C&I Portfolio Manager

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 C&I Portfolio Manager will manage a portfolio of existing commercial banking customer relationships as assigned by the C&I team leader or department manager.

Job Responsibilities:

• Work closely with the Team Manager or Department Manager to support the credit administration needs of that Manager’s customer portfolio.
• Interview customers to gather information concerning their business, financial condition, and operating performance to evaluate financing needs.
• Overall responsibility for ensuring the effective and efficient underwriting of commercial loans in alignment with the Bank’s risk tolerance.
• Join prospect/customer calls with the lending team.
• Complexity of the customer relationships managed, any credit authority extended, and the designation of the Portfolio Manager is determined by the candidate’s work experience and training.
• Assist RM with analyzing and underwriting new loan requests in an actively growing C&I portfolio.
• Responsible for ensuring that all risks (including Underwriting Guideline Variances and Policy Exceptions) are clearly identified and mitigated.
• Work with RM, Lead PM and Credit Officer in obtaining loan approvals in a timely manner.
• Attend client meetings as appropriate.
• Perform annual reviews and covenant tests in a timely manner and ensure that nCino system is updated.
• Prepare Problem Loan Review reports as needed.
• Assist other PM's with workflow as time allows.

Minimum Qualifications:

• Must have a bachelor’s degree, preferably in a business-related field, or equivalent experience in retail and commercial banking divisions.
• Must have at least 4-5 years of relevant banking experience.
• Must have strong knowledge of commercial and consumer loan and deposit products.
• Must be self-motivated and able to work with minimal supervision.
• Must have the ability to thoroughly interpret financial data and use sound business judgment.
• Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
• Must have excellent attention to detail and proficiency in Microsoft Excel.

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.