The Role
Owns customer engagement strategy, needs discovery, lead and opportunity logic, and relationship-based sales processes. Develops customer insights, Next Best Action recommendations, AI-assisted guidance, and CRM engagement tools. Sets product vision and roadmaps, measures adoption and effectiveness, aligns cross-functional banking teams, and influences leadership decisions while ensuring regulatory compliance. Requires strong banking, sales enablement, analytics, change leadership, stakeholder influence, and strategic execution skills.
Summary Generated by Built In
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Engagement Strategy & Needs Discovery
- Set the engagement strategy that helps bankers uncover needs, deepen relationships, and match customers to the right solutions.
- Define needs discovery, customer profiling, and conversation approaches for personalized, relationship-based engagement.
- Build the lead and opportunity logic that surfaces and ranks the best opportunities within existing books of business.
- Insights, Tools & Capabilities
- Advance customer insights, Next Best Action, recommendations, and AI-assisted guidance so bankers get relevant prompts at the point of conversation.
- Work with business leaders and cross-functional teams to set the vision, roadmap, and priorities for engagement tools, including CRM.
- Measure adoption and effectiveness against customer, colleague, business, and platform data, and use the results to shape the next round of priorities.
- Alignment, Delivery & Governance
- Create continuity across interactions and business partners so colleagues work as one team around the customer rather than by channel or line of business.
- Present recommendations to leadership, build alignment, and influence priorities and decisions.
- Escalate significant business, operational, or strategic issues, and comply with applicable regulations, policies, procedures, and required training, including BSA, USA PATRIOT Act, and OFAC.
Required Skills:
- Knowledge of Retail, Small Business, and Mortgage Banking sales models, customer acquisition strategies, and referral management practices.
- Knowledge of sales effectiveness principles, coaching methodologies, performance management, and regulatory requirements.
- Skill in designing and optimizing sales processes, operating routines, and performance frameworks to improve business outcomes.
- Skill in leveraging data, analytics, and insights to drive decision-making, identify opportunities, and enhance execution.
- Skill in leading change initiatives, influencing stakeholders, and driving adoption across multiple business lines.
- Ability to translate strategic objectives into scalable processes, standards, and measurable results.
- Ability to foster cross-functional collaboration, accountability, and continuous improvement while balancing growth, customer experience, and risk objectives.
Required Experience:
- Bachelor's degree in business, finance, marketing, technology, or a related field, or an equivalent combination of education and relevant professional experience.
- Minimum of 5 years in strategy, customer engagement, sales enablement, banking, digital platforms, product, or a related discipline.
- Working knowledge of banking, sales and service, customer experience, and colleague workflows, with the ability to turn business needs into roadmaps.
- Strong analytical skills, with the ability to interpret customer, colleague, business, and platform data and convert it into recommendations leaders act on.
- Clear written, verbal, and executive presentation skills, with the influence and facilitation to align business lines that have competing priorities.
- Proven ability to lead multiple strategic workstreams across cross-functional teams, work through ambiguity, and drive work forward independently.
Preferred Experience:
- CRM, engagement platform, or digital tool initiatives in financial services; work across multiple business lines with senior leadership; and a strategy, project, or change management certification.
Skills Required
- Bachelor’s degree in business, finance, marketing, technology, or a related field, or equivalent education and professional experience
- Minimum of 5 years of experience in strategy, customer engagement, sales enablement, banking, digital platforms, product, or a related discipline
- Knowledge of retail, small business, and mortgage banking sales models, customer acquisition strategies, and referral management
- Knowledge of sales effectiveness principles, coaching methodologies, performance management, and regulatory requirements
- Experience designing and optimizing sales processes, operating routines, and performance frameworks
- Strong analytical skills and ability to interpret customer, colleague, business, and platform data
- Ability to lead change initiatives, influence stakeholders, and drive adoption across multiple business lines
- Ability to translate strategic objectives into scalable processes, standards, and measurable results
- Strong written, verbal, executive presentation, influence, and facilitation skills
- Ability to lead multiple strategic workstreams across cross-functional teams and work independently through ambiguity
- Working knowledge of banking, sales and service, customer experience, and colleague workflows
- CRM, engagement platform, or digital tool initiative experience in financial services
- Experience working across multiple business lines with senior leadership
- Strategy, project, or change management certification
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
