- 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.
Top Skills
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
