- 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
- 5-15 years of relevant banking experience
- Ability to sell and structure credit requests of $1-$20mil for working capital, term lending, owner occupied real estate and investment real estate
- 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
- Microsoft Office products
- Salesforce
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VP, Relationship Manager - Providence, United States - Customers Bank
Description
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work Location: Providence, RI - Hybrid coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being set days.
Salary Range: The expected maximum salary for this position is $170,000. This is a good faith estimate of what we expect to pay for this position. The final salary figure will consider skill level, experience, and location.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What you'll do:
If you are looking to join an organization that is revolutionizing an industry, and you enjoy being part of a great team that rewards hard work and celebrates new ideas, where you have an opportunity to learn and grow, then look no further. Customers Bank, the fastest growing bank in the U.S., has an immediate opening for a VP Commercial Relationship Manager located in Providence, RI. The VP Commercial Relationship Manager is a revenue-producing member of the Banking Group. He/she is responsible for supporting the daily management of the overall Group's clients and has direct oversight over a portfolio of those clients that he/she has sourced or has been assigned. The VP Commercial Relationship Manager will be responsible for sourcing new clients and cross-selling to the Group's existing ones. Product responsibility will include credit, deposit products, and cash management. The VP Commercial Relationship Manager will provide tactical support to the Banking Group Head in the form of supporting calling efforts, structuring, and closing credit facilities, providing operational support, onboarding new clients, liaising with Credit and Operations, and performing due diligence.
Responsibilities
What do you need?
Technology Skills:
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us Let's take on tomorrow.