Sales Support Associate

Bank of America

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

Posted 9/29/2026full-timeSan Diego • California • United StatesJuniorMid-Level💰 $32 - $43 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management, compliance, and operational risk while effectively supporting sales and relationship management teams. Proficient in KYC processes, customer due diligence, and maintaining data integrity for banking operations.

Highest-signal resume keywords

Client ManagementKYC OnboardingCustomer Due DiligenceMicrosoft Office Suite ProficiencyFinancial Center Leadership

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

KYCCustomer Due DiligenceFraud PreventionData IntegritySales Lead CompilationBank Products KnowledgeOperations ManagementCompliance PoliciesCredit Sales ServicingTreasury Operations

Soft Skills

Excellent Communication SkillsStrong Client FocusInterpersonal SkillsOrganizational SkillsMultitasking Ability

Industry Keywords

AMLHigh-Risk IndicatorCommercial BankingBusiness BankingPremier Relationship Management

About the role

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
Interact with clients and client teams to identify opportunities supporting client delight, retention, 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 and closings and escalated Contact Center issues
Connect clients with client team business partners and support teams for 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

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
Minimum high school diploma, GED, secondary school or equivalent
FDIC hiring restrictions related to specified criminal history
Spanish language preferred
Desired 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 desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Paid time off
Resources and support for employees