GCM Relationship Manager

WSFS Bank•St. David's, MD

11d•$92,869 - $152,569•Onsite

About The Position

The Relationship Manager will be responsible for administering a book of existing accounts and onboarding new accounts functions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent will work closely with other Relationship Managers, administrators, support areas, and external clients. WSFS Bank is 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.

Requirements

Bachelor’s degree required; preferably in Business.
Minimum 5 years of experience in Institutional Trust Services Global Capital Markets
Prior banking experience is required.
Must have advanced Microsoft Excel and Access skills.
Must have a general knowledge of regulatory rules that apply to communication with customers.
Must have strong analytical skills with the ability to organize workflow and high attention to detail.
Must have the ability to work independently with a minimum of supervision and exercise sound judgment.
Must have the ability to write reports, memorandums, business correspondence and draft procedure manuals.
Must have the ability to effectively present information and respond to questions from managers, investors, DTCC, auditors, and others clearly and concisely.
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.

Responsibilities

Daily administration of a book of accounts ranging from straight forward to complex.
Coordinates and oversees relationship management of corporate clients and the day-to-day administration of accounts. To include all administrative and operational management of activities for Global Capital Markets.
Will be a subject matter expert for a variety of processes, products and services
Review and approval of assignments and DWAC’s.
Daily reconciliation of accounts.
Follow all Bank and Department policies and procedures.
Timely responses to internal and external inquiries.
Maintain client relationships.
Onboarding of new transactions.
Working knowledge of accounts and governing documents.
Liaison with operations, compliance, DTC, management and vendors.