Business Banking Relationship Manager

WSFS Bank

Business Banking Relationship Manager at WSFS Bank managing relationships with small-to-medium-sized businesses. Providing customized financial solutions and expertise in business banking services.

Posted 7/31/2026full-timeWilmington • 🇺🇸 United StatesSeniorLead💰 $92,869 - $152,569 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business lending, financial analysis, and relationship management, with a strong focus on delivering customized financial solutions and ensuring compliance with regulatory requirements. Proven ability to mentor junior staff and drive business growth through effective client engagement and cross-selling strategies.

Highest-signal resume keywords

Business Lending ExperienceFinancial Statement AnalysisCRM System ProficiencyLoan StructuringRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit ExperienceLoan NegotiationCash Flow ProjectionsBusiness DevelopmentClient Relationship ManagementDeposit Products KnowledgeProspecting New ClientsFinancial Needs AssessmentLoan Portfolio Management

Soft Skills

MentoringCoachingCommunicationNegotiationEngagement

Industry Keywords

Bank Secrecy ActAnti-Money LaunderingRegulatory GuidelinesFinancial IndustrySmall-to-Medium-Sized Businesses

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in business or finance preferred, or equivalent experience demonstrated through a combination of the following: work and military experience, and education/training.
Experienced Business Lender with 7+ years of new business development experience and direct sourcing and prospecting new clients.
Minimum 7 years of business lending experience in the financial industry along with a proven history of managing relationships, developing new business, sustaining consistent production, and ability to perform in multiple goal categories.
Demonstrated proficiency in working with key internal resources.
Must have experience with utilizing a CRM system to manage and monitor progress in sales pipeline toward converting prospects to customers.
Must have strong knowledge of business lending, consumer lending, and deposit products.
Must have credit experience, loan structuring, and financial statement analysis.
Must have proficiency with analyzing applicant financial status, credit, and property evaluation to determine ability and capacity to repay and service debt.
Basic Knowledge of all applicable Regulations that pertain to this position is required.
Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.
Must be 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.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan
life, accident, and disability insurance
flexible spending accounts (FSAs) and health savings accounts (HSAs)
wellness programs
paid parental leave
military leave
vacation and other paid time off
sick leave in accordance with applicable state laws
paid holidays