Sales Support Associate

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

Posted 10/15/2026full-timeUnited StatesJuniorMid-Level💰 $32 - $43 per hourWebsite

Key responsibilities & impact

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
Support operational and risk components of client relationships
Manage due diligence processes and account opening
Ensure accurate and timely customer compliance with policies and regulations
Identify opportunities supporting client delight and retention, non-credit loss/fraud prevention, and revenue growth
Ensure client data integrity for onboarding, KYC, and operational risk/compliance systems of record
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 resolve service-related issues
Support Customer Due Diligence processes and AML, money services business, high-risk indicator/industry, and related KYC requirements
Conduct research and analysis to compile sales leads and provide data to client teams and partners

What you’ll need

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
40 hours per week
1st shift (United States of America)

Comp & perks