Business Banking Portfolio Relationship Manager
WSFS Bank(2 months ago)
About this role
A Business Banking Portfolio Relationship Manager at WSFS Bank is a relationship-focused banker responsible for managing an assigned portfolio of small and mid-size business loan clients. The role serves as a trusted financial advisor for borrowers with loans roughly between $100,000 and $2.5M and focuses on driving retention and growth through coordinated, full-service bank solutions.
Required Skills
- Relationship Management
- Business Lending
- Credit Analysis
- Financial Analysis
- Portfolio Management
- Consultative Selling
- Client Retention
- Cross-Selling
- Salesforce
- Loan Structuring
+1 more
Qualifications
- Bachelor's Degree in Business or Finance (Preferred)
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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