WSFS Bank

Product Manager

• Own and define the multi-year product vision and roadmap for the nCino platform aligned to corporate strategy and banking priorities.
• Analyze market trends, competitive landscape, regulatory requirements, and customer needs to identify strategic product opportunities.
• Translate business strategy into actionable product initiatives with measurable outcomes.
• Balance innovation, regulatory compliance, technical feasibility, and operational scalability.
• Shift efficiently between strategic and tactical activities, understanding context; connect seemingly unconnected concepts and ideas; and take action.
• Prioritize and adjust in order to achieve results at the individual, team, and project level.
• Serve as the primary nCino Product Owner for Agile delivery teams.
• Own, define, groom, and prioritize the product backlog based on value, risk, and strategic alignment.
• Write and refine epics, features, and user stories with clear acceptance criteria.
• Act as the “voice of the customer” in daily Scrum ceremonies.
• Partner closely with Engineering to ensure high-quality, scalable solutions.
• Lead sprint planning, roadmap refinement, release planning, and adoption tracking.
• Drive adoption strategies across business units.
• Lead and develop a team of Business Systems Analysts and nCino Administrators.
• Integrate department-level processes with enterprise program and project initiatives.
• Bridge communication gaps between stakeholders, developers, leadership, and vendors.
• Present product strategy, roadmap updates, risks, and KPIs to Directors and senior leadership.
• Collaborate with Regulatory and Risk teams to ensure compliance while preserving usability and flexibility.
• Anticipate, identify, assess, and escalate risks and issues.
• Participate in third-party vendor selection and evaluation processes.
• Build and maintain productive relationships with professional services firms, contractors, and software providers.

Product Owner

Accountant

• Responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns
• Research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff 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 moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns
• Maintain a current review of assigned account transactions for accurate tax code assignments and account coding
• Review new account opening documentation and set the appropriate coding in the 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 account assignment
• Provide support to trust tax accountants in training and professional development and performs secondary review of returns

Senior Trust Tax Accountant

Paralegal

• Draft, review, and manage contracts including service agreements, NDAs, vendor contracts, and armored transport agreements.
• Ensure contracts comply with applicable laws, industry regulations and internal policies and collaborate with internal departments (TPRM, Legal, Operations, Risk, Finance).
• Maintain a centralized contract repository and track key dates (renewals, expirations, compliance deadlines).
• Monitor, maintain and support vendor and clients records including renewals, expirations, insurance requirements, compliance obligations, insurance and risk assessments.
• Serve as the primary legal contact for internal and external counsel and counterparties during contract negotiations.
• Conduct legal research on banking, transportation, and regulatory matters.
• Assist in preparing legal documents, filings, and correspondence with financial institutions and government agencies.
• Maintain confidentiality and handle sensitive legal and operational information with discretion.

Contract Administration – Paralegal

Bilingual

• Manage a pipeline of various number of loans efficiently and deliver an excellent customer experience.
• Proactively gather and review of underwriting documentation from the applicant and any applicable third parties.
• Responsible for timely submission of underwriting conditions to the Underwriter.
• Review underwriting conditions received from the customer of third parties to ensure that the underwriting conditions are properly addresses.
• Review file documentation for missing or erroneous information.
• Maintain all required documentation pertaining to assigned loans within the loan origination system.
• Regularly communicate mortgage loan statuses with the Mortgage Loan Originators and the applicant.
• Regular pipeline follow-up within the company standards.
• Ensure that the appropriate levels of mortgage insurance is obtained where applicable.
• Review loan documentation to ensure that it meets the conditions set forth by Underwriting.
• Process and close, at minimum the expected number of loans each month.
• Communicate in writing and verbally with internal business partners, third parties, and to the applicant.
• Ensure that all loans are cleared to close by the underwriter within the division SLAs and customer expectations.
• Ensure that loans requiring escalation are brought to management’s attention.

Bilingual Mortgage Loan Processor

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.
• Provide expert financial advice and full-service business banking including lending, deposit, and non-credit products.
• Perform end-to-end relationship management from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance.
• Collaborate with internal and external partners to enhance client value.
• Identify and pursue new business opportunities through referrals and network.
• Conduct client and prospect meetings to assess financial needs and challenges.
• Perform financial analysis to determine creditworthiness and recommend loan structures.
• Negotiate loan terms and manage an active loan portfolio ensuring compliance.

Business Banking Relationship Manager III

• Provide products and services to enhance Customer relationships.
• Get to know customers and understand their financial needs.
• Open new accounts and submit loan applications.
• Comply with Bank policies and procedures, as well as 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 and process various transactions in a timely, efficient, accurate, and friendly manner.
• Engage in a continuous learning environment and participate in training sessions over a 4-6 month period.

Bilingual Floating Personal Banker

Administration

• Manage and oversee the day-to-day transactions including payments, account set up, collateral check-in process and other compliance related items for a wide variety of Corporate Trust products.
• Assist Relationship Manager with a book of accounts by performing duties required under the governing documents and providing an excellent customer experience.
• Work with the Relationship Manager to review governing documents to set up accounts in ACS, set up and collect ticklers, to determine cash activities and to set up fees.
• Manage payments, daily cash activities, collection of receivables, and generate any required reports.
• Provide support to the Relationship Manager with any client inquiries to ensure a stellar customer experience.
• Facilitate document custody check-in process with all collateral from various asset classes.
• Demonstrate an in-depth knowledge of policies and procedures.
• Adhere to the internal risk and regulatory requirements.
• Promote a positive team culture, participate in trainings from Senior Administrators and Relationship Managers, and assist in projects as needed.

Corporate Trust Administrator I

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

• 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