Jobs at WSFS Bank

Manages a commercial real estate banking portfolio through credit administration, underwriting, loan and deposit servicing, financial analysis, renewals, modifications, and ongoing monitoring. Builds client relationships, assesses borrower and property performance, ensures compliance with credit standards, resolves complex issues, and supports portfolio growth. Conducts site visits to evaluate collateral and client operations while delivering accurate and timely service through bank systems.

The Accounts Receivable Specialist manages client billing, invoicing, payment application, collections, account reconciliation, dispute resolution, and receivables records. The role partners with operations, trust, relationship management, and finance teams to resolve issues, maintain compliance, improve processes, and deliver high-touch service to high-net-worth clients.

The Senior Analyst supports corporate accounting, financial reporting, and internal controls. Responsibilities include period-end close, journal entries, balance sheet reconciliations, account analysis, variance investigation, and communicating findings to management. The role contributes to process automation, reporting improvements, SOX compliance, control testing, audit support, and remediation planning. It also partners across Finance and the organization on accounting matters and strategic initiatives.

Leads enterprise data management and governance strategy, standards, policies, lifecycle practices, metadata, data quality, and regulatory alignment. Partners with data owners, stewards, business leaders, architecture, analytics, and technology teams to improve data maturity and embed governance requirements. Chairs governance committees, drives quality controls and remediation, facilitates change management, promotes adoption, and advises on data definitions, lineage, cataloging, classifications, and enterprise data roadmaps. This role emphasizes influence and governance rather than hands-on engineering or ETL/ELT development.

Supports systems analysis and project governance for Cash Connect. Gathers requirements, maps processes, designs workflows, develops SQL-based reporting, and assists with system testing, integration, deployment, and training. Tracks project schedules, budgets, risks, dependencies, and deliverables while maintaining dashboards and PMO documentation. Facilitates stakeholder communication, ensures Agile and Waterfall compliance, and resolves business or system requests. The role is primarily in-person in Newark, Delaware, four days per week.

Manages foreign exchange operations, including trade lifecycle processing, reconciliations, nostro accounts, bank notes, payments, investigations, period-end close, P&L, reporting, and customer servicing. Leads FX Operations staff, manages correspondents, supports sanctions screening and regulatory compliance, oversees SWIFT messaging, and partners with product and technology teams on process improvements, system enhancements, and projects.

Lead and supervise IT audit activities, design and execute audit programs, evaluate IT controls and cybersecurity frameworks, manage audit staff and deliver audit reports, provide advisory support for IT initiatives, perform risk assessments and follow-up audits, and liaise with senior management and regulators to ensure compliance and control effectiveness.

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.

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.

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.

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.

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.