Sales Assistant (Hebrew Speaker)

Valley Bank•New York, NY

About The Position

The Sales Assistant will partner with Relationship Managers (RMs) to ensure seamless client onboarding and provide administrative support. This role involves managing client materials, inquiries, and completing Know Your Customer (KYC) activities. The assistant will support RMs with KYC for both Deposit/Treasury and Loan/Credit activities, and coordinate with the middle office in operations for deposit and treasury client onboarding execution and servicing. Additionally, the role supports pre- and post-closing documentation workflows for credit and treasury products, collaborates with Credit and Loan Closing teams, and is involved in pre-underwriting for loan servicing and account opening for deposit/treasury activities. The position also requires performing quality control checks on client data and documentation, coordinating with Compliance for documentation gaps, and working with Operations and Compliance to meet regulatory standards. Facilitating servicing tasks with the Middle Office and/or Customer Service in Operations, resolving client servicing issues, tracking service requests, and responding to internal and external requests regarding onboarding and servicing status are key functions. The role also includes assisting clients with 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, 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
At minimum up to 3 years of related experience in loan/credit environment.

Nice To Haves

Hebrew Speaker

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.
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.