SBA Lending 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.

Were proud to offer a well-established nationally recognized SBA program. Our experienced SBA team manages the full lending lifecyclefrom origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender reflecting our long-standing commitment to helping small businesses grow and thrive.

As an SBA Relationship Manager you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies product knowledge and financial analysis you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers business brokers professional associations accountants lawyers and more. Additionally you will take charge of the success and growth of your assigned sales territory.

As the face of WSFS Bank for our existing SBA portfolio customers you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients work with a dynamic team and leverage internal partnerships.

Job Responsibilities:

• Responsible for the sales life cycle including lead generation and sourcing loan policies and structure product knowledge and financial analysis.
• Call on and develop a referral network with commercial real estate brokers business brokers business/professional associations accountants lawyers etc. to solicit SBA loan opportunities.
• Responsible for structuring SBA loan proposals and preparing credit packages.
• Responsible for the success and growth of the assigned sales territory.

Minimum Qualifications:

• Bachelors degree preferably in a business-related field or equivalent experience.
• 5 years of financial services industry experience.
• 5 years of experience in Small Business Administration (SBA) lending including 7(a) and 504 loans.
• 5 years of experience selling business related financial services products.
• Knowledge of commercial and consumer loan and deposit products.
• Superior customer service sales and business development skills.
• Ability to travel to WSFS Banks various locations throughout our footprint.
• Excellent oral and written communication skills as well as excellent listening ability and presentation skills.
• Self-motivated and able to work with minimal supervision.
• Intermediate skill level using Microsoft Office.
• Knowledge and understanding of underwriting and evaluation commercial credit is preferred.

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.