Sales Assistant at iFIT
United States
Responsibilities include but are not limited to: <ul> <li>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.</li> <li>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.</li> <li>Perform quality control checks on client data and documentation. Coordinate with Compliance for follow-up on documentation gaps.</li> <li>Work with Operations and Compliance to meet regulatory standards.</li> <li>Facilitate servicing tasks with the Middle Office and/or Customer Service in Operations and coordinate with internal teams to resolve client servicing issues.</li> <li>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.</li> <li>Assist in training clients on digital tools and provide support during transitions.</li> <li>Assist with data entry, tracking, and follow-ups for financial and compliance materials.</li> </ul> <strong><span>Qualifications</span></strong> <strong>Required Skills: </strong> <ul> <li>Proficiency in banking systems (KYC, CRM, account setup platforms)</li> <li>Understanding of compliance protocols (AML, CIP)</li> <li>Strong proficiency in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously</li> <li>Ability to handle onboarding documentation, data accuracy, and inquiry resolution</li> <li>Ability to multitask under pressure, team collaboration, problem-solving mindset</li> <li>Strong interpersonal skills and clear written and verbal communication</li> </ul> <strong>Required Experience: </strong> <ul> <li>High School Diploma or GED and at minimum up to 3 years of related experience in loan/credit environment.</li> </ul>
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