Treasury Management Relationship Manager

WSFS Bank; Dover (DE); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Wellness programs

Job summary

WSFS Bank is seeking a Treasury Relationship Manager to provide Treasury Management sales support to Commercial, Retail and other areas of the Bank. You will manage commercial, municipal and Not-For-Profit relationships and lead treasury reviews with clients.

Travel as needed, build strong client partnerships, and collaborate with Commercial Relationship Managers to onboard and retain clients. The role emphasizes compliance and profitability within a growing regional bank.

Qualifications

• Bachelor’s Degree in a business-related field preferred.
• Prior banking experience required.
• Commercial/retail banking product knowledge required.
• Treasury management experience highly preferred.
• CTP/CCM accreditation preferred or willing to obtain it.
• Self-motivated with minimal supervision.
• Excellent listening and sales presentation skills.
• Strong interpersonal skills with internal and external customers.
• Willingness to travel within the bank's footprint.

Responsibilities

• Sell Treasury Management needs across bank divisions, primarily Commercial and Retail.
• Meet with customers to develop information on deposit, financial, operational and business needs.
• Prepare in-depth proposals/pro formas demonstrating 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.
• Monitor portfolios with periodic Treasury Reviews to optimize treasury solutions.
• Adhere to compliance training and report concerns to management.
• Travel to meet customers/prospects as needed.
• Annual evaluation based on portfolio profitability and goals.
• Report exceptions to policy and pricing for approval.

Skills

Self-motivation

Listening skills

Sales presentation

Customer service

Travel ability

Education

Bachelor’s degree in business

CTP/CCM accreditation preferred

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 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 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. The Treasury Relationship Manager provides Treasury Management sales support to Commercial, Retail and all other areas of the Bank. In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships managed by the Treasury Management Relationship Manager ("TMRM").

Job Responsibilities

• Sells to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions. Serves as a referral source for other Bank products and services.
• Meets with customers/prospects to develop information as to their deposit, financial, operational and business needs to determine how the Bank can provide the most optimal Treasury Management structure
• Performs appropriate analysis of the customer/prospect needs and prepares in-depth, competitive proposals/pro formas that demonstrate the Bank’s capability to meet their needs.
• Identify opportunities to deliver treasury products/services and make referrals to other Bank partners.
• Collaborate with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews.
• Monitor existing customer portfolios by completing periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs.
• Adhere to all Compliance Requirements, complete all compliance training prior to deadline and report any concerns to management.
• Will be required to travel, as needed to meet with customers/prospects.
• Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios.
• Report any exceptions to policy and pricing to management for approval.

Minimum Qualifications

• Bachelor’s Degree in a business-related field is preferred.
• Prior experience working in a banking environment is required.
• Commercial and/or retail banking product knowledge is required.
• Prior treasury management experience is highly preferred.
• CTP/CCM accreditation preferred or willing to take the necessary courses to obtain and maintain it.
• Must be self-motivated and able to work with minimal supervision.
• Must have excellent listening ability and effective sales presentation skills.
• Must have the ability to interact and establish good rapport with both internal and external customers.
• Must have superior customer service and sales skills.
• Must have the ability to travel within the bank's footprint.

Salary Range

$64,491.00 - $105,949.50

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 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.

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.