WSFS Bank

Full-stack Engineer

• Design, develop, test, document, and deploy scalable business solutions on the Salesforce platform
• Collaborate with team members to develop Salesforce applications and resolve integration challenges
• Review and recommend Salesforce license requirements
• Create technical designs for document generation, external data management, business rules validation, and workflow automation
• Advise UI/UX designers on translating customer requirements into Salesforce solutions
• Mentor junior Salesforce developers through knowledge sharing, code reviews, and collaborative problem-solving
• Recommend and implement Salesforce enhancements and new functionalities
• Provide support and resolve break/fix issues
• Communicate with technical resources and stakeholders about project status, technical challenges, and solutions
• Perform Salesforce administration, including user and profile management, custom fields, page layouts, reports, and dashboards
• Support hosted applications through log monitoring, performance analysis, deployment support, and user inquiry response
• Develop administrative Salesforce tools and functionalities
• Troubleshoot platform issues to maintain performance and stability
• Manage incident tickets and communicate with end-users
• Drive continuous improvement and document best practices and operational procedures

Senior Salesforce Software Engineer

Manager

• Partner with the Retail Office Manager to direct branch activities and accomplish sales and service objectives
• Enhance customer relationships and attract new customers while maintaining the current customer base
• Personally serve customers while performing management duties
• Conduct monthly coaching sessions
• Direct business development activities
• Oversee branch operations and scheduling
• Provide a high level of customer service
• Foster an engaged environment among branch Associates
• Partner with WSFS Mortgage, WSFS Wealth, Commercial Lending, and other departments to strengthen and grow customer relationships
• Work a 40-hour schedule including 2-3 Saturdays per month, subject to business needs

Floating Assistant Branch Manager II

Banker

• Provide products and services that enhance customer relationships
• Get to know customers, understand and educate them regarding their financial needs, and recommend appropriate products and services
• Conduct in-person interactions and outbound calling efforts
• Open new accounts and submit loan applications
• Comply with Bank policies, procedures, and regulatory banking requirements
• Resolve customer service issues and perform account maintenance requests
• Recommend and promote the Bank’s digital banking services
• Assist customers with teller transactions
• Process transactions in a timely, efficient, accurate, and friendly manner
• Complete classroom and hands-on training at various banking offices
• Apply training in transaction processing, account opening, referral techniques, customer service, and relationship building
• Expand the branch’s customer base through product and service recommendations

Personal Banker

Account Manager

• Manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues
• Deliver customized financial solutions with total credit exposure of up to $3 million
• Drive business growth by providing expert financial advice and full-service business banking
• Conduct client and prospect meetings to assess their financial needs, challenges, and opportunities
• Perform comprehensive financial analysis, including review of financial statements, credit reports, and cash flow projections
• 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, policies, and regulatory requirements
• Serve as the primary relationship manager, deepening client relationships through consistent engagement and cross-selling of banking solutions
• Mentor and coach junior relationship managers

Business Banking Relationship Manager

• responsible for the preparation of complicated trust and individual federal, state and local tax returns
• tax reporting for investment management accounts
• research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax issues and notices
• apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned investment management, trust and individual accounts/clients
• collect and maintain client tax-related materials
• timely communication and filing of client tax returns
• work directly with advisors on their client matters and tax preparation process
• maintain a current review of assigned account transactions for accurate tax code assignments and account coding
• review new account opening documentation and validate the appropriate coding in the trust accounting and tax system
• review closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees
• respond to and resolve notices received by federal, state and local taxing authorities
• stay current with tax law changes and application to assigned accounts
• support the mission, strategy, and values of BMT by promoting the company’s services to clients and prospects.

Tax Manager, Personal Tax Services

Analyst

• Utilize spreading software to spread financial information from financial statements or tax returns.
• Review and analyze business financial statements and individual tax returns to prepare credit requests.
• Prepare credit memos and financial ratio reports to be submitted to the appropriate lending authority.
• Identify risks and mitigants of the credit and support the presentation of credit package.
• Provide support to Commercial Lending Teams and the Relationship Manager as needed.
• Work closely with the Loan Documentation team to ensure all due diligence is acceptable prior to loan closings.

Commercial Real Estate Credit Analyst

Support Engineer

• Process daily operational workflows and transactions supporting Cash Distribution services
• Create, validate, and manage Cash Orders to ensure accurate fulfillment and funding
• Process and monitor Off-Schedule Requests (OSRs) and communicate status updates to appropriate stakeholders
• Generate and distribute Courier Notices related to schedule changes, or customer requests
• Process daily courier date file and verify data accuracy within operational systems
• Maintain and manage inventory discrepancies
• Monitor operational queues, service requests, and production reports to ensure timely completion of assigned tasks
• Escalate exceptions, processing errors, and operational risks to management when appropriate
• Create and maintain operational documentation supporting audit and compliance requirements
• Collaborate with internal departments, couriers, vault providers, and customers to support daily operations
• May assist in training and cross-training team members as needed
• Deliver exceptional customer support through timely and accurate responses
• Maintain positive working relationships with internal and external stakeholders
• Ensure operational requests are completed within established service standards
• Communicate effectively with customers, couriers, vendors, and internal business partners
• Provide updates regarding operational requests and service issues
• Maintain professional communications through phone and email correspondence

Client Operations Support Analyst I

• 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

Relationship Manager

• Assist with the collection of financials statements and borrower information.
• Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
• Attend in-person/virtual calls to help assess the needs of prospective and existing bank clients.
• Assist Relationship Managers with the structuring of proposed deals and term sheets that conform with the bank’s Credit Policy.
• Work with Relationship Managers, Lead Portfolio Managers, and Credit Officer in obtaining loan approvals in a timely manner.
• Coordinate loan closings with the bank’s Loan Operations group.
• Collection and organization of relevant legal documents from the borrower.
• Assist other Portfolio Managers with workflow as time allows.

Private Banking Portfolio Manager

• Personal Bankers will be responsible for providing products and services to enhance our Customer relationships.
• The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
• This role will be responsible for opening new accounts and submitting loan applications.
• The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements.
• Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services.
• Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.

Supervisor

• Assist the IT Audit Manager in overseeing and directing technology-focused audits
• Ensure established information technology related controls are designed and operated effectively
• Assist with integrated audits where technology controls impact financial, operational, and compliance practices
• Manage audit programs, staffing resources, and generate final audit reports
• Conduct thorough follow-up audits on previously identified issues
• Develop and maintain effective working relationships with all levels of management
• Train and set expectations for staff members
• Coach team and conduct annual performance appraisals for Internal Audit staff

IT Audit Supervisor

• Supervise 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 of 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

Senior Salesforce Software Engineer

Floating Assistant Branch Manager II

Personal Banker

Business Banking Relationship Manager

Tax Manager, Personal Tax Services

Commercial Real Estate Credit Analyst

Client Operations Support Analyst I

Relationship Manager

Private Banking Portfolio Manager

Personal Banker

IT Audit Supervisor

BSA Manager