Commercial Sales Assistant

Valley National Bancorp • North Plainfield, NJ

106d

About The Position

The position involves partnering with Relationship Managers (RMs) to ensure seamless client onboarding and providing administrative support. Responsibilities include managing client materials, inquiries, and completing Know Your Customer (KYC) activities. The role also requires coordination with the middle office in operations for deposits and treasury client onboarding execution and servicing. Additionally, the position supports pre- and post-closing documentation workflows for credit and treasury products, collaborates with Credit and Loan Closing teams on documentation needs, and is involved in pre-underwriting for loan servicing and account opening for deposit/treasury activities. Quality control checks on client data and documentation are also part of the responsibilities, along with coordinating with Compliance for follow-up on documentation gaps. The role requires working with Operations and Compliance to meet regulatory standards and facilitating servicing tasks with the Middle Office and/or Customer Service in Operations. Tracking service requests with the middle office and ensuring timely follow-up and closure is essential, as well as responding to internal and external requests regarding onboarding and servicing status. The position also involves assisting in training clients on digital tools and providing support during transitions, as well as assisting with data entry, tracking, and follow-ups for financial and compliance materials.

Requirements

• Proficiency in banking systems (KYC, CRM, account setup platforms)
• Understanding of compliance protocols (AML, CIP)
• Strong proficiency in all areas of customer service
• Organizational skills
• Data input and time management skills
• Ability to handle multiple tasks simultaneously
• Ability to handle onboarding documentation and data accuracy
• Inquiry resolution skills
• Ability to multitask under pressure
• Team collaboration and problem-solving mindset
• Strong interpersonal skills
• Clear written and verbal communication

Responsibilities

• Partner with RMs to ensure seamless client onboarding and provide admin support.
• Manage client materials, inquiries, and complete 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.
• Coordinate with internal teams to resolve client 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 with data entry, tracking, and follow-ups for financial and compliance materials.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED