5+ years of experience in Small to Medium Size Business Lending
Solid understanding of credit underwriting and deposit products
Proven track record in business development and relationship management
Familiarity with the Chester/Delaware County business market
Strong interpersonal, presentation, and organizational skills
Self-starter with the ability to manage multiple priorities
Bilingual (English/Spanish) preferred
Responsibilities
Develop new business opportunities through various outreach methods
Serve as the Single Point of Contact for clients, coordinating banking solutions
Build a network of Centers of Influence in the local market
Represent Customers Bank at community and networking events
Manage and grow a portfolio of small to medium size business clients
Lead the full sales cycle from prospecting to onboarding
Originate and structure loans for various borrower types
Benefits
Entrepreneurial culture focused on community banking
Tools and technology to support field success
Competitive compensation and benefits
Opportunity to impact the local business community
Full Job Description
What You'll Do:
Customers Bank is seeking a Relationship Manager - Business Banking, VP to join our team in Chester/Delaware County, PA. This role is designed for a community-focused professional who is passionate about helping small to medium size businesses grow through customized lending and deposit solutions.
You'll act as a trusted advisor to small to medium size business clients - including business owners, nonprofits, and commercial borrowers - while promoting Customers Bank's presence in the local Chester/Delaware County market.
If you thrive in a fast-paced, relationship-driven environment and have a deep understanding of the small to medium size business ecosystem, this role is for you.
Business Development & Relationship Management
Develop new business opportunities through cold calling, lead lists, internal and external referrals, and partnerships with Centers of Influence (COIs).
Serve as the Single Point of Contact (SPOC) for your clients, coordinating with internal product partners to deliver comprehensive banking solutions.
Build a robust network of COIs in the Chester/Delaware County market with a clear plan for regular engagement and referral generation.
Represent Customers Bank at community and networking events to grow visibility and strengthen local relationships.
Manage and grow a portfolio of small to medium size business clients, with a focus on both credit and deposit growth.
Sales & Lending Execution
Lead the full sales cycle, from prospecting and needs analysis to closing and onboarding.
Originate and structure loans for owner-occupied commercial real estate, nonprofits, and C&I (Commercial & Industrial) borrowers.
Open business deposit accounts and provide tailored treasury management solutions.
Ensure ongoing servicing of clients' banking needs while maintaining high service standards.
Monitor portfolio risk, with emphasis on minimizing delinquencies and maintaining credit quality.
Process & Pipeline Management
Use Salesforce and the SBLG (Small Business Lending Group) system to input applications, manage the sales pipeline, and track all client interactions.
Maintain accurate weekly reports on pipeline activity, production metrics, and relationship status.
Follow all compliance, risk, and operational protocols for credit documentation, account opening, and reporting.
Why Join Customers Bank?
Entrepreneurial culture with a strong focus on community banking.
Tools, technology, and support to help you succeed in the field.
Competitive compensation and benefits.
An opportunity to make a meaningful impact on the Chester/Delaware County small to medium size business community.
What Do You Need?
5+ years of experience, loan production in a Small to Medium Size Business Lending role, using customized business software, Internet/Online systems, and customer relationship management systems (CRM).
Solid understanding of credit underwriting and deposit products.
Proven track record in business development and relationship management.
Familiarity with the Chester/Delaware County small to medium size business market and its key influencers.
Strong interpersonal, presentation, and organizational skills.
Self-starter with the ability to work independently and manage multiple priorities.
Bilingual (English/Spanish) Preferred.
Success Metrics
Achievement of individual lending and deposit production goals.
Growth of client portfolio through new business development and relationship deepening.
Engagement with local COIs and consistent referral activity.
Timely and accurate documentation and CRM management.
High client satisfaction and retention.
Technology Skills:
Proficiency in Salesforce and Microsoft Office tools.
Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
About Customers Bank
Customers Bank is a full-service bank that provides a range of financial products and services to individuals, businesses, and institutions. The bank offers checking and savings accounts, loans, mortgages, credit cards, and wealth management services, among others. Customers Bank operates through a network of branches and ATMs in several states, including Pennsylvania, New York, New Jersey, Rhode Island, Massachusetts, New Hampshire, and Illinois. The bank is known for its innovative digital banking solutions, such as its mobile app and online banking platform, which allow customers to manage their accounts and transactions from anywhere, anytime.
