WSFS Bank

SBA Franchise Relationship Manager

WSFS Bank$111K — $183K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or equivalent experience.
  • 5+ years of franchise lending experience.
  • 5+ years in SBA lending, particularly 7(a) and 504 loans.
  • 5+ years of experience selling business financial services.
  • Solid knowledge of commercial and consumer lending products.
  • Exceptional customer service, sales, and business development skills.
  • Ability to travel within the assigned territory.

Responsibilities

  • Drive the entire sales life cycle, from lead generation to closing.
  • Develop a strong referral network with industry professionals.
  • Structure SBA loan proposals and prepare credit packages.
  • Manage and grow your assigned sales territory.
  • Serve as the primary contact for existing SBA portfolio customers.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) plan with competitive options.
  • Life, accident, and disability insurance.
  • Flexible spending accounts (FSAs) and health savings accounts (HSAs).
  • Paid parental leave and military leave.
  • Generous vacation and paid time off, including holidays.
Full Job Description

Job Description

We’re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle—from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive.

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. Additionally, you will take charge of the success and growth of your assigned sales territory.

As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships.

Job Responsibilities:

  • Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.

  • Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.

  • Responsible for structuring SBA loan proposals and preparing credit packages.

  • Responsible for the success and growth of the assigned sales territory.

Minimum Qualifications:

  • Bachelor's degree, preferably in a business-related field, or equivalent experience.

  • 5+ years of franchise lending experience.

  • 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.

  • 5+ years of experience selling business related financial services products.

  • Knowledge of commercial and consumer loan and deposit products.

  • Superior customer service, sales, and business development skills.

  • Ability to travel to WSFS Bank’s various locations throughout our footprint.

  • Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.

  • Self-motivated and able to work with minimal supervision.

  • Intermediate skill level using Microsoft Office.

  • Knowledge and understanding of underwriting and evaluation commercial credit is preferred.

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.

This position may be filled at the Level II or Level III designation, based on the selected candidate’s experience. Internally, this role is titled SBA Relationship Manager.

Salary Range:

$111,440.00 - $183,082.25

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

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

About WSFS Bank

WSFS Bank is a subsidiary of WSFS Financial Corporation, a bank holding company headquartered in Wilmington, Delaware. WSFS Bank is the oldest and largest bank and trust company headquartered in Delaware and the Delaware Valley. The bank offers a wide range of consumer and commercial banking services to businesses and individuals in the Delaware Valley and beyond.
Learn more about WSFS Bank
Size
1,839 employees
Market Cap
$2.8 billion
Industry
Net Income
$114.7 million
Founded
1832
5 Year Trend
+16.1%
NASDAQ

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