Strategic Treasury Management Advisor

WSFS Bank; United States; On-site; USD 64,000 - 106,000; 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 paid time off

Sick leave and holidays

Job summary

WSFS Bank, a regional bank and wealth management company, seeks a Treasury Relationship Manager to support Treasury Management sales and manage commercial, municipal, and Not-For-Profit banking relationships. The role involves collaborating with Commercial Relationship Managers, delivering tailored treasury solutions, and ensuring compliance across portfolios.

The ideal candidate has 3+ years in financial services, a business degree, and knowledge of treasury products, with CT P preferred.

Qualifications

• Bachelor’s Degree in a business-related field preferred.
• Minimum 3 years of experience in financial services or banking.
• Prior sales experience with commercial and/or retail banking products.
• Knowledge of treasury management products and solutions.
• CTP accreditation preferred; or willingness to take courses to obtain it.
• Must be self-motivated with minimal supervision.
• Excellent listening ability and effective sales presentation skills.
• Ability to interact and build rapport with internal and external customers.

Responsibilities

• Sell Treasury Management needs of customers/prospects across all bank divisions, prioritizing Commercial and Retail.
• Serve as a referral source for other bank products and services.
• Meet with customers/prospects to gather deposit, financial, operating, and business needs for optimal treasury structure.
• Prepare in-depth proposals that demonstrate the bank’s capability to meet needs.
• Identify opportunities to deliver treasury products/services and refer to bank partners.
• Collaborate with Commercial Relationship Managers to onboard and retain clients through Treasury Reviews.
• Monitor portfolios with periodic Treasury Reviews to ensure proper product utilization.
• Adhere to compliance training and report concerns to management.
• Willingness to travel to meet with customers/prospects.
• Annual evaluation based on financial goals and profitability of portfolios.
• Report exceptions to policy and pricing for approval.

Skills

Sales experience

Customer service

Listening skills

Presentation skills

Interpersonal skills

Education

Bachelor’s Degree in a business-related field

CTP accreditation preferred

Job description

WSFS Bank, a regional bank and wealth management company, seeks a Treasury Relationship Manager to support Treasury Management sales and manage commercial, municipal, and Not-For-Profit banking relationships. The role involves collaborating with Commercial Relationship Managers, delivering tailored treasury solutions, and ensuring compliance across portfolios.

The ideal candidate has 3+ years in financial services, a business degree, and knowledge of treasury products, with CT P preferred.