Bank of America

Sales Support Associate – Southern New Jersey

Bank of America

full-time

Posted on:

Location Type: Office

Location: Princeton • New Jersey • United States

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Salary

💰 $32 - $42 per hour

About the role

  • Identifying and supporting client needs and capabilities, in partnership with relationship management and sales support teams.
  • Supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention.
  • Supporting the operational and risk components of the client relationship, including managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations.
  • 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.
  • Serving 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.
  • Supporting 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.
  • Conducting 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 & Tools
Microsoft Office SuiteKnow Your Customer (KYC)Customer Due DiligenceAnti-Money Laundering (AML)due diligence processesaccount openingclient data integritysales leads analysisbank productsbusiness banking
Soft Skills
written communicationverbal communicationclient focusinterpersonal skillspresentation skillsorganizational skillsmultitaskingproblem-solvingrelationship managementcustomer service