
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.
🕒 July 29
🦀 Maryland, Pennsylvania, +1 more states – Remote
💵 $92.9k - $152.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 16%
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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.
• 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
• 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
• 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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