SVP, Relationship Manager, Team Lead - LA

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

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 $200,000 - $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

As an SVP Senior Relationship Manager, Team Lead, you will be responsible for building out the commercial middle market portfolio, soliciting and closing new, profitable business, and expanding the in-market team in alignment with the strategic growth plan set forth. The successful candidate will have strong marketing skills and a broad network, as his/her primary responsibility will be new business development, including lead generation, and relationship management. We are looking for a highly motivated, strong communicator, who thrives in a fast-paced environment.

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

What Do You Need?

• 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
• Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications. Incorporation of AI, as necessary, to enhance job performance and efficiency.

EEO Statement

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.

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.