Senior Corporate Trust Relationship Manager

WSFS Bank; Maryland; On-site; USD 77,390 - 127,139; Full time

Job summary

WSFS Bank seeks a Corporate Trust Relationship Manager II in its Wealth Division to manage a book of accounts, onboard and close new transactions, and ensure compliance with policy and procedures. The role emphasizes client relationship management, team leadership, and risk mitigation in a fast-paced environment.

The candidate will build strong relationships with clients and internal teams, handle moderate to complex accounts, and contribute to revenue and expense goals while maintaining a high

Qualifications

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.

Responsibilities

• Manage a book of accounts by performing duties under governing documents, building client relationships and delivering excellent service.
• Close new transactions by reviewing governing documents, coordinating closings, and resolving issues with counsel and clients.
• Provide leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by addressing inquiries promptly.

Skills

MS Office Suite

Communication skills

Attention to detail

Tools

SWP platform

Job description

WSFS Bank seeks a Corporate Trust Relationship Manager II in its Wealth Division to manage a book of accounts, onboard and close new transactions, and ensure compliance with policy and procedures. The role emphasizes client relationship management, team leadership, and risk mitigation in a fast-paced environment.

The candidate will build strong relationships with clients and internal teams, handle moderate to complex accounts, and contribute to revenue and expense goals while maintaining a high