Treasury Management Relationship Manager

WSFS Bank • Berwyn, NJ

11d

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. The Treasury Management Relationship Manager provides Treasury Management sales support to Commercial, Retail, Private Banking and all other areas of the Bank. In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships managed by the Treasury Management Relationship Manager ("TMRM").

Requirements

• Bachelor’s Degree, preferably in a business-related field.
• Must be self-motivated and able to work with minimal supervision.
• Excellent listening ability and effective sales presentation skills.
• Interacts well, establishing a good rapport with both internal and external customers.
• Must have superior customer service and sales skills.
• Will be required to travel, as needed to meet with customers/prospects.

Nice To Haves

• CTP/CCM accreditation preferred or willing to take the necessary courses to obtain and maintain it.

Responsibilities

• Sell to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions. Serves as a referral source for other Bank products and services.
• Engage in independent or joint calling to customers/prospects to develop information as to their deposit, financial, operational and business needs to determine how the Bank can provide the most optimal Treasury Management structure.
• Perform appropriate analysis of the customer/prospect needs and prepares in-depth, competitive proposals/pro formas that demonstrate the Bank’s capability to meet their needs.
• Identify opportunities to deliver treasury products/services and make referrals to other Bank partners.
• Collaborate with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews.
• Attend lending pipeline meetings regularly to achieve commercial goals.
• Monitor existing customer portfolios by completing periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs.
• Participate in various business, civic and community functions to develop new business and promote WSFS Bank.
• Take ownership and ensure timely response and resolution to client issues.
• Maintain knowledge of internal resources and systems to mitigate disruption of service to clients.
• Adhere to all Compliance Requirements, complete all compliance training prior to deadline and report any concerns to management.
• Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios.
• Engage in continuing education and outside classes/seminars to understand business trends or changes in marketplace to best position the Bank for future success.
• Any exceptions to policy and pricing must be approved by management.

Benefits

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees