Customers Bank

Role Description We are seeking a detail-oriented and dependable Banking Operations Specialist to support critical financial operations while providing external customer service support as needed. This role is responsible for wire processing, settlements, reconciliations, reporting, and data integrity across multiple systems. The ideal candidate thrives in a fast-paced environment, demonstrates strong accuracy and accountability, and is comfortable supporting evening operational processes when required. - Oversee loan-level exceptions and provide feedback or approval as appropriate. - Process manual wire requests and funds transfers using the bank wire systems and the warehouse lending collateral system (setup, approval, release). - Support the processing of pool settlement verification, FHLMC 996s, MERS reporting, and loan transactions in the collateral system (curtailments, paydowns, advances). - Perform closing agent setups, post-closing verifications, and research client requests. - Process incoming loan settlements including wire identification, purchase advice reconciliation, and batch file processing. - Assist in the end of day close out reconciliation/reporting process and daily GL balancing. - Assist with daily/monthly management reporting. - Maintain data integrity across multiple platforms including collateral system, bank core system, and operational databases. - Provide customer service support for online banking and collateral system access requests and password resets. - Assist in troubleshooting system issues and coordinate with internal teams as needed. - Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience. Qualifications - 2+ years of experience in financial operations, wire processing, or banking operations. - Familiarity with wire systems, settlement processes, and reconciliation. - Strong attention to detail and accuracy. - Ability to manage multiple priorities and meet deadlines. - Professional communication skills (verbal and written). - Strong sense of accountability, teamwork, and customer service. Requirements - Due to operational and end-of-day processing requirements, this role will work an approximate schedule of 11:00 PM – 7:00 PM Eastern Time. Company Description 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. - 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.

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 $145,000-$165,000 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: We are seeking a talented and experienced Business Intelligence Report Developer to join our Data and Analytics team at Customers Bank. As a BI Report Developer, you will be responsible for creating and managing a centralized and standardized Enterprise reporting environment to support a portfolio of cross-business line dashboards within PowerBI, working within a team and delivering to support the Analytics strategy of the bank. - Collaborate with business users to understand their requirements and provide optimized visualizations and reports for data driven analytics. - Architect data sets to ensure ease-of-use for self-serve reporting that performs to governed standards and is aligned with certified logic and glossary definitions. - Build and optimize enterprise-grade Power BI models, datasets, and dashboards. - Develop advanced DAX and high-performance data models for large-scale analytics. - Oversee Power BI governance: RLS, deployment pipelines, workspace design, and reusable components. - Enable self-service BI through training, documentation, and stakeholder support. - Partner with data engineering to ensure clean, accurate, high-quality analytical data. - Leverage Microsoft Fabric and Lakehouse/EDW architecture to modernize BI delivery. - Work closely with business leaders to translate requirements into actionable BI solutions. - Communicate insights clearly and influence decision-making across teams. - Drive continuous improvement in BI processes, performance, and reliability. - Guide the development, implementation, and maintenance of change control and testing processes. What Do You Need? - 6+ years’ experience BI development. - Expert-level skills in Power BI (DAX, modeling, optimization, governance). - Experience with Microsoft Fabric is highly preferred. - BI/Cloud certifications are a plus. - Existing technical knowledge of modern systems software, protocols, and standards, including SQL Server, Snowflake/Databricks/Fabric, Python Data Libraries (Pandas/Polars/DuckDB), and Power BI. - Deep understanding of relational and dimensional modeling, and modern data ecosystems. - MicroStrategy, Collaboration Space, and Hyper Intelligence experience (nice to have). - Working in an Agile environment and adhering to the focus on prioritized initiatives. - Proficient in SQL, Snowflake and/or Oracle coding. - Experience working with and understanding Banking / Financial services industry. - Excellent communication skills to understand requirements and collaborate on expected results. - Critical thinking and problem-solving skills to develop efficiently and scalable based on best practices and governed standards. - Strong work ethics with a sense of ownership and accountability. 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.

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 $70,000 0 $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 current or future sponsorship 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 out deep experience and strong financial foundation, we we’re a partner you can trust. What You’ll Do: 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. What Do You Need? Bachelor’s degree (BA, BS, BBA, or equivalent) from an accredited four-year college or university. 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. 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. Technology Skills Strong Excel skills, including reviewing and analyzing spreadsheets. Proficiency in Microsoft Word and PowerPoint. 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.