BNY Mellon
Overview
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We are seeking a future team member for the role of Vice President I - Client Coverage to join our Treasury Services, Sales & Client Coverage team. This role is located in Lake Mary, FL - Hybrid On-Site. Responsibilities
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. Develops 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 ultimate escalation point for client satisfaction. Consults with clients on their strategic vision and how the firm can help them achieve that vision. Promotes firm services/product offerings that solve client challenges and achieve account growth. Researches client issues and brings them to resolution. May be assigned as owner/expert of a particular process or product. Conducts frequent and regular check-ins with assigned clients, ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluates client needs and ensures sustained client engagement. Develops, tracks and reports on relationship strategy/results for assigned client portfolio. Keeps abreast of client account activity across the firm and may serve as the ultimate escalation point for client satisfaction. Conducts service review meetings and assists in client training, sharing market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). No direct reports. Provides guidance to less experienced Relationship Managers as needed. Responsible for achievement of organic, incremental growth (revenue, assets) goals within assigned client portfolio. Qualifications
Bachelors 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. Awards, News & Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. About BNY
For more information, visit the BNY Newsroom and BNY LinkedIn pages.
#J-18808-Ljbffr
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We are seeking a future team member for the role of Vice President I - Client Coverage to join our Treasury Services, Sales & Client Coverage team. This role is located in Lake Mary, FL - Hybrid On-Site. Responsibilities
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. Develops 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 ultimate escalation point for client satisfaction. Consults with clients on their strategic vision and how the firm can help them achieve that vision. Promotes firm services/product offerings that solve client challenges and achieve account growth. Researches client issues and brings them to resolution. May be assigned as owner/expert of a particular process or product. Conducts frequent and regular check-ins with assigned clients, ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluates client needs and ensures sustained client engagement. Develops, tracks and reports on relationship strategy/results for assigned client portfolio. Keeps abreast of client account activity across the firm and may serve as the ultimate escalation point for client satisfaction. Conducts service review meetings and assists in client training, sharing market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). No direct reports. Provides guidance to less experienced Relationship Managers as needed. Responsible for achievement of organic, incremental growth (revenue, assets) goals within assigned client portfolio. Qualifications
Bachelors 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. Awards, News & Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. About BNY
For more information, visit the BNY Newsroom and BNY LinkedIn pages.
#J-18808-Ljbffr