Treasury Relationship Manager
Treasury 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 Treasury Relationship Manager provides Treasury Management sales support to Commercial Retail and all other areas of the Bank. In addition the incumbent will manage commercial municipal and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships managed by the Treasury Management Relationship Manager (TMRM).
Job Responsibilities:
- Sells to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions. Serves as a referral source for other Bank products and services.
- Meets with customers/prospects to develop information as to their deposit financial operational and business needs to determine how the Bank can provide the most optimal Treasury Management structure
- Performs appropriate analysis of the customer/prospect needs and prepares in-depth competitive proposals/pro formas that demonstrate the Banks capability to meet their needs.
- Identify opportunities to deliver treasury products/services and make referrals to other Bank partners.
- Collaborate with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews.
- Monitor existing customer portfolios by completing periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs.
- Adhere to all Compliance Requirements complete all compliance training prior to deadline and report any concerns to management.
- Will be required to travel as needed to meet with customers/prospects.
- Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios.
- Report any exceptions to policy and pricing to management for approval.
Minimum Qualifications:
- Bachelors Degree in a business-related field is preferred.
- Prior experience working in a banking environment is required.
- Commercial and/or retail banking product knowledge is required.
- Prior treasury management experience is highly preferred.
- CTP/CCM accreditation preferred or willing to take the necessary courses to obtain and maintain it.
- Must be self-motivated and able to work with minimal supervision.
- Must have excellent listening ability and effective sales presentation skills.
- Must have the ability to interact and establish good rapport with both internal and external customers.
- Must have superior customer service and sales skills.
- Must have the ability to travel within the banks footprint.
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
