Sales Support Associate, Bank of America Houston
Overview
You own client onboarding and due diligence for Bank of America commercial clients in Houston. You partner with relationship managers and sales teams to drive retention and revenue growth. You handle KYC, AML, and Customer Due Diligence workflows across systems of record. You resolve escalated client issues and connect clients to internal support teams. This role offers direct client contact and exposure to Microsoft Office Suite tools daily.
What You'll Do6
- 1Identify client needs and opportunities within the Client Management Process to boost retention and revenue growth.
- 2Maintain client data integrity in systems of record, including KYC onboarding and operational risk/compliance elements.
- 3Serve as point of contact for account openings and closings, managing escalations from the Contact Center.
- 4Complete Customer Due Diligence processes within required timeframes, following AML regulations.
- 5Research and compile sales leads for client team partners.
- 6Connect clients with business partners for service-related issue navigation.
Requirements6
- 1Proficient in Microsoft Office Suite.
- 2Strong written and verbal communication skills.
- 3Familiarity with bank products, services, operations, and policies for business clients.
- 4Direct client contact experience.
- 5Interpersonal, presentation, and computer skills.
- 6Ability to multitask and prioritize in a fast-paced setting.
Salary Insight
Salary not disclosed in listing
Location
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