
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.
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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.
• Serve as the primary point of contact for an assigned portfolio of institutional digital asset clients, including exchanges, stablecoin issuers, custodians, trading desks, and crypto funds • Own the client lifecycle post-onboarding, including account management, relationship deepening, issue resolution, and renewal/retention • Guide clients through cubiX platform onboarding, API integrations, and connection requests with counterparties • Monitor client activity and flag changes in behavior, deposit flows, or operational needs to internal stakeholders and compliance teams • Conduct regular business reviews, introduce new products or payment rails, and identify cross-sell opportunities • Coordinate with Treasury, Operations, BSA/AML, Legal, and the cubiX product team to resolve issues and deliver solutions • Support Business Development Officers in transitioning newly signed clients through onboarding and into steady-state management • Maintain accurate CRM records, pipeline notes, and relationship documentation • Contribute to client-facing materials, FAQs, and product guides for the digital asset vertical • Uphold compliance standards, including flagging unusual activity and supporting periodic KYC/KYB reviews
• 3–6 years in relationship management, client success, or account management within banking, fintech, or digital assets • Solid understanding of the digital asset landscape, including exchanges, custodians, OTC desks, and stablecoin issuers • Experience managing institutional or commercial banking clients with complex operational needs • Familiarity with U.S. banking compliance requirements relevant to digital assets: BSA/AML, KYC/KYB, and OFAC • Strong communication skills • Organized and process-oriented, with ability to manage a large client portfolio • Proactive, service-first mindset with a track record of high client satisfaction and retention • Prior experience at a digital-asset-friendly bank or crypto-native firm (nice to have) • Hands-on familiarity with instant payment rails such as RTP, FedNow, or real-time gross settlement systems (nice to have) • Understanding of stablecoin mechanics, blockchain-based settlement, or tokenized payment networks (nice to have) • Experience using CRM platforms such as Salesforce (nice to have) • Exposure to Treasury or cash management products for institutional clients (nice to have) • Must be legally eligible to work in the United States without sponsorship, now or in the future
• Personal development plans • Significant investment in AI and technology infrastructure • Reasonable accommodations for qualified individuals with disabilities • Equal opportunity and diversity, equity, and inclusion culture
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