Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Healthcare Banking Portfolio Manager

Full-time

WSFS Bank

: At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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 Healthcare Banking Portfolio Manager will manage a portfolio of Healthcare Banking commercial banking customer relationships as assigned by the Director of Healthcare Banking. The incumbent will have overall responsibility for the daily servicing of these commercial relationships, which involves the management of loan and deposit accounts as well as the sale of additional credit and non-credit products, including corporate cash management and on-line banking services, as deemed appropriate. Job Responsibilities:
  • Serve as the "gatekeeper" for the recommendation or direct sale of other Bank products and services in an effort to increase depth of the banking relationship and the overall customer contribution and profitability margin of the assigned portfolio.
  • Work closely with the Director of Healthcare Banking to support the credit administration needs of that Manager's customer portfolio.
  • Interview customers to develop information concerning their business, financial condition and operating performance, as well as to evaluate financing needs.
  • Travel within the bank's "footprint" to branch locations and visit commercial customers at their place of business.
Minimum Qualifications:
  • Must have a Bachelor's degree, preferably in a business related field but will accept equivalent experience in retail and commercial banking divisions.
  • Must have at least 4-5 years of relevant banking experience.
  • Total relevant banking experience may be in the areas of Commercial Credit Administration, Healthcare Banking, Commercial Real Estate, Middle Market, Business Banking, Small Business Banking and/or Private Banking.
  • Must have effective sales skills and superior customer service skills.
  • Must have strong knowledge of commercial and consumer loan and deposit products.
  • Must be self-motivated and able to work with minimal supervision.
  • Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
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.edajobs.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 5 hours ago
Similar jobs that could be interesting for youBased on the Healthcare Banking Portfolio Manager in Berwyn, PA vacancy
  • $107.5k - $173.08k

     ...Avantor teams rely on our talent acquisition initiatives to attract, engage and hire the right talent. Avantor’s Product & Portfolio Management vertical is a crucial part of this mix, enabling all our internal teams worldwide to grow beyond their limits.The Portfolio... 
    Suggested
    Full time
    For contractors
    Local area
    Remote work
    Worldwide
    Flexible hours

    Avantor

    Radnor, PA
    2 days ago
  • $107.5k - $173.08k

     ...Avantor teams rely on our talent acquisition initiatives to attract, engage and hire the right talent. Avantor’s Product & Portfolio Management vertical is a crucial part of this mix, enabling all our internal teams worldwide to grow beyond their limits.The position is... 
    Suggested
    Full time
    For contractors
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Avantor

    Radnor, PA
    3 days ago
  •  ...medicines to millions of patients daily, West’s indelible mark on the healthcare industry has just begun. A name started our story. How will...  ...and analyzing appropriate risk finance techniques for management response. Responsibilities will involve marketing and placement... 
    Suggested
    Local area
    Worldwide
    Relocation
    3 days per week

    West Pharmaceutical Services

    Exton, PA
    3 days ago
  •  ...Healthcare Financial/Actuarial Senior Director As a Healthcare Financial/Actuarial Senior...  ...and actuarial engagements for a portfolio of clients and play a strategic role on...  ...Role: Lead Client Engagements: Manage financial and actuarial deliverables for... 
    Suggested
    Contract work
    Temporary work
    Local area
    Flexible hours

    Willis Towers Watson

    King of Prussia, PA
    3 days ago
  • $106.7k - $177.9k

     ...Radnor, PA., Wilmington, DE. or Syracuse, NYOverview:Provides portfolio management (trading) services across a large number of more complex...  ...an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely... 
    Suggested
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Radnor, PA
    15 hours ago
  •  ...WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor client portfolios, conduct annual reviews, renew facilities, and underwrite new lending opportunities in alignment with Credit... 

    WSFS Bank

    Devon, PA
    2 days ago
  • $133.37k - $156.9k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers...  ...One. Job Description Leads portfolio marketing strategy for Small...  ...in marketing, product management, portfolio management, or a related...  ...include the following: Healthcare (medical, dental, vision) Basic... 
    Full time
    Temporary work
    Work experience placement
    Seasonal work
    Local area

    U.S. Bank

    Horsham, PA
    12 hours ago
  •  ...focused on building next‑generation healthcare companies. We manage venture capital and venture buyout strategies...  ...inception in 2018, Redesign and our portfolio companies have touched the lives of...  ...Partner Capital statements. Oversee bank, trial balance, and investment... 
    Local area
    3 days per week

    Watershed Ventures

    Elkins Park, PA
    1 day ago
  • $96.5k - $207.5k

     ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover...  ...banking at Fifth Third Bank. General Function The Director, ABL Portfolio Management participates in the execution and achievement of Fifth Third... 
    Work at office

    Fifth Third

    Bryn Mawr, PA
    2 days ago
  • $150k

     ...% bonus plan Benefits: Strong benefits package, including a great 401(k) match Position Overview We are seeking a Senior Portfolio Strategy Manager to lead the strategy, growth, positioning, and lifecycle management of a technical product portfolio serving the life sciences... 

    London Approach

    Willow Grove, PA
    19 hours ago
  • $80.4k - $223.9k

     ...clients. Offer commercial recommendations and solutions to senior management.Partner externally with client Finance and Outsourcing...  ...provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We... 
    Full time
    Part time
    Local area
    Immediate start
    Worldwide

    IQVIA

    Wayne, PA
    2 days ago
  •  ...oriented risk function.The impact you’ll makeAs the Risk Director for Portfolio & Adviser Solutions, you will serve as the senior risk advisor...  ...and strategic perspective to help the business identify and manage the most important risks affecting product strategy, client... 
    Full time

    Vanguard

    Malvern, PA
    2 days ago
  •  ...related transactions, while supporting Relationship Executives/Managers and ensuring service continuity for donors. Applies sound...  ...Serve as a primary or secondary point of contact for assigned portfolio of donors, supporting complex philanthropic activity and transactions... 
    Work at office

    VANGUARD CHARITABLE ENDOWMENT PROGRAM

    Malvern, PA
    29 days ago
  • The Fraud Risk Manager within the Control and Oversight Group in Personal Wealth is responsible for developing and executing a forward-looking fraud roadmap that protects clients, safeguards business operations, and supports strong risk-informed decision-making across the... 
    Full time

    Vanguard

    Malvern, PA
    1 day ago
  • $97k - $189k

     ...potential. This individual contributor position works closely with senior level leaders and within the broadest authority limits, to manage the most complex, highest exposure commercial claims for a specialized line of business. Responsibilities include the management of... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work

    CNA Financial

    Radnor, PA
    2 days ago
  • $90k - $157.5k

     ...administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group....  ...funds that have closed end structures and a variety of portfolio investments. This opportunity uniquely offers candidates the opportunity... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Berwyn, PA
    15 hours ago
  • $90k - $157.5k

     ...Officer, Senior Assoc. and/or Senior Staff).· Manage internal workflow and client deadlines.·...  ...financial work paper packages including portfolio schedules, accruals and partner capital...  ...merged documents.· Review periodic bank and cash reconciliations and post journal... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Berwyn, PA
    1 day ago
  •  ...and reporting across investment-related processesProvide independent challenge to business stakeholders across front office (portfolio management/trading), middle office (investment operations), and back office (fund accounting, NAV oversight)Define audit scope,... 
    Full time
    Work at office
    3 days per week

    Vanguard

    Malvern, PA
    2 days ago
  • $155k - $220.5k

     ...multiple functions in order to influence pricing strategy through the use of actionable insights and analytics.Works with senior management in the development and implementation of pricing strategies for Large Casualty. Drives innovation in products through thought leadership... 
    Full time
    Work experience placement

    CNA Financial

    Radnor, PA
    1 day ago
  •  ...enterprise direction for model validation—delivering independent, risk-based oversight across a diverse portfolio of models spanning investment and risk management, fraud and compliance, finance and HR, and rapidly evolving Gen AI and agentic use cases. This role serves... 
    Full time

    Vanguard

    Malvern, PA
    1 day ago
  •  ...Tuition Reimbursement • Assistance with Professional Credentialing • Referral Bonuses • Employee Discount ProgramsJob Summary:The Senior Manager, Enterprise Risk Management supports the execution of UGI’s enterprise-wide risk management program by conducting risk assessments,... 
    Work from home

    UGI Corporation

    King of Prussia, PA
    1 day ago
  •  ...Director Of Risk Management A major global manufacturer with North American sales of $8B has a unique opportunity for a Director of Risk Management to be located in the company’s Wayne, PA headquarters, about 30 miles west of Philadelphia. This person is responsible... 

    MRINetwork

    Wayne, PA
    2 days ago
  • $111.44k - $183.08k

     ...Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions...  ...all areas of the firm's municipal bond portfolio management including municipal bond...  ...leadership and external partners. WSFS Bank will only consider candidates who are presently... 
    Full time
    Work at office
    Flexible hours

    Bryn Mawr Trust

    Berwyn, PA
    1 day ago
  • The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients’ assigned hedge and... 
    Full time
    Work at office
    Flexible hours

    SEI Investments Developments

    Oaks, PA
    2 days ago
  • The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services...  ...and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life... 
    Full time
    Flexible hours

    SEI Investments Developments

    Oaks, PA
    2 days ago
  •  ...consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops solutions for complex...  ...execution, operational excellence, and effective risk management.The specialist serves as a critical link between investment strategy... 
    Full time

    Vanguard

    Malvern, PA
    2 days ago
  •  ...InterDigital is a registered trademark of InterDigital, Inc.For more information, visit: .SummaryInterDigital is seeking a Patent Portfolio Management Director for cellular-related inventions. This successful applicant will be responsible for, among other things, managing... 
    Full time
    Local area
    Worldwide

    InterDigital

    Conshohocken, PA
    1 day ago
  •  ...opportunity to sit at the intersection of private markets investing and client engagement at Vanguard. As a Private Investment Product Manager, you’ll partner closely with internal stakeholders, sales teams, and clients to shape product positioning, inform strategy, and... 
    Ongoing contract
    Full time
    Work experience placement
    Local area

    Vanguard

    Malvern, PA
    2 days ago
  •  ...Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of...  ...skills and the ability to manage, prioritize, work under pressure and meet...  ...corporations, governments, states, municipalities, healthcare organizations, education institutions, banks... 
    Local area
    Flexible hours

    JPMorgan Chase

    Villanova, PA
    3 days ago
  • $190k - $235k

     ...skills, knowledge, and exposure How this Opportunity is Different: Your role will include participating in client account management, allow you build and manage strong and sustainable relationships with clients, and will require you to respond to the needs and... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area

    Aon

    Wayne, PA
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Healthcare Banking Portfolio Manager. Be the first to apply!