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Valley Bank · 3 hours ago

Sales Assistant

New Jersey, United States

Full-time

Onsite

Entry Level

3+ years exp

Valley Bank is a leading relationship bank with a focus on growth and client trust. The Sales Assistant role involves providing support to Relationship Managers by managing client materials, inquiries, and KYC activities to ensure seamless client onboarding.

Banking

H1B Sponsor Likely

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

Qualification

Banking systems proficiencyCompliance protocols understandingCustomer service proficiencyData accuracy handlingInterpersonal skillsWritten communicationVerbal communicationProblem-solving mindset

Required

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

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (15)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)