Senior Vice President, Private Banking
Job in
Chicago, Cook County, Illinois, 60606, USA
Listed on 2026-06-22
Listing for:
BNY Mellon
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Manager, Risk Manager/Analyst -
Management
Banking & Finance, Financial Manager, Risk Manager/Analyst
Job Description & How to Apply Below
We're seeking a future team member for the role of Senior Vice President, Private Banking to join our Private Banking team. This role is located in Chicago, IL or Cleveland, OH.
In this role, you'll make an impact in the following ways:
- Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
- Serve in a consultative role to clients, advising on the best way to achieve short- and long-term strategic objectives and acting as the client's advocate and escalation point for satisfaction.
- Collaborate with Line of Business colleagues to develop and broaden client relationships and contribute to the development of team/unit metrics, dashboards, and roadmaps.
- Prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured.
- The incumbent will have specialized knowledge/proficiency in the most complex lending products/specialties. This position is intended for experienced private bankers with a proven track record of successful business production.
- Conduct frequent and regular check-ins with assigned clients, ensuring their 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 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.)
- Bachelor's degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
- Successful completion of a formal credit training program or equivalent work experience required.
- 7-10 years of relevant work experience preferred, including financial services experience with a particular client type or banking product and understanding of credit policies and underwriting procedures.
- Prior experience in Relationship Management, Client Services, or Account Management required.
- Applicable local/regional licenses (e.g., Series 7 and 63 licenses) or certifications as required by the business achieved in the first 12 months employment.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
About Us
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
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 #LifeAtBNY 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 Linked In
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 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment…
Position Requirements
10+ Years
work experience
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