Senior Vice President
Let Customers Bank help you to help your clients.
We have high-yield savings and other products that make it easy for you to help clients manage their cash while you manage their equities, bonds, and insurance. We’ll keep cash management simple while you concentrate on fee-based services.
And, with your referral, we can offer your clients commercial financial services so their business grows, their wealth increases, and your portfolio expands.
Our digital-first products are available nationwide wherever permitted by law.
Most of our accounts can be opened online.
Let’s be partners
Clients can earn even more with Customers and MaxMyInterest ("Max”). Max is the leading cash management solution for independent financial advisors and their clients. Max helps clients earn dramatically higher yields on cash with increased FDIC insurance coverage and high transfer limits. All funds remain in clients’ own bank accounts, where the money remains FDIC-insured and same-day liquid. Max’s patented intelligent cash management technology monitors interest rates daily and proposes to your clients an optimal allocation of their balances to help them earn more, even as rates change.
Max is available at no cost to independent wealth management firms. Learn more.
SBA 7(a) loans offer lower down payments and longer repayment terms, advantages that can help your business. Best for commercial real estate purchase, new construction or renovations, business expansion or acquisition, franchise, start-up, working capital, equipment, and refinancing of existing debt.
Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE:CUBI) a bank holding company, is a full-service super-community bank with assets of approximately $18.8 billion at March 30, 2021. A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals and families. Services and products are available wherever permitted by law through digital-first apps, online portals, and a network of offices and branches.