VP, Commercial Relationship Manager responsible for client management and portfolio oversight at Customers Bank. Focused on sourcing new clients and providing credit support within the banking group.
Responsibilities
Support overall client relationship management with existing clients on a daily basis
Oversee a portfolio of middle market, real estate, commercial and high net worth clients that he/she has sourced or has been assigned
Provide credit knowledge and support underwriting efforts for existing clients
Source new borrowing and deposit clients and cross-sell to existing ones
Support/lead calling and networking efforts
Provide operational and systems help
Onboard new clients
Liaise with the Credit & Operations teams
Requirements
5-10 years of relevant banking experience
Cash management and deposit services product knowledge
Proven track record of acquiring clients and deep referral network
Relationship management experience in a commercial, business banking, real estate, or private banking background
Self-starter capable of working under limited direct supervision
Results-driven persona
Excellent communication skills
Strong foundational knowledge of banking and credit products
Team player willing to go to lengths to provide best possible client experience
Direct credit experience/responsibility or formal credit training preferred
MS Office Suite
Salesforce & Adobe knowledge preferred
Benefits
Must be legally eligible to work in the United States without sponsorship, current or future.
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