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Valley Bank · 3 months ago

Comml Bnkg Reln Mgr - Deposits

Palo Alto, CA, 94303, United States

Full-time

Onsite

Mid Level

Valley Bank is seeking a Commercial Banking Deposits Relationship Manager responsible for identifying and pursuing new sales from prospects or new clients. The role involves generating new low-cost deposits, sourcing Treasury fee income, and building primary bank relationships while ensuring a consistent flow of new business and revenues to the bank.

Banking

H1B Sponsor Likely

Responsibilities

Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships

Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships

Will focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships

Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business

Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products

Makes presentations to potential and existing clients and contributes to the achievement of sales targets

Owns the relationship as primary point of contact by working with their respective LOB RMs and leader

Use of Salesforce as a CRM tool is required

Represents the Bank in civic and community functions

Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB

Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs

This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager

Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff

All other duties as assigned

Qualification

Commercial banking experienceSalesBusiness developmentClient relationship managementSalesforce proficiencyCross-selling skillsAdvisory skillsMarket intelligence gatheringCoachingPresentation skillsMentoring

Required

Identifying and pursuing new sales from prospects or new clients within existing footprint or untapped markets

Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business

Build new primary bank relationships ensuring a consistent flow of new business and revenues to the bank

Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships

Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships

Focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships

Maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services

Coordinate with other product partners to win new business

Resolve and oversee customer issues surrounding advisory, new information, and Treasury services, solutions and products

Make presentations to potential and existing clients and contribute to the achievement of sales targets

Own the relationship as primary point of contact by working with their respective LOB RMs and leader

Use of Salesforce as a CRM tool is required

Represent the Bank in civic and community functions

Anticipate emerging customer trends as a basis for recommending products and services and expanding business for the LOB

Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided

Ensure customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs

Open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services

Work closely with the manager of the LOB

Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC

Complete annual BSA training

Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department

Ensure BSA training requirements are completed by staff for supervisory positions

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)