SBA Relationship Manager 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.

As an SBA Relationship Manager I, you'll play a pivotal role in originating SBA Loans for the Consumer Lending Department. You'll also collaborate with Consumer Bank and Business Banking lending network to develop strategies for internal referrals. We offer quarterly incentive opportunities, recognizing and rewarding your hard work and dedication. Our SBA Relationship Manager I (RM I) associates are dedicated to cultivating new client relationships and enhancing existing ones. As lenders, they offer you the unique opportunity to directly influence our clients' financial success. This role also acts as a gateway to advancing to a SBA Relationship Manager II (RM II) position with uncapped earning potential, further propelling your career within our organization. Plus, there are exciting growth opportunities to become a National Franchise Lender, opening doors to even greater career.

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
• 3+ years in the financial services industry
• 3+ years of experience selling business related financial services products
• Knowledge and understanding of underwriting and evaluation commercial credit
• Knowledge of commercial and consumer loan and deposit products
• Knowledge in Small Business Administration (SBA) lending, including 7(a) and 504 loans preferred
• Must possess 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

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

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.