Specialist, Client Service II
Indexed description
In this role, you’ll make an impact in the following ways:
- Supports clients directly by handling all general banking inquiries
- Responsibilities include conducting relationship reviews, managing daily overdrafts, processing mail deposits, closing accounts, and opening additional accounts for existing clients
- Team Members process a high volume of monetary and non-monetary transactions and requests
- Work directly with external clients to resolve day-to-day issues
- Support clients with handling all general banking inquiries via a high volume of emails and phone calls.
- Responsible for processing high volume of monetary and non-monetary transactions
- Be able to prioritize work and completing client request in a timely manner
- Apply problem-solving skills and assist clients with research matters
- Use communication skills to deliver high-quality service to a specialized client base
- Provide clients information related to BNY products and services representing a limited number of lines of business
- Leverage a general understanding of broader BNY services and offerings
- Monitor client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed
- Participate in internal activities and initiatives designed to improve the client experience
- Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
- Bachelors degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred.
- Experience in an operational area and/or client services preferred.
- 7 and 63 licenses preferred, or ability to obtain them with a specified amount of time.
- May have people management responsibilities in some geographies. Provides guidance to less experienced team members.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.
About The Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here’s a Few Of Our Recent Awards
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search