Senior Private Banking Relationship Manager

WSFS Bank; Lancaster (CA); On-site; USD 111,000 - 183,000; Full time

Job summary

WSFS Bank seeks an experienced Private Banking/Wealth Management professional to serve high net-worth clients, focusing on consumer and commercial loans, lines of credit, and deposit products.

You will coordinate with Investment Advisors and internal partners, call on prospective clients, assess credit needs, and tailor financial solutions while staying current on regulations and market trends.

Qualifications

• Bachelor’s Degree in a Finance related field.
• CFP, CTFA, MBA, JD preferred.
• Series 6 or 7 licenses are highly desired.
• Minimum 5 years of commercial lending, Private Banking, or wealth management experience.
• Knowledge of financial, investment and fiduciary concepts.
• Ability to travel within the Bank’s footprint to branch and wealth management locations.

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 the primary liaison to internal partners in the Commercial and Consumer divisions and for external centers of influence for wealth management services.
• Call on prospective clients, including medical, legal, tax, and other professional service providers, to develop new relationships and promote services.
• Interview customers to assess needs and financial condition to determine loan acceptability and terms within lending limits.
• Serve as Co-Advisor with Investment Advisors to determine suitability of professional money management services.
• Keep abreast of regulatory, economic, and financial market trends and participate in community functions.

Skills

Private Banking

Wealth Management

Commercial Lending

Relationship Management

Sales Aptitude

Communication Skills

Problem Solving

Travel Ability

Education

Bachelor’s Degree in Finance

CFP/CTFA/MBA/JD preferred

Tools

FINRA Series 6/7 licenses

Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

Job Responsibilities

• Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis, and deposit products.
• Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust, and brokerage services.
• Call on prospective clients, as well as medical, legal, tax, and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
• Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within their own lending limits.
• Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
• Keep abreast of regulatory, economic, and financial market trends, the Relationship Manager will actively participate in community functions and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement, and tax planning.

Minimum Qualifications

• A Bachelor’s Degree in a Finance related field. CFP, CTFA, MBA, JD is preferred.
• Series 6 or 7 licenses are highly desired.
• Must have a minimum of 5 years of commercial lending, Private Banking, or wealth management experience.
• Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan, and deposit products.
• Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
• Results-oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
• Must be self-motivated, and able to work with minimal supervision.
• Superior interpersonal, organizational, and client service skills
• Must have excellent written and oral communication skills.
• Must have excellent listening and presentation skills.
• Must have excellent problem-solving ability.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$111,440.00 - $183,082.25

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.