Serve in a consultative role to the client, advising clients on the best way to achieve their short- and long- term cash management and collateral objectives while aiming to retain and increase BNY wallet share
Job Summary
Serve in a consultative role to the client, advising clients on the best way to achieve their short- and long- term cash management and collateral objectives while aiming to retain and increase BNY wallet share.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Matching Summary
Serve in a consultative role to the client, advising clients on the best way to achieve their short- and long- term cash management and collateral objectives while aiming to retain and increase BNY wallet share.
Skills & Requirements
Must-have
Liquidity and Margin Services
client consultative role
cash management and collateral objectives
account growth identification
client satisfaction and strategic alignment
Nice-to-have
bold ideas meet advanced technology
innovators and exceptional talent
transformative solutions
culture of excellence
Key Requirements
Bachelor's degree in business or related discipline
Sales/Relationship Management experience
Prime Brokerage, Collateral Mgmt, Custody or Liquidity team experience
Track record in exceeding sales or growth targets
Ability to cross sell solutions
Strong communication and presentation skills
Ability to establish, develop, and maintain trust-based relationships