Sales Support Associate

Role Overview

• Identifying and supporting client needs and capabilities
• Supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention
• Supporting the operational and risk components of the client relationship, which includes managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations

Requirements

• 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

Benefits

• affordable, competitive and flexible benefits
• health insurance
• wellness programs