Commercial Banking Sales Assistant

Valley Bank•Orlando, FL

21h

About The Position

The Commercial Banking Sales Assistant supports Relationship Managers (RMs) with client onboarding, servicing, documentation, and administrative activities across deposit, treasury, and loan/credit products. The role coordinates with middle-office operations, Credit, Loan Closing, Compliance, and Customer Service teams to facilitate onboarding and service requests, maintain accurate client records, and address documentation gaps. It also assists clients with digital tools and supports tracking and follow-up for financial and compliance materials.

Requirements

High school diploma or GED.
Up to 3 years of related experience in a loan/credit environment.
Proficiency in banking systems, including KYC, CRM, and account setup platforms.
Understanding of compliance protocols, including AML and CIP.
Strong customer service, organizational, data-entry, and time-management skills, including the ability to handle multiple tasks simultaneously.
Ability to handle onboarding documentation, maintain data accuracy, and resolve inquiries.
Ability to multitask under pressure, collaborate with a team, and apply a problem-solving mindset.
Strong interpersonal skills and clear written and verbal communication.

Responsibilities

Partner with RMs to support seamless client onboarding, provide administrative support, manage client materials and inquiries, and complete KYC activities for deposit/treasury and loan/credit activities.
Coordinate with middle-office operations on deposit and 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.
Participate in pre-underwriting for loan servicing and account opening for deposit/treasury activities.
Perform quality-control checks on client data and documentation, and coordinate with Compliance to 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 the middle office, ensure timely follow-up and closure, and respond to internal and external requests about 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.