SVP, Senior Relationship Manager

Customers Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Negotiation","Communication","Financial analysis","Partnership building","Relationship management"]

Solicit and close new, profitable commercial business while managing an existing loan/deposit portfolio to bank standards. Drive new business development through lead generation, cross-sell treasury and other bank products, and build strong customer and referral relationships. Negotiate complex credit terms, analyze financial information, and proactively manage loan performance including reviews, renewals, delinquency, and coordination with Special Assets when needed.

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Customers Bancorp
Customers Bancorp
2 days ago

SVP, Senior Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Solicit and close new, profitable commercial business while managing an existing loan/deposit portfolio to bank standards. Drive new business development through lead generation, cross-sell treasury and other bank products, and build strong customer and referral relationships. Negotiate complex credit terms, analyze financial information, and proactively manage loan performance including reviews, renewals, delinquency, and coordination with Special Assets when needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Call new commercial clients for loans and deposits.
  • •Negotiate terms and conditions to close profitable business.
  • •Review and analyze financial information to support credit decisions.
  • •Visit customers to establish and maintain relationships and cross-sell products/services.
  • •Monitor and proactively manage the loan portfolio (delinquency, reviews, renewals) and coordinate with Special Assets when appropriate.

Key Requirements

  • •Bachelor’s degree (or equivalent) and 10+ years of related work experience.
  • •Independently negotiate complex credit structures and close large transactions.
  • •Comprehensive knowledge of commercial banking and treasury products/services, including completion of formal credit training.
  • •Working knowledge of Capital Markets, including Loan Syndications and Debt Capital Markets.
  • •Ability to review and analyze financial information and communicate effectively in writing and orally.
Experience:10+ yearsCommercial bankingTreasuryCapital markets
Education:Bachelor's
Skills:NegotiationCommunicationFinancial analysisPartnership buildingRelationship management
Tech Stack:Microsoft Suite

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Customers Bancorp
Customers Bancorp is a bank holding company that provides commercial and consumer banking services through Customers Bank. It offers lending, deposit products, cash management, and digital banking solutions for businesses and individuals.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: West Reading, United States
Founded: 1997
WebsiteLinkedIn