Senior Private Banking Relationship Manager

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 regions 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 its our mission and our purpose.

The Private Banking Relationship Manager will be responsible for supporting our Private Wealth Management division. The incumbent will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit deposit products and wealth management services.

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 Bachelors 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 Banks 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:

Individual base pay may vary on additional factors such as the candidates 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 Associates location and employment status. For more information about Associate benefits please visit 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

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.