Sales Assistant

Job description

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 tra...