Healthcare Banking Portfolio Manager
Wsfs Financial

Job Info

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Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.

The Healthcare Banking Portfolio Manager will manage a portfolio of Healthcare Banking commercial banking customer relationships as assigned by the Director of Healthcare Banking. The incumbent will have overall responsibility for the daily servicing of these commercial relationships, which involves the management of loan and deposit accounts as well as the sale of additional credit and non-credit products, including corporate cash management and on-line banking services, as deemed appropriate.

Job Responsibilities:

• Serve as the "gatekeeper" for the recommendation or direct sale of other Bank products and services in an effort to increase depth of the banking relationship and the overall customer contribution and profitability margin of the assigned portfolio.
• Work closely with the Director of Healthcare Banking to support the credit administration needs of that Manager's customer portfolio.
• Interview customers to develop information concerning their business, financial condition and operating performance, as well as to evaluate financing needs.
• 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 but will accept equivalent experience in retail and commercial banking divisions.
• Must have at least 4-5 years of relevant banking experience.
• Total relevant banking experience may be in the areas of Commercial Credit Administration, Healthcare Banking, 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.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon 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.

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