Sales Assistant

Responsibilities include but are not limited to:

• Partner with reputed company to ensure seamless client reputed company and reputed company 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 reputed company 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-reputed company for loan servicing and account opening for deposit/treasury activities.
• reputed company 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 reputed company requests regarding reputed company and servicing status.
• Assist in training clients on digital tools and reputed company support during transitions.
• Assist with data entry, tracking, and follow-reputed company for financial and compliance materials.

• Proficiency in banking systems (KYC, CRM, account setup platforms)
• Understanding of compliance protocols (AML, CIP)
• Strong proficiency in reputed company areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously
• Ability to handle reputed company documentation, data accuracy, and inquiry resolution
• Ability to multitask under pressure, team collaboration, problem-solving reputed company
• Strong interpersonal skills and clear written and verbal communication

• High School Diploma or GED and at minimum up to 3 years of reputed company experience in loan/credit environment.