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.
We’re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle—from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive.
As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. Additionally, you will take charge of the success and growth of your assigned sales territory.
As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships.
Job Responsibilities:
Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.
Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
Responsible for structuring SBA loan proposals and preparing credit packages.
Responsible for the success and growth of the assigned sales territory.
Minimum Qualifications:
Bachelor's degree, preferably in a business-related field, or equivalent experience.
5+ years of franchise lending experience.
5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
5+ years of experience selling business related financial services products.
Knowledge of commercial and consumer loan and deposit products.
Superior customer service, sales, and business development skills.
Ability to travel to WSFS Bank’s various locations throughout our footprint.
Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
Self-motivated and able to work with minimal supervision.
Intermediate skill level using Microsoft Office.
Knowledge and understanding of underwriting and evaluation commercial credit is preferred.
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:
$111,440.00 - $183,082.25Individual 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.
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.