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Client Onboarding & Documentation Specialist

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Valley National Bank
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Banking Operations, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

Valley National Bank is seeking a candidate to manage client onboarding tasks and provide administrative support. Responsibilities include partnering with Relationship Managers to ensure seamless onboarding, supporting documentation workflows for credit and treasury products, and performing quality control checks on client data.

The role requires collaboration with Operations and Compliance to adhere to regulatory standards and facilitate internal coordination to resolve client servicing issues. Strong organizational and communication skills are essential.

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