Treasury Management Relationship Manager

Job Responsibilities

• Sells to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions.
• Serves as a referral source for other Bank products and services.
• Sets up meetings with customers/prospects to gather information about their deposit, financial, operational, and business needs to determine how the Bank can provide the most optimal Treasury Management structure.
• Performs appropriate analysis of the customer/prospect needs and prepares in-depth, competitive proposals/pro formas that demonstrate the Bank’s capability to meet their needs.
• Identifies opportunities to deliver treasury products/services and makes referrals to other Bank partners.
• Collaborates with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews.
• Makes periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs.
• Adheres to all Compliance Requirements, completes all compliance training prior to deadline, and reports any concerns to management.
• Will be required to travel, as needed to meet with customers/prospects.
• Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios.
• Reports any exceptions to policy and pricing to management for approval.

Minimum Qualifications

• Bachelor’s Degree in a business-related field is preferred.
• A minimum of 3 years of experience working in a financial services or banking environment is required.
• Must have prior sales experience with commercial and/or retail banking products.
• Knowledge of treasury management products and solutions are required.
• Certified Treasury Professional (CTP) accreditation is preferred; or willingness to take the necessary courses to obtain and maintain it.
• Must be self-motivated and able to work with minimal supervision.
• Must have excellent listening ability and effective sales presentation skills.
• Must have the ability to interact and establish good rapport with both internal and external customers.
• Must have superior customer service and sales skills.
• Must have the ability to travel within the bank's footprint.

Pay

Salary Range: $64,491.00 - $105,949.50
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.

Contact Information

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 careers@wsfsbank.com.

About the Role

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.