WSFS Financial Battle Card: Middle Market Sales Trigger

🚀 Battle Card: WSFS Financial Corporation

• Kevin Stach, Senior Vice President, Middle Market Senior Relationship Manager · 🔗 LinkedIn

• This WSFS Financial Corporation sales trigger underscores the need for scalable credit and treasury solutions to serve mid-market firms. → Source

• Complexity scaling middle-market financing, credit, and treasury management

• Cross-selling wealth management and capital markets to mid-market clients

• Primary: Commercial Middle Market Loans → Drive growth for family- and sponsor-owned companies

• Expansion: Treasury Management & Capital Markets Solutions → Boost client retention & fee income

• HQ: Wilmington, DE

• Employees: ≈ 2,000

• Rev: ≈ $300 M

• Website: wsfsbank.com

🤼 Competitive Intel

• PNC — Commercial Banking / Treasury
• Unique edge: Regional mid-market focus & industry expertise
• Evaluated by CFO & VP Treasury for tailored credit lines

• Bank of America — Commercial Banking / Wealth
• Unique edge: Nationwide network & capital markets
• Evaluated by COO & Treasury for cross-border solutions

• JPMorgan Chase — Capital Markets / Treasury
• Unique edge: Global scale & digital platforms
• Evaluated by CFO & CIO for tech integration

• Wells Fargo — Commercial Banking / Wealth
• Unique edge: Deep middle-market portfolio
• Evaluated by VP Ops & Head of Finance for relationship depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Streamlined credit & treasury platform❑
PROOF_METRIC  = ❑30% faster credit decisions❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Kevin
COMPANY     = WSFS Financial Corporation
DEPT        = Middle Market
SIZE        = ≈ 15
BOTTLENECK  = Complexity scaling middle-market financing, credit, and treasury management
EVENT       = new senior VP appointment
DETAIL      = new VP appointment announcement
PAIN        = Complexity scaling middle-market financing, credit, and treasury management
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250905594527&div=41152219
SIM_CO      = PNC
WIN_METRIC  = 30% faster credit decisions
NEXT_SIZE   = ≈ 25
EMP_EST     = ≈ 2,000
REV_EST     = ≈ $300M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈15-person Middle Market

Kevin—noticed your Middle Market team is ≈15.

That’s when Complexity scaling middle-market financing, credit, and treasury management slows growth.

We helped PNC fix this with Streamlined credit & treasury platform.

Result: 30% faster credit decisions.  
Quick call?

PS—next bottleneck hits ≈25.

DM ≤45 words, TONE:
Saw your post about new VP appointment announcement — Complexity scaling middle-market financing, credit, and treasury management.  
Streamlined credit & treasury platform. 30% faster credit decisions. Quick chat?