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Bank of America Sales Support Associate - Business Banking - Richmond in Richmond, Virginia

Sales Support Associate - Business Banking - Richmond

Richmond, Virginia

Job Description:

Responsible for supporting multiple client management teams in the sales, client on-boarding, relationship retention/deepening/satisfaction, deposit fulfillment, operational risk and Compliance processes. Regularly interacts with clients within the context of the relationship plan, identifies unmet client needs, and supports achievement of team or market goals in client delight, deepening, and retention, non-credit loss/fraud prevention, and revenue growth. Serves as point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the contact center, and as liaison for clients in navigating the bank and connecting with various client team business partners and support centers. SSAs may also provide industry, prospecting, and client research support to the client team for use in the sales process and assist with sales presentation content development as requested. Responsibilities include ensuring client relationship data integrity (including primary responsibility for Navigator coverage and deal teams, client contact info, deal pipeline, industry/legal codes, and systems of record linkages timeliness, completeness, and accuracy), and coordinating Client Management Process (CMP) activities. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities. Possesses a strong client focus and awareness and understanding of the bank and operational aspects of the products and services used by clients. Must also possess good interpersonal, communication, time management, and teaming skills. Reports to the Sales Support Manager.

Position reports to Sales Support Manager. Regularly interacts with clients within the context of the client management process, identifies unmet client needs, and supports achievement of team or market goals in client delight and retention, non-credit loss prevention, and revenue growth. Serves as the initial point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the service center, and as a liaison assisting clients with navigating the bank and interacting with various client team business partners and support centers.

Responsibilities include:

  • Ensuring client relationship data integrity (accuracy, completeness, and timeliness of key data elements within LEO, Navigator, including pipeline, and systems of record)

  • Coordination and execution of Client Management Process

  • Pulse call execution - proactive client calls to gauge client satisfaction, identify cross sale opportunities, and increase client delight

Required skills:

  • Strong client interactions with substantial sales performance

  • PC Proficient in Office Suite: Excel, PowerPoint and Word

  • Excellent written and verbal communication skills.

  • Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients.

  • Strong client focus/direct client contact experience, excellent interpersonal, communication,

presentation, organization and PC skills.

  • Ability to multi-task and support various priorities are required.

Desired skills:

  • Possess a combination of banking center leadership or Commercial or Business Banking or Premier relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience.

  • 4 year degree preferred

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsible for supporting multiple client management teams in the sales, client on-boarding, relationship retention/deepening/satisfaction, deposit fulfillment, operational risk and Compliance processes. Regularly interacts with clients within the context of the relationship plan, identifies unmet client needs, and supports achievement of team or market goals in client delight, deepening, and retention, non-credit loss/fraud prevention, and revenue growth. Serves as point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the contact center, and as liaison for clients in navigating the bank and connecting with various client team business partners and support centers. SSAs may also provide industry, prospecting, and client research support to the client team for use in the sales process and assist with sales presentation content development as requested. Responsibilities include ensuring client relationship data integrity (including primary responsibility for Navigator coverage and deal teams, client contact info, deal pipeline, industry/legal codes, and systems of record linkages timeliness, completeness, and accuracy), and coordinating Client Management Process (CMP) activities. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities. Possesses a strong client focus and awareness and understanding of the bank and operational aspects of the products and services used by clients. Must also possess good interpersonal, communication, time management, and teaming skills. Reports to the Sales Support Manager.

Position reports to Sales Support Manager. Regularly interacts with clients within the context of the client management process, identifies unmet client needs, and supports achievement of team or market goals in client delight and retention, non-credit loss prevention, and revenue growth. Serves as the initial point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the service center, and as a liaison assisting clients with navigating the bank and interacting with various client team business partners and support centers.

Responsibilities include:

  • Ensuring client relationship data integrity (accuracy, completeness, and timeliness of key data elements within LEO, Navigator, including pipeline, and systems of record)

  • Coordination and execution of Client Management Process

  • Pulse call execution - proactive client calls to gauge client satisfaction, identify cross sale opportunities, and increase client delight

Required skills:

  • Strong client interactions with substantial sales performance

  • PC Proficient in Office Suite: Excel, PowerPoint and Word

  • Excellent written and verbal communication skills.

  • Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients.

  • Strong client focus/direct client contact experience, excellent interpersonal, communication,

presentation, organization and PC skills.

  • Ability to multi-task and support various priorities are required.

Desired skills:

  • Possess a combination of banking center leadership or Commercial or Business Banking or Premier relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience.

  • 4 year degree preferred

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22045556

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Gweneth Leuther Karas

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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