GCM Relationship Manager

🕒 Julho 17

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

infoinfo

💵 $92.869 - $152.569 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of WSFS Bank

WSFS Bank

1001 - 5000 funcionários

Fundada em 1832

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

O WSFS Bank é uma instituição financeira que oferece uma ampla variedade de serviços bancários, incluindo banking para pessoas físicas e empresas, empréstimos, gestão patrimonial e soluções de investimento. Com foco na comunidade e no atendimento ao cliente, o WSFS Bank busca oferecer soluções financeiras personalizadas para pessoas e empresas. A instituição também participa de iniciativas comunitárias e ações voluntárias, demonstrando seu compromisso com o impacto local e o apoio à comunidade.

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 of Global Capital Markets accounts • 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 to internal and external inquiries in a timely manner • Maintain client relationships • Maintain working knowledge of accounts and governing documents • 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 • Ability to organize workflow and maintain 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 clearly and concisely to questions from managers, investors, DTCC, auditors, and others • Presently authorized to work for any employer in the United States • Will not require work visa sponsorship from WSFS Bank now or in the future

🏖️ Benefícios

• Competitive salaries • Advancement opportunities • Medical coverage • Dental coverage • Vision coverage • 401(k) plan • Life insurance • Accident insurance • 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 • Accommodation support for impairments

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