GCM Relationship Manager

About the role

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. The Relationship Manager will administer a book of existing accounts and onboard new accounts 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.

Responsibilities

• Daily administration of a book of accounts ranging from straightforward to complex.
• Coordinates and oversees relationship management of corporate clients and the day-to-day administration of accounts, including all administrative and operational management of activities for Global Capital Markets.
• Act as 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.
• Provide timely responses to internal and external inquiries.
• Maintain client relationships.
• Onboarding of new transactions.
• Demonstrate working knowledge of accounts and governing documents.
• Serve as a liaison with operations, compliance, DTC, management, and vendors.

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.
• Advanced Microsoft Excel and Access skills.
• General knowledge of regulatory rules that apply to communication with customers.
• Strong analytical skills with the ability to organize workflow and high attention to detail.
• Ability to work independently with minimal supervision and exercise sound judgment.
• Ability to write reports, memorandums, business correspondence, and draft procedure manuals.
• 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.

Pay

Salary Range: $92,869.00 - $152,569.00. Individual base pay may vary based 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.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Flexible spending accounts (FSAs) and health savings accounts (HSAs).
• Wellness programs.
• Paid parental leave and 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, visit WSFS Bank Careers.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, please contact us via email at careers@wsfsbank.com.