Deep knowledge of retail banking, small business banking, mortgage sales, and referral management.
Expertise in sales process design, pipeline management, coaching frameworks, and performance optimization.
Strong analytical and problem-solving skills to identify execution gaps and process inefficiencies.
Ability to lead change and influence multiple stakeholder groups.
Knowledge of banking regulations and compliance requirements impacting sales practices.
Exceptional communication and relationship management skills.
Strong project management and execution discipline.
Responsibilities
Design and maintain sales and service processes for customer acquisition and relationship deepening.
Define standard operating rhythms for sales activities across various business lines.
Codify referral and handoff standards to ensure consistent lead management.
Identify friction points in sales and onboarding processes and lead improvements.
Establish coaching standards and review adherence across markets.
Capture and standardize best practices from high-performing teams.
Own the adoption of new sales tools and ensure compliance with regulatory requirements.
Benefits
Collaborative work environment focused on continuous improvement.
Opportunities for professional development and training.
Access to innovative sales tools and resources.
Engagement with a diverse range of banking products and services.
Full Job Description
Responsibilities include but are not limited to:
Sales Process & Routines
Design, document, and maintain the sales and service processes that drive customer acquisition, relationship deepening, and referral flow across the branch network, Small Business Banking, and Mortgage.
Define standard operating rhythms for each line of business -- specifying the cadence, participants, and required output for huddles, appointment management, pipeline reviews, in-the-moment observations, formal coaching sessions, proactive outreach blocks, and customer meetings -- with each routine calibrated to the distinct sales cycles of branch, small business, and mortgage.
Codify referral and handoff standards among the branch network, Small Business Banking, Mortgage, and other partner lines, so leads are captured, routed, and worked consistently.
Identify friction in the sales, application, and onboarding experience and lead process improvements with accountable business owners.
Coaching & Execution Discipline
Establish the coaching standard used across all three businesses, including observation, one-on-one, and development planning expectations.
Review routine adherence across markets and business lines and agree on follow-up plans where execution falls short of the standard.
Capture practices from high-performing markets and teams and convert them into repeatable standards the other businesses can adopt.
Enablement, Change & Risk
Own adoption of new sales tools, processes, and campaigns across the three businesses, partnering with Learning & Development on training and reinforcement.
Communicate process changes with clear expectations and effective dates and measure adoption after launch.
Ensure sales processes and routines comply with regulatory requirements and bank policy -- including mortgage originator and small business lending requirements -- and are designed to drive customer-first outcomes.
Required Skills:
Deep knowledge of retail banking, small business banking, mortgage sales, and referral management.
Expertise in sales process design, pipeline management, coaching frameworks, and performance optimization.
Strong analytical and problem-solving skills to identify execution gaps, process inefficiencies, and growth opportunities.
Ability to lead change, influence across multiple stakeholder groups, and drive adoption of new tools, processes, and operating models.
Knowledge of banking regulations, risk management, and compliance requirements impacting sales practices.
Exceptional communication, facilitation, and relationship management skills with the ability to align leaders around common standards and outcomes.
Strong project management and execution discipline, with a focus on accountability, continuous improvement, and measurable business results.
Required Experience:
Bachelor's degree in business, finance, marketing, or management, or equivalent banking experience.
Minimum of 5 years in banking, retail branch sales management, small business or mortgage sales support, sales operations, or sales effectiveness.
Minimum of 3 years developing and sustaining sales processes and performance routines across multiple locations, teams, or business lines.
Strong analytical and reporting skills, with advanced proficiency in Excel, Power BI, and CRM systems.
Demonstrated ability to influence leaders and hold a standard across multiple business lines without direct authority.
Preferred Experience:
Multi-branch retail network support, knowledge of consumer, small business, and mortgage products, project management or process improvement credentials, and change management experience.
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.
