VP, Relationship Manager

🔥 6 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $140k - $150k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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Customers Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

🏦 Banking

💸 Finance

💰 Post-IPO Debt on 2019-12

Banking • Finance

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

• Serve as the primary point of contact for an assigned portfolio of institutional digital asset clients — exchanges, stablecoin issuers, custodians, trading desks, and crypto funds. • Own the client lifecycle post-onboarding: account management, relationship deepening, issue resolution, and renewal/retention. • Guide clients through cubiX platform onboarding, API integrations, and connection requests with counterparties (exchanges, OTC desks, payment networks). • Proactively monitor client activity, flagging changes in behavior, deposit flows, or operational needs to internal stakeholders and compliance teams. • Conduct regular business reviews with clients to understand evolving needs, introduce new products or payment rails, and identify cross-sell opportunities. • Act as an internal advocate for your clients — coordinating 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 and up-to-date CRM records, pipeline notes, and relationship documentation. • Contribute to the development of client-facing materials, FAQs, and product guides for the digital asset vertical. • Uphold the bank's compliance standards in all client interactions, including flagging unusual activity and supporting periodic KYC/KYB reviews.

🎯 Requirements

• 3–6 years in relationship management, client success, or account management within banking, fintech, or digital assets. • Solid understanding of the digital asset landscape — how exchanges, custodians, OTC desks, and stablecoin issuers operate. • 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, OFAC. • Strong communication skills — equally comfortable presenting to a compliance officer and a crypto-native CFO. • Organized and process-oriented, with the ability to manage a large client portfolio without dropping details. • Proactive, service-first mindset with a track record of high client satisfaction and retention.

🏖️ Benefits

• Personal development plans