Andrew Plumly

About Andrew Plumly

Why I Focus on Small Business”My passion for small business is deeply personal. My grandfather, a World War II veteran, owned and operated a small business. He faced many challenges along the way, but he was committed to building relationships and fostering entrepreneurship among his peers. His experiences taught me the value of strong partnerships with trusted advisors.When I began my career in banking, my grandfather’s wisdom guided me. He emphasized the importance of exceptional service to small business customers, recognizing them as the backbone of our communities. His legacy inspired me to focus on these vital relationships.Today, with over 15 years in banking, I continue to honor his legacy. I dedicate myself to understanding the unique needs of small businesses, and building lasting partnerships. My goal is to help these businesses thrive.

Experience

1. Senior Small Business Program Manager

   WSFS Bank

   Sep 2024 — Present · Philadelphia, PA, US

   As the Senior Small Business Program Manager, I lead strategic initiatives that enhance Small Business Credit & Sales Programs, with a focus on enablement, project management, and cross-functional collaboration. I consult with leaders across the bank to drive small business acumen, empower sales teams, and support sustainable, organic growth.

Education

• Shippensburg University of Pennsylvania

  Bachelor of Arts (B.A.)

Skills

• Customer Service
• Sales
• Small Business Lending
• Cold Calling
• Portfolio Management
• Loans
• Mortgage Lending
• Retail Banking
• Cross Selling
• Financial Services
• Employee Training
• Mortgage Banking
• Staff Development
• Banking
• Small Business
• Finance
• Business Analysis
• Business Development
• Leadership
• Financial Analysis
• Investments
• Management