Sales Support Associate

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

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.

Responsibilities:

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

Required Qualifications:

Proficient in Microsoft Office Suite.

Excellent written and verbal communication skills.

Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients.

Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization, and computer skills.

Ability to multi-task and support various priorities are required.

Desired Qualifications:

Possess a combination of banking center leadership or Commercial or Business Banking or Premier relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience.

Skills:

Attention to Detail

Client Management

Collaboration

Customer and Client Focus

Risk Management

Active Listening

Customer Experience Improvement

Issue Management

Prioritization

Relationship Building

Client Solutions Advisory

Data Quality Management

Oral Communications

Pipeline Management

Written Communications

Shift:1st shift (United States of America)

Hours Per Week: 40

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