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Company: Valley Bank
Location: Morristown, NJ
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

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.


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