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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client retention strategies, governance, risk management, and compliance standards within the Corporate Trust sector. Proven ability to analyze client health metrics and deliver exceptional service through collaboration and proactive problem-solving.
Highest-signal resume keywords
Client Retention StrategiesGovernance StandardsRisk ManagementCorporate Trust ProductsExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Health Metrics AnalysisOperational ProcessesService ExcellenceProblem-SolvingNegotiation Skills
Soft Skills
Client-Obsessed MindsetCollaborationProactive Insights
Certifications & Qualifications
Bachelor's DegreeMBA
Industry Keywords
Corporate TrustFinancial ServicesClient ServiceRelationship Management
About the role
Key responsibilities & impact- Serve as the primary service escalation for a portfolio of high-value clients
- Develop and execute client retention strategies
- Monitor and assess client health through reviews, metrics, and feedback loops
- Identify potential risks and implement preventative actions
- Collaborate with Operations, Product, Risk, and Legal to deliver seamless service and resolve complex issues
- Partner with Client Coverage Sales and Relationship Management to drive service success and future commercial opportunities
- Anticipate client needs and stay informed on market trends, regulatory changes, and BNY-initiated change
- Offer proactive insights and solutions
- Advocate for clients in product development, service enhancements, and process improvements
- Uphold governance, risk management, and compliance standards
Requirements
What you’ll need- 10–15 years of client service or relationship management experience in Corporate Trust or related financial services
- 3–5 years of management experience preferred
- Experience in an operational area and/or client services preferred
- Bachelor's degree or equivalent combination of education and experience required
- MBA preferred
- Proven track record of client retention and satisfaction
- Exceptional communication, negotiation, and problem-solving skills
- Ability to analyze client health metrics and translate insights into action
- Deep understanding of Corporate Trust products, market dynamics, and operational processes
- Client-obsessed mindset and passion for service excellence
- Knowledge of governance, risk management, and compliance standards
Benefits
Comp & perks- Highly competitive compensation
- Flexible global resources and tools
- Wellbeing programs
- Generous paid leaves, including paid volunteer time
- Annual discretionary incentive award eligibility
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance for employees and eligible dependents
- Vacation and sick time
- Equal Employment Opportunity/Affirmative Action protections
