Sales Associate
Honey Birdette
Sales Support Associate
Bank of America
full-time
Posted on:
Location Type: Office
Location: Boca Raton • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Office SuiteCustomer Due DiligenceKnow Your Client (KYC)Anti-Money Laundering (AML)data analysissales lead compilation
Soft skills
written communicationverbal communicationclient focusinterpersonal skillspresentation skillsorganization skillsmultitasking