At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes transparent in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

: This job is responsible for identifying and supporting client needs and capabilities, in partnership with relationship management and sales support teams.

Key responsibilities include supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention. Job expectations include 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.

Interacts with clients and client teams, within the context of the Client Management Process, to identify opportunities that support the achievement of team and market goals for client delight and retention, non-credit loss/fraud prevention, and revenue growth

Ensures client data integrity including accuracy, completeness, and timeliness of key data elements of onboarding, Know Your Client (KYC), and operational risk/compliance within the systems of record

Serves as the point of contact for account openings/closings, escalated issues arising out of the Contact Center, and connects clients with various client team business partners and support teams to navigate service-related issues

Supports Customer Due Diligence processes, ensuring timely completion and accuracy of policy and regulatory requirements related to Anti-Money Laundering (AML), money services businesses, other high-risk indicators or industries, and related KYC activities

Conducts research and analysis to compile sales leads and provides the data to the client team and partners

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

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

Spanish language preferred

Attention to Detail

Client Management Collaboration

Customer and Client Focus

Risk Management

Active Listening

Customer Experience Improvement

Issue Management

Prioritization

Relationship Building

Client Solutions Advisory

Data Quality Management

Oral Communications

Pipeline Management

Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details US - CA - Ontario - 901 Via Piemonte (CA6540), US - CA - San Diego - 701 B ST (CA0816)

Pay range $32.22 - $42.89 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency

Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

📌 Sales Support Associate - San Diego or Ontario (Winnipeg)
🏢 Bank of America
📍 Winnipeg