Teams at WSFS Bank

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.