Customers Bank

Director

• Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders
• Identify opportunities to introduce Customers Bank to prospective technology clients
• Develop and execute relationship strategies for existing and prospective clients
• Understand clients’ business models, capital structures, financing needs, and overall banking requirements
• Partner with senior bankers to deepen client relationships and identify opportunities across lending, deposits, treasury management, and other banking products
• Build and maintain a pipeline of prospective technology banking clients
• Develop relationships with venture capital firms, private equity firms, investment banks, attorneys, accountants, and other technology ecosystem participants
• Participate in networking, industry, and investor events
• Generate referrals and new business opportunities
• Analyze and structure financing opportunities with credit and underwriting teams
• Prepare financial analyses, credit materials, and client presentations
• Assist with loan structuring, negotiations, documentation, and closing processes
• Monitor portfolio performance and communicate emerging risks or opportunities
• Work with the SVP, Head of Technology Banking and the Technology Banking team to execute the group’s business plan
• Collaborate with Credit, Treasury Management, Capital Markets, and other internal partners
• Take ownership of assigned relationships and opportunities
• Contribute market intelligence and ideas to strengthen the Bank’s technology banking offering

SVP, Managing Director

Associate

• Support, analyze, and evolve the bank’s compensation programs
• Develop, implement, and continuously improve compensation programs aligned with business strategy
• Conduct market analysis and benchmarking to assess compensation competitiveness
• Analyze salary structures, incentive plans, and bonus programs to identify trends, risks, and opportunities
• Partner with Finance and PXT on compensation planning, forecasting, and year-end merit and bonus cycles
• Develop and deliver executive-ready analyses and recommendations
• Use data analytics, visualization tools, and emerging AI capabilities to improve insights, efficiency, and decision-making
• Own key workstreams and projects while keeping stakeholders informed
• Improve processes, tools, and methodologies across Total Rewards
• Support broader Total Rewards and People Experience initiatives
• Proactively identify issues and opportunities and provide recommendations
• Partner with senior leadership and cross-functional teams

Compensation Associate

Vice President

• Serve the banking needs of small businesses and build new relationships in the local business community
• Build a book of business and achieve an annual loan goal of $10 million
• Focus on owner-occupied commercial real estate, owner-operated businesses, and other SBA-eligible 7A loans
• Conduct sales and outreach through lead lists, internal and external referrals, COIs, cold calling, and other business-development activities
• Identify cross-selling opportunities and introduce Product partners to provide a full banking proposition
• Conduct joint calling and prospecting with Product partners
• Develop a targeted center-of-influence list and relationship-building plan to generate referral business
• Build the individual and Customers Bank market profile in the local community
• Use available resources and tools to manage calls, relationships, sales processes, and activities
• Make target numbers of in-person calls to prospects, customers, COIs, and internal partners
• Manage and develop a customer portfolio by deepening existing relationships
• Develop new lending and deposit business
• Use Salesforce and bank technology tools to follow processes and track productivity
• Maintain weekly and required pipeline reports
• Input credit applications and packages into Salesforce

VP, Government Guaranteed Lender

• Support the bank's business continuity program and maintain its framework and methodology
• Identify key components for continuity plans and assist with Risk Assessments and Business Impact Analyses
• Partner with Information Technology Services and business stakeholders to document critical functions and recommended RTO/RPO targets
• Execute Business Continuity strategies supporting recovery of critical business operations during disasters
• Support Emergency Management, crisis preparation, incident triage, and incident response throughout the crisis lifecycle
• Create, maintain, monitor, and validate Business Continuity Plans in the tracking tool
• Coordinate with business units on writing and maintaining Business Continuity Plans
• Develop business continuity, disaster recovery, and emergency protocol procedures
• Support stakeholder education on Business Continuity and Incident Response
• Support training, communication, testing, and exercising of plans
• Validate and test documented plans and create disruption-recovery scenarios
• Coordinate with internal and external partners to ensure plans are updated and available to management
• Attend professional meetings and training to maintain knowledge of disaster recovery and business continuity developments
• Assist with tabletop exercises and crisis simulation events

Assistant Director – Business Resilience

Human Resources

• Own and drive the operating cadence for the PXT Business Partner team, including planning and tracking key initiatives and workstreams
• Lead cross-functional projects improving Business Partner team operations, including process design, tools, playbooks, and lifecycle deliverables
• Direct AI tools to build and maintain dashboards and operational reporting; validate accuracy and translate outputs into recommendations
• Coordinate shared initiatives between the Business Partner team and other PXT functions
• Identify and implement AI use cases across Business Partner work
• Serve as an internal champion and power user of AI tools, sharing use cases and best practices
• Review AI-generated output for accuracy, tone, and appropriateness before leadership distribution
• Own the end-to-end exit interview process, including scheduling, conducting interviews, documentation, and trend reporting
• Own performance management cycle logistics and execution
• Support compensation cycles by coordinating timelines and validating data
• Own operational cadence for talent review and succession planning processes
• Ensure headcount and organizational data integrity in Workday; investigate and resolve discrepancies
• Partner with Talent Acquisition on workforce planning and track risks and gaps
• Provide judgment-based oversight for organizational design and restructuring efforts
• Own employee engagement survey administration, tracking, results consolidation, and action planning
• Support recognition and culture programs
• Partner with the Chief People Officer on executive presentation narratives and leadership communications
• Review and quality-check executive materials for accuracy, tone, and appropriateness
• Provide context and strategic framing for leadership meetings and business reviews

SVP, Managing Director

Compensation Associate

VP, Government Guaranteed Lender

Assistant Director – Business Resilience

Associate, HR Program – Insights