Valley Bank Is Hiring A Comm Banking Sales Assistant

Valley Bank is committed to fostering growth—both for our clients and our associates—and offers a dynamic environment where passion and professionalism thrive. Join us to be part of a trusted relationship bank built for growth, serving communities across the US for nearly a century. 🌱💼

About Valley Bank

At Valley Bank, we believe in people's growth potential. We invest in it, protect it, and focus it. For almost 100 years, we've been the bank that clients across various industries turn to for our expertise, strategies, and advice—building trust that fuels every goal.

As the leading relationship bank built for growth, we boast:

• Over $60 billion in assets
• 3,800 dedicated experts
• More than 200 consumer branches and commercial banking offices across the US

Our mission extends beyond serving clients—our associates' growth, passions, and strengths are equally important. We aim to turn your ambitions into a lasting professional legacy. 🚀

Position: Sales Assistant

The Sales Assistant supports Relationship Managers by managing client materials, inquiries, pre-underwriting administrative activities, and completing KYC (Know Your Customer) procedures.

**Fluency in Hebrew is required.**

Responsibilities Include But Are Not Limited To

• Partner with Relationship Managers (RMs) to ensure seamless client onboarding, providing administrative support, managing client materials, inquiries, and completing KYC activities. Support KYC processes across deposit/treasury and loan/credit functions. Coordinate with middle office in operations for onboarding and servicing.
• Support pre- and post-closing documentation workflows for credit and treasury products. Collaborate with Credit and Loan Closing teams for documentation needs. Assist in pre-underwriting for loan servicing and account opening for deposit and treasury activities.
• Perform quality control checks on client data and documentation. Coordinate with Compliance to follow up on documentation gaps.
• Work with Operations and Compliance to ensure adherence to regulatory standards.
• Facilitate servicing tasks with the Middle Office and Customer Service teams in Operations. Coordinate internally to resolve client servicing issues.
• Track service requests with the middle office, ensuring timely follow-up and closure. Respond to internal and external requests regarding onboarding and servicing status.
• Assist in training clients on digital tools and support them during transition phases.
• Assist with data entry, tracking, and follow-up of financial and compliance materials.

Required Skills

• Proficiency with banking systems such as KYC, CRM, and account setup platforms
• Understanding of compliance protocols including AML (Anti-Money Laundering) and CIP (Customer Identification Program)
• Exceptional customer service, organizational, data entry, and time management skills
• Ability to handle onboarding documentation, maintain data accuracy, and resolve inquiries effectively
• Capability to multitask under pressure with a team-oriented, problem-solving mindset
• Strong interpersonal and communication skills, both written and verbal

Required Experience

• High School Diploma or GED
• At least 3 years of related experience in a loan or credit environment