Corporate Trust Relationship Manager II

WSFS Bank; New York (NY); On-site; USD 77,390 - 127,139; Full time

Benefits offered by this job

Incentive and retention awards

Medical, dental, and vision coverage

401(k) plan

Insurance (life, disability)

FSAs/HSAs

Wellness programs

Paid parental leave

Vacation and paid time off

Sick leave

Paid holidays

Job summary

WSFS Bank in New York seeks a Corporate Trust Relationship Manager II in its Wealth Division to oversee a book of accounts, onboard and close new transactions, and ensure compliance with governing documents and policies. You will promote teamwork, lead administrators, and maintain strong client relationships.

The role requires strong MS Office knowledge, experience with governing documents, and at least 10 years in corporate trust, with a focus on risk mitigation and service excellence.

Qualifications

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
• Strong knowledge of MS Office Suite is required. Knowledge of SWP platform is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products, and related bank and regulatory regulations.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

Responsibilities

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies

Skills

Relationship management

Communication skills

Attention to detail

Independent work

Multitasking

Tools

MS Office Suite

SWP platform

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.

WSFS Bank is currently seeking a Corporate Trust Relationship Manager II in our Wealth Division. The Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts, onboarding new transactions, closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The Associate is expected to complete various account administration activities of moderate complexity and risk, and have strong knowledge of the products, processes, and procedures. The Associate will be expected to promote team culture and to work closely with other Relationship Managers, administrators, and support areas.

Job Responsibilities:

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies

Minimum Qualifications:

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
• Strong knowledge of MS Office Suite is required. Knowledge of SWP platform is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products, and related bank and regulatory regulations.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

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

$77,390.00 - $127,139.75

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.

Benefits

• eligible Associates discretionary and formula-based incentive and retention awards
• 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.