Associate, Relationship Associate

Bring your ideas. Make history. 
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. 

We’re seeking a future team member for the role of Associate, Relationship Associate to join our Treasury Services Relationship Management and Business Development team. This role is located in Pittsburgh, PA or New York, NY.

In this role, you’ll make an impact in the following ways: 

• With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. 
• Identifies opportunities for incremental account growth. 
• Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives. 
• From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex. 
• May assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge. 
• Is the clients advocate and may serve as the ultimate escalation point for client satisfaction. 
• Consults with clients on their strategic vision and how the firm can help them achieve that vision. 
• Promotes firm services/product offerings that solve client challenges and achieve account growth. 
• Research client issues and bring to resolution. 
• May be assigned as owner/expert of a particular process or product.
• Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.
• Continually evaluate client needs and ensure sustained client engagement. 
• Develop, track and report on relationship strategy/results for assigned client portfolio.
• Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. 
• Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction. 
• Conduct service review meetings and assist in client training, sharing of market information/experience. 
• May assist with prospecting new clients in a similar industry or segment of existing clients. 
• May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. 
• Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). 
• In some regional/local markets may manage relationships with regulators directly.
• Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings. 
• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. 
• Manages overall relationship profitability of small, non-complex clients. 
• Continues to receive advice and coaching from senior team members/management.
• No direct reports. In some regions, may have oversight over client services.

To be successful in this role, we’re seeking the following: 

• Bachelors degree or the equivalent combination of education and experience is required. 
• Advanced/graduate degree preferred. 
• 0-2 years of total work experience preferred.
• Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. 
• Applicable local/regional licenses or certifications as required by the business. 

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion 
• Bloomberg’s Gender Equality Index (GEI)
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score 
• 100 Best Workplaces for Innovators, Fast Company
• CDP’s Climate Change ‘A List’

Our Benefits: 

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. 

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.