USAmeriBancorp

Dir, Customer Engagement Advisory Tools

USAmeriBancorp • $130K — $180K *
New York, NY 10017In-Person
Finance & Insurance
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Information Systems, or related field; advanced degree preferred.
  • Minimum 10 years in sales enablement, product management, or related roles in financial services.
  • Deep knowledge of Retail, SMB, and Mortgage sales processes in large consumer banks.
  • Proven experience as a business product owner for CRM platforms, including backlog management.
  • Strong stakeholder management and influence skills without direct authority.
  • Excellent verbal and written communication skills, including executive presentation capabilities.

Responsibilities

  • Own lead generation strategy and prioritize frameworks across all channels.
  • Track and improve lead health metrics like utilization and conversion rates.
  • Optimize end-to-end pipeline and CRM workflows to maximize sales effectiveness.
  • Enhance customer profiling tools with AI insights for personalized engagement.
  • Act as liaison for account opening platforms, ensuring alignment with user needs.
  • Govern UX standards for sales enablement tools, leading pilot programs based on feedback.
  • Capture and synthesize field feedback, representing banker experience in product decisions.

Benefits

  • Opportunity to lead strategic initiatives in a major financial institution.
  • Access to advanced data and AI tools to enhance work efficiency.
  • Collaborative environment with cross-functional teams.
  • Potential for professional growth through continued learning opportunities.
  • Engagement with a diverse set of users in various banking channels.
Full Job Description
Responsibilities include but are not limited to:
  • Lead Generation & Distribution
    • Own the strategy, routing logic, and prioritization frameworks for internal lead generation across all channels.
    • Define and track lead health metrics--utilization rates, work rates, and conversion to pipeline--and drive continuous improvement against each.
    • Serve as business product owner for lead management platforms; translate field experience into clear product requirements and backlog priorities.
  • Pipeline & CRM Effectiveness
    • Own and optimize the end-to-end pipeline and CRM ecosystem, driving efficient lead-to-close workflows, reducing administrative burden, and maximizing frontline selling effectiveness.
    • Leverage data, AI, and automation to enhance prioritization and insights, while simplifying workflows, improving platform adoption, and partnering cross-functionally on continuous enhancement and change management.
  • Customer Profiling & Advisory Tools
    • Own and evolve customer profiling and advisory tools, embedding AI-powered insights, segmentation, and next-best-action guidance to enable personalized, data-driven client engagement.
    • Ensure seamless integration of customer intelligence into frontline workflows, partnering with data and analytics teams to continuously improve accuracy, relevance, and usability.
  • Account Opening & Origination Platform Liaison
    • Serve as the business lead for account opening and origination platforms, partnering cross-functionally to ensure solutions are intuitive, efficient, and aligned to frontline and client experience needs.
    • Optimize origination workflows and performance by identifying friction points, leveraging field feedback and data insights, and driving prioritized enhancements to improve conversion, efficiency, and user experience.
  • Frontline User Experience (UX) Ownership
    • Establish and govern UX standards across sales enablement tools, ensuring simplicity, consistency, and alignment with frontline workflows and needs.
    • Lead structured pilot programs for new capabilities, synthesizing field feedback to inform go/no-go decisions and drive resolution of issues prior to full-scale deployment.
  • Voice of the Banker & Field Liaison
    • Serve as the primary liaison between Retail, SMB, and Mortgage channel teams and Technology/Product organizations, ensuring frontline needs are consistently reflected in platform decisions.
    • Establish structured mechanisms--advisory boards, listening sessions, ride-alongs--to capture and synthesize field feedback.
    • Represent banker and client experience needs in roadmap planning, product review sessions, and enterprise technology governance forums.
  • Backlog Prioritization & Product Partnership
    • Translate frontline needs into clear business requirements and manage the product backlog to ensure priorities align with business outcomes and field impact.
    • Act as business product owner within agile processes, driving decisions on scope, prioritization, and trade-offs to balance user needs, platform capabilities, and strategic objectives.
  • Continuous Improvement & Adoption
    • Drive continuous process improvement by identifying opportunities to automate manual tasks, simplify workflows, and enhance overall efficiency through smarter tooling.
    • Leverage adoption data, performance metrics, and field feedback to prioritize and deliver high-impact enhancements on an ongoing basis.


Required Skills:
  • Working knowledge of sales processes, pipeline management, and CRM systems.
  • Basic ability to analyze performance data and identify improvement opportunities.
  • Ability to support process improvements and workflow enhancements.
  • Ability to collaborate effectively across teams in a matrixed environment.
  • Strong communication skills with ability to translate business needs into clear actions.

Required Experience:
  • Bachelor's degree in Business, Finance, Information Systems, or a related field; advanced degree a plus.
  • Minimum of 10 years in sales enablement, product management, or a related role within financial services or a comparable regulated industry.
  • Deep knowledge of Retail, SMB, and/or Mortgage sales processes and banker workflows in a large consumer bank or financial institution.
  • Demonstrated experience as business product owner for CRM platforms (Salesforce or equivalent), including backlog management and requirements development.
  • Proven track record driving measurable improvements in tool adoption, sales productivity, or conversion outcomes.
  • Strong stakeholder management and ability to influence Technology, Product, and field leadership without direct authority.
  • Excellent written and verbal communication, including executive-level presentation skills.

Preferred Experience:
  • Advanced degree a plus.
  • Director-level experience within a top 25 U.S. retail bank.
  • Familiarity with agile product delivery and sprint-based development cycles.
  • Knowledge of customer segmentation, next-best-action, or propensity modeling platforms.
  • Experience managing lead management systems at scale (100,000+ leads annually).

About USAmeriBancorp

Valley National Bancorp, doing business as Valley Bank, is a regional bank holding company headquartered in Wayne, New Jersey with approximately $42 billion in assets. Its principal subsidiary, Valley National Bank, currently operates over 230 branch locations in northern and central New Jersey, the New York City boroughs of Manhattan, Brooklyn, and Queens, as well as Long Island, Florida, and Alabama. Valley Bank holds approximately $29 billion in assets. ,Valley Bank is one of the largest commercial banks headquartered in New Jersey.
Learn more about USAmeriBancorp
Industry
Legal & Accounting
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at USAmeriBancorp

More Finance & Insurance Jobs

Find similar Dir, Customer Engagement Advisory Tools jobs:

NationwideNew York, NY