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
•  Student Loans
•  Auto Loans

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PRIVATE BANKING SERVICES FOR BUSINESSES



Contact a Private Banking Relationship Manager to learn how we can help support your advisory business.