-
Relationship Manager
2 weeks ago
Cubesmart Malvern, Pennsylvania, United States PermanentOverview: · This is a hybrid role based in Malvern, PA. · CubeSmart is currently seeking a Relationship Manager to join the Third Party Management team at our corporate office in Malvern, PA. The Relationship Manager serves as the primary contact and first line of support for thi ...
-
Relationship Account Manager
16 hours ago
AscellaHealth Berwyn, United StatesJob Description · Job DescriptionWhat we are looking for · AscellaHealth, a leading global specialty pharmacy and healthcare services organization, is seeking a Relationship Account Manager to cultivate and maintain strong client relationships. The key responsibilities of this ro ...
-
Client Relationship Manager
2 days ago
GHD King of Prussia, United StatesThere's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that. · Join us as we strive to ensure a sustainable future for our communities and the world we live in. · Become part of our global network of sk ...
-
Senior Private Banking Relationship Manager
1 week ago
WSFS Bank Berwyn, PA, United StatesJob 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 sal ...
-
Relationship Account Manager
4 weeks ago
AscellaHealth LLC Berwyn, United StatesWhat we are looking for · AscellaHealth, a leading global specialty pharmacy and healthcare services organization, is seeking a Relationship Account Manager to cultivate and maintain strong client relationships. The key responsibilities of this role are to develop and nurture re ...
-
Career Blazers Nonprofit Search Malvern, United StatesSenior Philanthropic Relationship Manager · Malvern, PA · Hybrid · Position Overview · This role is a wonderful opportunity to be a part of a mission-based team in an organization dedicated to increasing philanthropic giving through donor advised funds. As the Senior Philanthr ...
-
Digital Client Relationship Manager
11 minutes ago
Customers Bank Malvern, United StatesAt Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and executi ...
-
Sr Relationship Manager Middle Market PA
3 weeks ago
TD Bank, N.A. King of Prussia, United States Full timeDescription · : The Sr. Relationship Manager, Middle Market is an external sales role that focuses on growing a Commercial portfolio through building new customer relationships. This job meets or exceeds annual sales, revenue, volume & new customer objectives. The Sr. Relationsh ...
-
Agricultural Relationship Manager
2 days ago
State Bank Financial Sparta, United StatesJob Description · Job DescriptionAre you interested in growing your career with a local financial institution committed to the agriculture and agribusiness sector? State Bank Financial is seeking an Agricultural Banker who is serious about growing a portfolio of ag business as we ...
-
Pop-Up Talent Audubon, United StatesCustomer Success, Customer Relationship Manager · Audubon, PA · A leading SaaS organization is in search of a Customer Relationship Manager to join our expanding team. As a Customer Relationship Manager, you will serve as the main relationship owner for assigned clients and work ...
-
Agricultural Relationship Manager
2 weeks ago
State Bank Financial Sparta, United StatesAre you interested in growing your career with a local financial institution committed to the agriculture and agribusiness sector? State Bank Financial is seeking an Agricultural Banker who is serious about growing a portfolio of ag business as well as growing their career. · Po ...
-
Client Relationship Manager
1 week ago
GemHarvest Executive Recruiting Cherry Hill, United StatesClient Relationship Manager · Boutique RIA · Cherry Hill, NJ · Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Client Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship ...
-
Community Relationship Manager
2 weeks ago
Oak Street Health Wilmington, United StatesDescription · Company: Oak Street Health · Title : Community Relationship Manager · Location: Varies · The minimum and maximum base wage for this position is $71,160. This base pay does not include additional forms of compensation including bonuses, overtime, etc. · Role ...
-
Relationship Manager IV
4 days ago
M&T Bank Wilmington, United States Full timeOverview: · As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity including the collection of paymen ...
-
CRE Relationship Manager II
3 weeks ago
Provident Bank Plymouth Meeting, United StatesPOSITION SUMMARY · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan ...
-
Business Banking Relationship Manager
2 weeks ago
Firstrust Bank Conshohocken, United StatesObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that a ...
-
Business Banking Relationship Manager
1 week ago
Firstrust Bank Conshohocken, Pennsylvania, United States PermanentObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that as ...
-
Small Business Relationship Manager
2 weeks ago
WSFS Bank Ardmore, United StatesJob 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 sal ...
-
Small Business Relationship Manager
3 weeks ago
WSFS Financial Bryn Mawr, United StatesJob 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 sal ...
-
Pop-Up Talent Norristown, United StatesCustomer Success, Customer Relationship ManagerAudubon, PAA leading SaaS organization is in search of a · Customer Relationship Manager · to join our expanding team. As a · Customer Relationship Manager , you will serve as the main relationship owner for assigned clients and w ...
Senior Private Banking Relationship Manager - Berwyn, United States - WSFS Bank
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
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.
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 Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit and wealth management services.
The Relationship Manager will attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis and deposit products.
Job Responsibilities:
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.
Minimum Qualifications:
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.
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
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 pplicable legally protected characteristics.