The Role
Acquire and manage commercial deposit relationships, source low-cost deposits and treasury fee income, cross-sell bank products, resolve client issues, use Salesforce CRM, comply with BSA/OFAC, and work with product partners to meet sales targets and strengthen client relationships.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
- Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships.
- Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships.
- Will focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships.
- Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business.
- Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products.
- Makes presentations to potential and existing clients and contributes to the achievement of sales targets.
- Owns the relationship as primary point of contact by working with their respective LOB RMs and leader.
- Use of Salesforce as a CRM tool is required.
- Represents the Bank in civic and community functions.
- Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB.
- Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs.
- This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager.
Other Responsibilities:
- Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- All other duties as assigned.
Required Skills:
- Demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis.
- Superior knowledge of commercial banking products and services (both credit and non-credit).
- Proven ability to manage high-end Middle Market Clients.
- Ability to work independently and leverage professional relationships within and outside the bank.
- Understanding or willing to learn about all bank offerings.
- Full utilization of sales automation tools and related technologies.
- Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally.
- Persuasion, Diplomacy, Negotiation and closing skills.
Required Experience:
- High School Diploma or equivalent and 7+ years of Relationship Manager and/or Business Development Officer experience.
- Bachelor's Degree in a discipline related to the position preferred.
Skills Required
- Use of Salesforce as a CRM tool
- Demonstrated success meeting sales goals, managing client relationships, and experience in credit, credit support or financial analysis
- Superior knowledge of commercial banking products and services (credit and non-credit)
- Proven ability to manage high-end Middle Market clients
- Ability to work independently and leverage professional relationships internally and externally
- Understanding or willingness to learn all bank offerings
- Full utilization of sales automation tools and related technologies
- Superior sales presentation, interpersonal, negotiation and written and verbal communication skills
- Persuasion, diplomacy, negotiation and closing skills
- Comply with BSA, USA PATRIOT Act, and OFAC; complete annual BSA training and report suspicious activity
- High School Diploma or equivalent and 7+ years of Relationship Manager and/or Business Development Officer experience
- Bachelor's Degree in a related discipline
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.
