Current jobs related to Client Outreach VP Manager - New York - Bank of America

  • Client Outreach VP Manager

    3 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: Client Outreach VP ManagerJob Summary:We are seeking a highly skilled Client Outreach VP Manager to join our team at Bank of America. As a key member of our Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business, you will be responsible for leading our Know Your Client (KYC) Outreach teams.Key Responsibilities:Lead...

  • Client Outreach VP Manager

    3 weeks ago

    New York, New York, United States Bank of America Full time

    Job DescriptionAs a Client Outreach VP Manager at Bank of America, you will be part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.The Client Outreach team is the front line unit that works with clients to meet Know Your Client (KYC) periodic refresh and...

  • Client Outreach Manager

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: Client Outreach VP ManagerBank of America is seeking a highly skilled Client Outreach VP Manager to join our team. As a key member of our Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business, you will play a critical role in meeting Know Your Client (KYC) periodic refresh and remediation requirements.The...

  • Client Outreach VP Manager

    4 weeks ago

    New York, New York, United States Bank of America Corporation Full time

    Job Description:Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.The FunctionThe Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We...

  • Client Outreach Manager

    3 weeks ago

    New York, New York, United States Bank of America Full time

    Job Description:The Client Outreach VP Manager will be a key member of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.The FunctionThe Client Outreach team serves as the front line unit engaging with clients across business sectors and regions to meet KYC requirements...

  • Client Outreach Manager

    3 weeks ago

    New York, New York, United States Bank of America Full time

    Job SummaryThe Client Outreach Manager will be a key member of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.This role will work closely with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank's global regulatory and policy...

  • Client Outreach Specialist

    2 months ago

    New York, New York, United States Bank of America Full time

    Job Title: Sr Client Outreach SpecialistAbout the Role:The Sr Client Outreach Specialist will be a key member of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. This role will involve working closely with clients, bankers, and internal functions to meet KYC...

  • VP, Client Success Lead

    4 weeks ago

    New York, New York, United States EHE Health Full time

    Job Title: VP, Client SuccessAt EHE Health, we are seeking a seasoned professional to join our team as a VP, Client Success. This role will be responsible for cultivating partnerships with our key clients and demonstrating the impact of preventive healthcare.Key Responsibilities:Establish and maintain productive relationships with key client personnelManage...

  • Client Outreach Specialist

    2 months ago

    New York, New York, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Client Outreach Specialist to join our team at Bank of America. As a key member of our Know Your Client (KYC) Outreach team, you will play a critical role in ensuring the bank's global regulatory and policy requirements are met.Key ResponsibilitiesDevelop and maintain strong relationships with clients across...

  • Client Outreach Specialist

    2 months ago

    New York, New York, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Client Outreach Specialist to join our team at Bank of America. As a key member of our Know Your Client (KYC) Outreach team, you will play a critical role in ensuring the bank's global regulatory and policy requirements are met.Key ResponsibilitiesDevelop and maintain strong relationships with clients across...

  • GCIB/GM KYC Support VP

    4 weeks ago

    New York, New York, United States The Bank of America Corporation Full time

    Job SummaryCandidate will be a part of the Know Your Client (KYC) Outreach Support teams within the Global Corporate and Investment Bank (GCIB) and Global Markets lines of business.Key ResponsibilitiesCollaborate with Client Outreach teams, Support, VP, Operations, Microsoft, Technology, Banking, and Remediation to ensure seamless KYC processes.Develop and...

  • Client Outreach Specialist

    4 weeks ago

    New York, New York, United States Bank of America Full time

    About the RoleThe Client Outreach Specialist will be a key member of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.Key ResponsibilitiesEngage with clients to collect and verify KYC documentationCollaborate with internal teams to ensure compliance with regulatory...

  • Sr Client Outreach Specialist

    4 months ago

    New York, United States Bank of America Full time

    Description : Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation...

  • VP, Portfolio Management

    3 weeks ago

    New York, New York, United States Rabobank Full time

    Job Title: VP, Portfolio ManagementJob Description:Rabobank Wholesale Banking North America is seeking an experienced professional to join our team as a VP, Portfolio Management. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations...

  • VP, Portfolio Manager

    3 weeks ago

    New York, New York, United States Rabobank Full time

    Job Title: VP, Portfolio ManagerJob Summary:Rabobank Wholesale Banking North America is seeking a highly skilled VP, Portfolio Manager to join our team. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations to clients.Key...

  • Outreach Case Manager

    3 weeks ago

    New York, New York, United States Bowery Residents Committee Full time

    Job Summary:Bowery Residents Committee is seeking a skilled Outreach Case Manager to join our team. As an Outreach Case Manager, you will provide comprehensive case management services to identified chronic homeless individuals.Key Responsibilities:Provide case management services to clients, including conducting assessments, developing individualized...

  • Quantitative Solutions VP

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Description:The Client Outreach team at Bank of America is seeking a highly skilled Quantitative Solutions VP to join their team. As a key member of the team, you will work closely with clients to identify opportunities for automation and process improvement, and develop solutions to drive meaningful impact and enhance the client experience.Key...

  • GCIB / GM KYC Support VP

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: GCIB / GM KYC Support VPJob Summary:The Global Corporate and Investment Bank (GCIB) and Global Markets (GM) teams are seeking a highly skilled KYC Support Specialist to join their ranks. As a key member of the Know Your Client (KYC) Outreach Support team, you will play a critical role in ensuring the bank's compliance with regulatory requirements...

  • VP Portfolio and Wealth Advisory

    2 months ago

    New York, United States Robert Half - US Full time

    Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management, portfolio/wealth strategy and asset allocation. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning • Generate and edit presentations for existing...

  • VP of Strategic Sales

    4 weeks ago

    New York, New York, United States Elise A.I. Technologies Corp. Full time

    About EliseAIEliseAI is a cutting-edge conversational AI technology company that specializes in developing innovative solutions for the housing and healthcare industries. Our mission is to create a positive impact on people's lives and society as a whole.About the RoleWe are seeking a highly experienced and motivated VP of Strategic Sales to join our team....

Client Outreach VP Manager

2 months ago

New York, United States Bank of America Full time
Job Description:

Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.

The Function

The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams.

The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner.

In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience.

The Role

The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner.

Role Responsibilities
  • Outreach to clients requesting and collecting KYC documentation
  • Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions
  • Ensures banking ownership is clear and works across Lines of Business to close relationship coverage gaps, if any
  • Drives the organization and recording of client contacts in appropriate systems of record
  • Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners
  • Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts
  • Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank's processes
  • Raise process issues and improvements that collectively help our clients
  • Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed
  • Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue
  • Drives the Outreach of both periodic refreshes as well as remediation and associated programs
  • Drives the Outreach of jurisdictionally or regionally stringent requirements where needed
  • Ensure timely collection of client required documentation, including follow ups where needed
  • Ensure voice of the client is heard while adhering to policies, laws, rules and regulations
  • Ensure performance metrics are met and any exceptions are resolved within required timeframes
  • Master customer due diligence (CDD) requirements and guide clients as needed to comply
  • Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply
  • Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities
  • Embrace a collaborative and output oriented culture
Required Skills
  • Bachelor's degree or equivalent work experience
  • 7+ years experience in a client facing role within the financial services or a related industry
  • Preferred: Certified Anti-Money Laundering Specialist ("CAMS")
  • Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions
  • Must demonstrate a strong client focus
  • Understands how the client book fits into the overall business growth strategy
  • Can work independently with limited supervision
  • Can manage and maintain key relationships with stakeholders
  • Excellent interpersonal skills for motivation, collaboration and encouragement
  • Professional Demeanor: Demonstrating patience, composure, and positive attitude.
  • Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.
  • Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.
  • Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.
  • Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail
  • Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word


Shift:
1st shift (United States of America)

Hours Per Week:
40