Commercial Real Estate Relationship Manager for Growth

WSFS Bank; Berwyn (PA); On-site; USD 111,000 - 183,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life and disability insurance

Wellness programs

Job summary

WSFS Bank in Berwyn, PA is seeking a Commercial Real Estate Relationship Manager to oversee CRE banking relationships for companies with significant sales and credit activity. You will retain, expand, and develop client portfolios, and may involve the sale and servicing of credit and non-credit products.

The role serves as the gatekeeper for bank products, interviewing clients to assess needs and risk according to credit policy.

Qualifications

• Bachelor’s degree in business, accounting, finance, or related field; or equivalent work experience is required.
• A minimum 5 years of relationship management experience is required. Experience in Commercial Banking is preferred.
• Must possess demonstrated experience in business development, prospecting, and managing commercial client relationships and portfolios, with an established network of centers of influence.
• Must be well versed in delivering credit solutions to solve for client’s objectives regarding growth, timing differences and ownership transition.
• Must have the ability to thoroughly interpret financial data and use sound business judgement with knowledge of commercial loan structuring and risk assessments.
• Must have excellent written and verbal communication skills with the ability to present important and complex information in a concise and understandable style.
• Ability to collaborate effectively with credit, operations, treasury management, wealth management and other internal partners.

Responsibilities

• Develop new relationships with prospective clients and retain existing business while promoting additional bank services.
• Identify opportunities to deliver non-credit products, including Cash Management, Capital Markets, and Wealth products and services.
• Partner with credit associates in the development and analysis of financial background data for new or renewed loans.
• Monitor loan portfolio to ensure complete conformity with terms and covenants, assess risk, and update loan systems and customer credit files.
• Frequently interact with Relationship Managers, Portfolio Managers, Portfolio Administrators, Credit Officers, and senior committees.

Skills

Business development

Prospecting

Relationship management

Education

Bachelor’s degree in business, accounting, finance, or related field

Job description

WSFS Bank in Berwyn, PA is seeking a Commercial Real Estate Relationship Manager to oversee CRE banking relationships for companies with significant sales and credit activity. You will retain, expand, and develop client portfolios, and may involve the sale and servicing of credit and non-credit products.

The role serves as the gatekeeper for bank products, interviewing clients to assess needs and risk according to credit policy.