Sales Assistant
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.
- 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.