Bank of America→
Sales Support Associate - Business… at Bank of America · Pittsburgh
Entry LevelOn-siteFull-timePittsburgh$67k–$88k/yr
Skills
microsoft office suiteknow your customer (kyc)anti-money laundering (aml)client managementrisk managementfinancial center leadershipcommercial banking relationship managementbusiness banking relationship managementcredit sales servicingtreasury sales servicing
Job Description
Summary: Bank of America is committed to making financial lives better through every connection. The Sales Support Associate role is responsible for identifying and supporting client needs, managing client relationships, and ensuring 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 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
- High School Diploma / GED / Secondary School or equivalent
Preferred Qualifications:
- 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
Required Skills: Microsoft Office Suite, Know Your Customer (KYC), Anti-Money Laundering (AML), Client Management, Risk Management, Financial Center Leadership, Commercial Banking Relationship Management, Business Banking Relationship Management, Credit Sales Servicing, Treasury Sales Servicing
Benefits: Discretionary incentive eligible, This role is eligible to participate in the annual discretionary plan., Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company., 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.
Benefits
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan.
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
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.