PeoplesBank, A Codorus Valley Company

Vice President - Sales Strategy

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Marketing, or related field (equivalent experience considered)
  • Minimum of 10 years in banking or financial services focused on strategy and growth
  • Experience with effective sales strategies and team coaching
  • Proven success in leading growth initiatives within community-focused banking
  • Strong analytical, negotiation, and communication abilities

Responsibilities

  • Lead growth strategies across multiple banking sectors
  • Document consistent sales and business development processes
  • Create acquisition and retention strategies with marketing and business units
  • Align sales processes with CRM for optimal engagement
  • Set individual goals that support division growth initiatives
  • Contribute to the One Bank strategy initiatives
  • Identify new market opportunities and product ideas
  • Facilitate collaboration between technology and operations teams
  • Deepen customer relationships and attract new clients
  • Ensure strategies reflect community values and mutual ownership

Benefits

  • Collaborative work environment
  • Opportunities for community engagement and outreach
  • Emphasis on professional development and mentorship
  • Commitment to aligning growth initiatives with community values
  • Involvement in strategic planning and execution
Full Job Description
Summary:

The Vice President, Sales Strategy is a key leadership role responsible for driving the development and execution of strategic growth initiatives across the bank. This position focuses on expanding market share, strengthening customer engagement, and delivering sustainable financial performance in alignment with the bank's mission as a mutual community institution. This leader partners closely with senior leadership and cross-functional teams-including Retail, Consumer, Commercial Banking, Cash Management, Wealth, and Private Banking-to design and implement sales strategies, enhance processes, and identify new market opportunities. The role also plays a critical part in advancing the One Bank strategy by aligning sales efforts, improving customer acquisition and retention, and ensuring consistent execution of growth initiatives. The ideal candidate brings a strong background in banking strategy and business development, with the ability to leverage data, market insights, and customer needs to drive innovation, profitability, and long-term relationship growth. A collaborative leadership style, commitment to community values, and focus on measurable results are essential to success in this role.

Essential Duties and Responsibilities:

  • Lead the development and implementation of growth strategies across Retail Banking, Consumer Banking, Commercial Banking, Cash Management, Peoples Wealth and Private Banking.
  • Identify repeatable sales and business development processes and create documentation to ensure consistency in execution.
  • Develop and execute an ongoing acquisition and retention strategy in collaboration with Marketing, Corporate Responsibility, and the business lines that are in alignment with the Strategic Plan and the Sales Strategy committee objectives.
  • Manage the sales program and align processes within CRM system to ensure engagement and efficiency with the system.
  • Collaborate with senior leadership to establish individual goals which closely align and support division growth initiatives and connect to the overall strategic plan for the bank.
  • Serve as a key member of the One Bank strategy team. Assist in the execution of the related strategic initiatives and support the execution of events and campaigns tied to new banking center openings and One Bank growth.
  • Assist in the identification and evaluation of new market opportunities, including geographic expansion, and customer segments.
  • Identify new product ideas through customer insight and market research around competitive pricing and product offerings. Manage Product Subcommittee and facilitate meetings.
  • Partner with technology and operations teams to understand the impact of products and services being sold to ensure alignment in supporting the customer and delivering our brand promise.
  • Champion initiatives that deepen relationships with existing customers and attract new ones.
  • Ensure growth strategies reflect the bank's commitment to community values and mutual ownership.
  • Cultivate strategic partnerships with local businesses, nonprofits, and other financial institutions.
  • Partner with Corporate Responsibility to coordinate community outreach efforts, and funding which align with the goals of the strategic plan.
  • Establish and implement KPIs and metrics to measure the success of growth initiatives.
  • Report regularly to the executive team on progress and outcomes.
  • Completes all yearly compliance training and testing and complies with bank, federal, and state regulations. Complies with Bank Policies and Procedures. Adheres to departmental and bank-wide CARE standards.
  • Other related duties as required.


Education and Experience:

  • Bachelor's degree in Business, Finance, Marketing, or a related field; equivalent experience may be considered in lieu of a degree.
  • Minimum of 10 years of experience in banking or financial services, with a focus on strategy, growth, or business development.
  • Experience implementing effective sales strategies, meeting goals, and coaching/mentoring others to do the same.


Skills Required:

  • Proven track record of leading successful growth initiatives in a community-focused or mutual banking environment.
  • Strong analytical, leadership, negotiation, and communication skills.
  • Deep understanding of regulatory requirements and risk management in banking.
  • Commitment to community values and customer-centric service.


Computer/Technical Skills:

  • Proficient in Microsoft Office Suite
  • Familiar with CRM (Creatio)


Work Environment and Physical Demands:

The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

About PeoplesBank, A Codorus Valley Company

PeoplesBank, A Codorus Valley Company provides personal and business banking services in Pennsylvania. The bank offers checking and savings accounts, loans, mortgages, credit cards, and other financial services. PeoplesBank, A Codorus Valley Company also provides online banking services, mobile banking, and other digital services. The bank was founded in 1864 and is headquartered in York, Pennsylvania.
Learn more about PeoplesBank, A Codorus Valley Company
Size
327 employees
Market Cap
$221 million
Industry
Net Income
$8.4 million
5 Year Trend
+2.9%
NASDAQ

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