Senior Commercial Banking Relationship Leader

WSFS Bank

Cherry Hill Township (NJ)

On-site

USD 134,000 - 220,000

Full time

14 days+
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Benefits offered by this job

Medical, dental, and vision coverage
401(k) plan
Life, accident, and disability ins.
FSAs and HSAs
Wellness programs
Parental/military leave, vacation, and
Paid holidays
Discretionary incentive

Job summary

WSFS Bank is seeking a Senior Relationship Manager in New Jersey to manage a portfolio of commercial clients with annual sales of $20-100MM+. The role focuses on retaining, expanding, and sourcing relationships through a broad network of CPAs, attorneys, PE firms, and investment banks.

You will work with credit colleagues to develop financial analyses, monitor loan covenants, and participate in risk reviews while interfacing with multiple internal partners.

Qualifications

  • Bachelor’s degree in business, accounting, finance, or related field.
  • Minimum 6 years of commercial banking relationship management experience.
  • Established network of centers of influence and proven business development.

Responsibilities

  • Identify opportunities to deliver non-credit products (Cash Management, Capital Markets, Wealth).
  • Partner with Portfolio Managers and Credit Officers on loan analysis.
  • Track loan portfolio for covenants and risk; perform annual reviews.
  • Interact with Relationship Managers, Portfolio Managers, Credit Officers and committees.

Skills

Relationship management
Business development
Networking
Financial data interpretation

Education

Bachelor’s degree in business/finance

Job description

WSFS Bank is seeking a Senior Relationship Manager in New Jersey to manage a portfolio of commercial clients with annual sales of $20-100MM+. The role focuses on retaining, expanding, and sourcing relationships through a broad network of CPAs, attorneys, PE firms, and investment banks.

You will work with credit colleagues to develop financial analyses, monitor loan covenants, and participate in risk reviews while interfacing with multiple internal partners.

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