BNY
Overview
Join to apply for the
Vice President, Client Coverage I
role at
BNY . This role is located in Lake Mary, FL and is Hybrid On-Site.
In this role, you’ll make an impact in the following ways:
Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities to evolve client business for incremental account growth.
Serves in a consultative role to the client, advising on the best way to achieve short- and long-term strategic objectives.
Has developed core understanding of the business, its strategy and its products/services.
May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Acts as the client advocate and may serve as the escalation point for client satisfaction.
Consult with clients on their strategic vision and how the firm can help them achieve that vision.
Promote firm services/product offerings that solve client challenges and achieve account growth.
Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
Conduct frequent and regular check-ins with assigned clients, ensuring continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluate client needs and ensure sustained client engagement.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Keep abreast of client account activity and may serve as the escalation point for client satisfaction.
Conduct service review meetings and assist in client training, sharing market information/experience. May assist with prospecting new clients in a similar industry or segment.
Ensure client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.).
No direct reports. Provide guidance to less experienced Relationship Managers as needed.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
Qualifications
Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of total work experience in Financial Services, Treasury Services, Payments sales preferred.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Seniority level Mid-Senior level
Employment type Full-time
Job function Other
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Vice President, Client Coverage I
role at
BNY . This role is located in Lake Mary, FL and is Hybrid On-Site.
In this role, you’ll make an impact in the following ways:
Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities to evolve client business for incremental account growth.
Serves in a consultative role to the client, advising on the best way to achieve short- and long-term strategic objectives.
Has developed core understanding of the business, its strategy and its products/services.
May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Acts as the client advocate and may serve as the escalation point for client satisfaction.
Consult with clients on their strategic vision and how the firm can help them achieve that vision.
Promote firm services/product offerings that solve client challenges and achieve account growth.
Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
Conduct frequent and regular check-ins with assigned clients, ensuring continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluate client needs and ensure sustained client engagement.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Keep abreast of client account activity and may serve as the escalation point for client satisfaction.
Conduct service review meetings and assist in client training, sharing market information/experience. May assist with prospecting new clients in a similar industry or segment.
Ensure client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.).
No direct reports. Provide guidance to less experienced Relationship Managers as needed.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
Qualifications
Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of total work experience in Financial Services, Treasury Services, Payments sales preferred.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Seniority level Mid-Senior level
Employment type Full-time
Job function Other
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