SVP, Managing Director

Customers Bank; California (MO); Hybrid; USD 225,000 - 250,000; Full time

Job summary

Customers Bank is seeking an experienced Managing Director to lead its Technology Banking franchise. You will develop relationships with technology companies, founders, CFOs, venture investors, and other ecosystem participants, while partnering with senior bankers to deliver lending, deposits, and treasury solutions.

You will drive business development, supervise credit and underwriting, and manage a growing portfolio.

Qualifications

• 10+ years of commercial, corporate, technology, or related banking experience.
• Experience working with technology companies, venture-backed businesses, or growth-oriented firms preferred.
• Demonstrated ability to build and maintain client and referral relationships.
• Strong financial analysis and credit skills.
• Understanding of venture capital and technology financing.
• Bachelor’s degree required.

Responsibilities

• Develop and maintain relationships with technology companies, founders, CFOs, investors, and other stakeholders.
• Identify opportunities to introduce Customers Bank to prospective technology clients.
• Partner with senior bankers to deepen relationships and expand lending, deposits, and treasury management.
• Work with credit and underwriting teams to analyze and structure financing opportunities.
• Prepare financial analyses, credit materials, and client presentations.
• Monitor portfolio performance and communicate emerging risks or opportunities.

Skills

Relationship management

Business development

Credit analysis

Portfolio management

Financial modeling

Communication skills

Education

Bachelor's degree

Tools

MS Office

CRM systems

Job description

What You’ll Do:

Customers Bank is seeking an experienced banking professional to join its Technology Banking team as a Managing Director. Reporting to the SVP, Head of Technology Banking, the Managing Director will support the growth and development of the Bank’s technology banking franchise through relationship management, business development, credit execution, and portfolio management. The Director will work directly with technology companies, founders, CFOs, venture capital investors, and other members of the technology ecosystem. The role will have responsibility for developing new relationships and expanding existing relationships while partnering closely with senior members of the Technology Banking team and internal product and credit partners. This is an opportunity for a highly motivated banker to play a meaningful role in building a growing technology banking platform.

Client Development & Relationship Management

• Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders.
• Identify opportunities to introduce Customers Bank to prospective technology clients.
• Assist in developing and executing relationship strategies for existing and prospective clients.
• Understand clients’ business models, capital structures, financing needs, and overall banking requirements.
• Partner with senior bankers to deepen client relationships and identify opportunities across lending, deposits, treasury management, and other banking products.

Business Development

• Build and maintain a pipeline of prospective technology banking clients.
• Develop relationships with venture capital firms, private equity firms, investment banks, attorneys, accountants, and other technology ecosystem participants.
• Participate in networking, industry, and investor events to expand the Bank’s presence within the technology community.
• Generate referrals and new business opportunities through personal and professional networks.

Credit & Execution

• Work closely with credit and underwriting teams to analyze and structure financing opportunities.
• Prepare financial analyses, credit materials, and client presentations.
• Assist with loan structuring, negotiations, documentation, and closing processes.
• Monitor portfolio performance and proactively communicate emerging risks or opportunities.
• Develop a strong understanding of technology-company credit fundamentals and venture-backed business models.

Team Collaboration

• Work closely with the SVP, Head of Technology Banking and other members of the Technology Banking team to execute the group’s business plan.
• Collaborate with Credit, Treasury Management, Capital Markets, and other internal partners to deliver solutions to clients.
• Take ownership of assigned relationships and opportunities while leveraging senior team members when appropriate.
• Contribute market intelligence and ideas to help strengthen the Bank’s technology banking offering.

What Do You Need?

• 10+ years of commercial, corporate, technology, or related banking experience.
• Experience working with technology companies, venture-backed businesses, or other growth-oriented companies preferred.
• Demonstrated ability to build and maintain client and referral relationships.
• Strong financial analysis and credit skills.
• Understanding of venture capital, technology-company financing, and the broader technology ecosystem.
• Strong communication, presentation, and relationship-management skills.
• Entrepreneurial mindset and willingness to contribute to a growing platform.
• Ability to work collaboratively across business, credit, and product teams.
• Bachelor’s degree required.

What Success Looks Like

• Building a strong pipeline of technology banking opportunities.
• Developing trusted relationships with clients and referral sources.
• Generating new loan and deposit opportunities.
• Successfully managing assigned client relationships and transactions.
• Demonstrating sound credit judgment and disciplined execution.
• Becoming a recognized and valuable member of the Customers Bank Technology Banking team.
• Contributing to the growth of the franchise while developing toward increased relationship and origination responsibility.

Technology Skills:

Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide reasonable accommodations, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success.

Step into your future with us! Let's take on tomorrow.

Salary range: An annual salary range of $225,000 - $250,000 is what we expect to pay for this position, based on overall skills and experience. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow. On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

Founded in 2009, Customers Bank is a super-community bank with $20.3 billion in assets at June 30, 2022. We believe in dedicated personal service for the businesses, professionals and families we work with. We offer banking and loan services across Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas.

Customers Bank is a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation.

Customers Bank is an equal opportunity lender.

Customers Bank takes pride in delivering extremely high levels of customer service while charging comparatively very low fees; service that makes our clients say, "Wow."

Customers Bank, with its headquarters located in Malvern, Pennsylvania, is a subsidiary of Customers Bancorp, Inc., a bank holding company. The voting common shares of Customers Bancorp, Inc. are listed on the New York Stock Exchange under the symbol CUBI.