Valley National Bank Battle Card – Patrick Smith Hire

🚀 Battle Card: Valley National Bank

• Patrick Smith, Senior Executive Vice President, President of Consumer Banking · 🔗 LinkedIn

• This Valley National Bank sales trigger spots a strategic hire with proven asset growth (Santander: $48 B deposits) to accelerate market share and deepen customer relationships. → Source

• Scaling deposit growth across a multistate retail network

• Upgrading digital and branch experience to stay competitive

• Primary: Consumer Deposit Growth Platform → Boost deposits by automating personalized offers

• Expansion: Omnichannel Digital Banking Suite → Enhance self-service and cross-sell efficiency

• HQ: New York, NY

• Employees: ≈ 2,800

• Rev: ≈ $1.8 B

• Website: valley.com

🤼 Competitive Intel

• FIS — Core Banking / Digital Channels
• Unique edge: Comprehensive core banking with integrated digital channels
• Evaluated by CIO & VP Ops

• Jack Henry & Associates — Core Banking / Customer Experience
• Unique edge: Community bank focus and scalability
• Evaluated by Dir. Digital Channels & Head of Retail Ops

• Oracle Financial Services — Analytics / Risk Management
• Unique edge: Integrated analytics and risk tools
• Evaluated by CFO & IT

• Temenos — Cloud-native Core
• Unique edge: Modern, cloud-native architecture
• Evaluated by CTO & Head of Digital

• Finastra — Open Banking / Ecosystem
• Unique edge: Open platform ecosystem for fintech partners
• Evaluated by Dir. Partnerships & Innovation

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Consumer Deposit Growth Platform❑
PROOF_METRIC  = ❑Delivered 15% YoY deposit growth❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Patrick
COMPANY     = Valley National Bank
DEPT        = Consumer Banking
SIZE        = 3,000
BOTTLENECK  = scaling deposit growth across your branches
EVENT       = new Consumer Banking President appointment
DETAIL      = you were appointed President of Consumer Banking
PAIN        = increasing deposit growth and customer experience
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902889627&div=41152219
SIM_CO      = Santander
WIN_METRIC  = 15% YoY deposit growth
NEXT_SIZE   = 4,000
EMP_EST     = 2,800
REV_EST     = 1.8B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 3,000-person Consumer Banking

Patrick—noticed your Consumer Banking team is ≈ 3,000.

That’s when scaling deposit growth across your branches slows growth.

We helped Santander fix this with Consumer Deposit Growth Platform.

Result: 15% YoY deposit growth.  
Quick call?

PS—next bottleneck hits ≈ 4,000.

DM ≤45 words, TONE:
Saw your post about you were appointed President of Consumer Banking — increasing deposit growth and customer experience.  
Consumer Deposit Growth Platform. Delivered 15% YoY deposit growth. Quick chat?