Sales Support Associate - San Diego or Ontario

Job summary

This role involves supporting client management teams with sales, onboarding, and retention while ensuring operational and regulatory compliance. The associate acts as a primary point of contact for account activities and manages due diligence processes to mitigate risk.

Job details

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for identifying and supporting client needs and capabilities, in partnership with relationship management and sales support teams. Key responsibilities include supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention. Job expectations include supporting the operational and risk components of the client relationship, which includes managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations. 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 Required Qualifications: 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 Desired Qualifications: 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 Spanish language preferred Skills: Attention to Detail Client Management Collaboration Customer and Client Focus Risk Management Active Listening Customer Experience Improvement Issue Management Prioritization Relationship Building Client Solutions Advisory Data Quality Management Oral Communications Pipeline Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Ontario - 901 Via Piemonte (CA6540), US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range $32.22 - $42.89 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. 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.

What you’ll do

This role involves supporting client management teams with sales, onboarding, and retention while ensuring operational and regulatory compliance. The associate acts as a primary point of contact for account activities and manages due diligence processes to mitigate risk.

Requirements

Candidates must possess strong communication skills, proficiency in Microsoft Office, and experience in client-facing roles within a financial environment. A high school diploma or GED is the minimum educational requirement for this position.

Benefits

• Physical wellness support
• Emotional wellness support
• Financial wellness support
• Paid time off
• Discretionary incentive plan

Listed skills

• Problem solving · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Multitasking · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client management
• Sales support
• Know your customer
• Operational risk
• Compliance
• Anti-money laundering
• Data integrity
• Account opening
• Relationship management
• Communication skills
• Microsoft office suite
• Multitasking
• Research and analysis
• Customer due diligence
• Problem solving
• Attention to detail
• Customer Experience Improvement
• Sales Support
• Fraud Prevention
• Workplace Inclusivity
• Know Your Customer
• Relationship Management
• Issue Management
• Time Off Management
• Resilience
• Research
• Active Listening
• Commercial Banking
• Management
• Computer Literacy
• Data Integrity
• Data Quality
• Due Diligence
• Spanish Language
• Sales
• Leadership
• Innovation
• Interpersonal Communications
• Risk Management
• Microsoft Office
• Operational Risk
• Operations Management
• Operations
• Relationship Building
• Verbal Communication Skills
• Writing
• Anti Money Laundering
• Revenue Growth
• Prioritization
• Detail Oriented

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Sales Support Associate
• Sales Support Representative
• Shop Sales Assistants
• Retail Salespersons

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