Associate Client Manager

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 $65,000 – 115,000 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: 

Associate Client Managers in the Venture Banking Group play a key role in the single point of contact service model. ACM’s will provide customer service, transaction support and general relationship maintenance for their assigned portfolio alongside providing operational support to the relationship managers in their regions.

Typical responsibilities include the full onboarding of new relationships, including coordination of opening accounts, implementation of services, training on core services, review of CIP documentation, fielding customer requests, monitoring daily and monthly reports. 

What Do You Need? 

• Communication – ability to communicate effectively, including strong analytical skills and resourcefulness 

• Multi-tasking - staying on top of multiple priorities with varying deadlines. 

• Process orientation – being able to adhere to the bank’s policies and processes for task completion. 

• Being proactive – taking initiative and responsibility to resolve client problems under limited supervision 

• At least 3-5 years banking experience – preferably in business/commercial banking. 

• A “can-do” attitude; self starter  

Technology Skills: 

• Microsoft Outlook: primary communication method for internal and external clients 

• Microsoft Word: drafting customer correspondence or memos 

• Microsoft Excel: creating or updating cl