WSFS Bank
WSFS Bank

20 Wsfs Financial Information Technology Manager Jobs Hiring Near You

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement ... Job Responsibilities: * Assist with the collection of financial statements and borrower information.

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

WSFS Bank Jobs Information

Does WSFS Bank pay people when they’re sick?

Yes. Most people get paid when they’re sick.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

At WSFS Bank, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
80% of people say they have to use vacation days when they’re out sick.
Based on data from 5 people who took the Breakroom Quiz between September 2025 and April 2026.

Is the health insurance from WSFS Bank affordable enough for their workers?

Most people say the health insurance costs are okay.
67% of people say the health insurance costs are okay
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people get paid time off at WSFS Bank?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 5 people who took the Breakroom Quiz between September 2025 and April 2026.

How easy is it to get time off at WSFS Bank?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at WSFS Bank feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at WSFS Bank get to take their breaks without interruption?

Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Is it stressful to work at WSFS Bank?

Some people feel stressed out here.
67% of people say they often feel stressed out at work.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at WSFS Bank enjoy their jobs?

Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at WSFS Bank recommend working with their team?

Most people recommend working with their team.
83% of people report that they would recommend working with their immediate team to a friend.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people get enough training when they start at WSFS Bank?

Some people didn’t get enough training when they started.
50% of people report they didn’t get enough training when they started working here.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people get support to advance at WSFS Bank?

Only some people are given support to advance their career here.
In the last year, 50% of people report not being given support to advance their career here.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people think WSFS Bank’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
80% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

Do workers feel well informed about how WSFS Bank is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

Private Banking Portfolio Manager

WSFS Bank

Berwyn, PA • On-site

$77K - $127K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

23rd of 170 rated banks


Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We 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 Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will include completing annual reviews, renewing maturing loan facilities, monitoring covenant compliance, and underwriting new lending opportunities. Complexity of the customer relationships managed, any credit authority extended, and the designation of the Portfolio Manager is determined by the candidate's work experience and training. Private Banking credit includes loans to wealthy individuals, and their business interests, Medical Practices, Dental Practices, Law Firms, partner buy-in loans, and Marketable Securities based lending.

Job Responsibilities:

  • Assist with the collection of financials statements and borrower information.
  • Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
  • Attend in-person/virtual calls to help assess the needs of prospective and existing bank clients.
  • Assist Relationship Managers with the structuring of proposed deals and term sheets that conform with the bank's Credit Policy.
  • Work with Relationship Managers, Lead Portfolio Managers, and Credit Officer in obtaining loan approvals in a timely manner.
  • Coordinate loan closings with the bank's Loan Operations group.
  • Collection and organization of relevant legal documents from the borrower.
  • Assist other Portfolio Managers with workflow as time allows.

Minimum Qualifications:

  • Must have a bachelor's degree, preferably in a business-related field, or equivalent experience in retail and commercial banking divisions.
  • 3-5 years of experience working in a loan servicing environment is required.
  • Must have a minimum of 2 years of commercial loan underwriting experience.
  • Must have strong knowledge of commercial and consumer loan and deposit products.
  • Must have thorough understanding of commercial lending and accounting standard practices.
  • Must be self-motivated and able to work with minimal supervision.
  • Must have the ability to thoroughly interpret financial data and use sound business judgment.
  • Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
  • Must have the ability to learn from the experience of others, both inside and outside the organization.
  • Must have strong skills using Microsoft Excel, Word and Outlook.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who 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.

Salary Range:

$77,390.00 - $127,139.75

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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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