HOA Sales Assistant - Boca Raton, FL

Valley National Bank • New York, NY • 1h ago

BackHOA Sales Assistant#25-993Multiple LocationsApplyApply for this job now! ApplyJob OverviewAt Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well.Job DescriptionResponsibilities 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.RequirementsRequired Skills:- 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 communicationRequired Experience:- High School Diploma or GED and at minimum up to 3 years of related experience in loan/credit environment.Full-time/Part-timeFull-timeFLSANon-exemptLocation(s).One N Federal Hwy, Boca Raton, Florida 33432, United States335 S County Road, Palm Beach, Florida 33480, United States350 Madison Ave, New York, New York 10017, United StatesTotal Rewards SummaryWe provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuiti

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