Liable for supporting a number of shopper management groups within the sales, shopper on-boarding, relationship retention/deepening/satisfaction, deposit achievement, operational danger and Compliance processes. Commonly interacts with shoppers inside the context of the connection plan, identifies unmet shopper wants, and helps achievement of workforce or market objectives in shopper delight, deepening, and retention, non-credit score loss/fraud prevention, and income progress. Serves as level of contact for account openings/closings, main escalation contact for service-associated points arising out of the contact middle, and as liaison for shoppers in navigating the bank and connecting with numerous shopper workforce enterprise companions and help facilities. SSAs can also present business, prospecting, and shopper analysis help to the shopper workforce to be used within the sales course of and help with sales presentation content material improvement as requested. Duties embrace making certain shopper relationship knowledge integrity (together with main duty for Navigator protection and deal groups, shopper contact information, deal pipeline, business/authorized codes, and methods of report linkages timeliness, completeness, and accuracy), and coordinating Shopper Administration Course of (CMP) actions. Has main duty for Buyer Due Diligence processes by making certain well timed and correct compliance to coverage and regulatory necessities associated to Anti-Cash Laundering, Cash Providers Companies, different excessive danger indicators or industries, and associated Know-Your-Shopper actions. Possesses a robust shopper focus and consciousness and understanding of the bank and operational elements of the services utilized by shoppers. Should additionally possess good interpersonal, communication, time management, and teaming expertise. Stories to the Sales Support Supervisor.
Required Talent:
PC Proficient in Workplace Suite.
Wonderful written and verbal communication expertise.
Familiarity with bank merchandise, providers operations, methods, insurance policies, procedures for enterprise/company shoppers.
Robust shopper focus/direct shopper contact expertise, wonderful interpersonal, communication, presentation, group and PC expertise.
Means to multi-activity and help numerous priorities are required.
Desired Expertise:
Posses a mixture of banking middle management or Business or Enterprise Banking or Premier relationship management or help expertise, in addition to Credit score and/or Treasury sales servicing, or operations management expertise.
Source: https://www.businessnetworkingorangecounty.com/sales-support-associate-business-banking-saint-louis-bank-of-america-st-louis-mo/
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