GCM Relationship Manager

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 Relationship Manager will be responsible for administering a book of existing accounts and onboarding new accounts functions while ensuring compliance with all Bank and Corporate Trust policies and incumbent will work closely with other Relationship Managers administrators support areas and external clients.

Job Responsibilities:

• Daily administration of a book of accounts ranging from straight forward to complex.
• Coordinates and oversees relationship management of corporate clients and the day-to-day administration of accounts. To include all administrative and operational management of activities for Global Capital Markets.
• Will be a subject matter expert for a variety of processes products and services
• Review and approval of assignments and DWACs.
• Daily reconciliation of accounts.
• Follow all Bank and Department policies and procedures.
• Timely responses to internal and external inquiries.
• Maintain client relationships.
• Onboarding of new transactions.
• Working knowledge of accounts and governing documents.
• Liaison with operations compliance DTC management and vendors.

Minimum Requirements:

• Bachelors degree required; preferably in Business.
• Minimum 5 years of experience in Institutional Trust Services Global Capital Markets
• Prior banking experience is required.
• Must have advanced Microsoft Excel and Access skills.
• Must have a general knowledge of regulatory rules that apply to communication with customers.
• Must have strong analytical skills with the ability to organize workflow and high attention to detail.
• Must have the ability to work independently with a minimum of supervision and exercise sound judgment.
• Must have the ability to write reports memorandums business correspondence and draft procedure manuals.
• Must have the ability to effectively present information and respond to questions from managers investors DTCC auditors and others clearly and concisely.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package which includes medical dental and vision coverage; a 401(k) plan; life accident and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave military leave vacation and other paid time off sick leave in accordance with applicable state laws and paid holidays. Benefit offerings are subject to eligibility requirements legal limitations and may vary based on an Associates location and employment status. For more information about Associate benefits please visit 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.