GCM Relationship Manager

🕒 il y a 3 mois

🦀 Maryland, Pennsylvania, +1 états de plus – Distant

infoinfo

💵 $92 869 - $152 569 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de WSFS Bank, pas via un site d'emploi

Repérée par Remote Rocketship il y a 3 mois

Toujours ouverte sur le site de WSFS Bank. Vérifiée il y a 5 heures.

Logo of WSFS Bank

WSFS Bank

1001 - 5000 employés

WSFS Financial Corporation est une entreprise de services financiers valorisée à plusieurs milliards de dollars. Sa filiale principale, WSFS Bank, est la plus ancienne et la plus importante banque et franchise de gestion de patrimoine ayant son siège social local dans la région métropolitaine de Philadelphie et du Delaware. Au 31 mars 2025, WSFS Financial Corporation détenait 20,5 milliards de dollars d'actifs à son bilan et 89,6 milliards de dollars d'actifs sous gestion et administration. WSFS opère dans 115 bureaux, dont 88 sont des agences bancaires, situés en Pennsylvanie (58), Delaware (39), New Jersey (14), Floride (2), Nevada (1) et Virginie (1), et offre des services financiers complets, incluant la banque commerciale, la banque de détail, la gestion de trésorerie et la gestion de patrimoine et fiducie. Parmi ses autres filiales ou divisions, on compte 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® et WSFS Wealth® Investments. Au service du Greater Delaware Valley depuis 1832, WSFS Bank est l'une des dix plus anciennes banques aux États-Unis, opérant continuellement sous le même nom.

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 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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