USAmeriBancorp

Head of Commercial Data & Analytics

USAmeriBancorp • $130K — $180K *
Morristown, NJ 07960In-Person
Finance & Insurance
5 - 7 years of experience
4 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Experience with CRM systems like Salesforce or Microsoft Dynamics to enhance sales efficiency.
  • Proven ability to convert business goals into actionable data insights and metrics.
  • Understanding of banking processes such as relationship selling and commercial lending workflows.
  • Background working with client-facing teams in financial services or regulated industries.
  • Capacity to influence and collaborate with senior leadership teams.
  • Experience in building and leading high-performance teams with a focus on excellence and development.
  • Strong presentation and storytelling skills, with a customer-centric mindset.

Responsibilities

  • Enable sales strategies through Salesforce CRM to support client relationship management.
  • Deliver insights to drive new customer acquisitions and enhance existing relationships.
  • Lead the development and ownership of Salesforce CRM capabilities.
  • Collaborate with commercial and data teams to enhance client data accuracy and relationships.
  • Develop new reporting and measurement tools to boost sales effectiveness.
  • Build and mentor a high-performing team of business analysts to enhance data skills and financial knowledge.

Benefits

  • Opportunity for professional development and team leadership.
  • Collaborative work environment across multiple functions.
  • Access to advanced data and analytics capabilities in a growing financial institution.
Full Job Description
Responsibilities include but are not limited to:
  • Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
  • Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of behavioral insights into sales platforms.
  • Drive business ownership and capability development of the Salesforce CRM platform.
  • Partner with commercial and data teams to improve data integrity of client-banker relationships and to build a full-relationship view of customers, across business segments.
  • Develop new data sources and measurement capabilities to increase sales effectiveness.
  • Build and lead a team of high-performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.


Required Skills:
  • Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
  • Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
  • Strong understanding of banking processes, including relationship selling, prospecting for new relationships and commercial lending workflow.
  • Prior experience working with client-facing teams such as sales, commercial and variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
  • Proven ability to influence and partner at the senior leadership level.
  • Demonstrated ability to build and motivate high performing teams towards extraordinary levels of excellence and standards.
  • Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross functional team environment.
  • Collaborative approach and ability to partner effectively with business, data, and technology teams.
  • Advanced knowledge of CRM platforms, especially sales-enabling and data/analytics capabilities.
  • Demonstrated record of influencing others through consensus building in a cross functional environment.

Required Experience:
  • Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
  • Minimum of 7 years working in a business analysis or process leadership role with hands-on experience in leading enterprise systems, delivering data and insights through CRM platforms.
  • Experience building and/or managing a team.

Preferred Required
  • Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.

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

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