Small Business Portfolio Manager

4 weeks ago

Wilmington DE United States Wilmington Savings Fund Society Full time

Job Description

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 Small Business Portfolio Manager will assist the Small Business Portfolio Relationship Manager in retaining and deepening existing Small Business customer relationships, processing of new loan applications, and procurement of new Small Business loan relationships.

Job Responsibilities:

  • Work closely with the SB Portfolio Manager group to ensure the daily servicing of these Small Business Relationships, which involves the management of existing loan and deposit accounts, including consistent outreach around retention and/or delinquency.

  • Assist in the recommendation or direct sale of other Bank products and services in an effort to increase depth of the banking relationship as well as the sale of additional credit and non-credit products, including cash management and on-line banking services, as deemed appropriate.

  • Identify opportunities to expand existing customer relationships.

  • Assist SBRMs and customers with advanced servicing issues.

  • Provide support for special projects that require skills with multiple software programs and actively contribute to process improvements both within Small Business and collaboratively with other WSFS departments.

Minimum Qualifications:

  • Must have a bachelor’s degree in a business-related field, or equivalent experience.

  • Must have a minimum of 2 years of experience in a SB lending operational support.

  • Must have a working knowledge of Small Business rules, regulations, and standard operating procedures.

  • Must have a working knowledge of the Small Business approval process.

  • Must have proven superior customer service skills.

  • Must be self-motivated and able to work with minimal supervision.

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

  • Must have Extensive knowledge and understanding of the SOP and participate in ongoing NAGGL training.

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.

  • Small Business Portfolio Manager

    1 month ago

    Wilmington, Delaware, United States WSFS Bank Full time

    Job OpportunityAt WSFS Bank, we empower our team members 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...

  • Small Business Portfolio Manager

    2 months ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Small Business RM II

    3 weeks ago

    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Commercial Portfolio Manager

    1 month ago

    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Small Business Marketing Manager – Internal Agency

    2 weeks ago

    Cincinnati, OH, United States RDI Corporation Full time

    About UsRDI Corporation’s marketing team operates as an internal marketing agency, overseeing RDI Marketing and a diverse portfolio of small businesses across various industries. We treat each business with the care and strategic approach of a stand-alone brand, ensuring significant impact and growth. Our small business team currently consists of two...

  • Small Business Credit Team Lead

    1 month ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Small Business Credit Team LeadAt Wilmington Savings Fund Society, 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...

  • Small Business Credit Team Lead

    2 months ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Business Development Manager

    4 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    We are seeking a highly skilled Business Development Manager to join our team at Wilmington Savings Fund Society. As a key member of our Small Business Lending team, you will be responsible for assisting the Small Business Portfolio Relationship Manager in retaining and deepening existing Small Business customer relationships, processing of new loan...

  • Enterprise Small Business Banker

    2 weeks ago

    Phoenix, AZ, United States Bank of America Full time

    Job Description:Ensure you read the information regarding this opportunity thoroughly before making an application.Job Summary:This job is responsible for working with Small Business clients to grow and deepen both new and existing relationships over the phone. Key responsibilities include working with clients with revenues up to $5 million and delivering...

  • Sr. Business Development Account Manager

    1 month ago

    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionDescription: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...

  • Commercial Portfolio Manager

    4 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    About the RoleAt Wilmington Savings Fund Society, 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...

  • Business Development Manager, Portfolio

    4 weeks ago

    , IL, United States Hydro Extrusion USA, LLC Full time

    Job SummaryHydro Extrusion USA, LLC is seeking a Business Development Manager, Portfolio & Strategy to identify and analyze opportunities for growth in the aluminum industry. The successful candidate will collaborate with stakeholders to mature these opportunities and drive business development.Key ResponsibilitiesIdentify new growth opportunities across the...

  • CRE Portfolio Manager

    2 months ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Commercial Portfolio Manager

    2 months ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Small Business Specialist

    2 weeks ago

    Santa Fe, NM, United States Plexos Group, LLC Full time

    Plexos Group, LLC is hiring Small Business Support Specialists to support grant writing and disaster recovery support to small businesses impacted by the South Fork and Salt Fires. This position is grant-funded and will last for a duration of one year from the data of hire with the possibility of extension pending available funding.Responsibilities:· Work...

  • IT Portfolio Manager

    2 weeks ago

    Houston, TX, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • Portfolio Manager

    2 days ago

    Jackson, MS, United States GPAC Full time

    Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

  • Portfolio Manager

    2 weeks ago

    Denver, CO, United States Collabera Full time

    Role: Portfolio and Reporting Manager Apply (by clicking the relevant button) after checking through all the related job information below. Locaiton: Denver CO Contract: 6 Months of contract to Hire Position Overview: As Portfolio and Reporting Manager, you will facilitate collaboration across various cross-functional technical, product, and...

  • Senior Business Development Manager

    4 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Senior Business Development ManagerJob Summary:We are seeking a highly motivated and experienced Senior Business Development Manager to join our team at Wilmington Savings Fund Society. As a key member of our organization, you will be responsible for identifying and soliciting manufacturers, dealers, and distributors for their referral equipment...

  • Commercial Real Estate Portfolio Manager

    4 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    We are seeking a skilled Commercial Real Estate Portfolio Manager to join our team at Wilmington Savings Fund Society. As a key member of our commercial banking team, you will be responsible for managing a portfolio of existing commercial real estate banking customer relationships.The ideal candidate will have a strong background in commercial credit...