GCM Relationship Manager

WSFS Bank; Bellevue (WA); On-site; USD 92,869 - 152,569; Full time

Benefits offered by this job

Medical insurance

Dental & vision

401(k) plan

Life, accident & disability insurance

FSAs and HSAs

Wellness programs

Parental leave

Paid time off

Job summary

WSFS Bank is seeking a Relationship Manager to administer a book of existing accounts and onboard new relationships, ensuring compliance with Bank and Corporate Trust policies. The role collaborates with operations, compliance, DTCC, and clients to maintain robust client service and accurate documentation.

The ideal candidate has a Bachelor's degree with at least 5 years in Institutional Trust Services or Global Capital Markets, plus advanced Excel and Access skills and strong analytical

Qualifications

• Bachelor’s degree required; preferably in Business.
• Minimum 5 years of experience in Institutional Trust Services Global Capital Markets; prior banking experience is required.
• Advanced Microsoft Excel and Access skills.
• Strong analytical skills with the ability to organize workflow and high attention to detail.
• Ability to write reports, memorandums, business correspondence and draft procedure manuals.

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.

Skills

Advanced Excel

Microsoft Access

Analytical skills

Report writing

Presentation skills

Independent work

Regulatory knowledge

Education

Bachelor's degree in Business

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. The Relationship Manager 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:

• Bachelor’s degree required; preferably in Business.
• Minimum 5 years of experience in Institutional Trust Services Global Capital Markets 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:

• 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 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.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.