About the role

WSFS Bank is seeking a Relationship Manager to administer a book of existing accounts and onboard new relationships, ensuring compliance with Bank and Corporate Trust policies. The role collaborates with operations, compliance, DTCC, and clients to maintain robust client service and accurate documentation. The ideal candidate has a Bachelor's degree with at least 5 years in Institutional Trust Services or Global Capital Markets, plus advanced Excel and Access skills and strong analytical

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JOB OVERVIEW

Experience level

Senior

Location

Seattle, WA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Commercial Banking

Posted

9 days ago

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