Sr. Sales Assistant

Valley National Bank•Tampa, FL

About The Position

The Sr. Sales Assistant partners with Relationship Managers (RMs) to support client onboarding and servicing across deposit, treasury, and loan/credit activities. The role manages client materials and inquiries, completes KYC activities, coordinates onboarding execution with Operations’ Middle Office, and supports documentation workflows before and after closing. It also handles more complex inquiries and loans, assists with pre-underwriting and account-opening activities, performs quality checks, and works with Credit, Loan Closing, Compliance, and Operations to address documentation gaps and meet regulatory standards. The position tracks service requests through resolution, responds to internal and external requests about onboarding and servicing, and helps clients use digital tools during transitions. The Sr. Sales Assistant also supports the manager by training and mentoring newer Sales Assistants and assists with data entry, tracking, and follow-up for financial and compliance materials.

Requirements

High school diploma or GED.
Minimum of 5 years of related experience in a loan/credit environment.
Strong proficiency in banking systems, including KYC, CRM, and account setup platforms.
Understanding of compliance protocols, including AML and CIP.
High proficiency in customer service, organization, data input, time management, and handling 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.
Excellent interpersonal skills and clear written and verbal communication.

Responsibilities

Partner with Relationship Managers to support seamless client onboarding and provide administrative support.
Manage client materials and inquiries and complete KYC activities for deposit, treasury, loan, and credit activities.
Coordinate deposit and treasury client onboarding execution and servicing with Operations’ Middle Office.
Handle more complex inquiries and loans.
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 and treasury activities.
Perform quality control checks on client data and documentation.
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 Operations Customer Service and coordinate with internal teams to resolve client servicing issues.
Track service requests with the Middle Office and ensure timely follow-up and closure.
Respond to internal and external requests regarding onboarding and servicing status.
Assist clients with digital tools and provide support during transitions.
Assist the manager by training and mentoring new or junior-level Sales Assistants to promote consistent workflows and processes.
Assist with data entry, tracking, and follow-ups for financial and compliance materials.