Senior Relationship Leader, Middle-Market Banking

Customers Bank; Irvine (CA); On-site; USD 200,000 - 250,000; Full time

Job summary

Customers Bank in Irvine, CA seeks an SVP Senior Relationship Manager, Team Lead, to build the commercial middle market portfolio, solicit and close new profitable business, and expand the in-market team per the growth plan. The candidate should have strong marketing skills and a broad network for new business development and relationship management.

The role emphasizes a fast-paced environment, excellent communication, and collaboration with credit partners to manage the loan portfolio and

Qualifications

• Bachelor’s degree or equivalent and 10+ years of related work experience.
• Ability to independently negotiate complex credit structures and close large transactions.
• Comprehensive knowledge of commercial banking and treasury products, services and completion of formal credit training.
• Working knowledge of Capital Markets, including Loan Syndications and Debt Capital Markets.
• Strong prospecting capabilities, with the ability to cultivate new relationships and referral sources.
• Ability to bring in an established local client roster.
• Experience building and maintaining internal and external partnerships/centers of influence.
• Meet and exceed regional and bank loan production and performance goals.
• Strong analytical skills, with the ability to review, analyze and assess complex financial information.
• Excellent written and oral communications.

Responsibilities

• Prospecting new commercial clients (loans, deposits, treasury management).
• Structure/Negotiate terms and conditions to successfully onboard quality assets.
• Review and analyze financial information.
• Establish and maintain positive relationships to ensure client retention and future growth.
• Cross-sell other bank products and services.
• Active involvement and networking in the community with ability to represent the bank.
• Collaborate with credit partners to monitor and proactively manage all aspects of the loan portfolio including loan delinquency, loan reviews, renewals and work with Special Assets team, when appropriate.

Skills

Relationship management

Commercial banking

Negotiation

Networking

Financial analysis

Microsoft Office

Education

Bachelor’s degree or equivalent

Job description

Customers Bank in Irvine, CA seeks an SVP Senior Relationship Manager, Team Lead, to build the commercial middle market portfolio, solicit and close new profitable business, and expand the in-market team per the growth plan. The candidate should have strong marketing skills and a broad network for new business development and relationship management.

The role emphasizes a fast-paced environment, excellent communication, and collaboration with credit partners to manage the loan portfolio and