Portfolio 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.

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 Portfolio Manager on our Pennsylvania Middle Market Banking team. The Portfolio Manager will be responsible for managing the loan and deposit portfolio for our Middle Market Banking clients, while also being client facing and a strategic part of building out the broader middle market client base.

Success of the position will be measured based upon the achievement of the documented goals and objectives within the Middle Market Banking Team as they relate to this role.  We are looking for a highly motivated team player, who thrives in a fast-paced environment.

• Manage commercial loan and deposit portfolio.
• Customer interaction with current and new clients, obtaining all necessary documentation to meet annual underwriting/renewal and account opening standards.
• Be able to monitor and proactively manage all aspects of the loan and deposit portfolio including loan delinquency, loan reviews, renewals, managing interest rate plans and profitability tracking, while having strong communication with senior leadership at the bank.
• Ability to perform service requests on existing loans and deposits, working in concert with our loan operations and treasury services teams to ensure completion in a timely fashion.
• Ability to review and analyze financial statements.
• Visit customers along with the Relationship Managers to establish and maintain positive relationships and cross sell other bank products and services. 
• Actively involved in the community with ability to represent the bank and for personal development.

What Do You Need?

• College degree or 5 + years of equivalent banking experience
• Prior commercial banking experience within the middle market, corporate banking and/or commercial real estate sectors.
• Strong communication and relationship management skills
• Completion of a formal credit training program
• Understanding of loan/depository documentation.
• Working knowledge of Capital Markets, including Loan Syndications and Debt Capital Markets
• Ability to manage time and complete assigned annual reviews in a timely manner
• Strong organizational skills
• Time management, Task prioritization, Multi-tasking, and Attention to detail
• Must be able to work independently and in a largerl team environment

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.
• Salesforce and nCino experience

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.