Sr Sales Assistant

At Valley Bank, we believe in people's growth potential. We invest in it, protect it, and focus it. For nearly 100 years, we've been the bank that clients from every industry turn to for expertise, strategies, and advice—building trust that fuels every goal. As a leading relationship bank with over $60 billion in assets, 3,800 experts, and more than 200 branches across the U.S., we’re driven by an ambition deeper than just a job. We help associates turn passions and strengths into assets to propel their careers and build professional legacies.

About the role

The Senior Sales Assistant ensures a consistent client experience by managing onboarding, documentation, and service resolution workflows. Acting as the operations and service liaison for Relationship Managers (RMs) and internal partners, this role supports RMs in completing KYC activities and handles complex inquiries for both deposit/treasury and loan/credit services.

Responsibilities

• Partner with RMs to ensure seamless client onboarding and provide administrative support, including managing client materials, inquiries, and completing KYC activities.
• Support RMs with KYC activities for both Deposit/Treasury and Loan/Credit functions.
• Coordinate with the middle office for deposit and treasury client onboarding execution and servicing.
• Handle complex inquiries and loan-related tasks.
• 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/treasury activities.
• Perform quality control checks on client data and documentation.
• Coordinate with Compliance to address documentation gaps.
• Work with Operations and Compliance to meet regulatory standards.
• Facilitate servicing tasks with the Middle Office and/or Customer Service in Operations, resolving client servicing issues.
• Track service requests with the middle office, ensuring 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.
• Train and mentor new or junior Sales Assistants to ensure consistency in workflows and processes.
• Assist with data entry, tracking, and follow-ups for financial and compliance materials.

Requirements

• High School diploma or GED.
• Minimum of 5 years of related experience in a loan/credit environment.

Skills

• Strong proficiency in banking systems (KYC, CRM, account setup platforms).
• Understanding of compliance protocols (AML, CIP).
• Highly proficient in customer service, organizational skills, data input, time management, and multitasking.
• Ability to handle onboarding documentation, ensure data accuracy, and resolve inquiries.
• Ability to multitask under pressure, collaborate in teams, and solve problems effectively.
• Excellent interpersonal skills and clear written and verbal communication.