Client Onboarding & Sales Support Specialist

Bank of America; Paramus (NJ); On-site; USD 44,000 - 59,000; Full time

Job summary

Bank of America in Paramus, NJ is seeking a client management professional to support sales, referrals, and Know Your Customer onboarding. You will assist with client retention and ensure compliance with policies and regulations.

The role emphasizes data integrity, collaboration with relationship management, and end-to-end support for account openings, due diligence, and risk management. Applicants should have strong communication skills and experience in corporate banking customer service.

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

Responsibilities

• Interacts with clients and client teams 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

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

Education

High School Diploma

Job description

Bank of America in Paramus, NJ is seeking a client management professional to support sales, referrals, and Know Your Customer onboarding. You will assist with client retention and ensure compliance with policies and regulations.

The role emphasizes data integrity, collaboration with relationship management, and end-to-end support for account openings, due diligence, and risk management. Applicants should have strong communication skills and experience in corporate banking customer service.