VP, Relationship Manager

Customers Bank•Malvern, PA

About The Position

Customers Bank is seeking a Relationship Manager – Business Banking, VP to serve small to medium size businesses in Chester/Delaware County, Pennsylvania. The role focuses on developing and managing business relationships through customized lending and deposit solutions. The Relationship Manager serves as a trusted advisor and single point of contact for business owners, nonprofits, and commercial borrowers, coordinating with internal product partners to address clients’ needs and promoting the bank within the local community. The position manages a portfolio with an emphasis on credit and deposit growth, business development, lending execution, client service, and sound portfolio risk management. The role leads the full sales cycle, originates and structures loans for owner-occupied commercial real estate, nonprofits, and commercial and industrial borrowers, and opens business deposit accounts while providing tailored treasury management solutions. It also uses Salesforce and the Small Business Lending Group system to manage applications, pipeline activity, client interactions, reports, and required compliance and operational documentation. Success is measured by lending and deposit production, portfolio growth, local referral activity, accurate documentation and CRM management, and client satisfaction and retention.

Requirements

At least 5 years of experience in loan production in a Small to Medium Size Business Lending role.
Experience 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.
Ability to work independently, take initiative, and manage multiple priorities.
Proficiency in Salesforce and Microsoft Office tools.
Legal eligibility to work in the United States without sponsorship, now or in the future.

Nice To Haves

Bilingual in English and Spanish.
Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.

Responsibilities

Develop new business through cold calling, lead lists, internal and external referrals, and partnerships with Centers of Influence (COIs).
Serve as the single point of contact for clients and coordinate with internal product partners to provide comprehensive banking solutions.
Build and regularly engage a network of COIs in the Chester/Delaware County market to generate referrals.
Represent Customers Bank at community and networking events to increase visibility and strengthen local relationships.
Manage and grow a portfolio of small to medium size business clients, focusing on credit and deposit growth.
Lead the full sales cycle, from prospecting and needs analysis through closing and onboarding.
Originate and structure loans for owner-occupied commercial real estate, nonprofits, and commercial and industrial borrowers.
Open business deposit accounts and provide tailored treasury management solutions.
Provide ongoing service for clients’ banking needs while maintaining high service standards.
Monitor portfolio risk, minimize delinquencies, and maintain credit quality.
Use Salesforce and the SBLG system to enter applications, manage the sales pipeline, and track client interactions.
Maintain accurate weekly reports on pipeline activity, production metrics, and relationship status.
Follow compliance, risk, and operational protocols for credit documentation, account opening, and reporting.
Meet individual lending and deposit production goals, grow client relationships, generate referrals, and support client satisfaction and retention.

Benefits

Competitive compensation and benefits.
Tools, technology, and support to help employees succeed in the field.
Personal development plans and opportunities for personal and professional development.

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