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 II - Client Coverage to join our Treasury Services, Sales & Client Coverage team. This role will cover a portfolio of existing and prospective clients in the Government Sector including Federal, State and Local entities. This role is located in Washington, DC, Lake Mary, FL, or Pittsburgh, PA - 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, or Insurance 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $115,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
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