Strategic CRE Relationship Leader

WSFS Bank; Durham (NC); On-site; USD 111,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability ins.

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and other paid time off

Sick leave and holidays

Job summary

WSFS Bank is seeking a Commercial Real Estate Relationship Manager in the Durham area. The RM will manage CRE banking relationships for companies with significant sales and credit needs, retaining and expanding existing relationships while developing new ones and potentially selling credit and non-credit products.

The role requires a minimum of 5 years of relationship management experience; familiarity with credit structuring and risk assessment is essential.

Qualifications

• Bachelor’s degree in business, accounting, finance, or related field.
• Minimum 5 years of relationship management experience.
• Experience in Commercial Banking preferred.
• Proven ability to develop and manage commercial client relationships and portfolios, with network of centers of influence.
• Strong ability to deliver credit solutions to meet client objectives and assess risk.

Responsibilities

• Develop new relationships with prospective clients and retain existing business; promote additional bank services.
• Rely on self-generated referrals (CPAs, attorneys, business brokers) to create opportunities.
• Identify opportunities to deliver non-credit products like Cash Management, Capital Markets, and Wealth services.
• Collaborate with credit associates in preparing financial background data for new or renewed loans.
• Monitor loan portfolios for terms, covenants, and risk; perform annual reviews; report trends to leadership.
• Interact with Relationship Managers, Portfolio Managers, Credit Officers, and committees as required.

Skills

Relationship management

Business development

Prospecting

Communication skills

Education

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

Job description

WSFS Bank is seeking a Commercial Real Estate Relationship Manager in the Durham area. The RM will manage CRE banking relationships for companies with significant sales and credit needs, retaining and expanding existing relationships while developing new ones and potentially selling credit and non-credit products.

The role requires a minimum of 5 years of relationship management experience; familiarity with credit structuring and risk assessment is essential.