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 region's 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, it’s 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 procedures. The 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 DWAC’s.
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:
Bachelor’s 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:
$92,869.00 - $152,569.00Individual base pay may vary on additional factors such as the candidate’s 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 Associate’s location and employment status. For more information about Associate benefits, please visit
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.
WSFS Bank is the region's locally headquartered bank and wealth management company serving people, businesses, and communities. The company empowers its associates to grow their careers while guiding customers to secure their financial futures and actively supporting their communities. WSFS Bank offers institutional trust services, global capital markets solutions, and wealth management products. The organization is recognized as a Top Workplace by its associates and operates under the mission 'We Stand For Service®,' which reflects its commitment to service excellence.
