Demo

Junior Service Director, Client Service

BNY External Career Site
Lake, FL Full Time
POSTED ON 12/12/2024
AVAILABLE BEFORE 2/11/2025

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Junior Service Director, Client Service join our Treasury Services Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA.

In this role, you’ll make an impact in the following ways:

  • Maintain Dedicated Client Portfolio (Tier 1):
    • Subset of Tier 1 clients assigned based on “capacity point system" (low touch clients to start, progressing to medium/complex relationships)
    • Targeted Competency Assessment ratings & certification expectations
  • Assist with preparation and participate in Client Reviews *through training and transition period 
    • Ability to travel as required 
  • Support root cause analysis for client issues and/or incidents; coordinating with dedicated Client Service Officer (CSO) as needed 
  • Robust, strong working knowledge of key Treasury Service products, tools/solutions, etc. 
  • Meet target objectives (performance, behavior, productivity & risk); achieve training journey requirements
    • Serve as  support for aligned segment CSOs
  • Cross train within your core segment (i.e. Banks, NBFI, etc.) 
  • Provide back-up support for Service Director w/in core Segment as needed (outage, etc.) 
  • Adhere to BNY’s conduct & behavior expectations, providing exceptional client experience, professional appearance & communication styles 
  • Knowledge & Comprehension of Treasury Service/Global Client Service (GCS) policies & procedures (inc. Risk Framework)
  • Standard BNY BK Learnings (mandatory & required) completed by appropriate deadlines 
  • Enhance & maintain robust relationships with key stakeholders (internally & externally)
  • Escalate appropriately to Senior Service Director, Global Service Head, and/or Stakeholders on matters requiring immediate attention
  • Utilize speak-up culture to identify root causes and/or areas of improvement when resolving client issues, incidents, etc.

To be successful in this role, we’re seeking the following: 

  • Bachelors degree or the equivalent combination of education and experience (Banking/Financial) is required
  • 3-5 years of total work experience preferred. Experience in an operational area and/or client services preferred 
  • Self-motivated with client focus centricity and lean thought process 
  • Strong communication skills; written, verbal and effective listening skills 
  • Ability to be cross-fungible and multitask under pressure
  • Able to adapt to changing environment and business needs 

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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