GCM Relationship Manager

🕒 Julho 29

🦀 Maryland, Pennsylvania, +1 estados a mais – Remoto

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💵 $92.869 - $152.569 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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WSFS Bank

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

• Administer a book of existing accounts ranging from straightforward to complex • Onboard new accounts and transactions • Coordinate and oversee relationship management of corporate clients • Manage day-to-day administration and operational activities for Global Capital Markets • Serve as a subject matter expert for processes, products, and services • Review and approve assignments and DWACs • Reconcile accounts daily • Follow Bank and Department policies and procedures • Respond timely to internal and external inquiries • Maintain client relationships • Work closely with Relationship Managers, administrators, support areas, and external clients • Liaise with operations, compliance, DTC, management, and vendors

🎯 Requisitos

• Bachelor’s degree required; preferably in Business • Minimum 5 years of experience in Institutional Trust Services Global Capital Markets • Prior banking experience is required • Advanced Microsoft Excel and Access skills • General knowledge of regulatory rules that apply to communication with customers • Strong analytical skills with the ability to organize workflow and high attention to detail • Ability to work independently with a minimum of supervision and exercise sound judgment • Ability to write reports, memorandums, business correspondence and draft procedure manuals • Ability to effectively present information and respond to questions from managers, investors, DTCC, auditors, and others clearly and concisely • Presently authorized to work for any employer in the United States • Must not require work visa sponsorship from WSFS Bank now or in the future

🏖️ Benefícios

• Competitive salaries • Advancement opportunities • Medical, dental, and vision coverage • 401(k) plan • Life, accident, and disability insurance • Flexible spending accounts (FSAs) • 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 • Discretionary and formula-based incentive and retention awards for eligible Associates

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