GCM Relationship Manager

WSFS Bank; Pennsylvania; On-site; USD 92,869 - 152,569; Full time

Job summary

WSFS Bank seeks a GCM Relationship Manager to onboard new client relationships and handle daily administration of Global Capital Markets accounts. You will oversee payments, distributions, reconciliations, and transfers while ensuring compliance and timely responses to inquiries.

Strong communication and banking experience are essential. The role involves coordinating with operations, compliance, investors, and external clients, becoming a subject‑matter expert on products and services, and

Qualifications

• High School Diploma or equivalent; Bachelor's Degree preferred.
• At least 2 years of commercial lending, banking, and/or customer service experience.
• Administrative experience and proficiency with Microsoft Office.
• Basic knowledge of banking products, services, and marketplace.
• Experience with banking systems and loan documentation.
• Basic accounting knowledge.
• Strong verbal and written communication and superior customer service skills.
• Fast-paced sales environment experience preferred.

Responsibilities

• Onboard new client relationships and manage daily administration of GCM accounts.
• Perform collections, distributions, reconciliations, and reporting.
• Prepare and review client/governing documents; liaise with internal teams and external clients.
• Ensure compliance with policies; respond to inquiries in a timely manner.
• Maintain client relationships and facilitate onboarding of new transactions.
• Collaborate with operations, compliance, investors, auditors, and vendors.

Skills

Commercial lending

Banking

Customer service

Microsoft Office

Verbal and written communication

Banking systems

Loan documentation

Accounting basics

Sales experience

Education

High School Diploma

Bachelor's degree

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 GCM Relationship Manager will be responsible for onboarding new client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational, and risk management activities for GCM transactions. This incumbent is expected to become a subject‑matter expert for a variety of products and services. Additional responsibilities include closing new transactions, managing straightforward accounts, maintaining counts, and client interface, overseeing debt service payments, compliance collection, and approving transfers and DWACs. In addition, the Relationship Manager will work closely with other Relationship Managers, administrators, support areas, and external clients while providing timely responses to internal and external inquiries.

Job Responsibilities

• Perform the collection of payments, investor waterfall distributions, hypothetical trade testing, monthly and quarterly reconciliations, and various reporting requirements.
• Daily administration of a book of complex 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.
• Liaise with operations, compliance, managers, investors, underwriters, auditors, CLO managers, management, and vendors.

Minimum Qualifications

• High School Diploma or equivalent; Bachelor’s Degree preferred.
• Must have at least 2 years of commercial lending, banking, and/or customer service experience.
• Must have previous administrative experience as well as experience using Microsoft Office.
• Must have limited knowledge of different areas of banking that provide in-depth experience in Bank products, services, and the marketplace.
• Must have experience with banking systems and loan documentation.
• Must have basic knowledge of accounting.
• Must have strong verbal and written communication skills, as well as strong listening skills.
• Must have superior customer service skills.
• Fast‑paced sales environment experience supporting a seasoned commercial loan sales force with a proven record of accomplishment is preferred.

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.

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. 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.