Small Business 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 Small Business Portfolio Manager will assist the Small Business Portfolio Relationship Manager in retaining and deepening existing Small Business customer relationships, processing of new loan applications, and procurement of new Small Business loan relationships.

Job Responsibilities:

• Work closely with the SB Portfolio Manager group to ensure the daily servicing of these Small Business Relationships, which involves the management of existing loan and deposit accounts, including consistent outreach around retention and/or delinquency.

• Assist in the recommendation or direct sale of other Bank products and services in an effort to increase depth of the banking relationship as well as the sale of additional credit and non-credit products, including cash management and on-line banking services, as deemed appropriate.

• Identify opportunities to expand existing customer relationships.

• Assist SBRMs and customers with advanced servicing issues.

• Provide support for special projects that require skills with multiple software programs and actively contribute to process improvements both within Small Business and collaboratively with other WSFS departments.

Minimum Qualifications:

• Must have a bachelor’s degree in a business-related field, or equivalent experience.

• Must have a minimum of 2 years of experience in a SB lending operational support.

• Must have a working knowledge of Small Business rules, regulations, and standard operating procedures.

• Must have a working knowledge of the Small Business approval process.

• Must have proven superior customer service skills.

• Must be self-motivated and able to work with minimal supervision.

• Demonstrated passion for sales and deepening client relationships.
• Must have a minimum of 2 years of sales experience.

• Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.

• Must have Extensive knowledge and understanding of the SOP and participate in ongoing NAGGL training.

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.