Global Capital Markets Relationship Manager
About The Position
At WSFS Bank, the Global Capital Markets (GCM) Relationship Manager administers a portfolio 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 teams, and external clients. The position coordinates corporate client relationships and the day-to-day administrative and operational management of Global Capital Markets activities. It serves as a subject matter expert on processes, products, and services, maintains client relationships, and supports the onboarding and administration of transactions. Candidates must be presently authorized to work for any employer in the United States and must not require current or future work visa sponsorship from WSFS Bank.
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.
- Must be presently authorized to work for any employer in the United States and must not require work visa sponsorship from WSFS Bank now or in the future.
Responsibilities
- Administer a book of accounts ranging from straightforward to complex.
- Coordinate and oversee corporate client relationship management and the day-to-day administrative and operational management of Global Capital Markets accounts.
- Serve as a subject matter expert on 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 insurance
- Accident insurance
- Disability insurance
- Flexible spending accounts (FSAs)
- 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
- Eligible Associates may receive discretionary and formula-based incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Senior
