Middle Market Relationship Manager

3 weeks ago

Philadelphia, United States WSFS Bank Full time
Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more
We are the premiere, locally headquartered bank and wealth management company in the region and 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 Middle Market Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+
Job Responsibilities: Retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic networking with prospects and referral sources (i.e., existing client, CPAs, attorneys, PE firms, investment banks)
Identify opportunities to deliver non-credit products, including Cash Management, Capital Markets (Interest Rate Derivatives, FX and Trade Finance) and Wealth products and services
Partner with credit associates such as Portfolio Managers and Credit Officers in the development and analysis of financial background data for new or renewed loans
In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews
Frequently interact with RMs, PMs, Portfolio Administrators (PAs), Credit Administrator(s), Credit Officers, Senior Loan Committee and Executive & Risk Committee, as well as fellow Commercial Division associates
Minimum Requirements: Bachelors’ Degree in Accounting, Finance, or related discipline
Advanced/graduate degree preferred
Previous Middle Market experience is helpful but not required
Must have excellent written and oral communication skills
Must have excellent listening ability and presentation skills
Must have the ability to work with companies who have alternative tranches of capital (e.g., mezzanine financing)
Must be well versed in delivering credit solutions to solve for client’s’ objectives regarding growth, timing differences and ownership transition
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 careers@wsfsbank.com
WSFS is an equal opportunity employer
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

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