Senior Relationship Manager
Senior Relationship Manager
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1 Vacancy
Job Description
Job Description
At WSFS Bank we empower our Associates to grow their careers guide our customers to secure their financial futures and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture competitive salaries advancement opportunities and more. We are the regions locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates who make a difference every day for the people businesses and Communities we serve. We Stand For Service is more than part of our name its our mission and our purpose
The Senior Relationship Manager (RM) is responsible for managing a portfolio of Middle Market clients e.g. companies with annual sales typically between $20250MM and total exposures of $1080MM. The incumbent will retain and expand existing Middle Market relationships as well as sourcing new commercial relationships via systematic networking with prospects and referral sources (i.e. existing client CPAs attorneys PE firms investment banks).
Job Responsibilities:
- Identify opportunities to deliver noncredit products including Cash Management Capital Markets (Interest Rate Derivatives FX and Trade Finance) and Wealth products and services.
- Partner with credit associates such as Portfolio Managers and Credit Officers in the development and analysis of financial background data for new or renewed loans.
- In collaboration with a dedicated Portfolio Manager the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants monitor and identify developing trends or early warning signs of problem credits perform timely risk assessment based upon this information update loan systems and customer credit files with assessments and perform annual reviews.
- Frequently interact with RMs PMs Portfolio Administrators (PAs) Credit Administrator(s) Credit Officers Senior Loan Committee and Executive & Risk Committee as well as fellow Commercial Division associates.
Minimum Qualifications:
- Bachelors Degree in Accounting Finance or related discipline.
- Advanced/graduate degree preferred.
- Minimum 6 years of Middle Market experience.
- Must have excellent written and oral communication skills.
- Must have excellent listening ability and presentation skills.
- Must have the ability to work with companies who have alternative tranches of capital (e.g. mezzanine financing).
- Must be well versed in delivering credit solutions to solve for clients objectives regarding growth timing differences and ownership transition.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation including technical assistance with the WSFS Bank Careers website or submission process please contact us via email at
WSFS 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.
Required Experience:
Manager
Employment Type
Full-Time
