Senior Private Banking Relationship Manager
$111.44k - $183.08kFull-time
Bryn Mawr Trust
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. The Private Banking Relationship Manager will be responsible for supporting our Private Wealth Management division. The incumbent will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products, and wealth management services. Job Responsibilities:
$111,440.00 - $183,082.25 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.
- Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis, and deposit products.
- Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust, and brokerage services.
- Call on prospective clients, as well as medical, legal, tax, and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within their own lending limits.
- Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
- Keep abreast of regulatory, economic, and financial market trends, the Relationship Manager will actively participate in community functions and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement, and tax planning.
- A Bachelor's Degree in a Finance related field. CFP, CTFA, MBA, JD is preferred.
- Series 6 or 7 licenses are highly desired.
- Must have a minimum of 5 years of commercial lending, Private Banking, or wealth management experience.
- Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan, and deposit products.
- Must be able to travel within the Bank's footprint to branch and wealth management locations and visit customers.
- Results-oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have excellent problem-solving ability.
$111,440.00 - $183,082.25 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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Banking Relationship Manager in Lancaster, PA vacancy
- ...creating value through lifelong relationships with our customers,... ...What sets us apart from other banks is our unwavering dedication... ...goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a... ...continued growth of our Wealth Management division. In this role, you’ll...SeniorFull timeLocal areaFlexible hours
Citizens & Northern Bank
Lancaster, PA2 days ago $150k - $175k
...Senior/Principal Spacecraft Thermal Engineer (Remote) Fully Remote Pay: $150k-$175k base + Bonus + Generous benefits (medical, dental... ...mission-critical applications ranging from spacecraft thermal management to precise temperature control in surgical environments,...SeniorLocal areaRemote workJuniper
Lancaster, PA2 days ago- ...creating value through lifelong relationships with our customers,... ...What sets us apart from other banks is our unwavering dedication... ...goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a... ...continued growth of our Wealth Management division. In this role, you...SeniorLocal areaFlexible hours
C&N Bank
Lancaster, PA4 days ago - ...JoyJob DescriptionThe C & I Commercial Relationship Manager III is responsible for serving as a trusted... ...clients and provide a full breadth of banking solutions to meeting their financial... ...recommendations to Credit, team leaders, and senior line of business managers as...SuggestedFull timeWork at office
Northwest Bank
Lancaster, PA6 days ago - ...for your future. Position Title: Relationship Banker Business Unit: Retail... ...to develop proficiency of basic consumer banking transactions, account servicing, and lending... ...of branch leads at the direction of the Manager, consistent execution of all customer...SuggestedWork at officeNight shift
First National Bank
Lancaster, PA3 days ago $75k - $184.8k
...forhigh net worth segment of the bank, focusing on loans, deposit, and Assets Under Management (AUM). Work with clients to... ...the sales/client experience in Private Banking. Understands the... ...additional opportunities to deepen relationships. ~ Works with Premier...For contractorsWork at officeMonday to FridayS&T Bancorp Inc
Lancaster, PA1 day ago- ...As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Lancaster, PA5 days ago - ...As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workWork experience placementWork at office
- ...Private Banker For more than 120 years, F&M Trust has helped... ...financial goals through relationship-driven banking and trusted advice. As our... ...with banking, lending, wealth management, mortgage, treasury, and other... ...Wealth Advisor Senior Relationship Advisor Business...Temporary workLocal area
- ...Retirement Living Sales Counselor to help older adults and their families explore the right next step in senior living. In this resident-first role, you will build relationships with prospective residents, learn about their needs, and explain independent living, assisted...SeniorFull time
$123.6k - $206k
...administers and services existing business relationships.Primary Responsibilities:Services... ...amounts and of high complexity with the Bank, interviews applicants to develop information... ...to ensure credit quality and risk management. Participates in a formal call program to...SeniorFull timeM&T Bank
Lancaster, PA5 days ago- ...coordinate community visits, and guide families through the decision-making and admissions process. Partner with colleagues across senior living operations to provide accurate, thoughtful support from first inquiry through transition. Our resident-first, mission-driven...SeniorFull time
- ...Living Counselor to help older adults and their families explore senior living options and find the right fit for their needs. In this... ...and the decision-making process. You will build trusting relationships, coordinate follow-up, and collaborate with colleagues across...SeniorFull time
- ...seeking a Retirement Living Sales Counselor to help older adults and their families explore senior living options. In this resident-first role, you will build trusted relationships, understand each prospect’s lifestyle and care needs, and guide them through community...SeniorFull time
$125k - $145k
...Southeastern Pennsylvania. We are seeking an experienced Senior Municipal Engineer / Client Manager to play a key role in the continued growth of the... ...spent their career developing strong professional relationships, understands how to successfully serve municipal...SeniorFull timeFor contractorsFlexible hoursBingham Engineering & Consulting
Lancaster, PA1 day ago$16.75 - $17 per hour
...Assistant Store Manager Hourly rate ranges from $16.75 - $17.00 per hour and is dependent upon qualifications and experience. Benefits include: Company Paid Sick Time, Paid Vacation Time, Paid Holidays, Bereavement Pay, Jury Duty Pay, Contest Prize Awards, 401K Plan...SeniorHourly payLocal areaRemote workSpencer Gifts
Lancaster, PA2 days ago$65k - $75k
...Are you looking to take a step towards building your restaurant manager career, instead of just working a job? We need extraordinary... ...restaurant management position in Lancaster, PA As a Restaurant Senior Manager , your experience and leadership skills will head up...SeniorHHB Restaurant Recruiting
Lancaster, PAa month ago$70k - $120k
...wants to own their patch — build real relationships, hunt for new business, and operate as... ...personas, and a structured coaching and management system that tells you exactly what's expected... ...Map — Territory Specialist, Senior Territory Specialist, Territory Executive...SeniorFull timeFor contractorsFlexible hoursChesapeake Plywood
Lancaster, PA5 days ago$25 per hour
Overview: Traveling Retail Remodel Senior Lead Paid Travel | Hotels Provided | Career Growth | Travel. Lead. Build Something Bigger... ...certification ~ Clear career path into District Operations Management Travel Benefits Hotel accommodations Daily meal per...SeniorDaily paidWork at officeImmediate startMonday to FridayNight shiftSPAR
Lancaster, PA3 days ago$800 per month
...Supervisor. Responsibilities: Performs advanced diagnostics and repairs on consumer and commercial turf equipment as well as Ag Management Solutions (AMS) products Participates in service training programs required for the development of skills and knowledge...SeniorImmediate startFlexible hoursDeer Country Farm & Lawn, Inc.
Lancaster, PA5 days ago- ...The Senior Packaging Engineer is responsible for leading packaging initiatives from concept through commercialization, including design... ...operational requirements, and budget objectives. Author, maintain, and manage packaging-related documentation, including material...SeniorFull timeFlexible hours
DSJ Global
Lancaster, PA2 days ago $61k - $119k
...tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every... ...Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee,...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Lancaster, PA4 days ago$15.5 - $21 per hour
...Relationship Banker Delivers a relationship-focused customer experience by accurately processing... ...efficient operation of the Community Banking Office by following established... ...attention to detail, organization, time management, and ability to manage multiple priorities...Hourly payWork at officeFlexible hoursEphrata National Bank
Akron, PA1 day ago- ...profitable growth, strengthens customer relationships, drives cross-selling across our full portfolio... ...Sales Specialists, Business Development Managers, Inside Sales.Build a high-performance,... ...growth initiatives.Partner with senior leadership on long-term commercial planning...SeniorFull timeMonday to Friday
Eurofins
Lancaster, PA4 days ago - ...drive effective and sustainable change in Equipment Reliability Major Customers include Business Unit, Operation and Maintenance Managers in Rolled Products and Extrusions This role may require 25% or more travel Qualifications: ~ Bachelor's Degree in...Senior
Arconic
Lancaster, PA2 days ago $220k - $240k
...develop the next generation of life‑changing therapeutics.As the Senior Director, Customer Success for the Resins & Technologies... ...leadership role, you will collaborate closely with commercial, product management, strategy, marketing, operations, and R&D teams to ensure...SeniorFull timeRemote workDanaher Corporation
Lancaster, PA4 days ago$186.06k
...your income without a ceiling? As a Senior Account Executive (known to N2 as Area Directors... ...hybrid opportunity combines in-person relationship building with work from your home office... ...the heart of each community. Manage your territory, sales pipeline, and publication...SeniorLocal areaWork from homeHome officeN2 - All Jobs
Lancaster, PA4 days ago$25 per hour
...New Holland office and build meaningful relationships while helping customers reach their... ...sales conversations Participation and management of tele-consulting efforts Develop knowledge... ...Products and Services Leverage bank promotions Adhere to outlined sales...Temporary workUnivest Financial Corporation
New Holland, PA1 day ago- ...timeDescriptionThe OpportunityRETTEW is seeking a Senior Traffic Engineer | Technical Lead to... ...across projects, teams, and client relationships.You will lead and review traffic... ...You will collaborate closely with Project Managers, engineers, designers, clients, agencies...SeniorWork at officeRemote work
RETTEW
Lancaster, PA2 days ago - ...Senior Project Manager The primary responsibility for the Senior Project Manager is to secure and manage project cost, schedule and performance in conformance with company policy, standards and goals. The Senior Project Manager presents superior technical expertise...SeniorContract workFor subcontractor
Wohlsen
Lancaster, PA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banking Relationship Manager. Be the first to apply!
Related searches
- senior living Lancaster, PA
- senior performance engineer Lancaster, PA
- senior manager Lancaster, PA
- senior manager diversity & inclusion Lancaster, PA
- senior director diversity & inclusion Lancaster, PA
- senior cloud network engineer Lancaster, PA
- senior software engineer remote Lancaster, PA
- senior ux designer remote Lancaster, PA
- senior net developer remote Lancaster, PA
- senior application security Lancaster, PA