Client Onboarding & Relationship Support Specialist

Valley Bank; Orlando (FL); On-site; USD 49,000 - 82,000; Full time

Job summary

Valley Bank is seeking a Sales Assistant to support Relationship Managers with client onboarding, KYC activities, and administrative tasks. The role emphasizes accuracy in data handling, adherence to compliance, and seamless coordination with Credit, Treasury, and Operations teams.

The position requires a High School Diploma or GED with up to 3 years of related experience in a loan/credit environment. Full-time, on-site in Orlando, FL with a comprehensive rewards package and competitive base

Qualifications

• Proficiency in banking systems (KYC, CRM, account setup platforms).
• Understanding of AML/CIP compliance protocols.
• Strong customer service skills and ability to manage multiple tasks.

Responsibilities

• Partner with Relationship Managers to onboard clients and support KYC activities.
• Assist in pre- and post-closing documentation workflows for credit and treasury products.
• Coordinate with middle office and operations for onboarding and servicing.
• Perform quality control on client data and documentation; flag gaps to Compliance.
• Support training for clients on digital tools and transitions.
• Track service requests and ensure timely follow-ups and closures.

Skills

Banking systems proficiency

Compliance knowledge

Customer service

Organizational skills

Data entry & multitasking

Education

High School Diploma or GED

Job description

Valley Bank is seeking a Sales Assistant to support Relationship Managers with client onboarding, KYC activities, and administrative tasks. The role emphasizes accuracy in data handling, adherence to compliance, and seamless coordination with Credit, Treasury, and Operations teams.

The position requires a High School Diploma or GED with up to 3 years of related experience in a loan/credit environment. Full-time, on-site in Orlando, FL with a comprehensive rewards package and competitive base