Sales Consultant engaging with existing customers to sell electricity products through effective communication and support. Offering flexible arrangements and focused on customer satisfaction as a priority.
About the role
- Sales Support Associate identifying and supporting client needs at Bank of America. Interacts with teams for client retention, onboarding, and compliance management.
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
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
Benefits
- Discretionary incentive eligible
- annual discretionary award based on performance
- industry-leading benefits
- access to paid time off
- resources and support for employees to make an impact
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