SVP, Managing Director

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $225k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Customers Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

🏥 Healthcare

🏗️ Construction

📦 Logistics

💰 Post-IPO Debt on 2019-12

Healthcare • Construction • Logistics

Customers Bank is a financial institution that offers a wide range of services to small businesses, individuals, and commercial clients. The bank provides products such as checking accounts, cash management tools, loans, and industry-specific solutions. Customers Bank prides itself on innovation, offering advanced technologies and a dedicated team to meet customer needs. They specialize in areas such as real estate financing, venture banking, alternative energy financing, and healthcare financial solutions. With a focus on proven reliability and a strong financial foundation, Customers Bank is committed to supporting the communities it serves through initiatives like renewable energy projects and affordable housing.

📋 Description

• Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders • Identify opportunities to introduce Customers Bank to prospective technology clients • Develop and execute relationship strategies for existing and prospective clients • Understand clients’ business models, capital structures, financing needs, and overall banking requirements • Partner with senior bankers to deepen client relationships and identify opportunities across lending, deposits, treasury management, and other banking products • Build and maintain a pipeline of prospective technology banking clients • Develop relationships with venture capital firms, private equity firms, investment banks, attorneys, accountants, and other technology ecosystem participants • Participate in networking, industry, and investor events • Generate referrals and new business opportunities • Analyze and structure financing opportunities with credit and underwriting teams • Prepare financial analyses, credit materials, and client presentations • Assist with loan structuring, negotiations, documentation, and closing processes • Monitor portfolio performance and communicate emerging risks or opportunities • Work with the SVP, Head of Technology Banking and the Technology Banking team to execute the group’s business plan • Collaborate with Credit, Treasury Management, Capital Markets, and other internal partners • Take ownership of assigned relationships and opportunities • Contribute market intelligence and ideas to strengthen the Bank’s technology banking offering

🎯 Requirements

• 10+ years of commercial, corporate, technology, or related banking experience • Experience working with technology companies, venture-backed businesses, or other growth-oriented companies preferred • Demonstrated ability to build and maintain client and referral relationships • Strong financial analysis and credit skills • Understanding of venture capital, technology-company financing, and the broader technology ecosystem • Strong communication, presentation, and relationship-management skills • Entrepreneurial mindset and willingness to contribute to a growing platform • Ability to work collaboratively across business, credit, and product teams • Bachelor’s degree required • Ability to work with the Microsoft Suite and learn/work with other Customers Bank applications • Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement • Must be legally eligible to work in the United States without sponsorship, now or in the future

🏖️ Benefits

• Personal development plans • Reasonable accommodations upon request for qualified individuals with disabilities • Equal opportunity employment • Diversity, equity, and inclusion culture