WSFS Bank

Human Resources

• Provide support and partnership to various business lines and Associates for Human Resources related matters
• Facilitate and communicate organizational policies and programs while ensuring labor law and regulatory compliance
• Gather and present HR-related data as needed to internal stakeholders
• Assist in the communication, interpretation, and upkeep of Associate handbook and related policies
• Facilitate Associate-facing and administrative tasks including onboarding, exit interviews, and data entry and maintenance in the organization’s human resources information system (HRIS)
• Support human resources related audits and quality control
• Assist and lead HR-related projects and initiatives
• Generating internal documentation related to performance and talent management
• Educate newly hired Associates on HR policies and procedures
• Provide direct Associate relations support as needed

Senior HR Generalist

Analyst

• Identify unusual customer transaction patterns indicative of suspicious activity related to money laundering, terrorist financing, and/or other Bank related criminal activities
• Conduct reviews of alerting activity trigged from the transaction monitoring system
• Analyze inappropriate and/or fraudulent activity utilizing the Bank’s various software applications
• Document and reach a proper conclusion that would mitigate the concern of the alerting activity
• Escalate suspicious activities for further review
• Complete currency transaction reports (CTRs)
• Conduct sanction screening reviews on OFAC and other government watchlist screening alerts
• Conduct analysis on other BSA related reports to detect potential suspicious activity
• Ensure compliance with BSA/AML related laws and regulations or identify matters of non-compliance and escalate them to management for a resolution
• Compile evidence and documentation in compliance with BSA/AML regulatory requirements
• Maintain a current, thorough understanding of money laundering and terrorist financing issues

BSA Analyst I

• Identify unusual customer transaction patterns indicative of suspicious activity related to money laundering, terrorist financing, and/or other Bank related criminal activities
• Conduct reviews of alerting activity trigged from the transaction monitoring system
• Analyze inappropriate and/or fraudulent activity utilizing the Bank’s various software applications
• Document and reach a proper conclusion that would mitigate the concern of the alerting activity
• Escalate matters for further review if suspicious activity is found
• Provide aid in the Bank’s compliance with Anti-Money Laundering laws and regulations, USA PATRIOT Act, and OFAC
• Conduct analysis based on alerts triggered via the transactional monitoring system in a high-volume driven environment
• Utilize a variety of analytical techniques and computer systems to make informed decisions concerning customer account status
• Ensure that potentially unusual or suspicious transactions are appropriately identified, documented, and escalated
• Complete and analyze more complex transaction patterns and review potential SAR activity
• Complete currency transaction reports (CTRs)
• Conduct sanction screening reviews on OFAC and other government watchlist screening alerts
• Conduct analysis on other BSA related reports to detect potential suspicious activity
• Ensure that the Bank’s internal policies and procedures are adhered to
• Contact the lines of business for additional information as needed
• Compile evidence and documentation in compliance with BSA/AML regulatory requirements
• Maintain a current, thorough understanding of money laundering and terrorist financing issues, including policies, procedures, regulations, industry best practices, criminal activities, and developing trends.

BSA Analyst II

Account Manager

• Actively identify and pursue new business opportunities through self-generated referrals and an established network of CPAs, attorneys, business brokers, and commercial real estate professionals
• Conduct client and prospect meetings to assess their financial needs, challenges, and opportunities, tailoring banking solutions to meet their goals
• Prospect new business relationships and cross sell Bank solutions and services
• Perform comprehensive financial analysis, including review of financial statements, credit reports, and cash flow projections, to determine creditworthiness
• Develop and recommend loan structures, repayment schedules, and collateral requirements in alignment with client needs and the bank’s credit policies
• Negotiate loan terms, ensuring a mutually beneficial agreement while adhering to regulatory and compliance guidelines
• Manage an active loan portfolio, ensuring compliance with loan terms, polices, and regulatory requirements
• Conduct regular portfolio reviews to identify risks, monitor payment trends, and address early warning signs of potential issues
• Collaborate with credit and portfolio management teams to ensure timely renewal of loans and updates to client profiles
• Serve as the primary relationship manager, deepening client relationships through consistent engagement and cross-selling of banking solutions, including cash management, personal banking, and wealth management solutions
• Function as the “gatekeeper” for the bank, ensuring clients are aware of and benefit from the full range of banking solutions and services
• Provide exceptional customer service, proactively addressing client concerns and identifying opportunities to enhance their banking experience
• Partner with internal teams, including credit administration, operations, portfolio managers, and product specialists, to deliver comprehensive solutions for clients
• Mentor and coach junior relationship managers, sharing expertise in financial analysis, sales strategies, and client relationship building
• Assist in training and mentoring new and less experienced small business relationship managers on lending procedures, policies, and regulations, and recommends improvements to procedures and provides functional guidance as needed

Business Banking Relationship Manager

Systems Engineer

• Engage system users, vendors, and stakeholders to understand and document their requirements, issues, and risks to create understanding for both technical and non-technical groups.
• Adhere to established procedures and change management processes and work to clarify and improve them further.
• Host cross-training engagements with both team members and relevant departments.
• Continued technical training and skill development.
• Manage, maintain, and support the infrastructure in accordance with Service Level Agreements (SLAs).
• Respond and own infrastructure outages and impairments to resolution.
• Design and execute complex technical solutions with status updates to senior leadership.
• Address the infrastructure team weekly, providing variables, delays, and timeline of current projects.
• Participate in on-call support rotation both during and after hours (typically one week per month).

Senior Systems Engineer

• Support stakeholder discussions to understand business needs and document requirements.
• Assist in translating business needs into user stories or technical requirements using Agile or Waterfall approaches.
• Help develop functional specifications, process flows, and acceptance criteria.
• Collaborate with IT teams to understand technical options and constraints.
• Assist in documenting current-state processes, data flows, and system interactions.
• Support analysis of system inputs/outputs, dependencies, and basic performance findings.
• Help with data mapping, schema documentation, and low-complexity enhancements.
• Support testing and validation of system changes.
• Assist in drafting system, integration, and data flow documentation.
• Create and validate workflow diagrams under supervision.
• Support UI wireframes and basic interface/API documentation.
• Ensure alignment of requirements with business and technical objectives.
• Create and update Epics, Features, and User Stories in Azure DevOps, Copado, or Jira.
• Maintain acceptance criteria, status updates, and traceability.
• Participate in Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
• Execute predefined test cases and log defects.
• Assist with UAT and validation of business requirements.
• Support implementation tracking, deployment readiness, and integration validation.

Business Systems Analyst I

Manager

• Supervise a staff of BSA/AML Analysts and Investigators
• Conduct quality control on all work performed by their staff, including alert decision, investigation case decisions, and enhanced due diligence decisions
• Conduct quality control on completed suspicious activity reports (SAR) prepared by the BSA/AML investigation staff
• Aid in the development new material and update existing documentation for the Bank's policy manuals as it applies to BSA/USA PATRIOT Act/OFAC
• Aid in the ongoing training of staff to ensure that adequate training is provided to all appropriate personnel
• Stay apprised of proposed rules, new or changed laws and regulations as well as emerging issues, hot industry topics, and money laundering, financial crimes, or terrorist financing trends to enhance the BSA/AML Compliance Program as appropriate
• Develop and maintain efficacy standards and develop individual staff goals and development practices
• Adhere to all Bank security and confidentiality policies and procedures
• Additional responsibilities as required

BSA Manager

• Manage Private Banking relationships for high-net-worth individuals
• Develop new relationships involving sale and servicing of credit, deposit and wealth management services
• Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit and deposit products
• Serve as the primary liaison to internal partners in the Commercial and Consumer divisions
• Call on prospective clients and professional service providers to develop new relationships
• Interview customers and prospects to assess financial needs and decisions on loans
• Serve as Co-Advisor with in-house Investment Advisors for professional money management services
• Keep abreast of regulatory, economic, and financial market trends
• Actively participate in community functions and expand knowledge in Private Banking and wealth management services

Senior Private Banking Relationship Manager

Compliance

• Provide independent oversight and effective challenge to first line Wealth risk management activities
• Assess whether first line compliance controls are adequately designed, implemented, and operating effectively across Wealth lines of business
• Ensure alignment with enterprise risk appetite, regulatory expectations, and the three lines of defense model
• Serve as an independent control function—not responsible for business execution or operational ownership
• Interpret and apply federal and state regulatory requirements (e.g., OCC, SEC, FRB, state regulators, Investment Company Act of 1940, securities laws, fiduciary standards, OCC’s RNDIP requirements)
• Provide clear, practical guidance to first line leaders on compliance risk, control design, and regulatory expectations
• Advise on new and changed products, services, processes, marketing, disclosures, and client communications from a risk compliance perspective
• Translate regulatory complexity into business-relevant, risk-based guidance
• Lead or support the annual compliance risk assessment for Wealth Division
• Evaluate inherent risk, control effectiveness, and residual risk
• Maintain oversight of the compliance obligation inventory and associated control mapping
• Define and monitor key risk indicators (KRIs) and compliance metrics
• Provide second line oversight of issue identification, root cause analysis, remediation planning, and sustainability
• Challenge remediation plans and validate adequacy of corrective actions
• Strengthen issue self-identification, reduce overdue issues, and improve remediation discipline
• Oversee regulatory issues, MRAs, audit findings, and compliance matters impacting Wealth
• Oversee first line monitoring, QA, and control testing frameworks
• Review results, identify trends, and escalate systemic risks
• Conduct targeted second line reviews and surveillance as needed
• Ensure alignment between compliance monitoring, audit outcomes, and risk assessments
• Support and participate in regulatory examinations, audits, and inquiries
• Review first line materials for regulatory readiness
• Provide independent compliance perspective in supervisory interactions
• Manage regulatory response coordination for Wealth-related matters
• Review and maintain compliance policies, standards, and guidance applicable to Wealth
• Support training development to strengthen first line risk ownership and compliance capability
• Act as a subject matter expert across Wealth compliance domains
• Support the Risk Management Strategic Plan, including three lines of defense maturity, compliance built-in mindset, risk ownership in the first line, and integrated risk governance
• Represent Compliance in enterprise forums, working groups, and committees
• Support compliance technology initiatives and GRC platform evolution

Compliance Officer – Wealth

Risk

• Collaborate with the Wealth Division to independently track and monitor the function’s risk profile across all categories of risk and in relation to Board approved risk appetite levels
• Develop and maintain strong working relationships across Wealth, interacting with Senior Management and the Wealth Division- Business Unit Risk Officer
• Maintain a thorough understanding of the Wealth Division’s entities, products, services, and unique risks
• Facilitate challenge of Wealth risk ratings and self-assessments to ensure appropriate measurement approach and rationale
• Review and evaluate new Wealth business initiatives to identify changes to the overall risk profile of the Wealth Division
• Contribute to the compilation of ERM materials (ERM Dashboard Ratings, Key Risk Indicators, etc.) reported to Executive Management and the Board of Directors (Management Risk Committee and the Board of Directors)
• Stay up to date on emerging risks impacting the overall Wealth industry and WSFS Wealth Division
• Provide thought leadership regarding all ERM program components; make suggestions to improve, streamline, and automate current practices and processes
• Participate on special projects related to ERM. Topical areas may include Model Risk Management and Operational Risk Management.
• Collaborate with Operational Risk Management and ERM Associates, as needed, to share Wealth knowledge and insight.