Bank of America Corporation
Boston, MA, United States
Sales, Operations, Finance
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.
•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
- 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.
- 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
Boston, MA, 100 FEDERAL ST (MA5100),
- United States
Full / Part-time
: Full time
Hours Per Week
: 1st shift
Bank of America Corporation
Website : http://www.bankofamerica.com
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.