At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re 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
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. Is the clients advocate and may serve as the ultimate 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 their continued satisfaction 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 occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
- Conduct service review meetings and assist in client training, sharing of 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.
- Provide guidance to less experienced Relationship Managers as needed.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
To be successful in this role, we’re seeking the following:
- 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.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
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.
Read Full Description