Sales Assistant
About The Position
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. 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
