Senior CRE RM | Grow Key Client Relationships

WSFS Bank; Wilmington (DE); On-site; USD 111,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Life, accident & disability insurance

FSAs/HSAs

Wellness programs

Paid parental leave

Vacation & PTO

Sick leave

Job summary

WSFS Bank in Wilmington, DE is seeking a Commercial Real Estate Relationship Manager to oversee CRE banking relationships for companies with sizable annual sales and credit needs. The RM will retain, expand, and develop clients, and coordinate with credit professionals to assess risk and structure loans.

This is a senior client-management role within the Commercial Division. The role emphasizes relationship growth, cross-selling cash management, capital markets, and wealth products, with a focus

Qualifications

• Bachelor's degree in business, accounting, finance, or related field; or equivalent work experience is required.
• A minimum 5 years of relationship management experience is required. Experience in Commercial Banking is preferred.
• Must possess demonstrated experience in business development, prospecting, and managing commercial client relationships and portfolios, with an established network of centers of influence.
• Must be well versed in delivering credit solutions to solve for client's' objectives regarding growth, timing differences and ownership transition.
• Must have the ability to thoroughly interpret financial data and use sound business judgement with knowledge of commercial loan structuring and risk assessments.
• Must have excellent written and verbal communication skills with the ability to present important and complex information in a concise and understandable style.
• Ability to collaborate effectively with credit, operations, treasury management, wealth management and other internal partners.

Responsibilities

• Develop new relationships with prospective clients, as well as retain existing business, and promote additional bank services to current clients.
• Identify opportunities to deliver non-credit products, including Cash Management, Capital Markets (Interest Rate Derivatives, FX and Trade Finance) and Wealth products and services.
• Partner with credit associates such as Portfolio Managers and Credit Officers in the development and analysis of financial background data for new or renewed loans.
• In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews.
• Frequently interact with Relationship Managers, Portfolio Managers, Portfolio Administrators, Credit Administrator(s), Credit Officers, Senior Loan Committee and Executive & Risk Committee, as well as fellow Commercial Division associates.

Skills

Relationship management

Business development

Credit solutions

Financial data interpretation

Communication skills

Collaboration

Education

Bachelor's degree in business, accounting, finance, or related field

Job description

WSFS Bank in Wilmington, DE is seeking a Commercial Real Estate Relationship Manager to oversee CRE banking relationships for companies with sizable annual sales and credit needs. The RM will retain, expand, and develop clients, and coordinate with credit professionals to assess risk and structure loans.

This is a senior client-management role within the Commercial Division. The role emphasizes relationship growth, cross-selling cash management, capital markets, and wealth products, with a focus