Corporate Trust Relationship Manager, Level II

🕒 5 days ago

🗽 New York, Maryland, +2 more states – Remote

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

💵 $77.4k - $127.1k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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WSFS Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. As of March 31, 2025, WSFS Financial Corporation had $20.5 billion in assets on its balance sheet and $89.6 billion in assets under management and administration. WSFS operates from 115 offices, 88 of which are banking offices, located in Pennsylvania (58), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include 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®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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