Small Business Relationship Manager
3 months ago
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 Relationship Manager will be responsible for the sales life cycle, including lead sourcing, loan policies and structure, product knowledge, and financial analysis. The incumbent will develop and nurture an active referral network with business/professional associations, accountants, lawyers, commercial real estate brokers, business brokers, etc., to solicit Small Business loan opportunities. The incumbent will focus on companies with annual revenues up to $5 million, facilitate and close total business credit exposure of up to $1.5 million, and maintain current knowledge of local and national economic, financial, political, competitor, and legislative trends. The Small Business Relationship Manager will assist with onboarding, coaching, and mentoring new Small Business Relationship Managers around business development, sales approaches, building relationships, WSFS solutions and services, and other factors critical to success. This role is sales driven and requires a proven track record of developing new businesses and managing relationships. Ideal candidates are experienced in community banking, networking, building relationships, and providing excellent customer service, and possess extensive experience with small business lending.
Job Responsibilities:
- Analyzes potential customers' banking needs, earnings, and financial conditions to determine which bank solutions are most appropriate, assessing acceptable risk and submits viable loan package.
- Negotiates terms under which credit will be extended including costs, repayment method/schedule, and collateral requirements.
- Prospects new business relationships and cross selling Bank solutions and services.
- Manages loan portfolio; including selling into the portfolio, ensures the monitoring and collection of loan payments; modifies or extends loan terms or structure to protect bank's interest when required. Minimizes and mitigates bank's exposure to losses.
- Follows lending procedures and ensures lending compliance of loan portfolio with bank and regulatory procedures, policies, and requirements, and takes corrective action when non-compliance is identified.
- Assists in training and mentoring new and less experienced small business relationship managers on lending procedures, policies, and regulations, and recommends improvements to procedures and provides functional guidance as needed.
- Obtaining and assessing financial information, including financial statements and credit history.
- Bachelor's degree in business or finance preferred, or equivalent experience demonstrated through a combination of the following: work and military experience, and education/training
- Must be an experienced Business Lender with 5+ years of new business development experience and direct sourcing and prospecting new clients
- Must have 5+ years of business lending experience in the financial industry along with a proven track record of managing relationships, developing new business, sustaining consistent production, and ability to perform in multiple goal categories
- Must have experience with utilizing a CRM system to manage and monitor progress in sales pipeline toward converting prospects to customers.
- Must have strong knowledge of business lending, consumer lending, and deposit products.
- Must have credit experience, loan structuring, and financial statement analysis
- Must have proficiency with analyzing applicant financial status, credit, and property evaluation to determine ability and capacity to repay and service debt.
- Basic Knowledge of all applicable Regulations that pertain to this position is required.
- Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.
- Demonstrated ability to coach and mentor other Small Business Relationship Managers in all areas of small business banking.
- Demonstrated proficiency in working with key internal resources.
- Proven track record of executing additional responsibilities over and above assigned performance goals.
- Demonstrated ability to make one-on-one and group presentations.
- Collaborates effectively to get things done, building, and nurturing strong relationships.
- Must have strong analytical ability, excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
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.
We have other current jobs related to this field that you can find below
-
Business Development Manager
6 days ago
Ardmore, United States Interfuse Staffing Full timeJob DescriptionJob DescriptionPosition Summary: The Business Development Manager (BDM) will report to (TBD) and will collaborate with colleagues in the marketing, preconstruction services, and operations groups to develop new business. Specifically, the BDM will identify, develop, and support the pursuit and capture of business opportunities in the...
-
RN - Nights - Small Unit
7 days ago
Ardmore, United States Exceptional Healthcare Inc. Full timeJob DescriptionJob DescriptionHave you seen Exceptional's new micro-hospital in Ardmore? We are seeking extraordinary RNs for a full-time, night shift position in our 7-bed inpatient unit. What’s the job:Create, follow, and update treatment plans for patients.Monitor vital signs such as blood pressure and heart rate.Provide nursing advice and...
-
RN - Nights - Small Unit
27 minutes ago
Ardmore, United States Exceptional Healthcare Inc. Full timeHave you seen Exceptional's new micro-hospital in Ardmore? We are seeking extraordinary RNs for a full-time, night shift position in our 7-bed inpatient unit.What’s the job:Create, follow, and update treatment plans for patientsMonitor vital signs such as blood pressure and heart rateProvide nursing advice and emotional supportBe an effective team member...
-
Home Clean Heroes Manager
3 months ago
Ardmore, United States Home Clean Heroes of Mainline-Philadelphia Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompany carCompetitive salaryFree uniformsOpportunity for advancementPaid time offProfit sharingManager, Home Clean HeroesAbout Home Clean HeroesHome Clean Heroes is an established residential cleaning company dedicated to providing a safe and reliable work environment for all of its employees....
-
Store Manager
2 weeks ago
Ardmore, United States Approved Cash Advance Centers, LLC Full time** Store Manager** ** Approved Cash Advance** ** Ardmore, OK** **Job Summary** > Manage overall operation of Branch Office including all phases of lending, collecting, and direction of office staff. > > **Essential Responsibilities:** * Provide Customer Service * Supervise office staff * Solicit for new or renewed customer business * Receive payments and...
-
Entry Level Customer Service Manager
1 month ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionThe role of the Customer Service Manager is to execute tactical objectives, fulfilling our commitment to superior customer care and a positive customer experience. The role will directly lead local personnel in improving customer service, managing service requests, and cycle time, ensuring effective communication within the...
-
Travel Vascular Technologist
2 months ago
Ardmore, United States Next Move, Inc. Full timeNext Move, Inc. is seeking an experienced Vascular Technologist for an exciting Travel Allied job in Ardmore, OK. Shift: 5x8 hr days Start Date: 08/05/2024 Duration: 13 weeks Pay: $1727 / Week About Next Move, Inc.:A Small But Mighty TeamWith 1,000s of nursing jobs being added daily we’re a tiny but busy team of 13 and counting. Headquartered in Kansas...
-
Travel Nurse
3 weeks ago
Ardmore, United States Next Move, Inc. Full timeNext Move, Inc. is seeking an experienced Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Ardmore, OK. Shift: 3x12 hr nights Start Date: 09/02/2024 Duration: 22 weeks Pay: $2034 / Week About Next Move, Inc.:A Small But Mighty TeamWith 1,000s of nursing jobs being added daily we’re a tiny but busy team of 13 and counting....
-
Travel Ultrasonographer
3 weeks ago
Ardmore, United States Next Move, Inc. Full timeNext Move, Inc. is seeking an experienced Ultrasonographer for an exciting Travel Allied job in Ardmore, OK. Shift: 3x12 hr days Start Date: 09/02/2024 Duration: 13 weeks Pay: $1642 / Week About Next Move, Inc.:A Small But Mighty TeamWith 1,000s of nursing jobs being added daily we’re a tiny but busy team of 13 and counting. Headquartered in Kansas City,...
-
Travel Nurse
3 months ago
Ardmore, United States Next Move, Inc. Full timeNext Move, Inc. is seeking an experienced Postpartum Registered Nurse for an exciting Travel Nursing job in Ardmore, OK. Shift: 3x12 hr nights Start Date: 07/08/2024 Duration: 13 weeks Pay: $2021 / Week About Next Move, Inc.:A Small But Mighty TeamWith 1,000s of nursing jobs being added daily we’re a tiny but busy team of 13 and counting. Headquartered in...
-
Entry Level Customer Service Manager
1 month ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionThe role of the Customer Service Manager is to execute tactical objectives, fulfilling our commitment to superior customer care and a positive customer experience. The role will directly lead local personnel in improving customer service, managing service requests, and cycle time, ensuring effective communication within the...
-
Entry Level Customer Service Manager
4 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionThe role of the Customer Service Manager is to execute tactical objectives, fulfilling our commitment to superior customer care and a positive customer experience. The role will directly lead local personnel in improving customer service, managing service requests, and cycle time, ensuring effective communication within the...
-
Entry Level Customer Service Manager
3 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionThe role of the Customer Service Manager is to execute tactical objectives, fulfilling our commitment to superior customer care and a positive customer experience. The role will directly lead local personnel in improving customer service, managing service requests, and cycle time, ensuring effective communication within the...
-
Entry Level Customer Service Manager
2 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionThe role of the Customer Service Manager is to execute tactical objectives, fulfilling our commitment to superior customer care and a positive customer experience. The role will directly lead local personnel in improving customer service, managing service requests, and cycle time, ensuring effective communication within the...
-
Manager, Sales
2 months ago
Ardmore, United States Bankston Motor Homes. Full timeJob DescriptionJob DescriptionBankston Motor Homes is a thriving family-owned dealership in business for 53 years and looking to add a Sales Manager to our team. The Sales Manager leads a sales team to create an exceptional experience for customers. This role is responsible for selecting, training, coaching, developing, and retaining the very best Sales...
-
Entry Level Account Manager
1 month ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionWhy Work With Us?We are looking for an entry-level Account Manager that is motivated, passionate, and opportunistic. The direct communicator to our consumer is you. Therefore, we are looking for individuals that have strong communication skills and customer service experience. The entry-level Account Manager is the key point of...
-
Entry Level Account Manager
4 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionWhy Work With Us?We are looking for an entry-level Account Manager that is motivated, passionate, and opportunistic. The direct communicator to our consumer is you. Therefore, we are looking for individuals that have strong communication skills and customer service experience. The entry-level Account Manager is the key point of...
-
Entry Level Account Manager
3 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionWhy Work With Us?We are looking for an entry-level Account Manager that is motivated, passionate, and opportunistic. The direct communicator to our consumer is you. Therefore, we are looking for individuals that have strong communication skills and customer service experience. The entry-level Account Manager is the key point of...
-
Entry Level Account Manager
2 weeks ago
Ardmore, United States KOP Solutions, Inc Full timeJob DescriptionJob DescriptionWhy Work With Us?We are looking for an entry-level Account Manager that is motivated, passionate, and opportunistic. The direct communicator to our consumer is you. Therefore, we are looking for individuals that have strong communication skills and customer service experience. The entry-level Account Manager is the key point of...
-
Sales and Management Intern
3 months ago
Ardmore, United States The Buckle, Inc. Full timeSummary The Sales and Management Intern position’s primary responsibility is to fulfill our mission statement, “to create the most enjoyable shopping experience possible for our Guests.” Additionally, Sales and Management Interns perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering,...
