Relationship Manager II

About the Role

WSFS Bank is currently seeking a Corporate Trust Relationship Manager II in our Wealth Division. The Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts, onboarding new transactions, closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The Associate is expected to complete various account administration activities of moderate complexity and risk, and have strong knowledge of the products, processes, and procedures. The Associate will be expected to promote team culture and to work closely with other Relationship Managers, administrators, and support areas.

Responsibilities

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies.

Qualifications

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
• Strong knowledge of MS Office Suite is required. Knowledge of SWP platform is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products, and related bank and regulatory regulations.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

Pay

Salary Range: $77,390.00 - $127,139.75. 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. 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

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.