Vice President, Escrow Banker
BNY Mellon - Philadelphia, PA
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Bring your ideas. Make history. BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the u201cbank of banksu201d - 97% of the worldu2019s top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, weu2019re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices u2014 Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies u2014 they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. Weu2019re seeking a future team member for the role of Vice President, Escrow Banker to join our Wealth Management team. This role is located in Philadelphia, this role, youu2019ll make an impact in the following ways: Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention. Will work with Line of Business colleagues in developing and broadening client relationships. 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. Is the client's advocate and may serve as the ultimate escalation point for client satisfaction. The incumbent is responsible for attainment of business targets. This position is intended for experienced commercial and/or private bankers with a proven track record of successful business and relationship development. 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 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. Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. 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. Will prospect new clients in a similar industry or segment of existing clients. Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). In some regional/local markets may manage relationships with regulators directly. Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings. No direct reports; provide guidance to less experienced Private Bankers as needed. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of clients; may receive advice and coaching from senior team members/management.To be successful in this role, weu2019re seeking the following: Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in an operational area and/or client services preferred.At BNY, our inclusive culture speaks for itself. Hereu2019s a few of our awards: Fortune Worldu2019s Most Admired Companies & Top 20 for Diversity and Inclusion Bloombergu2019s Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion, Disability: IN u2013 100% score 100 Best Workplaces for Innovators, Fast Company CDPu2019s Climate Change u2018A Listu2019Our 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 lifeu2019s 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 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.BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team u2013 one that is representative and inclusive of the diverse talent, clients and communities we work with and serve u2013 and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.', 'id_locale': '57607-en
Created: 2024-09-07