SVP, Managing Director

Customers Bank; Irvine (CA); À distance; USD 225 000 - 250 000; Plein temps

Résumé du poste

Customers Bank is seeking a Managing Director to lead its Technology Banking team, driving relationship management, business development, credit execution, and portfolio management for strategic tech clients.

Reporting to the SVP, Head of Technology Banking, you will build new relationships with technology companies, founders, CFOs and investors, while collaborating with product and credit teams to tailor banking solutions that fuel growth.

Qualifications

• 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.

Responsabilités

• 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.
• 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.
• 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.
• 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.

Connaissances

10+ years banking experience

Technology banking

Relationship management

Credit analysis

Financial analysis

Venture-capital understanding

Communication skills

Presentation skills

Team collaboration

Formation

Bachelor’s degree

Outils

Microsoft Office

CRM systems

Internal banking applications

Description du poste

Remote - California Full time REQ-2026-1000

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

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.

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.

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.

Customer Service driven VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.

Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

Equal employment opportunity, including veterans and individuals with disabilities.