ORS Partners Training

  • Small Business Lender

    Job Locations US-PA-Philadelphia
    Posted Date 3 months ago(2/1/2018 5:09 PM)
    Job ID
    # of Openings
  • Overview

    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.

    Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an immediate opening for a Small Business Lender in our Commercial Lending group. As the Small Business Lender, you will serve the banking needs of small businesses to pro-actively operate at the heart of the local business community and build new client relationships. The Small Business Lender’s goals include building a book of business of $2 million in deposits and a loan goal of $10 million annually. The client base will consist of owner occupied real estate, investment real estate, non-profits, and C&I loans.

    We are looking for a team player who has excellent customer service skills and thrives in a fast-paced environment.


    • Sales and outreach effort strategies; which include utilizing internal and external referrals, COI’s, cold calling, and create other tactics that will attract business.
    • Drive relationship management by identifying cross-selling opportunities and introduce our Product partners to help provide a full banking proposition.
    • Utilize the Single Point of Contact (SPOC) process where you will lead joint calling and prospecting with Product partners.
    • Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals.
    • Build individual market profile as well as the profile of Customers Bank in the local community.
    • Effectively utilize the resources/tools available to manage call/relationship management.
    • Create a target number of in-person calls to prospects, customers, COIs, and internal partners weekly and monthly.
    • Sell solutions including opening deposit accounts, where you will complete the entire loan origination process and service the ongoing needs of customers.
    • Manage and develop a portfolio of customers, with the goal of deepening existing relationships.
    • Maintain weekly and all required pipeline reports.
    • Input of credit applications and packages into Salesforce and the SBLG system.


    • 5+ years of experience of loan production within Small Business Lending at a bank or financial institution required
    • Bachelor’s degree preferred.
    • Use and understanding of Salesforce and other bank technology tools that ensure the lender and the bank’s success.
    • General knowledge of business credit underwriting and familiarity with regulatory requirements for lending required.
    • Excellent verbal and written communication skills.
    • Strong business development skills.
    • Ability to thrive in an ever-changing high tech and mobile environment.
    • Exceptional interpersonal skills with high emotional intelligence.
    • Desire to constantly learn and develop skills.

    Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

    VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.


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