- 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.
Skills Required
- Proficiency in banking systems (KYC, CRM, account setup platforms)
- Understanding of compliance protocols (AML, CIP)
- Strong customer service, organizational skills, data input, and time management
- Ability to handle onboarding documentation, ensure data accuracy, and resolve inquiries
- Ability to multitask under pressure, collaborate with teams, and solve problems
- Strong interpersonal skills and clear written and verbal communication
- High School Diploma or GED
- Up to 3 years related experience in a loan/credit environment
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
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.
