Treasury Services Client Service Officer - Spanish speaking(
Job Number : 2112248)
The Client Service Officer position is a role responsible of respective market segments and / or regions with multiple countries and languages.
This is a significant client facing position with responsibility for the retention of client portfolios between USD 250m USD 100 mm.
As The Client Service Officer (CSO), the individual :
is responsible for relationshipbased client support across a number of market segments for Treasury Services while serving as the main contact for servicing issues for all Treasury Services related matters in relation to all Treasury Services products including but not limited to USD Funds Transfer, Multicurrency, ACH, Global Mass Payments, FX Referral, Electronic Banking and Trade Services.
will manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product / service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties.
have understanding of how non-bank FIs such as Fund Managers, Funds operate, of their payments (MT204), redemption and subscription payments and how they function,
will provide functional support to the internal clients including data collection and preparing reports, product usage and AML / KYC compliance information on clients,
will proactively participate in developing of regional marketing and retaining clients thru tracked referral process.
will support the compliance initiatives (compliance calls, AMK / KYC, FTSI requests, etc.)
Travel to the markets if needed on Client Service Review Calls with and / or without Relationship Manager or Service Director, product / compliance management teams.
will provide back-up to respective CS team members as scheduled by Team Leader during vacation periods and / or other times.
Business level Spanish speaking and writing skills are required.
Turkish and Russian language skills are an asset.
A Bachelor's degree in a business-related field or equivalent service experience is preferred.The qualified candidate is required to have a minimum of 2-3 year experience in the Financial Services industry, with a strong background in customer service and / or Operations.
Significant prior experience dealing with external Non-Bank Financial Institution customers, such as Fund Managers, Hedge Funds, Leasing, Factoring, Insurance companies as well as Financial Institutions such as banks are required.
The candidate could be working effectively within a team. Strong interpersonal, communication (verbal and written) skills are essential to insure effective interaction with customers, staff, and peers.