New

Customer Engagement Strategy Manager

Valley National Bank
$98,400.00 - $171,900.00 / yr
United States, New Jersey, Morristown
Oct 30, 2026
Responsibilities include but are not limited to: Engagement Strategy & Needs Discovery Set the engagement strategy that helps bankers uncover needs, deepen relationships, and match customers to the right solutions. Define needs discovery, customer profiling, and conversation approaches for personalized, relationship-based engagement. Build the lead and opportunity logic that surfaces and ranks the best opportunities within existing books of business. Insights, Tools & Capabilities Advance customer insights, Next Best Action, recommendations, and AI-assisted guidance so bankers get relevant prompts at the point of conversation. Work with business leaders and cross-functional teams to set the vision, roadmap, and priorities for engagement tools, including CRM. Measure adoption and effectiveness against customer, colleague, business, and platform data, and use the results to shape the next round of priorities. Alignment, Delivery & Governance Create continuity across interactions and business partners so colleagues work as one team around the customer rather than by channel or line of business. Present recommendations to leadership, build alignment, and influence priorities and decisions. Escalate significant business, operational, or strategic issues, and comply with applicable regulations, policies, procedures, and required training, including BSA, USA PATRIOT Act, and OFAC.