Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

Bank Of America Sales Support Associate - Business Banking Reno 
United States, Nevada, Reno 
168460857

19.07.2024


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

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)