Bank of America Commercial Support Specialist - Commercial Banking - San Francisco in Sacramento, California
Serves as primary partner and analysis resource for relationship managers in the management of their portfolio. Analyzes and offers client deepening opportunities, identifies potential revenue run-off or increases and makes appropriate recommendations. Coordinates Client Management Process (CMP) activities including monthly team meetings, regular updates to the Client Action Plans, pre-call planning and client planning session preparation. Produces effective industry, prospecting, and client research for use in the sales process, and assists client team with sales presentation content. Maintains primary responsibility for Navigator coverage including deal team participants, client contact info, deal pipeline, industry/legal codes, and systems of record linkages with efficient timeliness, completeness and accuracy. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities. Executes national and regional initiatives (ex. Client Survey Contact, Pipeline exceptions), self-identified audit issues, AML/KYC refresh, remediation projects and supports annual client migration. Manages risk activities related to wires, check fraud, overdraft/ uncollected funds and serves as point of contact for overdraft monitoring and escalations.
• Possesses an awareness and understanding of the bank and operational aspects of the products and services used by clients
•Demonstrates solid business acumen and data analytic abilities in support of sales activities
• Must demonstrate strong interpersonal and overall communication skills (written and verbal)
• Must demonstrate the ability to manage time and varying work
• Must demonstrate strong collaboration and teaming skills
• Must demonstrate a strong client focus
• Bachelors/Undergraduate degree
• Knowledge of Global Commercial Banking businesses and CMP
• Strong analytical skills
• Strong proficiency with Microsoft office (Excel, Word, PowerPoint)
Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.
Posting Date : 08/11/2017
Location : US-CA-Santa Rosa, US-CA-Sacramento, US-CA-San Francisco
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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