Senior Commercial Banking Relationship Leader

WSFS Bank

United States

On-site

USD 134,000 - 220,000

Full time

14 days+
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Benefits offered by this job

Medical/dental/vision coverage
401(k) plan
Life, disability insurance
FSAs/HSAs
Wellness programs
Paid parental leave
Paid holidays
Vacation and time off

Job summary

WSFS Bank is seeking a Senior Relationship Manager to manage a portfolio of commercial banking clients with annual sales typically between $20-100MM+ and exposures of $10-50MM+. You will drive non-credit product opportunities and partner with credit teams to assess financials and structuring options.

The role requires strong relationship-building, a track record in business development, and the ability to manage complex client portfolios with a focus on growth and risk management.

Qualifications

  • Bachelor's degree in business, accounting, finance, or related field.
  • 6+ years of commercial banking relationship management experience.
  • Proven ability to develop new business, prospect and manage commercial client relationships.
  • Experience with mezzanine financing and credit solutions.

Responsibilities

  • Identify opportunities to deliver non-credit products (Cash Management, Capital Markets, Wealth).
  • Partner with credit associates to develop and analyze financial background data for loans.
  • Track existing loan portfolio to ensure conformity with terms and covenants, monitor trends, and perform annual reviews.
  • Collaborate with Relationship Managers, Portfolio Managers, credit officers and committees.

Skills

Relationship management
Business development
Prospecting
Financial analysis

Education

Bachelor's degree in business/finance

Job description

WSFS Bank is seeking a Senior Relationship Manager to manage a portfolio of commercial banking clients with annual sales typically between $20-100MM+ and exposures of $10-50MM+. You will drive non-credit product opportunities and partner with credit teams to assess financials and structuring options.

The role requires strong relationship-building, a track record in business development, and the ability to manage complex client portfolios with a focus on growth and risk management.

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