Bank of America

Sales Support Associate

Bank of America

full-time

Posted on:

Location Type: Office

Location: North Bethesda • Maryland • 🇺🇸 United States

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Salary

💰 $32 - $42 per hour

Job Level

JuniorMid-Level

About the role

  • This job is responsible for identifying and supporting client needs and capabilities, in partnership with relationship management and sales support teams.
  • Key responsibilities include supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention.
  • Job expectations include supporting the operational and risk components of the client relationship, which includes managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations.
  • Interacts with clients and client teams, within the context of the Client Management Process, to identify opportunities that support the achievement of team and market goals for client delight and retention, non-credit loss/fraud prevention, and revenue growth.
  • Ensures client data integrity including accuracy, completeness, and timeliness of key data elements of onboarding, Know Your Client (KYC), and operational risk/compliance within the systems of record.
  • Serves as the point of contact for account openings/closings, escalated issues arising out of the Contact Center, and connects clients with various client team business partners and support teams to navigate service-related issues.
  • Supports Customer Due Diligence processes, ensuring timely completion and accuracy of policy and regulatory requirements related to Anti-Money Laundering (AML), money services businesses, other high-risk indicators or industries, and related KYC activities.
  • Conducts research and analysis to compile sales leads and provides the data to the client team and partners.

Requirements

  • Proficient in Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients
  • Strong client focus and direct client contact experience
  • Excellent interpersonal, communication, presentation, organization and computer skills
  • Ability to multitask and simultaneously support various priorities.
  • Possess a combination of experience from the following: Financial Center leadership; Commercial Banking relationship management or support; Business Banking relationship management or support; Premier relationship management or support; Credit/Treasury sales servicing and/or operations management experience.
Benefits
  • This role is currently benefits eligible.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Microsoft Office SuiteKnow Your Customer (KYC)Customer Due DiligenceAnti-Money Laundering (AML)data analysissales lead compilationaccount openingdue diligence processesclient data integrityregulatory compliance
Soft skills
written communicationverbal communicationclient focusinterpersonal skillspresentation skillsorganizational skillsmultitaskingproblem-solvingteam collaborationcustomer service