Sales 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: The position offers an annual salary ranging from $50,000 to $65,000 . New hires will complete a six-twelve-month training program, after which they may become eligible to receive an annual bonus incentive.

Candidates must be legally authorized to work in the United States now and in the future without the need for sponsorship. This is a full-time, on-site role based in our Portsmouth, NH office, and remote work is not available.

Who is Customers Bank?

Founded in 2009, Customers Bank (NYSE: CUBI) 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.

Who is Customers Commercial Finance?

Founded in 2015, Customers Commercial Finance, LLC (CCF) is the equipment finance and leasing subsidiary of Customers Bank. For the past decade, we've been a high-growth, technology-driven organization delivering competitive and customized equipment financing solutions to primarily small and mid-sized businesses. Our transactions range from $50K to $50MM, serving a wide variety of industries.

CCF combines the strength and low cost of funds of a bank with the agility and personal touch of a boutique financial services firm. Backed by advanced technology, a state-of-the-art CRM, and highly skilled credit, operations, and leadership teams, we are positioned for continued growth and innovation.

We specialize in key verticals such as specialty vehicles, construction, marine, crane and rigging, and franchise finance, among others. Our deep industry expertise, combined with top-tier resources, allows us to deliver meaningful value to our customers, vendors, and partners.

Joining CCF means being part of a forward-looking, entrepreneurial culture where you'll have the opportunity to make an impact, grow your career, and help us expand our position as a leader in equipment finance.

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:

• Participate in a comprehensive six-month training program that includes hands-on experience working directly with CCF team members and direct live exposure to customers and vendor partners. Training will cover CRM systems, the full transaction lifecycle-from prescreens and credit underwriting to documentation, pricing, payoffs, and lease accounting. After completing your first year of service or at the managers discretion, you will also be eligible to pursue the Certified Lease & Finance Professional (CLFP) designation, sponsored by CCF at its discretion.
  
• Provide sales and account support for specific CCF verticals .
  
• Deliver exceptional customer service to existing vendor partners and direct customers.
  
• Support the vendor onboarding process , including CRM updates, due diligence collection, and coordination with credit/ops.
  
• Assist with transaction processing : gathering invoices, preparing preliminary pricing in TValue/SuperTRUMP, and ensuring complete packages for credit submission.
  
• Manage small client accounts under the guidance of senior sales staff, act as a point of contact for servicing and sales support.
  
• Conduct market research, lead generation, and list-building to support origination campaigns.
  
• Monitor and update Salesforce pipeline ensuring deal stages, amounts, and close dates are accurate.
  
• Assist in preparing presentations and reporting (PowerPoint, Excel, Salesforce dashboards) for vendor and internal meetings.
  
• Coordinate with Sales, Credit, and Operations to drive efficiency in processing both application-only and full financial deals.
  
• Participate in trade shows, customer visits, and vendor calls in a support capacity; light travel may be expected.
  
• Perform other duties as assigned , with a focus on learning the business and building toward future sales support and origination responsibilities.
  

What Do You Need?

• Bachelor's degree preferred, or equivalent experience.
  
• 0-3 years of relevant work experience (finance, banking, leasing, or B2B sales support preferred).
  
• Strong communication skills (oral and written); comfortable interacting with customers and vendor partners.
  
• High level of organization and attention to detail ; ability to manage multiple tasks simultaneously.
  
• Self-motivated with a team-first mentality and desire to learn.
  
• Positive "can-do" attitude and professional presence.
  
• Basic credit/financial acumen preferred; willingness to learn cash flow and credit concepts.
  

Technology Skills:

• Proficient in Microsoft Office Suite
  
• Familiarity with CRM systems (Salesforce experience preferred).
  
• Interest in learning pricing tools
  

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.