Private Banking Relationship Manager

1 week ago


Cherry Hill Township, United States WSFS Bank Full time

Private Banking Relationship Manager page is loaded## Private Banking Relationship Managerlocations: Wilmington, DE: Cherry Hill, NJ: Princeton, NJtime type: Full timeposted on: Posted Yesterdayjob requisition id: R- **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.WSFS Bank is seeking a Relationship Manager to support our Private Wealth Management division. The Relationship Manager will primarily manage Private Banking relationships for high net worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products and and wealth management services.Job Responsibilities**:*** Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis and deposit products.* Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage services.* Will call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.* Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits.* Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.* Keep abreast of regulatory, economic and financial market trends.* Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.Minimum Qualifications:* A Bachelor’s Degree is required, preferably in a Finance related field. CFP, CTFA, MBA, JD or similar designation preferred.* 5+ years of lending, Private Banking, or wealth management experience.* Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.* Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.* Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.* Must be self-motivated, and able to work with minimal supervision.* Superior interpersonal, organizational, and client service skills* Must have excellent written and oral communication skills.* Must have excellent listening and presentation skills.* Must have an excellent problem solving ability.**Salary Range:**$90,604.00 - $148,847.50Individual 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 visitWSFS 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 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.#J-18808-Ljbffr



  • Cherry Hill Township, United States WSFS Bank Full time

    A leading regional bank is seeking a Private Banking Relationship Manager to manage and develop relationships with high-net-worth individuals. This role requires expertise in lending and wealth management along with excellent communication skills. Candidates should have over 5 years of relevant experience and a Bachelor’s degree in Finance or a related...


  • Cherry Hill Township, United States M&T Bank Corporation Full time

    Business Banking Relationship Manager page is loaded## Business Banking Relationship Managerremote type: Hybrid Positionlocations: Cherry Hill, NJtime type: Full timeposted on: Posted Todayjob requisition id: R81723# **Overview:**Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage...


  • Cherry Hill Township, United States M&T Bank Full time

    Overview Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank’s relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products....


  • Cherry Hill, United States M&T Bank Full time

    Business Banking Relationship ManagerResponsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell...


  • Cherry Hill, United States MT Bank Full time

    divh2Business Banking Relationship Manager/h2pResponsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the banks relationship management program. Work with branch partners to effectively sell to the business customer and...


  • Cherry Hill, United States M&T Bank Full time

    Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank’s relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank...


  • Cherry Hill Township, United States Cognizant Full time

    Client Relationship Manager-Banking & Financial Services Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to...


  • Cranberry Township, United States Farmers National Bank of Canfield Full time

    SUMMARY This role is responsible for sourcing, developing and maintaining long‑term relationships between the Bank and affluent clients. These relationships will be developed by providing sound financial advice regarding a client's personal finances as well as their business finances. Relationship Managers will be expected to research, evaluate and...


  • Cranberry Township, United States Farmers National Bank Full time

    Private Client Services Relationship Manager Posted : January 22, 2026Full-TimeOn-site Locations Cranberry Twp20581 Route 19Cranberry Twp, PA 16066, USA Aspinwall319 Freeport RdAspinwall, PA 15215, USA SUMMARY: This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients. These relationships...


  • Cranberry Township, PA, United States Farmers National Bank of Canfield Full time

    Job DetailsDescriptionSUMMARY:This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients. These relationships will be developed by providing sound financial advice regarding a client's personal finances as well as for their business finances. Relationship Managers will be expected to...