Customers Bank · 23 hours ago
Sales Associate
Portsmouth, NH
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $65K/yr
0+ years expCustomers Bank is a super-community bank focused on delivering memorable customer experiences. The Sales Associate role involves participating in a training program, providing sales support, and delivering exceptional customer service to vendor partners and customers.
BankingCommercialFinancial ServicesVenture Capital
No H1B
Responsibilities
Participate in a comprehensive six-month training program that includes hands-on experience working directly with CCF team members and direct live exposure to customers and vendor partners. Training will cover CRM systems, the full transaction lifecycle—from prescreens and credit underwriting to documentation, pricing, payoffs, and lease accounting. After completing your first year of service or at the managers discretion, you will also be eligible to pursue the Certified Lease & Finance Professional (CLFP) designation, sponsored by CCF at its discretion
Provide sales and account support for specific CCF verticals
Deliver exceptional customer service to existing vendor partners and direct customers
Support the vendor onboarding process, including CRM updates, due diligence collection, and coordination with credit/ops
Assist with transaction processing: gathering invoices, preparing preliminary pricing in TValue/SuperTRUMP, and ensuring complete packages for credit submission
Manage small client accounts under the guidance of senior sales staff, act as a point of contact for servicing and sales support
Conduct market research, lead generation, and list-building to support origination campaigns
Monitor and update Salesforce pipeline ensuring deal stages, amounts, and close dates are accurate
Assist in preparing presentations and reporting (PowerPoint, Excel, Salesforce dashboards) for vendor and internal meetings
Coordinate with Sales, Credit, and Operations to drive efficiency in processing both application-only and full financial deals
Participate in trade shows, customer visits, and vendor calls in a support capacity; light travel may be expected
Perform other duties as assigned, with a focus on learning the business and building toward future sales support and origination responsibilities
Qualification
Required
Candidates must be legally authorized to work in the United States now and in the future without the need for sponsorship
Strong communication skills (oral and written); comfortable interacting with customers and vendor partners
High level of organization and attention to detail; ability to manage multiple tasks simultaneously
Self-motivated with a team-first mentality and desire to learn
Positive “can-do” attitude and professional presence
Proficient in Microsoft Office Suite
Interest in learning pricing tools
Preferred
Bachelor's degree preferred, or equivalent experience
0–3 years of relevant work experience (finance, banking, leasing, or B2B sales support preferred)
Basic credit/financial acumen preferred; willingness to learn cash flow and credit concepts
Familiarity with CRM systems (Salesforce experience preferred)
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
Business Wire
2026-02-02
2026-01-23
2026-01-23
Company data provided by crunchbase