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Vice President, Private Banking Specialist

2 months ago

Los Angeles, California, United States THE BANK OF NEW YORK MELLON CORPORATION Full time
Job Title: Vice President, Private Banking II

Transforming Client Relationships

BNY Mellon is seeking a seasoned professional to join our Wealth Management team as a Vice President, Private Banking II. This role is located in Los Angeles, CA.

Key Responsibilities:
  • Develop and implement strategic plans to manage and grow client banking relationships, focusing on revenue growth and retention.
  • Collaborate with Line of Business colleagues to develop and broaden client relationships.
  • Provide consultative services to clients, advising on short- and long-term strategic objectives.
  • Stay up-to-date on business strategy, products, and services.
  • Advocate for clients and serve as the ultimate escalation point for client satisfaction.
  • Achieve business targets and drive organic growth within assigned client portfolios.
  • Manage overall relationship profitability and receive guidance from senior team members/management.
Requirements:
  • Bachelor's degree or equivalent combination of education and experience.
  • Advanced/graduate degree preferred.
  • Successful completion of a formal credit training program or equivalent work experience.
  • Years of relevant work experience preferred.
  • Financial Services experience with a particular client type or banking product required.
  • Prior experience in Relationship Management, Client Services, or Account Management required.
  • Applicable local/regional licenses or certifications as required by the business.
About BNY Mellon:

At BNY Mellon, we value diversity, equity, and inclusion. We're committed to creating a workplace where everyone feels welcome and empowered to succeed. Our inclusive culture has earned us recognition as a leader in diversity and inclusion.

We offer a comprehensive benefits package, including competitive compensation, flexible work arrangements, and access to cutting-edge resources and tools. Our goal is to provide a supportive and stimulating work environment that fosters growth, innovation, and collaboration.