6 дней назад
Sales Support Officer II Relationship Team (Banking)
25 - 93$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Support Officer II Relationship Team (Banking): Supporting relationship teams through the sales cycle, client onboarding, account documentation, product setup, and post-sales service with an accent on regulatory standards, client satisfaction, and operational accuracy. Focus on reviewing and submitting account packages, resolving documentation gaps, providing product guidance, and escalating high-risk activities.
Location: In office at 350 S Grand Ave, Los Angeles, California, US, or Beverly Hills, California
Salary: $25.93–$41.43 per hour, plus eligibility for bonus and/or commissions.
Company
is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.
What you will do
- Support Relationship Teams with relationship reviews, new account packages, service requests, and client onboarding.
- Review account information and documentation, collect missing materials, submit complete packages, and escalate high-risk activities.
- Provide in-office phone sales support and practical guidance on product usage and functionality.
- Attend operations, team, relationship, and risk review meetings and provide product information or line training.
- Support business development, client retention, special projects, and on-site sales calls.
- Follow banking, credit, operational, and regulatory requirements, including Bank Secrecy Act and Know Your Client standards.
Requirements
- At least 3 years of general banking experience or equivalent training.
- At least 3 years of Sales Support or Operations experience.
- At least 3 years of experience with Microsoft Office Suite, including Excel and PowerPoint.
- Understanding of basic banking operations and proficiency with network and PC-based software applications.
- Strong written and verbal communication skills.
- Ability to analyze and evaluate information and data to formulate conclusions and recommendations.
Nice to have
- Four-year college or university degree in a discipline related to financial services, or equivalent job experience.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time.
- Health and family planning programs, including fertility, cancer, diabetes, and musculoskeletal support.
- Career mobility support and colleague resource groups.
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