Senior Associate, Private Banking Team Lead

Senior Associate, Private Banking Team Lead

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Senior Associate, Private Banking Team Lead to join our Wealth Management team. This role is located in Pittsburgh, PA.

In this role, you’ll make an impact in the following ways: 

• 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.

 

To be successful in this role, we’re seeking the following: 

• 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.

 

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN –