Commercial Relationship Manager Team Leader

$133.73k - $219.7k

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.
The Commercial Banking Relationship Manager Team Leader is responsible for managing a team of Relationship Managers (RMs), in addition to managing a portfolio of Commercial Banking relationships, including companies with annual sales typically between $5 MM - $100MM + . This role will also provide support for and development of direct reports, namely Commercial Banking Relationship Managers.
Job Responsibilities:
Meet with RMs regularly to discuss performance against key metrics (e.g., calling activity, prospect strategy, pipeline, client acquisition, referrals) and to strategize/prioritize for successful completion against those metrics.
Develop and execute a marketing strategy for the Commercial Banking team, coordinating with WSFS Marketing to plan and host client/prospect events to assist with client retention, new client acquisition, and WSFS Middle Market brand promotion.
Generate leads and assign them as appropriate to the RM team based on location, complexity, etc.
Promote referral activity by maintaining strong relationships with key partner groups such as Cash Management, Capital Markets, and Wealth/Private Banking, and maintain positive relationships with functional groups such as Loan Operations, Loan Review, Human Resources, Accounting & Financial, Compliance & Audit, and Technology.
Assist RM and Portfolio Manager (PM) teams with structuring and negotiating complex transactions, navigating credit approval and negotiating with clients to win business for the bank. Incumbents will have approval authority via a matrix and will participate in the credit approval process.
Assist RM and PM teams with formulating action plans for client relationships which have experienced credit deterioration, partnering with Asset Recovery as appropriate.
Handle all HR functions with respect to the team (performance reviews, compensation plan approval, incentive plan approval, timecard approval, provisioning for open positions, on-boarding new RMs, etc.).
Responsibility for retaining and expanding existing Middle Market relationships, as well as sourcing new commercial relationships via systematic networking with prospects and referral sources (i.e., existing clients, CPAs, attorneys, PE firms, investment banks).
Identify opportunities to deliver non-credit products, including Cash Management, Capital Markets (Interest Rate Derivatives, FX and Trade Finance) and Wealth products and services.
Partner with credit associates such as Portfolio Managers and Credit Officers in the development and analysis of financial background data for new or renewed loans.
Track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews.
Minimum Requirements:
Must have a Bachelor's degree in business, accounting, finance, or related field; or equivalent work experience.
Minimum of 10 years' experience in a Commercial Banking Relationship Management role is required.
Minimum of 3 years of prior experience leading, coaching, and developing a team is required.
Prior experience working with companies with annual revenues ranging from approximately $5 million to $100 million + is required.
Must be comfortable working with companies who have alternative tranches of capital (e.g., mezzanine financing).
Must possess demonstrated experience in business development, prospecting, and managing commercial client relationships and portfolios, with an established network of centers of influence.
Must be versed in delivering credit solutions to solve client's objectives regarding growth, timing differences, and ownership transition.
Must have the ability to thoroughly interpret financial data and use sound business judgement with knowledge of commercial loan structuring and risk assessments.
Must have excellent written and verbal communication skills with the ability to present important and complex information in a concise and understandable style.
Ability to collaborate effectively with credit, operations, treasury management, wealth management and other internal partners.
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:
$133,728.00 - $219,696.75
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 us.fitly.work.
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 Commercial Relationship Manager Team Leader in Philadelphia, PA vacancy

Senior Commercial Relationship Manager
$143.1k - $238.5k
...the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $25-100 million... ...constraints.Foster a collaborative team approach with Fulton Partners and Retail Relationship...
Suggested
Full time
Temporary work
Work experience placement
Local area
Work visa
Flexible hours
Fulton Financial Corporation
Philadelphia, PA
2 days ago
Commercial Relationship Manager
$114.1k - $190.1k
...onsite C&I career opportunity in Commercial Banking supporting one of our following... ...by building, developing and managing new and existing client relationships with businesses with revenue of $5... ...constraints.Foster a collaborative team approach with Fulton Partners and...
Suggested
Full time
Temporary work
Work experience placement
Local area
Work visa
Flexible hours
Fulton Financial Corporation
Philadelphia, PA
2 days ago
Senior Commercial Relationship Manager
$20 per hour
...We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace... ...our name, it’s our mission and our purpose. The Senior Commercial Relationship Manager is responsible for managing a portfolio of...
Suggested
Work experience placement
Flexible hours
Wilmington Savings Fund Society
Cherry Hill, NJ
20 hours ago
Commercial Relationship Manager
$114.1k - $190.1k
...onsite C&I career opportunity in Commercial Banking supporting one of our... ...banking by building, developing and managing new and existing client relationships with businesses with revenue of $5... ...constraints. Foster a collaborative team approach with Fulton Partners and...
Suggested
Full time
Temporary work
Work experience placement
Local area
Work visa
Flexible hours
Fulton Bank
Philadelphia, PA
1 day ago
Senior Healthcare Corporate Commercial Relationship Manager
...Banking by originating, structuring, and managing Healthcare Banking relationships with large, complex corporate... ...industries (e.g., sponsor-backed companies, commercial real estate, healthcare,... ...Required)Ability to lead cross-functional teams and manage multiple complex deal...
Suggested
Full time
Local area
Work visa
Flexible hours
Fulton Financial Corporation
Philadelphia, PA
3 days ago
Commercial Services CRM Manager
$100k - $200k
Team: Professional ServicesCity: PhiladelphiaState: PA Veeva Systems is... ....The RoleWe are seeking a CRM Leader and Manager for our North America Commercial Services team. This critical leadership... ...and maintain strong customer relationships with select enterprise accounts in...
Work experience placement
Work at office
Local area
Remote work
Work from home
3 days per week
Veeva Systems
Philadelphia, PA
1 day ago
Commercial Lines Account Manager | Client Manager
$70k - $90k
...Job Description Job Description Insurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client Manager Salary: $70-90K Location: Philadelphia, PA Our Philadelphia, PA based insurance firm is seeking an experienced...
Work at office
APR
Philadelphia, PA
20 days ago
Sr. Relationship Manager - Global Commercial Banking - Transformative Healthcare (Boston, NYC, Philadelphia)
$140k - $235k
...s Transformative Healthcare segment is seeking a Sr. Relationship Manager to be part of our team. The Transformative Healthcare Group focuses on the middle... .... This group is a specialized team within the Global Commercial Bank which serves public and private healthcare...
Full time
Work experience placement
Work at office
Local area
Flexible hours
Shift work
Day shift
Bank of America
Philadelphia, PA
1 day ago
Community Engagement Manager | Brilliant Philadelphia
...Holidays Brilliant Philadelphia is seeking a Community Engagement Manager. The Community Engagement Manager ensures successful... ...communications skills Ability to coordinate multiple stakeholders and team members around a goal Work with minimal up-front guidance and the...
Temporary work
Local area
Weekend work
Afternoon shift
Bryn Mawr College
Bryn Mawr, PA
5 days ago
EHS Community Engagement Manager
$73k
...The EHS Community Engagement Manager is responsible for the overall... ...building partnerships and relationships in the communities we serve.... ...fully functional Policy Council team and that meetings occur regularly... ...with our service area leaders Leads and guides the Parent...
Temporary work
Remote work
Work from home
Flexible hours
MATERNITY CARE COALITION INC
Philadelphia, PA
19 days ago
Community & Broker Engagement Manager
...options. We enable our world-class team of clinicians and care team... ...do best: building trusted relationships and delivering great care.... ...Community & Broker Engagement Manager , who will be responsible for... ...defined geographic region. This leader will help define and shape...
Local area
Remote work
Patina Health
Philadelphia, PA
29 days ago
Customer Engagement Manager (West Coast)
...patient access and therapy commercialization. More than 250 manufacturers... ...availability hurdles and to manage pricing and forecasting complexity... ...lifecycle. Reporting to a Team Lead, Customer Engagement,... ...candidate builds trusted relationships across internal and external...
Immediate start
Visa sponsorship
Flexible hours
IntegriChain
Philadelphia, PA
2 days ago
Client Manager
...collaborative environment.Join our Marketing Team as a Client Manager located in our Atlanta, Austin,... ..., training opportunities, and relationship building. This role reports to the Director... ...changing environmentStrong business/commercial acumenAbility to learn quickly, work...
Hourly pay
Full time
Work at office
Greenberg Traurig LLP
Philadelphia, PA
1 day ago
Engagement Manager
$140k - $180k
The Senior Engagement Manager plays a critical role in helping grow the Audience Intelligence... ...solutions.You will partner with commercial leaders, clients, strategists, analysts, and project teams. You will manage client relationships, understand client needs, shape...
Remote work
Flexible hours
Inizio Evoke
Philadelphia, PA
2 days ago
Client Relationship Director
$170k - $190k
...Job Category: Client Relationship Director Position Type... ...finance, and solution teams. The successful... ...combines executive presence, commercial and financial acumen,... ...negotiations, pipeline management, revenue forecasting,... ...finance and delivery leaders to improve profitability...
Full time
Contract work
Stefanini
Philadelphia, PA
4 days ago
Private Client Relationship Manager
...coaching, professional development, and ongoing practice management support.   As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our... ...(CFPs), creating the Citizens Private Client team.Primary responsibilities includeAcquire and...
Local area
Citizens Financial Group
Philadelphia, PA
1 day ago
Senior Client Relationship Manager
...Rockefeller Capital Management Client Relationship Manager Rockefeller Capital Management was established in 2018 as a leading independent financial... ...upon performance. A top-ranked private wealth advisory team at Rockefeller Capital Management serving HNW and UHNW...
Work at office
Local area
Rockefeller Financial
Philadelphia, PA
1 day ago
Client Relationship Executive - Veterans Affairs Client Relationship Executive - Sales Vice President, Strategic Relationship Management
$186.5k - $311k
...cultivating business relationships with clients across the... ...strong relationship management skills, and a proven... ...vehicles, coordinating teaming/alliance partners,... ...breadth of Deloitte, its commercial and public-sector... ...effectively with Account Leaders, Offering leaders,...
Contract work
Work at office
Deloitte
Philadelphia, PA
3 days ago
Customer Experience Manager - Insurance Team Lead
...Fong - State Farm Agent in Havertown is seeking a Customer Service Manager to oversee operations and enhance customer experiences. The... ...Life & Health. This role involves managing the customer service team, developing policies, and resolving complaints while promoting internal...
Jana Fong - State Farm Agent
Havertown, PA
2 days ago
Client Services Manager
...dynamic, efficient, and friendly individual to join our team as Client Services Scheduling Manager in Jenkintown! Visiting Angels is part of Yen Care... ...Senior Client Services Manager Maintain positive relationships with clients and referral sources Perform on-call...
Work at office
Flexible hours
Weekend work
Afternoon shift
Visiting Angels of Jenkintown, PA
Jenkintown, PA
1 day ago
Client Manager
...Company Description Life Managers & Associates is dedicated to helping older individuals... ...maintain independence in their own homes. Team members work closely with clients and... ...trust, continuity of care, and meaningful relationships with the older adults the organization serves...
Full time
Work at office
Local area
Work from home
Life Managers & Associates
Flourtown, PA
20 hours ago
Client Services Manager
...Client Services Manager – Assistive Care BAYADA Home Health Care has an immediate opening... ...-oriented professional to join our team and play a key role in coordinating care... ...scheduling and staffing needs, build strong relationships with clients and referral partners, and...
Work at office
Local area
Immediate start
BAYADA Home Health Care
Wynnewood, PA
20 hours ago
Client Service Manager
...Job Summary The Client Service Manager is responsible for delivering consistent, high... ...for a portfolio of defined contribution relationships, with the objective of driving longterm... ...service providers. • Adhere to team individual service and retention goals....
Ascensus
Dresher, PA
2 days ago
Client Executive
$115k - $170k
...for utilities and cities to manage energy and water. We create a... ...in real time. Joining our team means becoming part of Locusview... ...global reach of an industry leader. This is more than a product... ...developing strategic customer relationships, identifying and advancing...
Contract work
Work at office
Remote work
Itron
Philadelphia, PA
2 days ago
Speciality Client Partner Manufacturing Energy/Utilities industry (Remote)
$128.86k - $286.36k
...industry (Remote) to join our team in Philadelphia, Pennsylvania... ...primary steward of executive relationships across a portfolio of clients... ...a focus on strategic account management.You’ll collaborate closely... ...business and technology services leader, serving 75% of the Fortune...
Temporary work
Work at office
Remote work
Flexible hours
NTT DATA
Philadelphia, PA
3 days ago
Sectors & Clients Manager Media, Sports & Entertainment
$129.81k - $197.8k
...& Business Development Manager, Sports, Media & Entertainment... ..., strengthen client relationships, and proactively drive... ...sector leadership, practice leaders, and business development teams, this individual will... ...priorities and deadlines. Strong commercial awareness and experience...
Full time
Work at office
Remote work
Relocation
Visa sponsorship
Relocation package
DLA Piper
Philadelphia, PA
20 hours ago
SAP Practice Engagement Director
$130k - $261k
.... Our entrepreneurial teams are empowered to innovate... ...Practice Engagement Manager to drive growth of our... .... You are a SAP sales leader with a strong SAP... ...knowledge, strong client relationships, and the ability to identify... ...presentations, commercials and closure. Work closely...
Full time
Temporary work
Part time
Work at office
Local area
Remote work
Flexible hours
UST Global
Philadelphia, PA
2 days ago
Customer Success Manager, User Engagement
$98.5k - $172.7k
...OVERVIEWThe Customer Success Manager, User Engagement is a senior... ...programs that deepen customer relationships, increase product adoption, and... ...system executives, physician leaders, and frontline clinicians.... ...internal and external leadership teams.Identify opportunities to...
Full time
Traineeship
Work at office
Wolters Kluwer
Philadelphia, PA
4 days ago
Customer Success Manager - Healthcare
$98.5k - $172.7k
...) OVERVIEWThe Customer Success Engagement Manager plays a lead role in managing and driving... ...is part of a regionally organized account team that spans both Customer Success and Sales to ensure strategic customer relationships are established and strengthened, implementation...
Full time
Work experience placement
Work at office
Wolters Kluwer
Philadelphia, PA
1 day ago
Senior Client Partner - Wireless Solutions Sales
$8k
...driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe... ...business partner, solidifying long-lasting and mutually beneficial relationships with our accounts.Are you passionate about:Nurturing deep...
Full time
Temporary work
Part time
Work experience placement
Shift work
Verizon
Philadelphia, PA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Relationship Manager Team Leader. Be the first to apply!