Banking Engagement Strategy Lead

Valley National Bank; Morristown (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Valley National Bank in Morristown, NJ seeks a strategic professional to lead Engagement Strategy, Insights, Tools, and Governance for customer relationships. You will define discovery approaches, surface top opportunities, and drive cross-functional alignment across business partners to deliver personalized engagement at scale.

The role emphasizes leveraging data, AI-guided guidance, and governance to ensure consistent customer experiences while meeting regulatory requirements.

Responsibilities

• Set the engagement strategy to uncover customer needs and match solutions.
• Define needs discovery, profiling, and conversation approaches for relationship-based engagement.
• Build lead and opportunity logic surfacing best opportunities in existing books.

Job description

Valley National Bank in Morristown, NJ seeks a strategic professional to lead Engagement Strategy, Insights, Tools, and Governance for customer relationships. You will define discovery approaches, surface top opportunities, and drive cross-functional alignment across business partners to deliver personalized engagement at scale.

The role emphasizes leveraging data, AI-guided guidance, and governance to ensure consistent customer experiences while meeting regulatory requirements.