Diagnostic Sales Manager managing sales and supporting Antech's veterinary diagnostics services across territories. Collaborating with teams to drive revenue growth and establish client relationships.
About the role
- Sales Support Associate assisting client management teams with sales support and client onboarding at Bank of America. Focus on client retention, compliance, and operational risk management.
Responsibilities
- Identifying and supporting client needs and capabilities, in partnership with relationship management and sales support teams.
- Supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention.
- Supporting the operational and risk components of the client relationship, including managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations.
- 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.
- Serving 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.
- Supporting 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.
- Conducting research and analysis to compile sales leads and provides the data to the client team and partners.
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.
- Possess a combination of experience from the following: 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.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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