Senior Client Associate

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.

Salary range:  An annual salary range of $60,000-$80,000 is what we expect to pay for this position, based on overall skills and experience.

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 & Need:

Opportunity to become a contributing member of a high performing team focused on the onboarding and servicing of borrowing and non-borrowing mid-market businesses, their owners and high net worth individuals residing within the tri-state area.  Additionally, support and provide depository and treasury management services to entities operating within the confines of bankruptcy nationwide.  Provides ongoing relationship servicing to highly value clients (“HVCs”) to build and sustain goodwill and gain incremental business for the Bank.

• Assist Relationship Managers & Group Director in managing, servicing and on-boarding highly valued clients (“HVCs”) and prospects.

• Serve as the primary point of contact for clients and prospects, addressing inquiries, resolving issues, and providing guidance on banking products and services.  Oversees all aspects of account management, including new account opening, follow-up, communications, and maintenance.

• During the onboarding process, ensure compliance with all bank and regulatory requirements in addition to the completion of required account & cash management documentation.

• Manage client accounts, including ensuring timely processing of transactions, requests, and resolving any discrepancies.  Facilitate accurate and timely troubleshooting and resolution of client issues related to account activities.  Analyzes problems; answers client inquires; researches and responds; accordingly, may coordinate with other departments as needed.

• Work closely with internal teams, including Relationship Managers, Operations, Cash Management and Compliance, to ensure efficient and seamless client on boarding and servicing.

• Ensure that all KYC (Know Your Customer) and AML (Anti-Money Laundering) & BSA (Bank Secrecy Act) procedures are adhered to in compliance with Bank policies and procedures.  Assist in the team’s response to internal Audit and Compliance requests &/or inquiries.

• Participate in projects and/or initiatives, as assigned, with the intent of continual improvement in processes, client experience, efficiency, and individual development and competency.

• Daily review and action on operating reports including overdraft, large deposit, new account review and deposit return items.

• Systems to be used regularly include but are not limited to IBS, Q2, Salesforce, etc.

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications

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.