Senior Private Banking Director for High-Net-Worth Clients

WSFS Bank; Lancaster (Lancaster County); Hybrid; USD 111,000 - 183,000; Full time

Job summary

WSFS Bank in Lancaster, PA is seeking a Senior Private Banking Relationship Manager to lead high-net-worth client relationships, delivering credit, deposit, and wealth management services. You will collaborate with Investment Advisors and internal partners to tailor solutions and grow the private banking book.

The role requires a finance-related degree and relevant licenses; travel within the bank's footprint; strong interpersonal and communication skills; and a track record in commercial

Qualifications

• Bachelor’s degree in finance related field.
• CFP/CTFA/MBA/JD preferred.
• Series 6 or 7 licenses highly desired.
• Minimum 5 years of commercial lending, private banking, or wealth management experience.
• Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
• Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan, and deposit products.
• Must have excellent written and oral communication skills.
• Must have excellent listening and presentation skills.
• Must have excellent problem-solving ability.

Responsibilities

• Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit and deposit products.
• Serve as primary liaison to internal partners and external centers of influence for wealth management services.
• Call on prospective clients and professionals to develop new relationships and promote services.
• Interview customers to assess needs and determine loan risk and terms within lending limits.
• Co-Advisor with Investment Advisors to determine suitability of professional money management.
• Stay abreast of regulatory, economic, and market trends and expand knowledge in private banking services.

Skills

Sales aptitude

Interpersonal skills

Written and oral communication

Listening skills

Presentation skills

Problem-solving

Client service

Education

Bachelor’s degree in finance

CFP

CTFA

MBA

JD

Tools

Series 6

Series 7

Job description

WSFS Bank in Lancaster, PA is seeking a Senior Private Banking Relationship Manager to lead high-net-worth client relationships, delivering credit, deposit, and wealth management services. You will collaborate with Investment Advisors and internal partners to tailor solutions and grow the private banking book.

The role requires a finance-related degree and relevant licenses; travel within the bank's footprint; strong interpersonal and communication skills; and a track record in commercial