Analyst, Business Management & Operational Effectiveness in New York, New York at Customers Bank

New York, NY | New York, NY | New York, NY
Full time | Full time | Full time
REQ-2026-905

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 $85k - $95k 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 motivated Analyst to support the Business Management & Operational Effectiveness team at the intersection of business management, financial analysis, and operational risk. This role provides a strong foundation for early-career professionals to develop financial modeling skills, learn cost management, and build a working knowledge of operational risk in a banking environment.

The successful candidate will work alongside senior team members and partner with business units (revenue-generating and revenue-enabling) to support financial transparency, contribute to analysis of operating performance and portfolio trends (including loan losses), and help track accountability across stakeholders.

Key Responsibilities

Operational Excellence & Risk Management

• Help identify operational inefficiencies, process breakdowns, and control gaps; assist in developing and implementing remediation plans with measurable outcomes.
• Support the team in maintaining accountability frameworks across stakeholders for financial, risk, and operational performance.
• Assist key stakeholders in strengthening first-line operational practices, including issue identification, escalation, and root-cause analysis.
• Review governance structures and document business practices to support alignment with risk appetite and regulatory expectations.
• Help identify automation opportunities to streamline processes and improve efficiencies.

Financial Strategy, Modeling & Performance Management

• Support Business Unit financial planning and performance analysis, contributing to materials that inform capital allocation, budgeting, and investment decisions, and preparing executive reporting that supports accountability and growth.
• Prepare analysis of revenue, expense, margin, and loan loss drivers for review by senior leadership and Risk Committees.
• Contribute to forecasting models that incorporate economic trends, portfolio performance, and operational cost drivers.
• Help identify cost-saving opportunities and efficiency improvements while preserving growth capacity.

Business Management & Financial Support

• Support the review of strategic investments, helping identify cross-functional synergies and duplication across initiatives.
• Contribute to cost optimization and operational efficiency initiatives led by senior leadership.
• Help prepare materials for senior management, Committees, and Board-level audiences.
• Apply attention to detail and analytical rigor to support sound financial and operational risk management.
• Assist the Credit division in maintaining current reporting responsibilities, working directly with the Chief Credit Officer.

What Do You Need?

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; 0–2 years of experience (including internships) in financial services, business management, or a related analytical role.
• Foundational understanding of P&L, budgeting, and forecasting concepts; coursework, internship, or project experience in financial analysis is a plus.
• Strong financial modeling fundamentals in Excel, with the ability to translate data into clear, useful insights.
• Interest in learning how loan loss performance, portfolio trends, and risk-adjusted returns are analyzed and communicated to senior stakeholders.
• Curiosity and analytical mindset to spot operational inefficiencies and support cross-functional follow-through.
• Experience with using AI tools such as ChatGPT, Co-Pilot, and Claude.
• Strong written and verbal communication skills, with comfort asking thoughtful questions and engaging with senior team members.
• Interest in working in a fast-paced, highly regulated banking environment.
• High integrity, strong judgment, and a bias toward ownership and execution.

Technology Skills:

• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Ability to quickly learn and effectively use Customers Bank systems and 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.

Founded in 2009, Customers Bank is a super-community bank with $20.3 billion in assets at June 30, 2022. We believe in dedicated personal service for the businesses, professionals, individuals and families we work with. We offer banking and loan services across Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas.

Customers Bank is a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bank is an equal opportunity lender. Customers Bank takes pride in delivering extremely high levels of customer service while charging comparatively very low fees; service that makes our clients say, “Wow.”

Customers Bank, with its headquarters located in Malvern, Pennsylvania, is a subsidiary of Customers Bancorp, Inc., a bank holding company. The voting common shares of Customers Bancorp, Inc. are listed on the New York Stock Exchange under the symbol CUBI.

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