Teams at Valley Bank

Lead syndication strategy, structuring, negotiation, and execution for club and syndicated loan transactions. Build and maintain investor and bank relationships, analyze deal terms and market appetite, coordinate due diligence and closings with internal teams, prepare senior-level presentations, monitor portfolio performance, and provide market intelligence. Manage and mentor deal teams to deliver transactions efficiently.

Lead requirements gathering, process mapping, and impact analysis for Deposit Operations projects. Define acceptance criteria, design and execute testing/UAT, analyze operational/client data, build reports and dashboards, and drive process improvements and automation in collaboration with Compliance, Risk, Technology, and Operations stakeholders.

The Associate in Wealth Management supports client relationships, manages onboarding processes, and identifies opportunities to grow client portfolios. They assist in sales planning and collaborate with wealth sales professionals to provide client information and support compliance regulations.