VP, Relationship Manager

Customers Bank•Remote - CA, CA

1d•$140,000 - $150,000

About The Position

The Relationship Manager (RM) is the primary point of contact for Customers Bank's institutional digital asset clients, ensuring they maximize the value derived from the bank's infrastructure, products, and service model. This role is crucial for deposit retention, client satisfaction, and the long-term growth of the digital asset vertical. The RM is responsible for owning the client lifecycle post-onboarding, including account management, relationship deepening, issue resolution, and renewal/retention. They will guide clients through the cubiX platform onboarding, API integrations, and connections with counterparties. The role involves proactively monitoring client activity, conducting regular business reviews, and acting as an internal advocate for clients by coordinating with various internal departments. Additionally, the RM will support Business Development Officers in client transitions and maintain accurate CRM records and client-facing materials.

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.
Must be legally eligible to work in the United States without sponsorship, now or in the future.

Nice To Haves

Prior experience at a digital-asset-friendly bank (Silvergate, Signature, or similar) or a crypto-native firm.
Hands-on familiarity with instant payment rails — RTP, FedNow, or real-time gross settlement systems.
Understanding of stablecoin mechanics, blockchain-based settlement, or tokenized payment networks.
Experience using CRM platforms (Salesforce or similar) to manage complex relationship portfolios.
Exposure to Treasury or cash management products for institutional clients.

Responsibilities

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.