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 $135,000 - $155,000 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.
About the Vertical. Customers Bank operates cubiX, one of the only 24/7/365 instant payment platforms at a federally regulated U.S. bank — serving institutional digital asset clients including major exchanges, stablecoin issuers, OTC desks, and trading firms. The Relationship Manager is the primary point of contact for these clients, ensuring they get the most from the bank's infrastructure, products, and service model.
The Role
The Relationship Manager is the face of Customers Bank to our institutional digital asset clients. Where the Business Development Officer opens doors, the RM owns what happens next — onboarding, deepening, and retaining a portfolio of high-value accounts through expert knowledge of the cubiX platform, an understanding of clients' operational needs, and a proactive, high-touch service model. This role is critical to deposit retention, client satisfaction, and the long-term growth of the digital asset vertical.
What You'll Do
- Serve as the primary point of contact for an assigned portfolio of institutional digital asset clients — exchanges, stablecoin issuers, custodians, trading desks, and crypto funds.
- Own the client lifecycle post-onboarding: account management, relationship deepening, issue resolution, and renewal/retention.
- Guide clients through cubiX platform onboarding, API integrations, and connection requests with counterparties (exchanges, OTC desks, payment networks).
- Proactively monitor client activity, flagging changes in behavior, deposit flows, or operational needs to internal stakeholders and compliance teams.
- Conduct regular business reviews with clients to understand evolving needs, introduce new products or payment rails, and identify cross-sell opportunities.
- Act as an internal advocate for your clients — coordinating with Treasury, Operations, BSA/AML, Legal, and the cubiX product team to resolve issues and deliver solutions.
- Support Business Development Officers in transitioning newly signed clients through onboarding and into steady-state management.
- Maintain accurate and up-to-date CRM records, pipeline notes, and relationship documentation.
- Contribute to the development of client-facing materials, FAQs, and product guides for the digital asset vertical.
- Uphold the bank's compliance standards in all client interactions, including flagging unusual activity and supporting periodic KYC/KYB reviews.
What You Bring
- 3–6 years in relationship management, client success, or account management within banking, fintech, or digital assets.
- Solid understanding of the digital asset landscape — how exchanges, custodians, OTC desks, and stablecoin issuers operate.
- Experience managing institutional or commercial banking clients with complex operational needs.
- Familiarity with U.S. banking compliance requirements relevant to digital assets: BSA/AML, KYC/KYB, OFAC.
- Strong communication skills — equally comfortable presenting to a compliance officer and a crypto-native CFO.
- Organized and process-oriented, with the ability to manage a large client portfolio without dropping details.
- Proactive, service-first mindset with a track record of high client satisfaction and retention.
Nice to Have
- Prior experience at a digital-asset-friendly bank (Silvergate, Signature, or similar) or a crypto-native firm.
- Hands-on familiarity with instant payment rails — RTP, FedNow, or real-time gross settlement systems.
- Understanding of stablecoin mechanics, blockchain-based settlement, or tokenized payment networks.
- Experience using CRM platforms (Salesforce or similar) to manage complex relationship portfolios.
- Exposure to Treasury or cash management products for institutional clients.
Why Customers Bank
- One of the only regulated U.S. banks with a mature digital asset banking franchise — $4B+ in digital asset deposits and a cubiX network processing $500B+ quarterly.
- The RM role carries genuine influence: our single-point-of-contact model means you are the bank to your clients, not just a support function.
- High-growth environment: total assets of $25.9B, deposits up 14% YoY, and a Net Promoter Score of 81 — well above the banking industry average.
- Significant investment in AI and technology infrastructure, with partnerships with OpenAI, Anthropic, and Microsoft — you'll work alongside cutting-edge internal tools.
- A compliance-forward culture built to last: the bank has invested heavily in BSA/AML infrastructure, creating a stable, long-term franchise in a space where many competitors have exited.
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
- 3-6 years of experience in relationship management, client success, or account management within banking, fintech, or digital assets
- Understanding of the digital asset landscape, including exchanges, custodians, OTC desks, and stablecoin issuers
- Experience managing institutional or commercial banking clients with complex operational needs
- Familiarity with U.S. banking compliance requirements relevant to digital assets, including BSA/AML, KYC/KYB, and OFAC
- Strong communication skills with compliance officers and crypto-native CFOs
- Organized, process-oriented ability to manage a large client portfolio
- Proactive, service-first mindset with a record of client satisfaction and retention
- Prior experience at a digital-asset-friendly bank or crypto-native firm
- Hands-on familiarity with instant payment rails such as RTP, FedNow, or real-time gross settlement systems
- Understanding of stablecoin mechanics, blockchain-based settlement, or tokenized payment networks
- Experience using CRM platforms such as Salesforce
- Exposure to Treasury or cash management products for institutional clients
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.
-
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.
-
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.
-
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/.
