WSFS Bank · 18 hours ago
SBA Relationship Manager
WSFS Bank is a locally headquartered bank and wealth management company that empowers its associates and supports its communities. The SBA Relationship Manager will drive the sales life cycle by generating leads, structuring SBA loan proposals, and maintaining a robust referral network, while ensuring customer satisfaction for existing SBA portfolio clients.
BankingFinanceFinancial Services
Responsibilities
Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis
Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities
Responsible for structuring SBA loan proposals and preparing credit packages
Responsible for the success and growth of the assigned sales territory
Qualification
Required
Bachelor's degree, preferably in a business-related field, or equivalent experience
5+ years of financial services industry experience
5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans
5+ years of experience selling business-related financial services products
Knowledge of commercial and consumer loan and deposit products
Superior customer service, sales, and business development skills
Ability to travel to WSFS Bank's various locations throughout our footprint
Excellent oral and written communication skills, as well as excellent listening ability and presentation skills
Self-motivated and able to work with minimal supervision
Intermediate skill level using Microsoft Office
Preferred
Knowledge and understanding of underwriting and evaluating commercial credit
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
Company
WSFS Bank
WSFS Bank is the seventh oldest, continuously-operating bank in the United States.
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-12-09Post Ipo Debt· $200M
1986-12-05IPO
Leadership Team
Recent News
2025-11-05
2025-11-03
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