Relationship Manager II

WSFS Bank•Wilmington, TX

5d•$77,390 - $127,140

About The Position

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

Requirements

Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
Strong knowledge of MS Office Suite is required. Knowledge of SWP platform 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.
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.

Nice To Haves

Knowledge of SWP platform is a plus.

Responsibilities

Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
Responsible for all aspects of account administration and may handle moderate to complex accounts.
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 leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both 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 the short term and long-term strategies to assist in meeting certain revenue and expense goals.
Demonstrate an in-depth knowledge of policies