Treasury Management Relationship Manager

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

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.
• A minimum of 3 years of experience working in a financial services or banking environment is required.
• Must have prior sales experience with commercial and/or retail banking products.
• Knowledge of treasury management products and solutions are required.
• Certified Treasury Professional (CTP) accreditation is preferred; or willingness 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.

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

$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.

Benefits

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs

• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

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.

About WSFS Financial Corporation

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.