The Role
Owns the implementation of sales and service initiatives from strategy through rollout, adoption, optimization, and measured outcomes. Develops engagement plans, field-facing content, leader enablement, and feedback loops; coordinates pilots and workstreams; monitors business results; presents progress and risks to leadership; and drives corrective actions. Requires strong banking, sales and service strategy, communication, stakeholder management, facilitation, and implementation expertise.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
- Own the translation of sales and service strategy into field execution, accountable for the adoption, behavior change, and business outcomes each initiative was chartered to deliver.
- Build the implementation and engagement plan for each initiative, coordinating the communications, content, tools, resources, and leader enablement execution depends on.
- Create the field-facing content behind each initiative such as playbooks, job aids, talking points, and leader guides and subsequently delivers through field sessions, huddles, and leader forums.
- Partner with Learning & Development on the training that supports each initiative, supplying business context, content, and field perspective; Learning & Development owns curriculum design and formal training delivery.
- Support pilots, rollouts, and sustained adoption, making sure leaders have the tools and guidance to reinforce execution with their teams.
- Partner with business leaders and stakeholders from strategy development through rollout, adoption, and ongoing optimization.
- Present to senior leadership and stakeholders on initiative vision, implementation approach, progress, risks, and recommendations.
- Build alignment across stakeholders with differing perspectives and priorities, and escalate significant business, operational, or implementation issues.
- Monitor execution and effectiveness using business results, field observation, and stakeholder feedback to identify barriers, trends, and best practices.
- Establish the feedback loops that surface what is and is not working in the field, and agree adjustments and action plans with business leaders.
- Report to leadership on adoption, risks, opportunities, and initiative effectiveness, and comply with applicable regulations, policies, and required training, including BSA, USA PATRIOT Act, and OFAC.
- Hold accountability for the outcome after launch, driving the corrective action needed when adoption or results fall short of the initiative's intent.
Required Skills:
- Strong knowledge of banking sales, service, customer experience, and business operations across retail, business banking, and mortgage.
- Demonstrated ability to develop field-facing content and deliver it credibly to frontline and leader audiences.
- Proven ability to turn strategy into actionable implementation and engagement plans, and to run multiple workstreams, timelines, and stakeholders at once.
- Exceptional written and verbal communication and presentation skills, effective with frontline colleagues and senior leadership alike.
- Strong influence, negotiation, and facilitation skills, with credibility across all levels of a matrixed organization.
- Analytical judgment to read business results and feedback, identify barriers, and recommend improvements, with the ability to work through ambiguity and shifting priorities.
Required Experience:
- Bachelor's degree in business, finance, marketing, communications, or a related field, or equivalent experience.
- Experience in banking, sales and service strategy, business implementation, or project management, including ownership of an initiative through rollout, adoption, and measured outcome.
Preferred Experience:
- Large-scale sales, service, customer experience, organizational initiatives across a distributed organization.
- Project management, change management, or facilitation certification.
Skills Required
- Bachelor’s degree in business, finance, marketing, communications, or a related field, or equivalent experience.
- Experience in banking, sales and service strategy, business implementation, or project management.
- Experience owning an initiative through rollout, adoption, and measured outcomes.
- Strong knowledge of banking sales, service, customer experience, and business operations across retail, business banking, and mortgage.
- Ability to develop field-facing content and deliver it to frontline and leader audiences.
- Ability to create implementation and engagement plans and manage multiple workstreams, timelines, and stakeholders.
- Exceptional written, verbal communication, and presentation skills.
- Strong influence, negotiation, and facilitation skills in a matrixed organization.
- Analytical judgment to interpret business results and feedback, identify barriers, and recommend improvements.
- Experience with large-scale sales, service, customer experience, or organizational initiatives across a distributed organization.
- Project management, change management, or facilitation 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.
