Roger B. Jones
Valley National Bank
Clifton,NJ
1
Certification
24
years of professional experience
Dynamic banking professional with over 20 years of experience, committed to building lasting relationships and cultivating strategic partnerships. Proven track record of delivering impactful results through innovative solutions and exceptional client service.
Work History
FVP Corporate Banking Market Manager
3 Years- Developed and executed strategic initiatives to align departmental goals with overall business objectives.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Coordinated efforts with internal teams in business banking, middle market, and wealth management to fulfill customer requirements.
- Administered strategic oversight for 3 markets, encompassing 5 branches and a workforce of 18 employees.
- I serve as the primary liaison between retail and corporate in the Morristown Market. This includes working directly with C-Suite executives.
Vice President Territory Sales Manager
7 Years 11 Months- Responsible for business development in the territory by prospecting new businesses, as well as cultivate the existing book of business.
- Implement sales strategies for the staff that consist of 8 team members.
- Call on existing customers to understand their business, and to deepen their banking relationship.
- Cultivate long-term relationships with customers, partners, and centers of influence.
- Work with lending and cash management partners to offer customers and prospects customized solutions to their business needs.
- Work with centers of influence for acquisition and lending opportunities.
- Coach Sales Associates as well as Branch Services Managers on how to profile both prospects and customers to uncover opportunities.
Business Banking Relationship Manager
2 Years 5 Months- Acted as a single point of contact for the high valued, high potential customers of the branch.
- Called on existing customers to understand their business and to offer solutions for their business banking needs.
- Cultivated long-term relationships with customers, branch partners and centers of influence.
- Worked with centers of influence for acquisition and lending opportunities.
- Received 1-2 new prospect leads from centers of influence monthly.
- Followed risk management protocols to protect the bank.
- Coached personal bankers/small business specialists on how to profile business customers to uncover opportunities.
- Acted as a business resource to the Private Bank for their high net worth clients.
- Used knowledge of business, finance, and credit to identify, recommend and promote products and solutions that best serve the client.
Business Banker
5 Years 6 Months- Opened 15-20 new business accounts per month.
- Submitted 4-6 business line/loan applications per month.
- Worked with a book of business that consisted of 700 business customers.
- Called on existing customers for credit and new account opportunities.
- Worked the branch lobby to greet existing customers and identify potential business opportunities.
- Coached a group of 6-10 personal bankers on how to uncover business opportunities.
Business Specialist
5 Years 2 Months- Opened personal and business accounts.
- Called on existing and potential customers to offer solutions to their business banking needs.
- Worked the branch lobby to greet existing customers and identify potential business opportunities.
Education
Skills
Cross-functional teamwork
Sales management
Team leadership
Staff development
Business development
Coaching and mentoring
Team development
Performance management
Certification
2020 - NJ Bankers Emerging Leaders
2022 - Valley Bank LIA (Leaders In Action) Program
Timeline
FVP Corporate Banking Market Manager
Valley National Bank
06.2023 - CurrentRead More
Vice President Territory Sales Manager
Valley National Bank
07.2015 - 06.2023Read More
Business Banking Relationship Manager
JPMorgan Chase
02.2013 - 07.2015Read More
Business Banker
JPMorgan Chase
08.2007 - 02.2013Read More
Business Specialist
Bank of America
06.2002 - 08.2007Read More
Stephen F. Austin State University
Read More