Client & Business Manager II
$124,500–$172,200 year
On-site · New York City, New York, United States
Job Summary
Execute market level strategy initiatives; drive client experience and retention; oversee private bank tools and resources to deliver timely data and professional/technical skills while working with associates. Responsibilities include ownership of client issues and satisfaction, proactive risk and policy adherence, KYC and money movement oversight, account opening, sourcing talent, and developing associates. Demonstrates strong presentation and communication skills with PowerPoint and Excel, and collaborates with partners to deliver Private Bank capabilities and maintain high service standards.
Required Qualifications
- Minimum of 5 years’ experience in the financial services Private Bank experience required
- Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment
- Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
- Understanding of business strategy
- Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance
- Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities)
- Communicates clearly and concisely, both verbally and in writing
- Collaborates effectively with peers and partners
- Strong skill set in negotiation, influencing and conflict management
- Ability to build team culture; is collaborative and inclusive
- Ability to function in a high paced environment
- Multi-tasking skills
- Pay Transparency - US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER
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