Client Outreach VP Manager

4 days ago

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

As 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 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 to Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams.

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.

Key Responsibilities
  • Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions
  • 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
  • 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 the 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
  • 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
  • Bachelor's degree or equivalent work experience
  • 7 years experience in a client-facing role within the financial services or a related industry
  • Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions
  • Can work independently with limited supervision
  • Can manage and maintain key relationships with stakeholders
  • 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.

Requirements
  • 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

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