Comm'l Bnkg Sales Strategist - Ft Lauderdale, FL Or Morristown, NJ - Fort Lauder

Commercial Banking Sales Strategist

Under the direction of the Head of Commercial Strategy and Enablement, the Commercial Banking Sales Strategy Analyst plays a critical role in driving revenue growth, client acquisition, and portfolio expansion across the Commercial Lending business. This strategic, data-driven role focuses on developing and refining sales strategies, optimizing go-to-market plans, and delivering actionable insights to senior leadership and frontline teams.

Responsibilities include but are not limited to:

• Design and refine go-to-market strategies for commercial lending products.
• Conduct competitive analysis to benchmark product offerings and pricing strategies.
• Collaborate with product and marketing teams to align messaging and campaign execution.
• Evaluate sales channel effectiveness and recommend improvements.
• Develop client segmentation models to tailor sales approaches.
• Create sales playbooks and outreach templates for Relationship Managers and Lending Specialists.
• Analyze client engagement data to identify trends and gaps in outreach.
• Build dashboards to monitor sales pipeline health, conversion rates, and RM productivity.
• Generate executive-level reports on sales performance, market penetration, and strategic initiatives.
• Present reports and recommendations to senior leadership.
• Design and implement sales enablement strategies.

Requirements:

• Required Skills: Strong analytical skills with proficiency in Excel, SQL, and business intelligence tools.
• Required Experience: Bachelor's degree in Business, Finance, Economics, or related field. Minimum of 7 years of experience in commercial banking, sales strategy, or financial analysis.

Total Rewards Summary:

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.