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Relationship Manager II - R-101262-2554

at WSFS Bank in Wilmington, Delaware, United States

Job Description

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 ServiceĀ® is more than part of our name, it's our mission and our purpose.

The Relationship Manager II will be responsible for administering a book of existing accounts and onboarding new accounts functions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent will work closely with other Relationship Managers, administrators, support areas, and external clients.

Job Responsibilities:
  • Daily administration of a book of accounts ranging from straight forward to complex.
  • Coordinates and oversees relationship management of corporate clients and the day to day administration of accounts. To include all administrative and operational management of activities for Global Capital Markets.
  • Will be a subject matter expert for a variety of processes, products and services
  • Review and approval of assignments and DWAC's.
  • Daily reconciliation of 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.
  • Liaison with operations, compliance, DTC, management and vendors.

Minimum Requirements:
  • Must have a Bachelors degree - preferably in business.
  • Must have 3 to 7 years of experience.
  • Prior Bank experience is preferred.
  • Must have advanced Microsoft Excel and Access skills.
  • Must have a general knowledge of regulatory rules that apply to communication with customers.
  • Must have strong analytical skills with the ability to organize workflow and high attention to detail.
  • Must have the ability to work independently with a minimum of supervision and exercise sound judgment.
  • Must have the ability to write reports, memorandums, business correspondence and draft procedure manuals.
  • Must have the ability to effectively present information and respond to questions from managers, investors, DTCC, auditors, and others clearly and concisely.

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 careers@wsfsbank.com.

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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Job Posting: 1244352

Posted On: Mar 21, 2024

Updated On: Mar 22, 2024

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