Business Banking Relationship Manager III- Philadelphia Main Line, PA
WSFS Bank
Bryn Mawr, PA
Job Description 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. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. 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. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial advice and a full-service business banking to include lending, deposit, and non-credit products to support the financial goals of business clients. The Business Banker is responsible for end-to-end relationship management, from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance, while actively collaborating with internal and external partners to enhance client value. This role is sales driven and requires a proven history of developing new businesses and managing relationships. Ideal candidates are experienced in community banking, networking, building relationships, and providing excellent customer service, and possess extensive experience with small businesses. Job Responsibilities:
$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.
- Actively identify and pursue new business opportunities through self-generated referrals and an established network of CPAs, attorneys, business brokers, and commercial real estate professionals.
- Conduct client and prospect meetings to assess their financial needs, challenges, and opportunities, tailoring banking solutions to meet their goals.
- Prospect new business relationships and cross sell Bank solutions and services.
- Perform comprehensive financial analysis, including review of financial statements, credit reports, and cash flow projections, to determine creditworthiness.
- Develop and recommend loan structures, repayment schedules, and collateral requirements in alignment with client needs and the bank's credit policies.
- Negotiate loan terms, ensuring a mutually beneficial agreement while adhering to regulatory and compliance guidelines.
- Manage an active loan portfolio, ensuring compliance with loan terms, polices, and regulatory requirements.
- Conduct regular portfolio reviews to identify risks, monitor payment trends, and address early warning signs of potential issues.
- Collaborate with credit and portfolio management teams to ensure timely renewal of loans and updates to client profiles.
- Serve as the primary relationship manager, deepening client relationships through consistent engagement and cross-selling of banking solutions, including cash management, personal banking, and wealth management solutions.
- Function as the "gatekeeper" for the bank, ensuring clients are aware of and benefit from the full range of banking solutions and services.
- Provide exceptional customer service, proactively addressing client concerns and identifying opportunities to enhance their banking experience.
- Partner with internal teams, including credit administration, operations, portfolio managers, and product specialists, to deliver comprehensive solutions for clients.
- Mentor and coach junior relationship managers, sharing expertise in financial analysis, sales strategies, and client relationship building.
- Assist in training and mentoring new and less experienced small business relationship managers on lending procedures, policies, and regulations, and recommends improvements to procedures and provides functional guidance as needed.
- Bachelor's degree in business or finance preferred, or equivalent experience demonstrated through a combination of the following: work and military experience, and education/training.
- Experienced Business Lender with 5+ years of new business development experience and direct sourcing and prospecting new clients.
- 5+ years of business lending experience in the financial industry along with a proven history of managing relationships, developing new business, sustaining consistent production, and ability to perform in multiple goal categories.
- Demonstrated proficiency in working with key internal resources.
- Must have experience with utilizing a CRM system to manage and monitor progress in sales pipeline toward converting prospects to customers.
- Must have strong knowledge of business lending, consumer lending, and deposit products.
- Must have credit experience, loan structuring, and financial statement analysis.
- Must have proficiency with analyzing applicant financial status, credit, and property evaluation to determine ability and capacity to repay and service debt.
- Basic Knowledge of all applicable Regulations that pertain to this position is required.
- Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.
- Ability to travel within the WSFS Bank footprint
$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.
Posted 2026-06-25
Recommended Jobs
Talent Development Specialist
Allegheny Millwork
Lawrence, PA
Job Description Job Description Talent Development Specialist Ignite employee growth. Deliver standout learning experiences. Champion a culture of continuous development. About the Role …
View Details
Posted 2026-06-12
Entry Level Roof Inspector
Best Choice Roofing
Pittsburgh, PA
Job Description Job Description Roof Inspector – Entry Level / No Experience Needed $85,000–$150,000+ per year | Paid Training Best Choice Roofing – Pittsburgh, PA This isn’t just ano…
View Details
Posted 2026-05-17
Inventory and Purchasing Manager
LHH US
Philadelphia, PA
Job Description Job Description Opportunity: Inventory & Procurement Leader Are you a strategic thinker who thrives at the intersection of inventory precision, supplier strategy, and operatio…
View Details
Posted 2026-06-25
CUSTOMER SERVICE REPRESENTATIVE / NPO EVENTS !
Equivalent Exchange LLC
Pittsburgh, PA
Job Description Job Description At Equivalent Exchange, we prioritize a positive and supportive work environment. We focus on personal and professional development to help you reach the person, c…
View Details
Posted 2026-03-20
Property Manager
University City Housing Company
Bensalem, PA
Why Work at UCH? University City Housing (UCH) is a trusted, Philadelphia-based property management company specializing in the renovation, maintenance, and long-term management of residential and …
View Details
Posted 2026-06-25
Microsoft Dynamics Sales Director
CEI
Pittsburgh, PA
Job Description Job Description CEI is seeking a MS Dynamics Sales & Partnerships Director to join our growing organization! Client/Industry : CEI – AI IT Solutions/Consulting and Profession…
View Details
Posted 2026-04-23
Theater Teacher | Kaleidoscope Plus After School Program
Settlement Music School
Philadelphia, PA
Founded in 1908 Settlement Music School, a non-profit organization, is one of the largest community schools of the arts in the United States serving children and adults of all ages at five branches in…
View Details
Posted 2026-05-25
Dishwasher
Waltz
Philadelphia, PA
Perform dish washing and kitchen cleaning functions. Essential Job Functions Wash dishes, glassware, flatware, pots and pans. Operate dish washing and other kitchen cleaning equipment. Pl…
View Details
Posted 2026-06-27
Lumber Counter Sales Associate
Hobbs Do It Center
Edinboro, PA
Job Description Job Description Benefits: Locally owned and operated Career Advancement Opportunities Employee discounts Bonus based on performance Free uniforms Health insuranc…
View Details
Posted 2026-06-26
Team Member
Caring Transitions
Washington Crossing, PA
Location: Newtown and surrounding areas Job Type: Part-Time About Us Caring Transitions helps seniors and families with downsizing, relocation, online estate sales, and home cleanouts. Our m…
View Details
Posted 2026-06-12