customized banking services
We offer advisors comprehensive, concierge-level private banking solutions with services designed to meet your Clients’ needs. Your Private Banking Relationship Manager will act as your single point of contact to serve the full range of your Clients’ personal and business deposit, lending, capital markets, and treasury management needs.
PRIVATE BANKING SOLUTIONS FOR INDIVIDUALS
With a WSFS Private Banking relationship, your Clients receive a comprehensive suite of concierge-level private banking solutions and services.
Deposit Products: Help your Clients access coordinated solutions and personalized services to manage their cash needs and achieve their financial goals with ease.
- Platinum Checking Account
- Platinum Money Market Account
- CDs
Lending Needs: Our dedicated Private Banking team works one-on-one with you and your Clients to develop a deeply personalized strategy and customized lending services.
- Marketable Secured Lines of Credit (MSLOC)
- Personal Loans & Lines of Credit
- Conventional and Jumbo Residential Mortgages
- Residential Construction Loans
- Home Equity Loans & Lines of Credit
- Lot Loans
- Investment Property Mortgages
- Financing for Multi-Family, Industrial, and Other Commercial Property Types
- Luxury Financing (i.e., Art, Yachts, Jets, and Insurance Premium Financing)
Treasury Management & Capital Market Services: We work with your Clients to provide convenient and reliable solutions to manage their daily cash flow needs.
- Bill Payment
- Online Banking
- WSFS Mobile App
- WSFS Snapshot Deposit
- Wire Services
- Foreign Exchange Services
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PRIVATE BANKING SERVICES FOR BUSINESSES
We deliver tailored solutions for even the most complex financial situations, whether your Clients are making a business investment, buying real estate, or in need of working capital or buy in-loans.
Deposit Needs: Your Clients gain access to personalized solutions and dedicated support that gives them control over their day-to-day banking needs.
- Checking Accounts
- Money Market Accounts
- CDs
Lending Needs: You can help your Clients access convenient and flexible lending solutions to help their businesses grow.
- Commercial Mortgages
- Owner Occupied Mortgages
- Leasehold Improvement/Fit Out Loans
- Working Capital Lines of Credit
- Equipment Financing
- Financing for Business Purchases
- Ownership Buy-In/Buy-Out Loans
- Financing for Multi-Family, Industrial, and Other Commercial Property Types
Treasury Management & Capital Market Services: We provide your business Clients with sophisticated cash flow solutions to help their companies succeed.
- Online Banking
- ACH Modules – Receipt & Payment
- Bill Payment
- Lockbox
- Wire Services
- Foreign Exchange Services
- Swaps & Trade Finance
- Remote Deposit
- Fraud Protection
- Merchant Services