GCM Relationship Manager III

Job Responsibilities

• Perform the collection of payments, investor waterfall distributions, hypothetical trade testing, monthly and quarterly reconciliations, and various reporting requirements.
• Daily administration of a book of complex 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.
• Liaise with operations, compliance, managers, investors, underwriters, auditors, CLO managers, management, and vendors.

Minimum Qualifications

• A High School Diploma or equivalent; Bachelor’s Degree preferred.
• At least 2 years of commercial lending, banking, and/or customer service experience.
• Previous administrative experience as well as experience using Microsoft Office.
• Limited knowledge of different areas of banking that provide in-depth experience in Bank products, services, and the marketplace.
• Experience with banking systems and loan documentation.
• Basic knowledge of accounting.
• Strong verbal and written communication skills, as well as strong listening skills.
• Superior customer service skills.
• Fast-paced sales environment experience supporting a seasoned commercial loan sales force with a proven record of accomplishment is preferred.

Pay

$92,869.00 - $152,569.00 Individual 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.

Benefits

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 https://www.wsfsbank.com/about/careers/.

About the Role

The GCM Relationship Manager will be responsible for onboarding new client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational, and risk management activities for GCM transactions. This incumbent is expected to become a subject matter expert for a variety of various products and services.

Qualifications

High School Diploma or equivalent; Bachelor’s Degree preferred.

Requirements

Must have at least 2 years of commercial lending, banking, and/or customer service experience.

Skills

Must have previous administrative experience as well as experience using Microsoft Office.

Benefits

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 https://www.wsfsbank.com/about/careers/.