VP, Relationship Manager
Customers Bank
full-time
Posted on:
Location Type: Office
Location: West Reading • Pennsylvania • United States
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Job Level
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
banking experiencecredit knowledgeunderwritingcash managementdeposit servicesrelationship managementcredit productsclient acquisitionformal credit training
Soft Skills
self-starterresults-drivenexcellent communicationteam player