External

Posted 4 Days Ago
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Jacksonville, FL, USA
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Lead and manage all aspects of branch performance including sales growth, profitability, customer experience, operations, staffing, coaching, risk escalation, and local market strategy to deepen customer relationships.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
  • Accountable for leading and managing all aspects of branch performance, including sales growth, profitability, customer experience, operational integrity, and team coaching and development.
  • Ensures exceptional service delivery to all clients within a consumer-oriented branch.
  • Coach and develop branch team members to achieve sales targets, meet service goals, and strengthen individual capabilities.
  • Observe sales engagements to ensure high quality customer consultations and effective lead management through Salesforce.
  • Manage all staffing functions, including recruiting, interviewing, selecting, onboarding, performance evaluations, coaching, and addressing performance or conduct issues in accordance with company policy.
  • Leads and encourages identification, escalation, and resolution of potential risks.
  • Foster a positive and high-performing branch environment that promotes Valley's culture and drives strong associate engagement.
  • Develop and leverage market intelligence, communicating strategic direction and product focus while building individualized sales strategies to increase market share and deepen customer relationships.
Preferred Qualifications
Required Skills:
  • Ability to prioritize, organize, delegate, and execute.
  • Must have excellent verbal, written and interpersonal communication skills.
  • Ability to present a confident and professional demeanor to establish trust and convey knowledge to the customer and resolve complex customer issues.
  • An enthusiastic individual who can listen to customer concerns and offer unique and innovative solutions, weighing customer satisfaction with Bank exposure to loss or fraud.
  • Proficient computer skills.
  • Must be self-driven with a positive outlook and can demonstrate confidence, tact, patience, and diplomacy while dealing with customers.
Required Experience:
  • High School diploma or GED equivalent and minimum of 3 years related managerial experience with knowledge of branch operations and demonstrated sales - customer service skills.

Skills Required

  • High School diploma or GED equivalent
  • Minimum of 3 years related managerial experience with knowledge of branch operations
  • Demonstrated sales and customer service skills
  • Ability to prioritize, organize, delegate, and execute
  • Excellent verbal, written and interpersonal communication skills
  • Professional demeanor to establish trust and resolve complex customer issues
  • Customer listening skills and ability to balance customer satisfaction with loss/fraud risk
  • Proficient computer skills
  • Self-driven with confidence, tact, patience, and diplomacy
  • Experience with lead management using Salesforce

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.

  • 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.
  • 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.
  • 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.

Valley Bank Insights

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The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

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.

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