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