Head of Private Banking Sales Head of Private Banking Sales …

BNY Mellon
in New York, NY
Permanent, Full time
Last application, 14 Apr 21
BNY Mellon
in New York, NY
Permanent, Full time
Last application, 14 Apr 21
Head of Private Banking Sales
  • The incumbent is a senior level executive reporting directly to the Director-Private Banking.
  • Lead responsibility for lending and deposit origination, as well as direction and management of the sale and promotion of the Private Banking Group's products and services.
  • Primary responsibility for revenue generation and client facing activities.
  • Responsible for all aspects of private banking client facing personnel; new business development (loans, cash management, deposit products); assessing/managing/developing/attracting talent.
  • Responsible for expanding sales efforts for the various regions.
  • Directs the efforts of the sales team and works with them to develop business plans and strategies to attain sales and profit objectives.
  • Must be fully functional in all aspects of credit in order to recognize/determine the creditworthiness of incoming/proposed deals.
  • Will assist in setting direction, policies, and guidelines for the Private Banking team; and will develop and execute strategic business sales plans.
  • Develop, implement and measure incentive and sales plan in conjunction with local leadership.
  • Incumbent will work collaboratively with internal and external businesses.
  • Member of Private Bank Management Team and assist in the governance, regulatory, compliance and other similar functions of the Bank.

  • Incumbent will have more than 15 years experience in the financial services industry in a sales managerial role (with a concentration in sales, lending, credit/loan underwriting, credit relationship management, compliance, portfolio risk management and deal structuring).
  • Ability to manage a national sales team with direct and indirect reports in multiple geographies.
  • Demonstrated skills in working collaboratively across many business lines/sectors within a global organization, including being instrumental in goal setting and strategic development.
  • Must have experience with project management and analysis; strong verbal and written communication skills; and knowledge of compliance/regulatory practices. Knowledge and experience consistent with a graduate degree or advanced certification preferred.
  • Successful completion of a formal Credit Training Program and/or equivalent work experience required.
  • Prior management and a proven successful record of a lending sales team required.
  • Series 7, 24 and 63 required.


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 - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - 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.

Primary Location: United States-New York-New York
Internal Jobcode: 29602
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 2003713
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