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. We encourage personal development plans to help team members reach their highest potential and achieve success 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.

Location & status: This is a full‑time, on‑site role based in our Portsmouth, NH office. Remote work is not available. Candidates must be legally authorized to work in the United States without sponsorship.

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.

Founded in 2015, Customers Commercial Finance, LLC (CCF) is the equipment finance and leasing subsidiary of Customers Bank. For the past decade, we have 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 and a state‑of‑the‑art CRM.

• Participate in a comprehensive six‑month training program that includes hands‑on experience, exposure to customers and vendor partners, and training in CRM systems and the full transaction lifecycle.
• 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/Super
  
  TRUMP, and ensuring complete packages for credit submission.
• Manage small client accounts under guidance of senior sales staff, acting 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, focusing on learning the business and building toward future sales support and origination responsibilities.

• 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.

• 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.

At Customers Bank, we are committed to the continual advancement of a culture that 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.