SVP, Managing Director

Customers Bank

. Develop and maintain relationships with technology companies, founders, CFOs, investors, and other key stakeholders .

Posted 10/1/2026full-timeRemote • California • United StatesLead💰 $225,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in technology banking, with a strong focus on client relationship management, financial analysis, and understanding of the technology ecosystem. Capable of collaborating across teams to drive business growth and execute strategic initiatives.

Highest-signal resume keywords

10+ Years Banking ExperienceClient Relationship ManagementFinancial Analysis SkillsVenture Capital UnderstandingCollaboration Across Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit SkillsLoan StructuringNegotiationDocumentationPortfolio MonitoringPipeline DevelopmentMarket Intelligence

Soft Skills

Strong CommunicationPresentation SkillsRelationship ManagementEntrepreneurial Mindset

Tools & Technologies

Microsoft SuiteAI ToolsAutomation Tools

Industry Keywords

Technology BankingVenture CapitalPrivate EquityInvestment BankingGrowth-Oriented Companies

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of commercial, corporate, technology, or related banking experience
Experience working with technology companies, venture-backed businesses, or other growth-oriented companies preferred
Demonstrated ability to build and maintain client and referral relationships
Strong financial analysis and credit skills
Understanding of venture capital, technology-company financing, and the broader technology ecosystem
Strong communication, presentation, and relationship-management skills
Entrepreneurial mindset and willingness to contribute to a growing platform
Ability to work collaboratively across business, credit, and product teams
Bachelor’s degree required
Ability to work with the Microsoft Suite and learn/work with other Customers Bank applications
Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement
Must be legally eligible to work in the United States without sponsorship, now or in the future

Benefits

Comp & perks

Personal development plans
Reasonable accommodations upon request for qualified individuals with disabilities
Equal opportunity employment
Diversity, equity, and inclusion culture