Sales Support Associate

Jobtailor; Lake Oswego (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Lake Oswego, Oregon is seeking a Client Relationship Manager to partner with relationship management and sales support teams. You will support onboarding, client referrals, and retention while ensuring compliance and data integrity across onboarding and KYC processes.

The role emphasizes due diligence, AML compliance, and effective communication with client teams to drive revenue growth and client satisfaction.

Qualifications

• Experience in financial services or banking client management.
• Strong written and verbal communication skills.
• Familiarity with bank products and CDD/KYC processes.
• Experience in client onboarding and compliance.
• Ability to analyze data and compile sales leads.

Responsibilities

• Identify and support client needs and capabilities in partnership with relationship management and sales support teams
• Support client management teams with sales, referrals, Know Your Customer onboarding, and client retention
• Manage operational and risk components of client relationships, including due diligence processes and account opening
• Ensure accurate and timely customer compliance with policies and regulations
• Interact with clients and client teams to identify opportunities supporting client delight, retention, fraud prevention, and revenue growth
• Ensure client data integrity, including accuracy, completeness, and timeliness of onboarding, KYC, and operational risk/compliance data
• Serve as point of contact for account openings/closings and escalated Contact Center issues
• Connect clients with client team business partners and support teams to navigate service-related issues
• Support Customer Due Diligence processes and AML, money services business, high-risk indicator or industry, and KYC requirements
• Conduct research and analysis to compile sales leads and provide data to client teams and partners

Skills

Microsoft Office Suite

Written Communication

KYC onboarding

Client management

Data analysis

Fraud prevention

Sales lead generation

Education

High School Diploma

GED

Secondary School Equivalent

Job description

• Identify and support client needs and capabilities in partnership with relationship management and sales support teams


• Support client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention


• Manage operational and risk components of client relationships, including due diligence processes and account opening


• Ensure accurate and timely customer compliance with policies and regulations


• Interact with clients and client teams to identify opportunities supporting client delight, retention, fraud prevention, and revenue growth


• Ensure client data integrity, including accuracy, completeness, and timeliness of onboarding, KYC, and operational risk/compliance data


• Serve as point of contact for account openings/closings and escalated Contact Center issues


• Connect clients with client team business partners and support teams to navigate service-related issues


• Support Customer Due Diligence processes and AML, money services business, high-risk indicator or industry, and KYC requirements


• Conduct research and analysis to compile sales leads and provide data to client teams 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


• High School Diploma / GED / Secondary School or equivalent


• Experience in Financial Center leadership, Commercial Banking relationship management or support, Business Banking relationship management or support, or Premier relationship management or support


• Credit/Treasury sales servicing and/or operations management experience

Core Competencies

Demonstrates expertise in client management, compliance, and operational risk within financial services, with a strong focus on KYC processes and client retention strategies. Proficient in utilizing Microsoft Office Suite to support client interactions and data integrity.

Highest-signal resume keywords

• Client Management


• KYC Onboarding


• Operational Risk Management


• Financial Center Leadership


• Credit/Treasury Sales Servicing

Hard Skills

• Microsoft Office Suite


• Client Due Diligence


• Fraud Prevention


• Data Analysis


• Sales Lead Compilation

Soft Skills

• Excellent Communication Skills


• Interpersonal Skills


• Organizational Skills


• Multitasking Ability


• Presentation Skills

Certifications & Qualifications

• High School Diploma


• GED


• Secondary School Equivalent

Industry Keywords

• Bank Products


• Commercial Banking


• Business Banking


• AML


• Client Retention