Corporate Trust Relationship Manager II

$77.39k - $127.14k

Full-time

WSFS Bank

Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
WSFS Bank is currently seeking a Corporate Trust Relationship Manager II in our Wealth Division. The Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts, onboarding new transactions, closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The Associate is expected to complete various account administration activities of moderate complexity and risk, and have strong knowledge of the products, processes, and procedures. The Associate will be expected to promote team culture and to work closely with other Relationship Managers, administrators, and support areas.
Job Responsibilities:
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
Minimum Qualifications:
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.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$77,390.00 - $127,139.75
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on aplitrak.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Corporate Trust Relationship Manager II in Delaware, OH vacancy

Engagement Manager II
$119.6k - $215.4k
...Are you passionate about building relationships and ensuring customer success? Are you a fast... ...for their growth and success. We build trusted relationships through clear... ...and operational focus. As an Engagement Manager II, you will be responsible for: Working independently...
Suggested
Work experience placement
Akamai
Columbus, OH
3 days ago
Military DoD SkillBridge: Corporate Sales Account Executive
...extraordinary people. Our clients trust us with their most valuable... ...solutions. Our innovative corporate and franchise agency models... ...on consultative sales, relationship development, client onboarding... ...solutions Learn and apply risk management principles across household...
Suggested
Full time
Internship
Local area
Goosehead Insurance
Columbus, OH
5 days ago
GCM Relationship Manager
$92.87k - $152.57k
...locally headquartered bank and wealth management company. We are honored to consistently... ...s our mission and our purpose. The Relationship Manager will be responsible for... ...ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent...
Suggested
Full time
Flexible hours
WSFS Bank
Delaware, OH
4 days ago
Account Manager II - Financial Wellness Solutions
$76.5k - $127.5k
...to the company’s success. As an Account Manager II within PNC's Financial Wellness... ...responsible for deepening existing client relationships, driving ongoing engagement, and ensuring... ...growth across our solutions for Large Corporate, Diversified Industries Group (DIG), and...
Suggested
Full time
Contract work
Temporary work
Part time
Work experience placement
Work at office
The PNC Financial Services Group
Columbus, OH
6 days ago
SBA Lending Relationship Manager
$111.44k - $183.08k
...headquartered bank and wealth management company. We are honored to... ...grow and thrive. As an SBA Relationship Manager, you will drive the... ...may be hired at a level II or III depending on experience... ...base salary, WSFS Financial Corporation (WSFS) and its subsidiaries...
Suggested
Full time
Work at office
Flexible hours
WSFS Bank
Delaware, OH
2 days ago
Client Relationship Manager
...Corporate Client Relationship Manager Surge Staffing – Columbus, Ohio Metropolitan Area (On-site) Build Strong Partnerships. Deliver Exceptional Service... ...relationships with corporate clients, serving as their trusted advisor. Manage a portfolio of existing accounts while...
Work at office
Monday to Friday
Surge Staffing
Columbus, OH
1 day ago
Commercial Relationship Manager
...partners to create and implement a relationship strategy for assigned... ...solutions (e.g. loans, treasury management, capital markets) based on... ...basis to enhance the trusted advisor relationship and ensure... ...drivers of profitability, and corporate/personal life cycle optimizing...
Work experience placement
Work at office
Local area
Fifth Third
Columbus, OH
3 days ago
Sales Account Executive
...identifying new business opportunities while effectively managing and strengthening relationships with existing key accounts. The Sales Account... ...employees. Come join Wieland today and help us continue to build a global corporation we are all proud to belong to....
Contract work
Work at office
Worldwide
Night shift
Wieland Group
Delaware, OH
2 days ago
RELATIONSHIP MANAGER
## RELATIONSHIP MANAGERApplylocations: Columbus, OHtime type: Full timeposted on: Posted Todayjob... ...id: R239**Summary**As a Relationship Manager, you will be a lead client advocate,... ...contribute to the creation of long-lasting, trusted advisory relationships.As a Relationship...
Manning & Napier Advisors
Columbus, OH
1 day ago
Relationship Manager
...Relationship Manager Reports to: Wealth Management Advisor Status: Exempt As a Relationship Manager at Apollon Wealth Management, you will play... ...Proficiency in financial software and tools Dedication to maintaining client confidentiality and trust #J-18808-Ljbffr...
Apollon Wealth Management, LLC
Columbus, OH
3 days ago
Client Service Coordinator
$23.15 - $24.25 per hour
...skills and customer-focused approach will help ensure seamless support for our clients and candidates. In this vital role, you will manage daily client interactions, coordinate staffing needs, and facilitate effective communication between all parties. Key...
Hourly pay
Temporary work
Local area
Adecco
Kilbourne, OH
12 hours ago
Relationship Manager
...it’s for, it’s a supportive place to grow. Job Overview As a Relationship Manager, you will drive customer growth and retention by building... ...recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key...
Contract work
Socket
Columbus, OH
1 day ago
Head of Project Management (Construction)
$108k - $145k
...projects? Gilbane is seeking a Project Manager II to serve as the on-site Gilbane manager... ...opportunity to build schools, labs, hospitals, corporate offices, sports arenas and more! We are... ...client, partner, and industry relationships that position Gilbane as the “Builder of...
Contract work
For contractors
Work at office
Local area
Gilbane Building Company
Columbus, OH
1 day ago
Mid-Mkt Sales Account Exec Manager- Federal LearnVantage
...channel partners, and direct LearnVantage-led selling.Develop and manage relationships with federal channel partners and aggregators to expand... ...360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360...
Full time
Contract work
Work experience placement
Live in
Work at office
Local area
Accenture
Columbus, OH
3 days ago
ServiceNow Engagement Manager @Advizex (Remote)
$105k - $115k
...Advizex continues to operate with the same trusted expertise and customer‑first philosophy—... ...Role Overview ServiceNow Engagement Manager leads client‑facing implementations and... ...the customer Develop successful relationships with team members, partners and customers...
Remote work
Flexible hours
Myriad360
Columbus, OH
3 days ago
Client Service Manager
...administrator and trainer, helping teams use the platform effectively Manage business configurations and support special projects as needed... ...Accounts ~ Dependent Care FSA ~ Commuter & Transit FSA ~ Corporate Discount Program - Perkspot ~ Training Reimbursement ~ Paid...
Permanent employment
Temporary work
Work at office
Flexible hours
Corient
Columbus, OH
2 days ago
Cyber Security Mid Market Sales Account Executive
...com. You Are As a Security Sales Senior Manager, you will spearhead Accenture Security’s... ...engagement skills to position Accenture as the trusted partner for security reinvention in... ...-Level Engagement: Build trusted relationships with C-suite and senior stakeholders to...
Full time
Contract work
Work experience placement
Live in
Work at office
Local area
Worldwide
Accenture
Columbus, OH
3 days ago
Senior Commercial Relationship Manager
$112k - $210k
...5 S 3rd Street, Columbus OhioTHIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS... ...and moderate risk profile.ResponsibilitiesServes as the Trusted Financial Advisor and Business Partner to clients, and...
Work at office
Flexible hours
Night shift
KeyCorp
Columbus, OH
1 day ago
Senior Commercial Relationship Manager
...Fifth Third Bank in Columbus, OH is seeking a Commercial Relationship Manager II to drive profitable business development for companies with $10M+ annual revenue. You will lead relationship strategies, work with One Bank partners, analyze financial statements, and tailor...
Fifth Third
Columbus, OH
1 day ago
Client Relations Manager
...bigger than yourself. About The Role The Client Relations Manager is the primary post‑contract point of contact for a portfolio... ...decisions, and emerging issues. Build and maintain strong, trust‑based relationships with key client stakeholders at all levels, including...
Full time
Contract work
Temporary work
Work at office
Local area
2 days per week
3 days per week
Forge Biologics
Columbus, OH
3 days ago
Client Relations Manager
...Surge Staffing is searching for a Corporate Client Relationship Manager in Columbus, Ohio. In this vital role, you will serve as the primary liaison for key corporate accounts, maintaining relationships while delivering exceptional service. Your responsibilities include...
Surge Staffing
Columbus, OH
1 day ago
Clinical Client Success Manager
OverviewJob Summary:The Clinical Client Success Manager is responsible for routinely managing client accounts, proactively communicating... ...and executing opportunities to engage clients.· Develop a trusted advisor relationship with client stakeholders to ensure they are leveraging the...
Full time
Temporary work
Work at office
Flexible hours
Mpower Health
Columbus, OH
3 days ago
Head of Engineering & Projects
...Project Manager II Department: Engineering Employment Type: Full Time Location... ...into leading projects, teams, and client relationships. You'll use your technical experience... ...As a Project Manager, you'll be a trusted advisor to clients, guiding projects from...
Full time
Contract work
HEAPY
Columbus, OH
1 day ago
Project Manager II
$108k - $145k
Project Manager II Job Locations US-OH-Columbus Requisition ID 2026-12481... ...opportunity to build schools, labs, hospitals, corporate offices, sports arenas and more!... ...strengthen client, partner, and industry relationships that position Gilbane as the "Builder of...
Contract work
For contractors
Work at office
Local area
Gilbane Building Company
Columbus, OH
1 day ago
Sales Account Executive
...in the country, is home to The Ohio State University and is the corporate headquarters of many well-known US companies! If you’re... ...present to new businesses to generate new advertising revenue Manage inventory and protect station rate structure. Develop new revenue...
Work experience placement
Work at office
Local area
Nexstar Broadcasting
Columbus, OH
3 days ago
Director of Customer Experience & Project Management [HT-1019756]
$135k - $155k
...? Are you energized by building strong relationships with customers and internal teams while... ...Director of Customer Experience & Project Management is:Proactive and Accountable: You do... ...everyone aligned. Your communication builds trust with customers and internal teams....
Full time
Contract work
Temporary work
VisionSpark
Columbus, OH
4 days ago
Sales Account Manager
...Job Title: Sales Account Manager Professional Pavement Services is a family owned, full-service paving, construction, and property... ...Manager, you will be responsible for developing and managing relationships with both commercial and residential customers. Your main goal...
For contractors
Work experience placement
Work at office
Local area
Immediate start
Trial period
Monday to Friday
J and J Construction
Delaware, OH
7 hours ago
Head of Public & Media Relations
...Overview Senior Public Relations Manager – MediaSource, Columbus, OH (Hybrid) This isn’... ...recognized healthcare organizations. Serve as a trusted advisor to executives and senior client... .... Success leading complex client relationships and developing communications professionals...
MediaSource
Columbus, OH
1 day ago
Relationship Manager III
First Merchants Bank is seeking a Relationship Manager III to join our team! This position will effectively carry out the relationship management process by growing market share, broadening revenue mix, retaining customers and managing portfolios.Essential Duties and Responsibilities...
Full time
Flexible hours
First Merchants Corporation
Columbus, OH
3 days ago
Global Sales Account Executive
$120k - $250k
...International by developing and expanding relationships with Indian-based Global System... ...GSI objectives. Pipeline & Opportunity Management Build and manage a robust pipeline of opportunities... .... Relationship Building Establish trusted advisor relationships with senior...
Work experience placement
Work at office
Remote work
Worldwide
Home office
Flexible hours
SHI GmbH
Columbus, OH
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Corporate Trust Relationship Manager II. Be the first to apply!