GCM Relationship Manager

🕒 July 17

🦀 Maryland, Pennsylvania, +1 more states – Remote

🦀 Maryland – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

💵 $92.9k - $152.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 26%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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WSFS Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1832

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

WSFS Bank is a financial institution that offers a wide range of banking services including personal and business banking, loans, wealth management, and investment solutions. With a focus on community and customer service, WSFS Bank aims to provide tailored financial solutions for individuals and businesses. They also engage in community initiatives and volunteer efforts, demonstrating their commitment to local impact and support.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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