SVP, Managing Director
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Job Description
Managing Director expanding Customers Bank’s technology banking franchise through client relationships, credit execution, and business development. Serving technology companies, founders, investors, and venture-backed businesses.
Responsibilities:
- Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders
- Identify opportunities to introduce Customers Bank to prospective technology clients
- Develop and execute 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
- Generate referrals and new business opportunities
- Analyze and structure financing opportunities with credit and underwriting teams
- Prepare financial analyses, credit materials, and client presentations
- Assist with loan structuring, negotiations, documentation, and closing processes
- Monitor portfolio performance and communicate emerging risks or opportunities
- Work with the SVP, Head of Technology Banking and the Technology Banking team to execute the group’s business plan
- Collaborate with Credit, Treasury Management, Capital Markets, and other internal partners
- Take ownership of assigned relationships and opportunities
- Contribute market intelligence and ideas to strengthen the Bank’s technology banking offering
Requirements:
- 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
- Ability to work with the Microsoft Suite and learn/work with other Customers Bank applications
- Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement
- Must be legally eligible to work in the United States without sponsorship, now or in the future
Benefits:
- Personal development plans
- Reasonable accommodations upon request for qualified individuals with disabilities
- Equal opportunity employment
- Diversity, equity, and inclusion culture
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