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.

Salary range: An annual salary range of $140,000 - $200,000 is what we expect to pay for this position, 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.

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:

Customers Bank has an immediate opening for a Relationship Manager for the Digital Assets vertical. The Relationship Manager will be responsible for ensuring client relationship success and having a deep understanding of their client’s business and treasury management needs.

This role also requires a deep understanding of BSA/AML as it pertains to banking higher risk clients. The RM will focus considerable time understanding their client’s account flow and working closely with the compliance team to ensure safety and soundness measures are followed.

We are looking for a highly motivated team player, with a strong attention to detail, who thrives in a fast-paced environment looking to bring best-in-class customer experience for our Digital Asset client base.

Responsibilities:

• Conduct informational calls for potential clients to the business, provide a good overview of the products and services that Customers Bank can provide.
• Guide prospects through onboarding process, communicating clearly and regularly with professionalism.
• Set expectations and boundaries with clients.
• Collaborate with Client Success Manager to manage progress to the business’ pipeline, including client referrals.
• Complete document collection and initial review of application, understand the clients’ risk profile while working closely with the second line through the EDD onboarding process.
• Knowledge of online banking platform, day to day issues that may come up with clients and how to best resolve.
• Engage internal teams, such as BSA, operations, digital business (service), legal and others as relevant.
• Regularly engage with clients to understand their evolving requirements and provide personalized assistance.
• Manage all structural changes to accounts as well as any negative news or key changes to clients’ businesses.
• Keep pace with how clients utilize their accounts, with a deep understanding of typical transactions to help mitigate or support BSA/compliance questions or escalations.
• Collaborate with Client Success Manager and Integrations Director to meet client needs quickly and efficiently.
• Stay up to date with news, trends and regulatory changes with a deep understanding to the short- and long-term effects on their clients.
• Complete accountability and ownership of their own client relationships.
• Continue to support the development of a loyal client base.
• Maintain a client focused mindset, providing best-in-class service and support.
• Manage multiple dependencies, get commitments, and drive escalations.
• Provide on-going reporting to the MD and preparation of ad-hoc reports as needed.

What Do You Need?

• College degree or equivalent additive experience.
• 5 + years of banking experience.
• Deep interest and aptitude for understanding digital assets, blockchain technology and the financial ecosystem.
• Broad knowledge base of treasury management services and various payment rails.
• Excellent communication and relationship management skills.
• Strong attention to detail.
• Good sense if a situation or circumstance must be escalated internally.
• Ability to gain trust from clients through industry and bank knowledge.
• Must be able to work independently in a small team environment and willing to flex to meet the needs of the business.
• Ability to travel to trade shows or client visits on a quarterly basis.

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications
• Salesforce
• FIS
• Q2 Co-Pilot

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.