Division Sales
Posted 2025-04-24Job Description
Responsibilities include, but are not limited to:
? Collaborate with Division Heads and Market Managers for effective scorecard management, including Salesforce review/comparison and timely sales-service reporting updates.
? Presents ranking reports, service updates, contests/bank initiatives and recognition to branch teams.
? Participates in and leads weekly/monthly divisional sales-service meetings. Assists the Division Head with preparation, team building exercises and PowerPoints.
? Enhances Valley's Service Model by ensuring consistent use of sales-service coaching, observation and meeting tools to support quality development of associates.
? Supports client issues and requests, including follow-up on existing transactions and serving as a liaison with internal departments.
? Assists in preparing CRA presentations for opportunities and tracking-inputting results.
? Serves as the second contact point for business clients, providing expertise in all products and services.
? Liaisons between IT and branch for seamless on-boarding experience for new hires and ensures sufficient mentorship support, training and resources are available.
? Maintains knowledge of consumer and commercial deposits product line, wealth management and Insurance products, cash management and commercial loans, as well as external partner products and services.
? Supports the Bank's Strategic Plan, Retail Banking promotions and initiatives, exercising knowledge of risk management, loss prevention and following CIP / KYC requirements.
Requirements
Required Skills:
? Prioritizes multiple responsibilities and organizes tasks efficiently.
? Effectively presents information in one-on-one and small group situations, possessing strong verbal, written and interpersonal communication skills.
? Expert PC skills including Microsoft products such as Excel, PowerPoint, MS Word and MS Teams.
? Applies 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.
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