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Corporate Trust Relationship Manager I

2 months ago

Wilmington, 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 Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts, onboarding new transactions, closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures
This position is within in our Custody Group that handles physical documents, eNotes documents within our Evault, and verification setups and monitoring
This group also handles various securities custodian and will be responsible for trading activity with the clients account with settlement procedures through DTC and Fed
The incumbent is expected to complete various account administration activities and monitor relevant systems to ensure accounts are set up and operating within established procedures
Job Responsibilities: Responsible to manage a book of accounts by performing all duties required under the governing documents, responsible to develop and maintain client relationships and provide an excellent customer experience
Responsible for all aspects of account administration
Manage the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs
Consult with Managers to assist on complex issues
Complete various account activities including ticklers, payment processing, account set up and fee billing
Complete physical document check-in process and review for custodial certifications
Complete trading activity of DVP, DTC, and Fed settlements for client securities custodian accounts
Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries
Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence
Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals
Demonstrate an in-depth knowledge of policies and procedures
Adhere to the internal risk and regulatory requirements
Promote a team culture and to work closely with other Relationship Managers, administrators, and support areas
Minimum Qualifications: Minimum of 3 years demonstrated successful track record in Corporate Trust or in financial services
Strong knowledge of MS Office Suite is required
Knowledge of SEI Trust 3000 is a plus
Experience reading and interpreting governing documents
Experience with trading settlements of free deliveries and DVP settlements through DTC or Fed
Preferred reverse repo settlement activities
Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions
Ability to manage multiple priorities, be open to change and demonstrate flexibility
Excellent verbal, interpersonal and written communication skills are required
Must have strong attention to detail with the ability to organize workflow
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.