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Private Banking Portfolio Manager - Lending & Credit

Job in Devon, Chester County, Pennsylvania, 19333, USA
Listing for: WSFS Bank
Full Time position
Listed on 2026-07-22
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 77390 - 127139 USD Yearly USD 77390.00 127139.00 YEAR
Job Description & How to Apply Below
Location: Devon

WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor client portfolios, conduct annual reviews, renew facilities, and underwrite new lending opportunities in alignment with Credit Policy.

The role requires underwriting experience, strong financial analysis, and proficiency in Excel/Outlook. Excellent communication and teamwork are essential as you support high-net-worth clients across the region.

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