WSFS Bank Sales Trigger: New EVP Sparks PA Pipeline
New EVP Bernard Shields takes the helm at WSFS Bank Pennsylvania. Sales teams: leverage this trigger to pitch advanced CRM and analytics for accelerating commercial loan growth and cross-sell.
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🚀 Battle Card: WSFS Bank
Quick trigger:
This
👤 Decision Maker in the News
- Bernard Shields, Executive Vice President, Pennsylvania Market President · 🔗 LinkedIn
💡 Why It Matters
- New leadership in Pennsylvania market drives growth strategy and client engagement in a key region. → Source
🎯 Core Pain Point
- Intense competition from national and regional banks in Pennsylvania
- Pressure to accelerate commercial loan growth and client cross-selling
💰 What to Pitch
- Primary: Advanced Commercial Banking CRM → Streamlined client management across PA region
- Expansion: Client Insight Analytics → Data-driven cross-sell opportunities
🗺️ Quick Context
- HQ: Wilmington, DE / USA
- Employees: ≈ 2,000
- Rev: ≈ $400M
- Website: wsfsbank.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win WSFS Bank’s business.
- Salesforce — CRM / Banking Cloud
- Unique edge: Industry-specific tools for banks
- Evaluated by IT & Sales Ops for customization
- Microsoft Dynamics — CRM
- Unique edge: Native Office 365 integration
- Evaluated by CFO for reporting
- HubSpot — CRM & Marketing Automation
- Unique edge: All-in-one platform for lead gen
- Evaluated by VP Marketing for inbound pipelines
- Zoho — CRM
- Unique edge: Modular, cost-effective apps
- Evaluated by Dir IT for budget
- Pipedrive — CRM
- Unique edge: Visual pipeline management
- Evaluated by Sales Teams for UX simplicity
✅ Do-Now Checklist
Connect with Bernard Shields on LinkedIn
Generate email + DM with the WSFS Bank sales trigger angle in subject line
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Advanced Commercial Banking CRM❑
PROOF_METRIC = ❑30% faster deal closures❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Bernard
COMPANY = WSFS Bank
DEPT = commercial banking
SIZE = ≈ 50
BOTTLENECK = manual client data processes
EVENT = executive appointment
DETAIL = appointment as Pennsylvania Market President
PAIN = pressure to accelerate commercial loan growth
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015835773&div=41152219
SIM_CO = M&T Bank
WIN_METRIC = 25% increase in cross-sell rates
NEXT_SIZE = ≈ 100
EMP_EST = ≈ 2,000
REV_EST = ≈ $400M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 50-person commercial banking
Bernard—noticed your commercial banking team is ≈ 50.
That’s when manual client data processes slows growth.
We helped M&T Bank fix this with Advanced Commercial Banking CRM.
Result: 25% increase in cross-sell rates.
Quick call?
PS—next bottleneck hits ≈ 100.
DM ≤45 words, TONE:
Saw your post about appointment as Pennsylvania Market President — pressure to accelerate commercial loan growth.
Advanced Commercial Banking CRM. 30% faster deal closures.
Quick chat?