
501 - 1000 employees
Founded 2009
🏥 Healthcare
🏗️ Construction
📦 Logistics
đź’° 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.
🔥 1 minute ago
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501 - 1000 employees
Founded 2009
🏥 Healthcare
🏗️ Construction
📦 Logistics
đź’° 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.
• Serve the banking needs of small businesses and build new relationships in the local business community • Build a book of business and achieve an annual loan goal of $10 million • Focus on owner-occupied commercial real estate, owner-operated businesses, and other SBA-eligible 7A loans • Conduct sales and outreach through lead lists, internal and external referrals, COIs, cold calling, and other business-development activities • Identify cross-selling opportunities and introduce Product partners to provide a full banking proposition • Conduct joint calling and prospecting with Product partners • Develop a targeted center-of-influence list and relationship-building plan to generate referral business • Build the individual and Customers Bank market profile in the local community • Use available resources and tools to manage calls, relationships, sales processes, and activities • Make target numbers of in-person calls to prospects, customers, COIs, and internal partners • Manage and develop a customer portfolio by deepening existing relationships • Develop new lending and deposit business • Use Salesforce and bank technology tools to follow processes and track productivity • Maintain weekly and required pipeline reports • Input credit applications and packages into Salesforce
• Must be legally eligible to work in the United States without sponsorship, current or future • 5+ years of experience in SBA 7a loan production • Established network of referral partners (COIs/Brokers) • Strong understanding of credit underwriting • Strong business development skills • General knowledge of SBA credit underwriting • Ability to multitask • Able to work in a changing high tech and mobile environment • Able to work in a team environment • Familiar with regulatory requirements for lending • Excellent verbal and written communication skills • Outgoing personality • High emotional intelligence • Open to learning and growth • Microsoft Excel • Microsoft Office • Outlook • TEAMS
• Personal development plans • Reasonable accommodations for qualified individuals with disabilities • Equal opportunity and diversity, equity, and inclusion commitment
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