Global Capital Markets Relationship Manager

WSFS Bank is hiring a Global Capital Markets Relationship Manager to administer existing accounts and onboard new account functions in compliance with Bank and Corporate Trust policies. The role manages corporate client relationships and account operations, supports new transactions, and coordinates with internal teams and external clients.

Responsibilities:

• Daily administration of a book of accounts ranging from straight forward to complex
• Coordinates and oversees relationship management of corporate clients and the day-to-day administration of accounts. To include all administrative and operational management of activities for Global Capital Markets
• Will be a subject matter expert for a variety of processes, products and services
• Review and approval of assignments and DWAC’s
• Daily reconciliation of accounts
• Follow all Bank and Department policies and procedures
• Timely responses to internal and external inquiries
• Maintain client relationships
• Onboarding of new transactions
• Working knowledge of accounts and governing documents
• Liaison with operations, compliance, DTC, management and vendors

Requirements:

• Bachelor's degree required
• in a business related field
• Must possess prior experience in project finance
• Experience in loan and bond administration is required
• A minimum of 5 years of experience in Institutional Trust Services Global Capital Markets is required
• Prior banking experience is required
• Must have advanced Microsoft Excel and Access skills
• Must have a general knowledge of regulatory rules that apply to communication with customers
• Must have strong analytical skills with the ability to organize workflow and high attention to detail
• Must have the ability to work independently with a minimum of supervision and exercise sound judgment
• Must have the ability to write reports, memorandums, business correspondence and draft procedure manuals
• Must have the ability to effectively present information and respond to questions from managers, investors, DTCC, auditors, and others clearly and concisely
• presently authorized to work for any employer in the United States
• 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
• preferably in a business related field