Client & Business Manager II

Job Description This job is responsible for executing market level strategy initiatives established by leadership to serve clients, developing the team, and growing the market. Key responsibilities include driving scorecard success, implementing the market business plan, overseeing financial metrics, ensuring client service initiatives, establishing office routines, sourcing talent, and developing associates. Job expectations include commanding Private Bank tools and resources to deliver timely data and demonstrating professional and technical skills while working with all levels of associates. Responsibilities Execute at‑risk and client retention process Drive the client experience including ownership of client issues, client satisfaction and delivery of Private Bank full capabilities Work with key partners to mitigate fraud and service risk Drive understanding & adherence to policy & procedures Proactive identification and resolution of issues Manage client compliant process Owns key oversight functions such as KYC’s, Money Movement, account opening Qualifications Minimum of 5 years’ experience in the financial services Private Bank experience required Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products Understanding of business strategy Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities) Communicates clearly and concisely, both verbally and in writing Collaborates effectively with peers and partners Strong skill set in negotiation, influencing and conflict management Ability to build team culture; is collaborative and inclusive Ability to function in a high paced environment Multi‑tasking skills Skills Business Acumen Business Operations Management Coaching Customer and Client Focus Reporting (Excel Skills) Attention to Detail Business Process Analysis Continuous Improvement Customer Service Management Talent Development Drives Engagement Issue Management Process Management Risk Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay range $124,500.00 - $172,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co