Sales Support Associate - Midwest

Bank of America•North Bethesda, WA

2d•Onsite

About The Position

At Bank of America, the Sales Support Associate identifies and supports client needs and capabilities in partnership with relationship management and sales support teams. The role supports client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention, while managing operational and risk components of client relationships. This includes due diligence, account opening, and accurate and timely customer compliance with policies and regulations. The position is based at one of the listed Washington, DC; Columbia, Maryland; North Bethesda, Maryland; or McLean, Virginia locations. Bank of America describes its culture as in-office, with role-specific flexibility based on responsibilities and business needs. The role is first shift and works 40 hours per week. Pay is $32.22–$42.89 per hour, with offers based on experience, education, and skill set. It is eligible for participation in an annual discretionary incentive plan and for employee benefits, including access to paid time off.

Requirements

High School Diploma, GED, secondary school education, or equivalent.
Proficiency in Microsoft Office Suite.
Excellent written and verbal communication skills.
Familiarity with bank products, services, operations, systems, policies, and procedures for business or 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.

Nice To Haves

Experience in Financial Center leadership.
Experience in Commercial Banking relationship management or support.
Experience in Business Banking relationship management or support.
Experience in Premier relationship management or support.
Credit or Treasury sales servicing experience.
Operations management experience.

Responsibilities

Interact with clients and client teams in the Client Management Process to identify opportunities that support team and market goals for client delight and retention, non-credit loss and fraud prevention, and revenue growth.
Ensure accuracy, completeness, and timeliness of key client data related to onboarding, KYC, and operational risk and compliance in systems of record.
Serve as the point of contact for account openings and closings, escalated issues from the Contact Center, and connecting clients with business partners and support teams to address service-related issues.
Support Customer Due Diligence processes and ensure timely, accurate completion of policy and regulatory requirements related to Anti-Money Laundering (AML), money services businesses, other high-risk indicators or industries, and related KYC activities.
Conduct research and analysis to compile sales leads and provide the data to the client team and partners.