Senior Private Banking Relationship Manager
- Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage services.
- Call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits.
- Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
- Keep abreast of regulatory, economic, and financial market trends.
- Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.
- A Bachelor's Degree is required, preferably in a Finance related field. CFP, CTFA, MBA, JD or similar designation preferred.
- Must have a minimum of 10 years of lending, Private Banking, or wealth management experience.
- Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.
- Must be able to travel within the Bank's footprint to branch and wealth management locations and visit customers.
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem solving ability.
$111,440.00 - $183,082.25 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. 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 [email protected]. 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.
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