GCM Relationship Manager

WSFS Bank; Bellevue (WA); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Wellness programs

Paid parental leave

Vacation

Job summary

WSFS Bank in Bellevue, WA is hiring for a senior role overseeing institutional trust services and Global Capital Markets. You will manage complex account administration, coordinate corporate client relationships, and ensure accurate processing of DWACs and reconciliations.

The position requires a Bachelor’s degree in a business field, 5+ years in Institutional Trust Services/Global Capital Markets, and strong Excel/Access skills. Eligible for WSFS Bank benefits and competitive base pay.

Qualifications

• Bachelor’s degree in a business-related field is required.
• Minimum 5 years of experience in Institutional Trust Services Global Capital Markets.
• Prior banking experience is required and advanced Excel/Access skills.

Responsibilities

• Daily administration of a book of accounts ranging from straightforward to complex.
• Coordinate relationship management of corporate clients and daily account administration.
• Oversee administrative and operational activities for Global Capital Markets.
• Review and approve assignments and DWACs; reconcile accounts daily.
• Maintain client relationships and respond to inquiries promptly.

Skills

Advanced Excel

Analytical skills

Independent work

Education

Bachelor’s degree (business related)

Tools

Microsoft Access

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 Service® is more than part of our name, it’s our mission and our purpose.

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

• Bachelor’s degree required; preferably in a business related field.
• Must possess prior experience in project finance.
• Experience in loan and bond administration is required.
• A minimum of 5 years of experience in Institutional Trust Services Global Capital Markets is required.
• Prior banking experience is required.
• 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 will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$92,869.00 - $152,569.00

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.

Benefits

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• 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 https://www.wsfsbank.com/about/careers/

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 [e-mail].

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.