Job DescriptionThe 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.
Job 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.
Minimum 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.
Salary Range:$92,869.00 - $152,569.00
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
