Sales Assistant

Valley Bank•Paramus, NJ

About The Position

The Sales Assistant role involves comprehensive support for Relationship Managers (RMs) across various client-facing and operational tasks. Key responsibilities include facilitating seamless client onboarding, providing administrative assistance, managing client materials and inquiries, and executing Know Your Customer (KYC) activities for both Deposit/Treasury and Loan/Credit accounts. The position requires coordination with middle office operations for onboarding and servicing, as well as supporting pre- and post-closing documentation workflows for credit and treasury products. The Sales Assistant will also perform quality control checks on client data, ensure compliance with regulatory standards by working with Operations and Compliance, and resolve client servicing issues by coordinating with internal teams. Additionally, the role involves tracking service requests, assisting clients with digital tools, and managing data entry 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, time management and handling multiple tasks simultaneously
Ability to handle onboarding documentation, data accuracy, and inquiry resolution
Ability to multitask under pressure, team collaboration, problem-solving mindset
Strong interpersonal skills and clear written and verbal communication
High School Diploma or GED and at minimum up to 3 years of related experience in loan/credit environment.

Responsibilities

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.