Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Customers Bank · 2 months ago

Associate

Customers Bank is a super-community bank founded in 2009 with over $22 billion in assets, committed to delivering memorable customer experiences. The Associate role involves supporting the Banking and Credit teams with financial analysis, client relationship management, and maintaining organized credit files in a collaborative environment.

BankingCommercialFinancial ServicesVenture Capital
badNo H1Bnote

Responsibilities

Learn the fundamentals of venture banking and credit underwriting by supporting the Banking and Credit teams on new and existing client relationships
Assist with financial analysis by spreading financial statements, reviewing borrower information, and helping draft sections of credit and deal memoranda
Collect and organize monthly financial reporting and supporting documentation from clients
Help review loan advance requests and support the credit approval process by ensuring materials are complete, accurate, and compliant with internal policies
Assist in testing financial covenants, updating borrower risk ratings, and identifying trends in borrower performance
Prepare borrower performance dashboards and reports used by senior team members and management
Maintain organized and up-to-date credit files, ensuring documentation meets internal standards and regulatory expectations
Review spreadsheets, Word documents, and legal agreements to confirm compliance with credit terms and assist in packaging materials for credit memo production
Work closely with team members across banking, credit, and compliance, gaining hands-on experience in a fast-paced, collaborative venture banking environment

Qualification

Financial analysisExcelVenture capital knowledgeMicrosoft WordMicrosoft PowerPointAttention to detailWritten communicationTeam-oriented approach

Required

Bachelor's degree (BA, BS, BBA, or equivalent) from an accredited four-year college or university
Must be legally eligible to work in the United States without current or future sponsorship to be considered
Strong attention to detail with the ability to review and analyze spreadsheets, documents, and data accurately
Clear written communication skills and the ability to organize information effectively
Ability to manage multiple tasks in a deadline-driven environment while maintaining a team-oriented approach
Intellectual curiosity, strong work ethic, and eagerness to learn and grow in a credit and venture banking role
Strong Excel skills, including reviewing and analyzing spreadsheets
Proficiency in Microsoft Word and PowerPoint

Preferred

Recent graduates and early-career candidates are encouraged to apply
Internship, academic, or personal experience in venture capital, startups, innovation, fintech, or related fields is preferred
Exposure to or strong interest in the venture capital and innovation ecosystem, including startups and growth-stage companies
Basic understanding of financial statements and an interest in developing financial analysis and modeling skills

Company

Customers Bank

twittertwittertwitter
company-logo
Customers Bank offers commercial, consumer, and specialty banking services.

Funding

Current Stage
Public Company
Total Funding
$357.95M
2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO

Leadership Team

leader-logo
Philip Watkins
Chief Financial Officer
linkedin
leader-logo
Robert Fischer
Senior Vice President, Regional Chief Lending Officer
linkedin
Company data provided by crunchbase