Corporate Trust Relationship Manager, Level II

🕒 Julho 24

🗽 New York, Maryland, +2 estados a mais – Remoto

🗽 New York – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote

💵 $77.390 - $127.139 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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WSFS Bank

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

A WSFS Financial Corporation é uma empresa de serviços financeiros multibilionária. Sua principal subsidiária, o WSFS Bank, é o maior e mais antigo banco e franquia de gestão de patrimônio com sede local na região da Grande Filadélfia e Delaware. Em 31 de março de 2025, a WSFS Financial Corporation tinha $20,5 bilhões em ativos no seu balanço patrimonial e $89,6 bilhões em ativos sob gestão e administração. A WSFS opera em 115 escritórios, dos quais 88 são agências bancárias, localizadas na Pensilvânia (58), Delaware (39), Nova Jersey (14), Flórida (2), Nevada (1) e Virgínia (1), e oferece serviços financeiros abrangentes, incluindo banco comercial, banco de varejo, gestão de tesouraria e gestão de confiança e patrimônio. Outras subsidiárias ou divisões incluem: Arrow Land Transfer, Bryn Mawr Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Institutional Services®, WSFS Mortgage®, e WSFS Wealth® Investments. Servindo a Grande Região do Vale do Delaware desde 1832, o WSFS Bank é um dos dez bancos mais antigos dos Estados Unidos operando continuamente sob o mesmo nome.

Descrição

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience • Responsible for all aspects of account administration and may handle moderate to complex accounts • Responsible for managing 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 • Providing leadership, training, and guidance to Corporate Trust administrators • 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 • Identify business risks and operational challenges and take steps to mitigate risk to enhance processes • 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

🎯 Requisitos

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function • Strong knowledge of MS Office Suite is required • Knowledge of SWP platform is a plus • Experience reading and interpreting governing documents • 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 • Strong knowledge of corporate trust products, and related bank and regulatory regulations • Excellent verbal, interpersonal and written communication skills are required • Must have strong attention to detail with the ability to organize workflow

🏖️ Benefícios

• medical, dental, and vision coverage • 401(k) plan • life, accident, and disability insurance • flexible spending accounts (FSAs) and health savings accounts (HSAs) • wellness programs • paid parental leave • military leave • vacation and other paid time off • sick leave in accordance with applicable state laws • paid holidays