Sales Support Associate - San Jose or Modesto
$67,018–$89,211 year
On-siteSan Jose, California, United States or Modesto, California, United States
Job Summary
Support client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention. Ensure client data integrity and manage due diligence processes for account openings while maintaining accurate compliance with Anti-Money Laundering and operational risk policies. Serve as the point of contact for escalated issues, connecting clients with business partners to navigate service-related challenges. Conduct research and analysis to compile sales leads and provide data to client team partners. Interact with clients to identify opportunities supporting team goals for client delight, non-credit loss prevention, and revenue growth. Requires proficiency in Microsoft Office Suite, strong communication skills, and familiarity with bank products and systems.
Required 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
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Possess a combination of experience from the following: 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
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