Sales Assistant

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
• Cook with middle office in ops for deposits & treasury client onboarding execution and servicing
• Coordinate 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
• Respond to internal and external requests regarding onboarding and servicing status
• Aid in training clients on digital tools and provide support during transitions
• Aid in 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