Sales Process & Routines Manager Job Listing at Valley Bank in Morristown, NJ (Job ID 26-1033)

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.