Bank of America
Bank of America
Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.

Sales Support Associate – Bank of America, Washington, DC

Support Bank of America’s Midwest client teams with onboarding, KYC, compliance, account services, and sales leads. This full-time, in-office position covers Washington, DC, Maryland, and Virginia.

Description

  • Partner with relationship management and sales support teams to assess client needs and capabilities
  • Assist client teams with sales, referrals, KYC onboarding, and retention
  • Support operational and risk activities for client relationships
  • Oversee due diligence and account opening
  • Help ensure customers meet policy and regulatory requirements accurately and on time
  • Spot opportunities to improve client satisfaction and retention, prevent non-credit losses and fraud, and grow revenue
  • Maintain accurate client records across onboarding, KYC, operational risk, and compliance systems
  • Handle account opening and closing inquiries, including escalations from the Contact Center
  • Connect clients with business partners and support teams to resolve service issues
  • Assist with Customer Due Diligence and AML, money services business, high-risk indicator and industry, and related KYC requirements
  • Research and analyze information to develop sales leads and share data with client teams and partners

Requirements

  • Working proficiency with Microsoft Office
  • Strong written and spoken communication skills
  • Familiarity with banking products, services, operations, systems, policies, and procedures for business and corporate clients
  • Client-focused approach and experience working directly with clients
  • Strong interpersonal, communication, presentation, organizational, and computer skills
  • Ability to manage multiple priorities at once
  • High school diploma, GED, secondary school credential, or equivalent
  • 40-hour workweek
  • First shift in the United States

Benefits

  • Affordable, competitive, flexible benefits
  • Resources supporting physical, emotional, and financial wellness
  • Opportunities to learn, develop, and contribute
  • Eligible for an annual discretionary incentive plan
  • Benefits eligibility
  • Paid time off
  • Employee resources and support

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