Hybrid Senior Vice President, Private Banking

at BNY

• Job title: Senior Vice President, Private Banking
• Job type: Full Time
• Experience level: Senior
• Salary: $104,000 - $222,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Senior Vice President overseeing private banking client relationships at BNY. Focusing on revenue growth, retention, and strategic client objectives.

Responsibilities

• Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
• Serve in a consultative role to clients, advising on the best way to achieve short- and long-term strategic objectives and acting as the client’s advocate and escalation point for satisfaction.
• Collaborate with Line of Business colleagues to develop and broaden client relationships and contribute to the development of team/unit metrics, dashboards, and roadmaps.
• Prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured.
• 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 with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
• Successful completion of a formal credit training program or equivalent work experience required.
• 7-10 years of relevant work experience preferred, including financial services experience with a particular client type or banking product and understanding of credit policies and underwriting procedures.
• Prior experience in Relationship Management, Client Services, or Account Management required.
• Applicable local/regional licenses (e.g., Series 7 and 63 licenses) or certifications as required by the business achieved in the first 12 months employment.

Benefits

• highly competitive compensation
• benefits
• wellbeing programs
• flexible global resources
• generous paid leaves
• paid volunteer time