Jobs at WSFS Bank

Administer the bank’s third-party risk management program, overseeing vendor onboarding, risk assessments, due diligence, monitoring, remediation, contracts, and offboarding. The role ensures compliance with banking regulations and supports audits and regulatory exams. Responsibilities include reviewing vendor contracts, advising business lines on RFPs, maintaining risk documentation, reporting program metrics, and collaborating with Risk, Compliance, Legal, Procurement, Information Security, and business stakeholders.

Leads the organization’s SOX 404 compliance program, including risk assessments, walkthroughs, control testing, remediation, documentation, certification, and reporting. Manages and develops the internal controls team, promotes control awareness, partners with business units and auditors, advises on controls for new products and systems, monitors regulatory changes, and supports strategic initiatives.

Provides high-level administrative and client service support to wealth management teams and high-net-worth clients. Responsibilities include account opening and closing, asset transfers, cash movement requests, fee reviews, client communications, meeting coordination, presentation preparation, CRM and portfolio system maintenance, compliance support, filing, office administration, and process improvement. Serves as a primary client contact while coordinating with advisors, custodians, vendors, and internal teams.

Manages and grows a portfolio of commercial banking clients, develops new relationships through prospecting and referral networks, and identifies opportunities for credit, cash management, capital markets, and wealth products. Partners with credit teams on loan analysis, structuring, renewals, covenant monitoring, risk assessment, annual reviews, and portfolio administration. Requires strong commercial banking expertise, financial analysis, business development, communication, and collaboration skills.

Advise customers on personal investment products, market trends, investment strategies, and suitable transactions. Maintain knowledge of investment offerings and comply with Bank, broker-dealer, FINRA, and SEC requirements. Drive profitable sales, identify customer needs, develop internal and external referral relationships, and provide high-quality service to existing clients.

Manages treasury management relationships and supports sales for commercial, retail, municipal, and nonprofit banking customers. Identifies customer needs, develops competitive treasury proposals, sells banking products and services, makes referrals, and collaborates with commercial relationship managers to onboard and retain clients. Conducts periodic treasury reviews, monitors assigned portfolios, meets financial goals, follows compliance requirements, and travels within the bank’s footprint as needed.

Manage and govern IAM processes and SailPoint ISC, lead access reviews and certifications, enforce IAM policies, support SoD controls, assist audits and remediation, onboard applications, monitor IAM metrics, and collaborate with stakeholders to maintain secure, compliant access.

Own the end-to-end product lifecycle for fraud-related features, define strategy and roadmap, write requirements and manage backlogs, coordinate with Risk/Compliance/Tech, analyze performance, manage vendors, and present recommendations to leadership.

Prepare and review complex federal, state, and local trust and individual tax returns; manage tax reporting for investment accounts; research and resolve tax issues and notices; coordinate with advisors, portfolio managers, and clients; validate account coding and tax reserves; supervise secondary reviews and ensure tax compliance for assigned accounts.

Field-embedded enablement leader driving sales performance and CRM adoption across Consumer Banking channels. Leads Salesforce initiatives, designs dashboards and coaching programs, conducts onsite/virtual coaching, analyzes performance data, and advises leaders to close skill gaps and improve frontline execution.

Lead municipal bond research, credit due diligence, and portfolio construction. Execute and manage fixed-income trading across custodial platforms, maintain buy lists, monitor valuations and trade settlements, support advisors, and oversee external manager due diligence and reinvestment programs.

Plan and execute internal audits, including complex engagements and SOX Section 404 testing; prepare audit programs, workpapers and reports; evaluate internal controls; supervise and train audit staff; liaise with external auditors; recommend corrective actions and ensure compliance with banking laws, auditing standards, and COSO framework.

Underwrite and oversee middle-ticket commercial equipment financing transactions from $100,000 to $1,000,000. Analyze financial statements, tax returns, cash flow, collateral, and repayment capacity; conduct fraud checks and due diligence; approve transactions within delegated authority; and present credit recommendations to senior management. The role also involves dealer and collateral approval, audit compliance, documentation, and frequent collaboration with Sales, Credit, and Senior Management.

Partners with financial advisors to serve mass affluent clients through discovery meetings, needs analysis, financial planning support, investment recommendations, portfolio reviews, referrals, and client relationship management. Gathers financial data, supports retirement and investment planning, maintains Salesforce records, reviews rebalancing recommendations, and ensures regulatory compliance. The role develops advisory, technical, and business-development skills with progression toward a Financial Advisor position.

Reviews and analyzes servicer reports for corporate trust securitizations, ensuring accuracy against governing documents and agreed reporting requirements. Manages monthly report receipt, reconciles current and prior-period data, and coordinates with technology teams to capture collateral and funding information in databases. Supports servicer setup and standardization, follows loan-servicing policies and regulatory requirements, collaborates with internal and external partners, and contributes to team projects.

Design, develop, test, and deploy scalable Salesforce solutions and integrations (including MuleSoft). Perform Salesforce administration, support, troubleshooting, and performance monitoring. Mentor junior developers, collaborate with stakeholders, and drive continuous improvement and automation within the CRM environment.

Partner with Advisors to conduct client discovery, analyze financial data, support development of financial plans and investment recommendations, manage referrals and client communications, maintain client records in Salesforce, and build advisory skills toward a Financial Advisor role.

The Senior .NET Software Developer designs, develops, and tests custom software applications, mentors junior developers, and collaborates with teams to implement solutions.

Responsible for developing small ticket equipment leasing programs, soliciting manufacturers and distributors, and attending conferences to generate business referrals.

Assist in creating credit decision scorecards, develop credit risk modeling strategies, analyze data, validate credit default rates, and support projects.