Personal Banker I
About The Position
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
Requirements
- High School Diploma or equivalent is required.
- Must have at least one year of face-to-face customer service experience.
- Previous cash handling experience is required.
- Prior sales experience is required.
- Must have a proven ability to work with customers in an enthusiastic manner.
- Must have a proven ability for attention to detail.
- Ability to use and learn multiple banking and software programs.
- Must have proven, excellent customer service skills.
- Must have excellent oral and written communication skills.
- Must possess the ability to market Bank products and services.
- The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa.
Nice To Haves
- Bilingual in English/Spanish preferred.
- Previous experience in a retail sales environment is strongly preferred.
- One year of previous banking experience preferred.
Responsibilities
- Providing products and services to enhance customer relationships.
- Understanding and educating customers regarding their financial needs.
- Recommending appropriate products and services through in-person interactions and outbound calling.
- Opening new accounts.
- Submitting loan applications.
- Complying with Bank policies and procedures, as well as regulatory banking requirements.
- Resolving customer service issues.
- Performing account maintenance requests.
- Recommending and promoting the Bank’s digital banking services.
- Assisting customers with teller transactions.
- Processing various transactions in a timely, efficient, accurate, and friendly manner.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan
- life, accident, and disability insurance
- flexible spending accounts (FSAs) and health savings accounts (HSAs)
- wellness programs
- paid parental leave
- military leave
- vacation and other paid time off
- sick leave in accordance with applicable state laws
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
