Sales Support Associate Scottsdale, AZ

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. 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:

Proficientin 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

Desired 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

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

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

Job Description:

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:

Proficientin 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

Desired 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

Skills: