Sales Assistant

Valley National Bank; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

A financial institution in Phoenix, Arizona, is seeking a professional to assist in client onboarding and provide administrative support. The role involves collaborating with various teams to manage documentation workflows, perform quality control checks, and ensure compliance with regulatory standards. You will track service requests, help clients transition to digital tools, and assist with compliance materials. Skills in coordination and support are highly valued.

Responsibilities

• Partner with RMs to ensure seamless client onboarding and provide admin support.
• Support pre- and post-closing documentation workflows for credit and treasury products.
• Perform quality control checks on client data and documentation.
• Work with Operations and Compliance to meet regulatory standards.
• Facilitate servicing tasks with Middle Office and/or Customer Service.
• Track service requests with middle office and ensure timely follow-up.
• Assist in training clients on digital tools and provide support.

Job description

Responsibilities include but are not limited to:

• Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities. support the RM with KYC activities in both Deposit/Treasury and Loan/Credit activities Coordinate with middle office in ops for deposits & treasury client onboarding execution and servicing.
• Support pre- and post-closing documentation workflows for credit and treasury products. Collaborate with Credit and Loan Closing teams on documentation needs. Involved in pre-underwriting for loan servicing and account opening for deposit/treasury activities.
• Perform quality control checks on client data and documentation. Coordinate with Compliance for follow-up on documentation gaps.
• Work with Operations and Compliance to meet regulatory standards.
• Facilitate servicing tasks with the Middle Office and/or Customer Service in Operations and coordinate with internal teams to resolve client servicing issues.
• Track service requests with middle office and ensure timely follow-up and closure and respond to internal and external requests regarding onboarding and servicing status.
• Assist in training clients on digital tools and provide support during transitions.
• Assist with data entry, tracking, and follow-ups for financial and compliance materials.