VP, Relationship Manager

Customers Bank•Malvern, PA

About The Position

Customers Bank is seeking a Relationship Manager – Business Banking, VP to serve the Chester/Delaware County, Pennsylvania market. The position focuses on helping small to medium size businesses grow through customized lending and deposit solutions. The Relationship Manager acts as a trusted advisor to business owners, nonprofits, and commercial borrowers, while expanding the bank’s local presence and managing a portfolio with an emphasis on credit and deposit growth. The role develops business through prospecting, referrals, COI partnerships, and community engagement; serves as clients’ single point of contact; and coordinates with internal product partners. It leads the sales process from prospecting and needs analysis through closing and onboarding, originates and structures commercial loans, opens deposit accounts, and offers treasury management solutions. The position also services clients, monitors portfolio risk and credit quality, manages the sales pipeline and client records in Salesforce and the SBLG system, prepares weekly activity and production reports, and follows applicable compliance, risk, and operational protocols. Customers Bank describes its culture as entrepreneurial and community-focused, with tools, technology, and support for employees. The bank emphasizes personal development, diversity, equity, and inclusion, and provides reasonable accommodations to qualified individuals with disabilities. Applicants must be legally eligible to work in the United States without sponsorship, now or in the future.

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 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 & Industrial borrowers.
Open business deposit accounts and provide tailored treasury management solutions.
Service clients’ ongoing banking needs while maintaining high service standards.
Monitor portfolio risk, minimize delinquencies, and maintain credit quality.
Use Salesforce and the SBLG system to input 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.