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WSFS Bank · 4 hours ago

Treasury Management Relationship Manager

Burlington, NJ

Full-time

Onsite

Mid Level

$63K/yr - $103K/yr

WSFS Bank is a locally headquartered bank and wealth management company committed to empowering its associates and supporting the community. The Treasury Management Relationship Manager is responsible for providing sales support for Treasury Management services across various divisions, managing banking relationships, and ensuring optimal service delivery to clients.

BankingFinanceFinancial Services

Responsibilities

Sell to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions

Serves as a referral source for other Bank products and services

Engage in independent or joint calling to customers/prospects to develop information as to their deposit, financial, operational and business needs to determine how the Bank can provide the most optimal Treasury Management structure

Perform appropriate analysis of the customer/prospect needs and prepares in-depth, competitive proposals/pro formas that demonstrate the Bank’s capability to meet their needs

Identify opportunities to deliver treasury products/services and make referrals to other Bank partners

Collaborate with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews

Attend lending pipeline meetings regularly to achieve commercial goals

Monitor existing customer portfolios by completing periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs

The Bank is highly committed to our communities and encourages all associates to do the same in some fashion. Participate in various business, civic and community functions to develop new business and promote WSFS Bank

Take ownership and ensure timely response and resolution to client issues

Maintain knowledge of internal resources and systems to mitigate disruption of service to clients

Adhere to all Compliance Requirements, complete all compliance training prior to deadline and report any concerns to management

Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios

Engage in continuing education and outside classes/seminars to understand business trends or changes in marketplace to best position the Bank for future success

Any exceptions to policy and pricing must be approved by management