Sales Support & Client Onboarding Specialist

Bank of America; Michigan; Hybrid; USD 44,000 - 58,000; Full time

Job summary

Bank of America is hiring for a hybrid role based in Oakland, CA, focused on client management, onboarding, and KYC compliance. The position emphasizes supporting client management teams with sales, referrals, and remediation of regulatory requirements while enhancing customer experience.

The role requires strong communication, data integrity, and the ability to manage multiple priorities across banking products and services for business clients.

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.
• Combination of experience from 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.

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

Customer and Client Focus

Customer Experience Improvement

Issue Management

Relationship Building

Client Solutions Advisory

Data Quality Management

Oral Communications

Education

High School Diploma / GED

Job description

Bank of America is hiring for a hybrid role based in Oakland, CA, focused on client management, onboarding, and KYC compliance. The position emphasizes supporting client management teams with sales, referrals, and remediation of regulatory requirements while enhancing customer experience.

The role requires strong communication, data integrity, and the ability to manage multiple priorities across banking products and services for business clients.