Join BNY as a Vice President in Private Banking II, where you'll develop and manage client relationships to drive revenue growth. This role offers the chance to impact clients' financial strategies while being part of a leading global financial services firm that values innovation and inclusivity.
Key Responsibilities
Develop and implement strategic plans for managing client banking relationships
Advise clients on achieving strategic objectives
Achieve business targets and manage client satisfaction
Conduct regular client check-ins and needs evaluations
Collaborate with business development teams
Research client issues and manage resolution
Oversee client onboarding and risk management activities
Required Qualifications
Bachelor’s degree or equivalent experience
Completion of a formal credit training program or equivalent work experience
5-7 years of relevant work experience
Experience in Relationship Management, Client Services, or Account Management
Applicable local/regional licenses (Series 7 and 63) or certifications
Preferred Qualifications
Advanced/graduate degree
Financial Services experience with specific client types or banking products
Understanding of credit policies and underwriting procedures
Benefits & Perks
Competitive compensationFlexible global resources and toolsHealth and wellness programsGenerous paid leaves, including paid volunteer time