About the role

  • 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.

Job title

VP, Relationship Manager

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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