Senior Vice President, Private Banking

BNY Mellon•San Francisco, CA

1d•Onsite

About The Position

We’re seeking a future team member for the role of Senior Vice President, Private Banking to join our Wealth Management team. This role is located in San Francisco, CA. In this role, you’ll make an impact by independently developing and implementing the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention. You will 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. The role involves collaborating with Line of Business colleagues to develop and broaden client relationships and contributing to the development of team/unit metrics, dashboards, and roadmaps. You will also prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured. The incumbent will have specialized knowledge/proficiency in the most complex lending products/specialties. This position is intended for experienced private bankers with a proven track record of successful business production.

Requirements

Bachelor’s degree or the equivalent combination of education and experience is required
Successful completion of a formal credit training program or equivalent work experience required
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

Nice To Haves

Advanced/graduate degree preferred
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

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
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 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.)