NOTICE: WSFS Bank will be closed on Monday, May 25, 2026, in observance of the holiday.
Fraudulent calling attempts are on the rise. Scammers are posing as WSFS Associates – using fake caller IDs and personal details to gain your trust. NEVER share your account passwords or verification codes on unsolicited calls. Verify the call by hanging up and notifying us directly at 888.973.7226 7am‑7pm ET (M‑F) and 9am‑3pm ET (on weekends).
Fraudulent calling attempts are on the rise. Scammers are posing as WSFS Associates – using fake caller IDs and personal details to gain your trust. NEVER share your account passwords or verification codes on unsolicited calls. Verify the call by hanging up and notifying us directly at 888.973.7226 7am‑7pm ET (M‑F) and 9am‑3pm ET (on weekends).
Scott Bachman joined the WSFS Business Banking team in December 2025 as a VP, Business Banking Relationship Manager, bringing with him more than 20 years of experience as a banking professional. Prior to joining WSFS, he held roles in retail, business development, and commercial lending. Most recently, he was a Team Lead at a community…
Heather Moore joined WSFS in February 2025 after nearly a decade as a Vice President and Commercial Relationship Manager at Tompkins Community Bank. With more than 25 years of industry experience, Heather is recognized as a trusted advisor, small business advocate, and the “People Banker” for her relationship-focused approach as she partners with business owners…
David Rucci joined WSFS Bank in January 2024. He started in banking in 2007 as a branch manager with Susquehanna Bank. Through the years Rucci was mentored by many in the organization attended commercial lending classes from RMA and OMEGA. Focused on the South Jersey area, he holds certifications from the RMA and OMEGA programs…
Jonathan Klass joined WSFS in 2025 with more than 25 years of experience as a commercial banker specializing financing solutions for small to mid-size business. In his current role with WSFS, he can lend in Pennsylvania, New Jersey, Delaware, Virginia, Maryland, and Washington, D.C. Klass attended East Stroudsburg University and is a graduate from the…
Matthew Devlin joined WSFS Bank in June 2025 as a Relationship Manager, focusing on helping small business owners throughout the Philadelphia region access the capital they need to grow through the SBA 7(a) lending program. Devlin brings more than a decade of experience in both commercial and personal banking. Before joining WSFS, he served as…
Angel Rosario joined WSFS Bank in March 2025 as a VP, SBA Relationship Manager, focusing on driving growth for small and mid-sized businesses through strategic business development and SBA-financed deal structuring in Pennsylvania and beyond through franchising. Rosario brings two decades of dedicated banking and commercial lending experience. At his core he serves as a…
Zinnia Duran joined the WSFS team in 2018. She brings more than 10 years of banking experience, including leadership roles in retail and business banking, where she focused on building strong client relationships and helping business owners reach their financial goals. Duran is passionate about empowering entrepreneurs and strengthening communities through financial education and mentorship….
Jordan Decker is a seasoned professional who embarked on a journey with WSFS Bank in 2022. Starting as a small business documentation specialist, Jordan’s dedication and expertise led to a natural progression into the role of small business portfolio manager in 2023. With a diverse background in consumer and small business products, Jordan brings a…
Eric joined the WSFS Small Business team in April 2024 and comes with over eight years of experience within banking and lending at several companies in the Pennsylvania, New Jersey, and Delaware tri-state area. Prior to joining WSFS, Eric was a founding member of a business banking division for one of the largest credit unions…
Frank Ezeuzoh joined WSFS Bank in 2024. Frank has over 8 years of experience in the financial and insurance industries where he supported the banking needs of customers. Frank is dedicated to building longstanding relationships with his customers to help with their financial success. Frank earned his master’s in business administration from Sam Houston State…
Jeremy Shackleford is Senior Vice President, Director of Small Business Sales for WSFS Bank. He joined WSFS in 2018 after 22 years working in banking and financial services, and was most recently Senior Vice President, Regional Manager for WSFS’ Greater Philadelphia Market, where he oversaw 15 Retail Office locations. In his current role, Jeremy supports…
Margie joined the WSFS SBA team in August 2018, bringing with her 26 years of banking experience. Prior to joining WSFS, she served as a Private Banking Relationship Manager for M&T Bank, a position that included lending solutions for high-net-worth clients and their businesses. Margie has also held the position of Indirect Commercial Lender for…
Paul joined the WSFS Small Business Team in April 2022, bringing with him 19 years of banking experience. Prior to joining WSFS, he served as an Assistant Branch Manager for Susquehanna Bank. Paul received his bachelor’s degree in Fine Arts from Syracuse University. In his spare time, he enjoys spending time with his kids and…
Anthony Ryan is Senior Vice President, Director of Retail Lending Strategy and Operations at WSFS Bank, where he leads all Small Business Operations, Consumer Lending, Retail Loan Servicing and Credit Cards to capitalize on the connection and efficiencies between consumer and small business lending. Previously, he was Senior Vice President, Director of Small Business Banking….
Darren joined the WSFS Small Business team in January 2020, bringing with him nearly 16 years of small business lending and 27 years of banking experience serving the Greater Atlantic City region. Prior to joining WSFS, he served as an SBA Lending Manager, Commercial Lending Officer and Commercial Relationship Officer for Cape Bank. Darren has…
Greg joined the WSFS Small Business team in April 2019, bringing with him 20 years of small business lending experience, concentrated in SBA Lending. Prior to joining WSFS, he worked in various SBA capacities – Lender, Underwriter, Manager, at DNB First, Capital One, SunTrust Bank, and First American Bank. Greg received his bachelor’s degree in…
Carl Buchholz joined the WSFS SBA team in April 2022, bringing with him four years of banking experience. Prior to joining WSFS, he served as SBA Relationship Manager for Meridian Bank and has also held a number of sales positions for various companies. Carl received his bachelor’s degree in Sociology from the University of Maryland…
Jennifer joined the WSFS Small Business team in September 2016. Prior to joining WSFS, she served as a Small Business Administration (SBA) Lender, Regional Manager, Branch Manager, Certified Consumer Lender, and Assistant Branch Manager for several local banks. Jennifer received her bachelor’s degree in Finance from William Paterson University. She currently volunteers as a Board…
Edwin joined the WSFS Small Business team in August 2019 with nearly twenty years of consumer and business lending experience. Prior to joining WSFS Bank, Edwin served as a Consumer Finance Manager, Retail Bank Manager and a Business Banking Relationship Manager. He attended Rowan University where he studied Marketing. In his spare time, he enjoys…
Gladys joined the WSFS Small Business team in June 2019 and comes with over twenty years of experience within banking and lending at several companies in the Pennsylvania, New Jersey and Delaware tri-state area. Prior to joining WSFS, Gladys was responsible for overall branch operations of several locations, including directing sales and business development. Her…
Jennifer joined the WSFS Small Business team in March 2019. Prior to joining WSFS, she served as a banking professional for more than 15 years, including roles in retail and small business banking, lending and business development. Jennifer is dedicated to building longstanding relationships with her customers to help with their financial success. Jennifer earned…
Karen joined the WSFS Small Business team in April 2022, bringing with her more than 16 years of banking experience. She covers the Media, Springfield, Eddystone, Aston and Brookhaven, Pa. areas. Prior to joining WSFS, Karen served as Assistant Vice President, Business Advisor and Assistant Vice President, Relationship Manager for Santander Bank for 10 years,…
Annette joined WSFS in December 2014. Prior to joining WSFS, Annette served for a combined 35 years as a Small Business Relationship Manager and Retail Banker for several banks in southeastern Pennsylvania. Annette received her bachelor’s degree in Agricultural Education from The Pennsylvania State University. She currently volunteers as a Board member for the Jeptha…
Bill joined WSFS in 1991. He held various positions within the Bank in customer service and as a credit analyst before transitioning to a full-time Small Business Relationship Manager in 2006. Bill received his bachelor’s and master’s degrees in Finance from St. Joseph’s University. He currently volunteers as a Board member for Brandywine Warriors, and…
Megan Allen joined the WSFS Small Business team in June of 2021, bringing with her 9 years of banking experience. She held various positions in the Retail Banking division before transitioning to a full-time Small Business Relationship Manager. Prior to joining WSFS, Megan worked for a local incorporation service company providing Uniform Commercial Code (UCC)…
In his role, Steven is responsible for the strategy, profitability, and growth of the SBA Sales Team, which originates loans with SBA and other government guarantors, as well as expanding the national franchise strategy and providing best-in-class Customer experiences. Prior to joining WSFS Bank, Steven served as Senior Vice President, Director of SBA and Government…
Candice Caruso is Senior Vice President, Chief Business Banking Officer for WSFS Bank. She leads Business Banking and SBA Lending Division. She joined WSFS in 2018 as Senior Vice President, Director of Government Guaranteed Lending and brings more than 20 years of experience in the financial services industry, including 17 years as a business funding…
