Global Capital Markets Relationship Manager

WSFS Bank • Wilmington, TX

3d • $92,869 - $152,569

About The Position

The Global Capital Markets Relationship Manager administers a book of existing accounts and onboards new account functions while ensuring compliance with Bank and Corporate Trust policies and procedures. The role works closely with other Relationship Managers, administrators, support areas, and external clients. It coordinates corporate client relationship management and the day-to-day administrative and operational management of Global Capital Markets activities, serving as a subject matter expert across a variety of processes, products, and services.

Requirements

• Bachelor’s degree required, preferably in a business-related field.
• Prior experience in project finance.
• Experience in loan and bond administration.
• At least 5 years of experience in Institutional Trust Services Global Capital Markets.
• Prior banking experience.
• Advanced Microsoft Excel and Access skills.
• General knowledge of regulatory rules that apply to communication with customers.
• Strong analytical skills, ability to organize workflow, and high attention to detail.
• Ability to work independently with minimal supervision and exercise sound judgment.
• Ability to write reports, memorandums, business correspondence, and draft procedure manuals.
• Ability to present information effectively and respond clearly and concisely to questions from managers, investors, DTCC, auditors, and others.
• Present authorization to work for any employer in the United States without requiring current or future work visa sponsorship from WSFS Bank.
• Required to review and execute a Restrictive Covenants Agreement, including post-employment non-solicitation and other restrictions, to the extent permitted by law.

Responsibilities

• Administer a daily book of accounts ranging from straightforward to complex.
• Coordinate and oversee corporate client relationship management and the day-to-day administration of accounts, including administrative and operational management of Global Capital Markets activities.
• Serve as a subject matter expert for a variety of processes, products, and services.
• Review and approve assignments and DWACs.
• Reconcile accounts daily.
• Follow all Bank and Department policies and procedures.
• Respond to internal and external inquiries in a timely manner.
• Maintain client relationships.
• Onboard new transactions.
• Maintain working knowledge of accounts and governing documents.
• Liaise with operations, compliance, DTC, management, and vendors.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Flexible spending accounts (FSAs)
• Health savings accounts (HSAs)
• Wellness programs
• Potential paid parental leave
• Potential military leave
• Vacation and other paid time off
• Sick leave in accordance with applicable state laws
• Paid holidays
• Potential discretionary and formula-based incentive and retention awards for eligible Associates

What This Job Offers

• Job Type: Full-time
• Career Level: Senior