Lead Analyst, Client Implementations at BNY Mellon (Orlando, FL)

| Orlando, FL
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What we do:

Global Client Support covers all Treasury Services' clients globally and is the umbrella where both the Onboarding and Servicing teams sit under.

This role is under Global Onboarding, that has teams spread across the globe, working primarily alongside our Relationship Management, Business Development and Product Management teams to implement any new business wins.

There are several teams under this area who; perform new KYC/AML checks, provide an implementation service for all clients, provide an implementation service for complex and technical implementation setups and a Project Management Office who support more complex and high-priority new business wins.

Job Description:

Client Onboarding/Transitions/Conversions:
  • For this role, we are looking for a dual English and Spanish speaker to work in our Latin America and Trade Onboarding team.
  • Work closely with our clients as well as our Relationship Management, Business Development and Product Management teams to define new business wins.
  • Project manage client implementations for standard products, services and platforms.
  • Manages the implementation and set-up of standard new business initiatives prior to handing them off to the BAU team.
  • Project manages internal BNY Mellon teams by executing project plan assignments and coordinating completion of work with other areas of the bank that have project responsibilities.
  • May work with cross-functional teams to support clients on an ongoing basis, and works with internal utilities, such as tax and document management, to set up treasury accounts, electronic banking services and products.
Preferred Qualifications:
  • Bilingual: English and Spanish - speaking, reading and writing.
  • 3-5 years of experience in a client facing role, ideally within the Financial Services industry.
  • Case management experience, particularly in handling large volumes.
  • Cash management experience and/or trade products and services.
  • Proficiency in MS suite of applications: Office, SharePoint, Word and Excel.
Qualifications:
  • Bachelors degree or the equivalent combination of education and experience is required.
  • 5-7 years of total work experience and at least 0-1 years of management experience preferred.
  • Applicable local/regional licenses or certifications as required by the business.

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.
More Information on BNY Mellon
BNY Mellon operates in the Fintech industry. The company is located in New York, NY. BNY Mellon was founded in 2022. It has 41739 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 236 open jobs at BNY Mellon, click here.
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