Client Outreach VP Manager
24 hours ago
As a Client Outreach VP Manager at Bank of America, you will play a critical role in meeting Know Your Client (KYC) periodic refresh and remediation requirements. You will work closely with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank's global regulatory and policy requirements related to Client Due Diligence (CDD) documentation collection.
Key Responsibilities:- Identify and develop client connections to obtain KYC documentation
- Act as a coordination point for resolving issues/challenges with client and country-specific documentation requirements
- Keep abreast of global regulatory changes that may influence processes and identify opportunities to enhance the client experience
- Manage and maintain key relationships with stakeholders, including clients, bankers, operations, and risk teams
- Ensure timely collection of client required documentation, including follow-ups where necessary
- Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities
- Bachelor's degree or equivalent work experience
- 7+ years of 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
- Strong client focus, understanding of how the client book fits into the overall business growth strategy
- Excellent interpersonal skills, problem-solving and decision-making skills, flexibility, and initiative
This role is eligible for benefits, including industry-leading benefits, paid time off, and resources to support employees' growth and well-being. Bank of America is an equal opportunity employer and welcomes applications from diverse candidates.
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