Team Lead, Private Banking Team Lead, Private Banking …

BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
Team Lead, Private Banking
  • The Team Lead, Private Banker, with guidance, helps manage the day-to-day client relationships; onboarding of new clients; assisting clients with inquiries/requests; verifying client documentation; facilitating new account openings/modifications/loan requests; executing/managing projects relative to the business; preparing Bankers for client calls/initiatives; audit responses and other business administrative needs.
  • Supports team with strategic plan of managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities for incremental account growth.
  • Will assist Private Bankers on accounts to gain breadth/depth of knowledge.
  • Consult with clients; promote firm services/product offerings that solve client challenges and achieve account growth.
  • Research client issues and bring to resolution; assists clients with servicing needs.
  • Maintains client database, ensuring data integrity and quality assurance.
  • May prepare/maintain divisional reports. May be assigned as owner/expert of a particular process or product.
  • Responsibilities include tracking of sales activities, implementation of new compliance and operations procedures/programs, management of sensitive client issues, participation in the management of projects impacting client service delivery, liaison with other sales groups on banking, compliance and client service matters.
  • 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.
  • Uses knowledge of client issues and needs to contribute to business development efforts.
  • Work closely with banking teams to ensure relationship management strategy is executed.
  • Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
  • May work with others (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.).
  • No direct reports; provides guidance to less experienced team members.
  • Supports multiple, complex client accounts.

  • Bachelor's degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred. 3-5 years of client service experience with banking products (including lending, deposit, brokerage).
  • Experience in Relationship Management, Client Services or Account Management preferred.
  • Applicable local/regional licenses or certifications as required by the business.

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.
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