At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What You’ll Do:
A Client Relationship Manager (CRM), Digital Assets is a vital role in the organization which will leverage the knowledge of bank process and procedures to quickly address the needs of our Digital Asset clients. A CRM is responsible for responding to and resolving client inquiries and issues, building and maintaining strong client relationships, and providing personalized and tailored solutions to clients. A CRM also monitors and analyzes client feedback and behavior to improve the digital customer experience and increase retention and loyalty. The CRM will function as a key point of contact for all Digital Asset clients, which may include clients who are the CRM’s direct responsibility. The CRM will work directly with clients, and in some cases prospects during all stages of the client life-cycle from onboarding, ongoing maintenance, expansion, and possibly closure. This role will act as the Digital Asset groups talent pipeline, and with a career track to potentially become Relationship Managers.
What Do You Need?
- Minimum 5 years customer service/relationship manager experience
- Minimum 5 years’ experience in the financial services industry
- Experience in cross-selling financial products
- Self-starter – must be able to work alone as well as in a team/collaborative environment
- Proven working experience in customer service/relationship management
- Computer proficient - working knowledge of customer service software, databases and tools
- Awareness of industry’s latest technology trends and applications
- Ability to think strategically and to lead customers
- Strong client-facing (verbal and written communication) skills
- Relationship management skills and experience while managing transactions, risk management, compliance, and account opening.
Technology Skills:
- MS Office applications
- Salesforce literacy
- FIS IBS and Q2 online banking experience preferred
- Computer literacy and knowledge of online banking and mobile banking applications
- Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
Skills Required
- Minimum 5 years of customer service or relationship management experience
- Minimum 5 years of experience in the financial services industry
- Experience cross-selling financial products
- Ability to work independently and collaboratively
- Proven customer service or relationship management experience
- Computer proficiency and working knowledge of customer service software, databases, and tools
- Awareness of current industry technology trends and applications
- Strategic thinking and ability to lead customers
- Strong verbal and written client-facing communication skills
- Experience managing transactions, risk management, compliance, and account opening
- FIS IBS and Q2 online banking experience
- Familiarity with AI and automation tools supporting productivity, workflow efficiency, and client engagement
- Legal eligibility to work in the United States without current or future sponsorship
Customers Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Customers Bank and has not been reviewed or approved by Customers Bank.
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Healthcare Strength — Medical coverage with no‑cost telehealth, health‑advocacy support, and an Employee Assistance Program are highlighted, alongside recent enhancements to company‑paid life/AD&D and disability coverage with employee medical deductions held flat in 2023. Wellness programming with workshops, coaching, and rewards further reinforces the health offering.
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Retirement Support — A 401(k) with company match and very high participation (95%+) is emphasized, supported by ongoing financial‑wellness and retirement‑readiness workshops. This combination points to solid retirement support even as exact match details are typically shared in offer materials.
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Leave & Time Off Breadth — Generous PTO, paid holidays (including Juneteenth), and paid volunteer time are called out, with additional programs like a Community Service Day and a Day of Learning. External profiles also cite parental leave and sick days, indicating breadth beyond basic vacation and holiday policies.
Customers Bank Insights
What We Do
What we believe in: At Customers Bank, we are dedicated to providing exceptional value, service and convenience as part of an overall effortless banking experience. Our high-tech, high-touch approach to banking allows us to deliver a superior selection of products and services. Who we serve: We’re a community-based, full-service bank that offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers nationwide with locations in Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas. Our way of banking: Our approach to banking is built on three core pillars – commitment to human connections, dedication to innovation and the latest technology, as well as our responsibility to ground innovation in our deep experience and reliable financial foundation. We’re focused on our customers, employees, and investors every day — connecting them to real opportunities, helping them grow, and doing it all with speed and agility so they can get further, faster. More information: To learn more, visit us at http://customersbank.com. Customers Bank, a subsidiary of Customers Bancorp, Inc., is an equal opportunity lender and a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Member FDIC - Equal Housing Lender. Privacy Policy: We discourage Customers Bank customers from sharing personal identification data such as account numbers, social security numbers, or phone numbers on social media. Please send a direct message if you have questions regarding your account. To learn more, visit our website at https://www.customersbank.com/privacy-notice/.
