Job Summary
The Senior Sales Assistant collaborates closely with Relationship Managers to oversee the processes of client onboarding, Know Your Customer (KYC) activities, and the management of treasury and loan documentation workflows. This role plays a crucial part in ensuring the seamless integration of clients into the banking system while maintaining high compliance standards.
Responsibilities
- Assist Relationship Managers with the client onboarding process.
- Manage KYC procedures to ensure compliance with regulations.
- Oversee the documentation workflow for treasury and loan activities.
- Conduct quality control checks to maintain service excellence.
- Coordinate with compliance teams to uphold regulatory standards.
- Provide training and mentorship to junior team members.
Qualifications
- High School diploma or GED is required.
- At least 5 years of experience in a related field, particularly in loan or credit environments.
- Strong knowledge of banking systems and compliance protocols.
- Excellent interpersonal and communication skills.
Valley Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
