USAmeriBancorp

Head of Commercial Data & Analytics

USAmeriBancorp • $120K — $150K *
Tampa, FL 33602In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Experience with CRM systems like Salesforce or Microsoft Dynamics to support sales effectiveness.
  • Ability to translate business needs into data requirements and metrics.
  • Strong understanding of banking processes including relationship selling and commercial lending workflows.
  • Experience collaborating with client-facing teams in financial services or regulated industries.
  • Proven track record of influencing senior leadership.
  • Capabilities in building and leading high-performing teams.
  • Exceptional presentation and storytelling skills, with a customer-centered focus.

Responsibilities

  • Enable CRM strategies in Salesforce to enhance client relationship management.
  • Identify opportunities to acquire and deepen customer relationships using behavioral insights.
  • Lead the ownership and development of the Salesforce platform.
  • Collaborate with data teams to improve client-banker data integrity.
  • Create new measurement capabilities to boost sales effectiveness.
  • Build and manage a team of business analysts to elevate data capabilities and financial understanding.

Benefits

  • Health, dental, and vision insurance.
  • Retirement savings plan with employer matching.
  • Paid time off and flexible work arrangements.
  • Professional development opportunities and training programs.
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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