Customers Bank · 2 weeks ago
VP, Small Business Lender
Philadelphia, PA
Full-time
Onsite
Mid, Senior Level
5+ years expCustomers Bank is a super-community bank focused on providing dedicated personal service to businesses and individuals. The VP, Small Business Lender will develop new business opportunities and manage relationships with small business clients, ensuring comprehensive banking solutions and promoting the bank's presence in the local market.
BankingCommercialFinancial ServicesVenture Capital
No H1B
Responsibilities
Develop new business opportunities through cold calling, lead lists, internal and external referrals, and partnerships with Centers of Influence (COIs)
Serve as the Single Point of Contact (SPOC) for your clients, coordinating with internal product partners to deliver comprehensive banking solutions
Build a robust network of COIs in the Philadelphia market with a clear plan for regular engagement and referral generation
Represent Customers Bank at community and networking events to grow visibility and strengthen local relationships
Manage and grow a portfolio of small business clients, with a focus on both credit and deposit growth
Lead the full sales cycle, from prospecting and needs analysis to closing and onboarding
Originate and structure loans for: Owner-occupied commercial real estate, Nonprofits, C&I (Commercial & Industrial) loans
Open business deposit accounts and provide tailored treasury management solutions
Ensure ongoing servicing of clients’ banking needs while maintaining high service standards
Monitor portfolio risk, with emphasis on minimizing delinquencies and maintaining credit quality
Use Salesforce and the SBLG (Small Business Lending Group) system to input applications, manage the sales pipeline, and track all client interactions
Maintain accurate weekly reports on pipeline activity, production metrics, and relationship status
Follow all compliance, risk, and operational protocols for credit documentation, account opening, and reporting
Achievement of individual lending and deposit production goals
Growth of client portfolio through new business development and relationship deepening
Engagement with local COIs and consistent referral activity
Timely and accurate documentation and CRM management
High client satisfaction and retention
Qualification
Required
Must be legally eligible to work in the United States without sponsorship, current or future, to be considered
5+ years of experience, loan production in a Small Business Lending role, using customized business software, Internet/Online systems, and customer relationship management systems (CRM)
Solid understanding of credit underwriting and deposit products
Proven track record in business development and relationship management
Familiarity with the Philadelphia small business market and its key influencers
Proficiency in Salesforce and Microsoft Office tools
Strong interpersonal, presentation, and organizational skills
Self-starter with the ability to work independently and manage multiple priorities
Preferred
Bilingual (English/Spanish)
Benefits
Competitive compensation and benefits.
Company
Customers Bank
Customers Bank offers commercial, consumer, and specialty banking services.
Founded in 1997Washington, District of Columbia, USA
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$357.95M2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO
Leadership Team
Philip Watkins
Chief Financial Officer
Robert Fischer
Senior Vice President, Regional Chief Lending Officer
Recent News
2026-01-23
2026-01-23
Morningstar.com
2026-01-18
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