Sales Support Associate

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 a diverse and 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.

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

Job Description:

The Sales Support Associate (SSA) is a critical role that supports PSB sales strategies to grow and maintain client relationships. The SSA will support multiple Client Managers in managing their portfolios by ensuring clients are properly onboarded.  SSAs are the primary point of contact for clients to help them navigate the Bank, open & close accounts, and day-to-day support, issue escalation and resolution

Responsibilities:

• Responsible for customer due diligence processes by ensuring timely and accurate compliance KYC policy and regulatory requirements
• Primary escalation contact for service-related issues
• Coordinates client requests for account openings / closings
• Working with internal partners to ensure client delight, retention, and deepening client relationships.
• Leading core sales routines and analytics
• Manage the sales pipeline accuracy ensuring deals are properly classified
• Accountable for accuracy of sales data within various systems
• Coordinate meetings with the Client Management by focusing on client acquisition and deepening existing relationships through identification of client needs
• Assist clients in navigating the bank by being a liaison with Treasury Sales Associates, Client Service, Credit and other internal partners

Skills:

• Attention to Detail
• Client Management
• Collaboration
• Excellent written and verbal communication skills
• Proficient in Microsoft Office suite of applications
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Demonstrate ability to deliver under tight deadlines
• Able to successfully develop and maintain collaborative working relationships with internal partners and externally with clients
• Strong attention to detail
• Excellent interpersonal, communication, presentation, organization skills
• Familiarity with bank products and services, or banking center experience
• Bachelor’s Degree or equivalent work experience

Shift:

Hours Per Week: