SVP, Managing Director

This is a fully remote position, open to applicants in California.

📋 Description

• Cultivate and sustain relationships with technology firms, founders, CFOs, investors, and other influential stakeholders.

• Recognize opportunities to connect Customers Bank with potential technology clients.

• Formulate and implement relationship strategies for both current and prospective clients.

• Comprehend clients’ business models, capital frameworks, financing requirements, and overall banking needs.

• Collaborate with senior bankers to enhance client relationships and discover opportunities across lending, deposits, treasury management, and various banking products.

• Construct and uphold a pipeline of potential technology banking clients.

• Forge connections with venture capital firms, private equity firms, investment banks, attorneys, accountants, and other participants in the technology ecosystem.

• Engage in networking, industry, and investor events.

• Create referrals and new business opportunities.

• Evaluate and structure financing options alongside credit and underwriting teams.

• Prepare financial analyses, credit documentation, and client presentations.

• Assist in loan structuring, negotiations, documentation, and closure processes.

• Oversee portfolio performance and relay emerging risks or opportunities.

• Collaborate with the SVP, Head of Technology Banking, and the Technology Banking team to implement the group’s business strategy.

• Work in conjunction with Credit, Treasury Management, Capital Markets, and other internal stakeholders.

• Assume responsibility for assigned relationships and opportunities.

• Provide market intelligence and insights to enhance the Bank’s technology banking offerings.

⛳️ Requirements

• Over 10 years of experience in commercial, corporate, technology, or related banking fields.

• Preferred experience with technology companies, venture-backed businesses, or other growth-focused organizations.

• Proven ability to establish and maintain client and referral relationships.

• Strong skills in financial analysis and credit evaluation.

• Knowledge of venture capital, technology company financing, and the broader technology landscape.

• Excellent communication, presentation, and relationship management skills.

• Entrepreneurial spirit and a readiness to contribute to a developing platform.

• Capacity to collaborate effectively across business, credit, and product teams.

• A Bachelor’s degree is mandatory.

• Proficiency in the Microsoft Suite and ability to learn/use other Customers Bank applications.

• Familiarity with AI and automation tools that enhance productivity, workflow efficiency, and client engagement.

• Must be legally authorized to work in the United States without sponsorship, now or in the future.

🏝️ Benefits

• Personal development plans.

• Reasonable accommodations available upon request for qualified individuals with disabilities.

• Equal opportunity employment.

• Culture of diversity, equity, and inclusion.