Private Banking Portfolio Administrator

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 Private Banking Portfolio Administrator assists assigned Relationship Managers (RM) with the administrative, operational, and service-related activities linked to private banking. The incumbent ensures that all customer service-related goals for the period measured are achieved. In addition, the incumbent provides high-quality service to customers and RMs that is timely and accurate. The Portfolio Administrator looks for opportunities to cross-sell Bank and wealth management products where appropriate and serves as the point of contact to handle all client needs.

Job Responsibilities:

• Handle client inquiries, online banking support (Lockouts, password resets), and account issues.
• Answer incoming calls, processes service requests (debit cards, checks, internal transfers, payments, stop payments, payoffs, and refunds).
• Coordinate account openings and closings for consumer and commercial private banking clients.
• Resolve client issues and escalate when necessary.
• Collect documentation for consumer loans, including tax returns, mortgage statements, payoffs, PFS, insurance policies, and financial statements.
• Enter and maintain accurate loan data and client profiles.
• Process disbursements, payoffs, and maintains credit files.
• Support collection of required documents.
• Monitor loan payment delinquencies and take action per RM guidance.
• Manage document exceptions.
• Prepare and submit forms and instructions to operations.
• Perform secretarial duties: typing memos/letters, mailing packages.
• Process special handling requests and exception wires.
• Submit check requests, cashier checks (as trained), and invoice payments.
• Monitor and reorder office supplies.
• Assist RM with client presentations, profiling, and sales support tasks.
• Cross-sell banking and wealth management products as appropriate.
• Other duties as assigned.
  
  
  

Minimum Qualifications:

• At least 2 years of experience in both consumer and commercial banking loans and deposit accounts, wealth management and/or customer service required.
• Must have moderate knowledge of different areas of banking that provide in-depth experience in bank products, services, and the marketplace.
• Must have excellent oral and written communications skills.
• Must have excellent listening skills.
• Must have superior customer service skills.
• Must have excellent problem-solving skills.
• Must have experience working in a fast-paced sales environment supporting a seasoned Relationship Manager with a proven track record of success.
  
  
  

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.