Escrow Senior Private Banker
The incumbent will be responsible for completing Escrow sales transactions and oversee the initiatives to implement national sales strategy and achieve national sales goals. Key responsibilities: Originates, negotiates and books escrow transactions nationally as needed, to support the regions and achieve the National Escrow Sales goals. Indirectly manages the daily activities and projects of two regional Escrow Relationship Assistants. Manages the implementation of broad based national escrow sales and marketing campaigns, to grow client and prospect base. Manages the escrow incentive plan tracking and reporting.Member of Escrow National Management Team charged with developing business strategies and finanical plans, goals and metrics. Will act as liaison with Senior Managers throughout Wealth Management , and In collaboration with the Private Banking Escrow Sales Manager, to set and implement strategies for developing channel partner referrals. Coordinates with the Wealth Management Channel Partner Managing Director and also key managers in Corporate Trust, Treasury Services, and GSS in synchronizing and rationalizing client contact sales programs. Manages development and implementation of national standard processes and procedures for the Escrow Business line including sales pipeline, pricing standards, compliance, management financial reporting, planning and forecasting. Manages the audit activities required for periodic audits of the National Escrow business line. Qualifications
In addition the incumbent must have a four year undergraduate degree, both a minimum of 4 years escrow client servicing experience and 5 years commercial banking and/or private banking client relationship/servicing experience. Proven team building skills for wealth management professionals and support staff are critical. 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-Pennsylvania-Pittsburgh Internal Jobcode:
Wealth Management Organization:
WM Private Banking-HR14968} Requisition Number: