Sales Support Associate - Houston Market

Bank of America•Houston, TX

2d•Onsite

About The Position

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.

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

Nice To Haves

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

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