Sr. Sales Assistant

Valley National Bank; Tampa (FL); Sur place; USD 50 000 - 80 000; Plein temps

Résumé du poste

Valley National Bank in Tampa, FL is seeking a Sales Support / Onboarding Specialist to partner with relationship managers, ensure seamless client onboarding, manage client materials, and assist with KYC activities across deposits, treasury, and loans.

You will coordinate with middle office and operations, support pre- and post-closing workflow, perform data quality checks, assist in training junior staff, and help resolve servicing issues while maintaining regulatory standards.

Responsabilités

• Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities across Deposit/Treasury and Loan/Credit.
• 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 Middle Office and/or Customer Service in Operations; coordinate with internal teams to resolve onboarding and servicing issues.
• Track service requests with middle office and ensure timely follow-up and closure; respond to internal and external requests regarding onboarding and servicing status.
• Assist in training clients on digital tools and provide support during transitions.
• Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes.
• Assist with data entry, tracking, and follow-ups for financial and compliance materials.

Description du poste

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. Handles more complex inquiries and loans.
• 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 manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes.
• Assist with data entry, tracking, and follow-ups for financial and compliance materials.