SVP, Senior Relationship Manager

Customers Bank; Malvern (Chester County); On-site; USD 150,000 - 210,000; Full time

Job summary

Customers Bank is seeking an SVP Senior Relationship Manager to drive new commercial business and manage an existing portfolio to bank standards. The role emphasizes lead generation, client relationship management, and strong communication skills in a fast-paced environment.

The ideal candidate brings a deep banking background, a local network, and the ability to negotiate complex credits while expanding customer partnerships.

Qualifications

• Bachelor’s degree or equivalent required.
• Ability to independently negotiate complex credit structures and close large transactions.
• Strong knowledge of commercial banking and treasury products; formal credit training.
• Experience building internal and external partnerships and sourcing new business.
• Excellent written and oral communication skills.

Responsibilities

• Call on new commercial clients (loans & deposits) and close profitable business.
• Review and analyze financial information to inform decisions.
• Visit customers to establish and maintain positive relationships.
• Cross-sell bank products and services to existing clients.
• Monitor loan portfolio and coordinate with Special Assets when needed.

Skills

Communication

Negotiation

Relationship mgmt

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

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.

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, you will be responsible for soliciting and closing new, profitable business and managing the existing portfolio to bank standards. 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:

• Call new commercial clients (loans & deposits)
• Negotiate terms and conditions to successfully close profitable business
• Review and analyze financial information
• Visit customers to establish and maintain positive relationships
• Cross-sell other bank products and services
• Actively involved in the community with ability to represent the bank
• 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 C&I calling background
• Ability to bring a local existing book of business
• Experience building and maintaining internal and external partnerships
• Ability to source new prospect and referral source relationships
• Meet and exceed regional and bank loan production and performance goals
• Ability to review and analyze 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.

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.