Client Operations Support Analyst I

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 Client Operations Analyst I is responsible for the execution and monitoring of daily Cash Distribution operational processes. This position supports critical cash logistics functions by processing transactions, managing operational workflows, maintaining customer records, and ensuring service requests are completed accurately and within established service levels. The Client Operations Analyst I plays a key role in maintaining operational efficiency through the timely execution of production activities while adhering to company policies, audit controls, and operational procedures.

Job Responsibilities:

• Process daily operational workflows and transactions supporting Cash Distribution services.
• Create, validate, and manage Cash Orders to ensure accurate fulfillment and funding.
• Process and monitor Off-Schedule Requests (OSRs) and communicate status updates to appropriate stakeholders.
• Generate and distribute Courier Notices related to schedule changes, or customer requests.
• Process daily courier date file and verify data accuracy within operational systems.
• Maintain and manage inventory discrepancies
• Monitor operational queues, service requests, and production reports to ensure timely completion of assigned tasks.
• Escalate exceptions, processing errors, and operational risks to management when appropriate.
• Create and maintain operational documentation supporting audit and compliance requirements.
• Collaborate with internal departments, couriers, vault providers, and customers to support daily operations.
• May assist in training and cross-training team members as needed.
• Deliver exceptional customer support through timely and accurate responses.
• Maintain positive working relationships with internal and external stakeholders.
• Ensure operational requests are completed within established service standards.
• Communicate effectively with customers, couriers, vendors, and internal business partners.
• Provide updates regarding operational requests and service issues.
• Maintain professional communications through phone and email correspondence

Minimum Qualifications:

• Associate degree preferred or equivalent work experience.
• 1-3 years of operational support, banking operations, cash logistics, customer service, or related experience is preferred.
• Experience utilizing multiple systems and processing high-volume transactions is preferred.
• Knowledge of operational processing, transaction management, and customer support functions.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced production environment.
• Working knowledge of Microsoft Outlook, Excel, and business applications.
• Strong organizational and time-management skills.
• Ability to follow established procedures and identify operational exceptions.
• Effective written and verbal communication skills.

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:

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 [email protected].

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.