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Portfolio Manager II

Company: WSFS Bank
Location: Wilmington
Posted on: March 17, 2023

Job Description:

Position type: Full-timeLocation: Rehoboth, Dover, and Wilmington, DE -Schedule: Monday - FridayHybrid/Onsite -Description:The Portfolio Manager II will manage a portfolio of existing commercial banking customer relationships as assigned by the commercial banking team leader or department manager. -The incumbent will have overall responsibility for the daily servicing of these commercial relationships, which involves the management of existing loan and deposit accounts as well as the sale of additional credit and non-credit products, including corporate cash management and online banking services, as deemed appropriate. -The incumbent will serve as the "gatekeeper" for the recommendation or direct sale of other Bank products and services to increase the depth of the banking relationship and the overall customer contribution and profitability margin of the assigned portfolio. -The incumbent will also work closely with the Team Leader or Department Manager to support the credit administration needs of that Manager's customer portfolio, as well as interview customers to develop information concerning their business, financial condition, and operating performance, as well as to evaluate financing needs. -The work experience and training of the individual would dictate the complexity of the customer relationships managed, any credit authority extended, and the designation of the Portfolio Manager. The incumbent will be required to 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, or equivalent experience. -
  • Must have 2-4 years of relevant banking experience. -
  • Total relevant banking experience may be in the areas of Commercial Credit Administration, 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. -Inclusiveness:WSFS is an equal-opportunity employer. Therefore, we do not discriminate based on 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.#LI-Hybrid -

Keywords: WSFS Bank, Wilmington , Portfolio Manager II, Executive , Wilmington, Delaware

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