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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:
Serves the banking needs of small businesses to pro-actively operate at the heart of the local business community, to build new relationships. The Government Guaranteed Lender goals include building a book of business and a loan goal of $10 million annually. The client base will consist of owner occupied commercial real estate, owner operated businesses and other SBA eligible 7A loans.
Responsible for sales and outreach efforts lead lists, internal and external referrals, COI’s, cold calling and other ways to attract business.
Drives relationship management by identifying cross-selling opportunities and introducing our Product partners to help provide a full banking proposition.
Under the Single Point of Contact (SPOC) the government guaranteed lender is expected to do joint calling and prospecting with Product partners depending on the situation Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals
Build your individual market profile as well as the profile of Customers Bank in the local community Effectively utilizes the resources / tools available to manage the call / relationship management consistent sales process and activities Required to make a target number of in person calls to prospects, customers, COIs and internal partners weekly and monthly
Manage and develop a portfolio of customers, expected to grow portfolio by deepening existing relationships Primary focus is on new business development for lending and deposits General knowledge of SBA credit underwriting with proven ability to develop, retain and expand relationships with COIs.
Use and understanding of salesforce and all bank technology tools that ensure the lender and the bank’s success in performing processes and following procedures necessary to input and track productivity.
Maintain weekly and all required pipeline reports.
Input of credit applications and packages into the Salesforce system.
What do you need?
Excellent verbal and written communication skills
5+ years of experience in SBA 7a loan production
Ability to multitask
Established network of referral partners (COI’s/Brokers)
Strong understanding of credit underwriting
Strong business development skills
Able to work in a changing high tech and mobile environment
Outgoing personality
Able to work in a team environment
High emotional intelligence
Open to learning and growth
Familiar with regulatory requirements for lending
Technology Skills:
Microsoft Excel
Microsoft Office
Outlook
TEAMS
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank , we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
