Business Banking Relationship Manager III jobs in United States
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WSFS Bank · 7 hours ago

Business Banking Relationship Manager III

WSFS Bank is the oldest and largest locally headquartered bank in the Greater Philadelphia and Delaware region. The Business Banking Relationship Manager III will manage a portfolio of business banking clients, build strong relationships, and ensure client satisfaction while delivering tailored financial solutions.

BankingFinanceFinancial Services
Hiring Manager
Steve Loughren Jr
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Responsibilities

Managing a portfolio of business banking clients
Building and maintaining strong client relationships
Identifying opportunities to grow revenue through cross-selling and up-selling financial products and services
Ensuring superior client satisfaction
Assessing clients' needs
Delivering tailored financial solutions
Monitoring account performance
Maintaining compliance with bank policies and regulations

Qualification

Relationship managementFinancial products knowledgeCredit analysisFinancial statement analysisBanking compliance knowledgeBachelor’s degreeAdvanced education in financeInterpersonal skillsCommunication skillsOrganizational skillsTime-management skills

Required

Proven experience in relationship management, client development, and customer service in the banking or financial services industry
Strong knowledge of financial products, credit analysis, and business banking services
Ability to analyze financial statements and assess creditworthiness to make sound recommendations
Excellent interpersonal and communication skills, both verbal and written, to effectively engage with clients and colleagues
Organizational and time-management skills to handle multiple client accounts and meet objectives efficiently
Ability to work on-site and engage face-to-face with clients in New Castle County, DE
Bachelor's degree in Business, Finance, or related field (or equivalent experience); advanced education or certifications in finance are a plus

Preferred

Familiarity with banking regulatory requirements and compliance standards is preferred

Company

WSFS Bank

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WSFS Bank is the seventh oldest, continuously-operating bank in the United States.

Funding

Current Stage
Public Company
Total Funding
$200M
2025-12-09Post Ipo Debt· $200M
1986-12-05IPO

Leadership Team

A
Alyson Beasley Bradley
SVP/Chief Auditor
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Brooke Moyer
SVP & Director of Loan Syndications
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Company data provided by crunchbase