Client Services Team Leader Client Services Team Leader …

BNY Mellon Investment Management
à Pittsburgh, PA, États-Unis
CDI, Plein-temps
Dernière candidature, 22 janv. 21
Competitive
BNY Mellon Investment Management
à Pittsburgh, PA, États-Unis
CDI, Plein-temps
Dernière candidature, 22 janv. 21
Competitive
Client Services Team Leader
The Team Leader is responsible for the coordination of activities of staff of client service representatives in support of the National Banking Services consumer and business client base across all regions. This position supports the timely response to and resolution of client inquiries regarding Investments, cash management, deposit and loan services.The incumbent is responsible for various functions, including but not limited to: Staff training, input for development and performance evaluation; procedure development and review and risk identification/mitigation. Will assist the Unit Manager in scheduling for multiple shifts, implementing effective workflows and controls, identifying process efficiencies and establishing and maintaining relationships within the business line and across multiple business lines to satisfy client requests and research and resolve potential issues.The qualified candidate must have a proven ability to supervise, motivate and develop a staff of exempt associates while also serving as a Client Service Representative. The position requires excellent communication, analytical, interpersonal and leadership skills to support the success of the business line. An understanding of banking products and services and delivery channels is required.The Team Leader must be able to address a variety of client-initiated concerns/questions on a daily basis. Complex client service issues will be escalated to the Unit Manager. The incumbent must be able to determine solutions to problems and respond to the client with quick turnaround.The incumbent will be a direct point of contact for the client and internal business lines. She/he will insure that client service team meets assigned timelines for completing client requests and resolution of problems. Through successful interaction with the Banking Services Client Servicing Manager, the Unit Manager and the Client Service Team, the Team Leader will be able to positively influence relationships with the clients.The Team Leader will interact with internal and external clients both verbally and through written communication. She/he must demonstrate sensitivity to the clients' concerns and project a professional image when dealing with the client. In addition, the Team Leader must possess the ability to successfully interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided.

Qualifications
The qualified candidate must have 5 plus years of client service experience, preferably in the financial service industry. Bachelor s Degree and Client Service management experience preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 31081
Job: Wealth Management
Organization: Strategy & Service Delivery-HR06265
Requisition Number: 2011978
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