[Hiring] SVP, Managing Director @Customers Bank

Role Description

Customers Bank is seeking an experienced banking professional to join its Technology Banking team as a Managing Director. Reporting to the SVP, Head of Technology Banking, the Managing Director will support the growth and development of the Bank’s technology banking franchise through:

• Relationship management
• Business development
• Credit execution
• Portfolio management

The Director will work directly with technology companies, founders, CFOs, venture capital investors, and other members of the technology ecosystem. This role will have responsibility for:

• Developing new relationships
• Expanding existing relationships
• Partnering closely with senior members of the Technology Banking team and internal product and credit partners

This is an opportunity for a highly motivated banker to play a meaningful role in building a growing technology banking platform.

Qualifications

• 10+ years of commercial, corporate, technology, or related banking experience
• Experience working with technology companies, venture-backed businesses, or other growth-oriented companies preferred
• Demonstrated ability to build and maintain client and referral relationships
• Strong financial analysis and credit skills
• Understanding of venture capital, technology-company financing, and the broader technology ecosystem
• Strong communication, presentation, and relationship-management skills
• Entrepreneurial mindset and willingness to contribute to a growing platform
• Ability to work collaboratively across business, credit, and product teams
• Bachelor’s degree required

Requirements

• Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders
• Identify opportunities to introduce Customers Bank to prospective technology clients
• Assist in developing and executing relationship strategies for existing and prospective clients
• Understand clients’ business models, capital structures, financing needs, and overall banking requirements
• Partner with senior bankers to deepen client relationships and identify opportunities across lending, deposits, treasury management, and other banking products
• Build and maintain a pipeline of prospective technology banking clients
• Develop relationships with venture capital firms, private equity firms, investment banks, attorneys, accountants, and other technology ecosystem participants
• Participate in networking, industry, and investor events to expand the Bank’s presence within the technology community
• Generate referrals and new business opportunities through personal and professional networks
• Work closely with credit and underwriting teams to analyze and structure financing opportunities
• Prepare financial analyses, credit materials, and client presentations
• Assist with loan structuring, negotiations, documentation, and closing processes
• Monitor portfolio performance and proactively communicate emerging risks or opportunities
• Develop a strong understanding of technology-company credit fundamentals and venture-backed business models
• Work closely with the SVP, Head of Technology Banking and other members of the Technology Banking team to execute the group’s business plan
• Collaborate with Credit, Treasury Management, Capital Markets, and other internal partners to deliver solutions to clients
• Take ownership of assigned relationships and opportunities while leveraging senior team members when appropriate
• Contribute market intelligence and ideas to help strengthen the Bank’s technology banking offering

Benefits

• An annual salary range of $225,000 - $250,000 based on overall skills and experience
• Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered

Company Description

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.

• Focused on you: We provide every customer with a single point of contact.
• On the leading edge: We’re innovating with the latest tools and technology.
• Proven reliability: We ground our innovation in our deep experience and strong financial foundation.