Relationship Manager
Wsfs Financial

Job Info

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Position type: Full-time

Location: Wilmington, DE

Schedule: Monday – Friday, 8 am-5 pm

Hybrid/Onsite

Description:

The Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts, onboarding new transactions, and closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent is expected to complete various account administration activities of moderate complexity and risk and has strong knowledge of the products, processes, and procedures. As the Relationship Manager, you will be expected to promote team culture and to work closely with other Relationship Managers, administrators, and support areas.

This is a full-time, 40-hour per week, Mon. – Fri., 8 AM – 5 PM position located at our Carr Road location in North Wilmington, DE.

Responsibilities:

• Responsible for managing a book of accounts by performing all duties required under the governing documents, responsible for developing and maintaining client relationships and providing an excellent customer experience.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leads to retention and referrals by resolving account issues and providing prompt responses to inquiries. Be sensitive and responsive to internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to short-term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.

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Minimum Qualifications:

• Minimum of 5 years demonstrated successful track record in Corporate Trust.
• Strong knowledge of MS Office Suite is required. In addition, knowledge of SEI Trust 3000 is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced, deadline-driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products and related bank and regulatory regulations.
• Excellent verbal, interpersonal, and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

Inclusiveness:

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 get in touch with us via email at careers@ wsfsbank.com.

Our Mission and Values serve as essential reminders about who we are and how we do business. WSFS is an equal-opportunity employer. We do not discriminate based on 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.

#LI-Hybrid

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