Division Sales & Service Liaison

Responsibilities

• Work in collaboration with Division Heads and Market Managers to ensure effective scorecard Management, including but not limited to Salesforce review/comparison and timely sales‑service reporting updates.
• Prepare and deliver presentations on ranking reports, service updates, contests/bank initiatives and recognition to branch teams, etc.
• Participate in and lead a segment of the weekly/monthly divisional sales‑service meetings. Assist the Division Head with preparation, team building exercises and Power Points.
• Strengthen Valley’s Service Model and program through branch and virtual meetings/visits by ensuring effective and consistent use of sales‑service coaching, observation and meeting tools to support the quality development of our associates.
• Support the Division in handling client issues and requests including follow up on existing transactions, preparing and processing documents related to new and existing business clients, and serving as the customer’s liaison with internal departments.
• Assist in preparation and customizing CRA presentations for opportunities available to the division, including planning events and tracking—inputting results.
• Act as the second contact point for business clients behind the Market Manager – Division Head, providing expertise in all products and services.
• Work as a liaison between IT and branch to ensure a seamless onboarding experience for new hires at every level. Work with branch teams to ensure sufficient mentorship support, training and resources are available.
• Maintain knowledge of the entire bank’s consumer and commercial deposits product line, wealth management and insurance products, cash management and commercial loans, as well as external partner products and services. Perform banking transactions in conjunction with the branch that would include wire transfers, new accounts, or any other service that the client is requesting.
• Support the Bank’s Strategic Plan as well as retail banking promotions and initiatives. Serve as an expert on these initiatives. Exercise knowledge of risk management, loss prevention and follow the bank’s CIP/KYC requirements. Report suspicious/unusual activity to the BSA/AML department.

Required Skills:

• Ability to prioritize multiple responsibilities and organize.
• Ability to effectively present information in one-on-one and small group situations. Must possess strong verbal, written and interpersonal communication skills.
• Expert PC skills including Microsoft products such as Excel, Power Point, Word and Teams.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.

Required Experience:

• High School Diploma or GED and minimum of 5 years sales/business development experience.
• Bachelor’s Degree from a four‑year college or university and sales/business development experience with a bank, credit union, or other financial institution preferred.
• FIS/IBS (Integrated Banking Solutions) preferred.

Full-time

Exempt

$73,700.00 - $ / year

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at , option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

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