VP, Small Business Lender

Customers Bank•Philadelphia, PA

22h

About The Position

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. Must be legally eligible to work in the United States without sponsorship, current or future, to be considered. 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: Overview: Customers Bank is seeking a Small Business Lender & Deposit Relationship Manager to join our team in Philadelphia, PA . This role is designed for a community-focused professional who is passionate about helping small businesses grow through customized lending and deposit solutions. You’ll act as a trusted advisor to small business clients—including business owners, nonprofits, and commercial borrowers—while promoting Customers Bank’s presence in the local Philadelphia market. If you thrive in a fast-paced, relationship-driven environment and have a deep understanding of the small business ecosystem, this role is for you.

Requirements

5+ years of experience, loan production in a Small 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 Philadelphia small business market and its key influencers.
Proficiency in Salesforce and Microsoft Office tools.
Strong interpersonal, presentation, and organizational skills.
Self-starter with the ability to work independently and manage multiple priorities.

Nice To Haves

Bilingual (English/Spanish) Preferred

Responsibilities

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 Philadelphia 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 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 C&I (Commercial & Industrial) loans 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.
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.