Commercial Sales Assistant - Fairfield, NJ

Valley National Bank
United States, New Jersey, Fairfield
Nov 03, 2025
Responsibilities include but are not limited to: * 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.