive environment that prioritizes exceptional client service across property, casualty, professional, financial lines, and specialty lines. We partner with those who move the world forward by delivering innovative risk solutions. Learn more at axaxl.com.

What we offer

Inclusion

AXA XL is committed to equal employment opportunity and will evaluate candidates without regard to gender, sexual orientation, age, ethnicity, origin, marital status, religion, disability, or other protected characteristics. The organization emphasizes an inclusive culture as a driver of business growth and success. We provide support for flexible working arrangements, enhanced family-friendly leave, and a range of programs designed to attract, develop, and retain a diverse workforce of professionals. Five Business Resource Groups focus on gender, LGBTQ+, ethnicity and origins, disability, and inclusion, with chapters around the globe. We offer flexible working support, family-friendly leave enhancements, and are named to the Diversity Best Practices Index, along with other commitments such as signing the UK Women in Finance Charter. Learn more at Inclusion & Diversity at AXA XL.

Salary and benefits

The U.S. base salary range for this position is USD 119,500 to 199,100. Actual pay is determined by the individual’s skills, experience, and location. AXA XL provides a comprehensive rewards program addressing health, wellbeing, lifestyle, and financial security, with competitive compensation and inclusive benefits that evolve with you. The company emphasizes long-term recognition of contributions and supports ongoing development to help employees reach their potential.

Total Rewards

AXA XL’s rewards program is designed to cover the full spectrum of your needs, from health to retirement, with a focus on fair compensation and benefits that align with your career trajectory. The program aims to recognize and sustain your growth and well-being over time.

Sustainability

Sustainability is integral to AXA XL’s strategy. The 2023-26 plan, Roots of resilience, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across operations. Pillars include valuing nature by protecting ecosystems, addressing climate change through net-zero strategies and ESG-aligned products, and integrating ESG into internal processes and governance. The Hearts in Action program supports volunteering and charitable giving through initiatives such as Matching Gifts, Volunteering Leave, and a Global Day of Giving. For more information, see Sustainability at AXA XL.

AXA XL’s U.S. base salary range for this role is USD 119,500 - 199,100, with actual pay determined by experience and location. The company highlights its commitment to health, mental well-being, and financial security through a broad benefits portfolio, ongoing development opportunities, and a supportive workplace culture.

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Global Financial Institutions Group, Analyst/Associate

Sumitomo Mitsui Banking Corporation New York, NY Hybrid

1mo ago

$150k - $200k/yr Full time Analyst Asset-Backed Securities Associate

Analyst Asset-Backed Securities Associate

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Job Description

Role Description

SMBC Group is a premier global financial institution with its headquarters in Tokyo and a history spanning four centuries. The company provides a wide array of services, including banking, leasing, securities, credit cards, and consumer finance. With more than 130 offices and 80,000 employees across nearly 40 countries, SMBC Group operates as part of Sumitomo Mitsui Financial Group, Inc. SMFG serves as the holding company and ranks among the top three banking groups in Japan, with shares traded on the Tokyo and Nagoya exchanges as well as the New York Stock Exchange (NYSE: SMFG). In the Americas, SMBC Group maintains a presence across the United States, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the group’s capital strength and strong Asia connections, the organization delivers a full spectrum of commercial and investment banking services to corporate, institutional, and municipal clients, linking a diverse client base to local markets and the wider global network. Its Americas operating companies include Sumitomo Mitsui Banking Corp., SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, 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 $150,000 to $200,000. The final salary will reflect an applicant’s qualifications, experience, and a market-based assessment at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to base pay, SMBC offers a competitive benefits package to its employees.

Location: Hybrid remote in New York, NY 10172.

Role Objectives

Support the origination and execution of transactions with Banks and Broker Dealer clients.
Collaborate across the Private Debt Complex to advise Banks on optimal capital structure, balance sheet optimization, and debt issuance in public and private markets.
Assist in managing client relationships to uncover and develop new business opportunities.
Cross-sell SMBC products to enhance balance sheet utilization by leveraging the firm’s global capabilities across units.
Operate as a self-motivated professional who adapts quickly to evolving client needs and market conditions.

Qualifications and Skills

Proven ability to take initiative and work effectively both independently and as part of a team in a fast-paced environment.
Interest in the regulatory framework for Banks and Broker Dealers, including relevant regulations, policies, and procedures.
Solid understanding of the Financial Institutions sector, global market trends, and the ability to adapt to changing conditions.
Knowledge of capital markets products and services applicable to Banks and Broker Dealer clients.
Awareness of general credit risk concepts and relevant legal/compliance considerations for Banks and Broker Dealers.
Strong communication and presentation skills, both written and oral.
Ability to build a network across SMBC to support communication and execution of new business ideas and opportunities.
2+ years of specialized experience in FIG, Capital Markets (for example, DCM), or FIG-focused Investment Banking.

Work Model and Additional Details

SMBC employees participate in a hybrid work model that combines remote work with office time. Candidates should reside within a reasonable commuting distance of their designated SMBC office. Specific hybrid schedules will be discussed during the interview process. Hybrid arrangements may not be available for certain roles, including some FINRA-registered positions that require in-office attendance for the entire workweek.

SMBC provides reasonable accommodations during the candidacy process in line with federal, state, and local laws. If you require an accommodation during the application process, please contact accommodations@smbcgroup.com.