Sales Assistant

Valley National Bank; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Valley National Bank is seeking an experienced administrative support professional to help onboard clients, manage KYC activities, and coordinate documentation across deposit, treasury, and loan products. The role involves collaboration with relationship managers, middle office, and compliance teams to ensure accurate data and smooth servicing.

The position emphasizes attention to detail in data entry, document tracking, and timely follow-up on client servicing requests, including training

Responsibilities

• Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities.
• 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.

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.