Personal Banker I

WSFS Bank • Newtown Square, PA

6d • Onsite

About The Position

WSFS Bank Personal Bankers provide products and services that enhance customer relationships. They get to know customers, understand and explain their financial needs, and recommend appropriate products and services through in-person interactions and outbound calls. The role opens new accounts, submits loan applications, follows Bank policies and regulatory requirements, resolves customer service issues, performs account maintenance, and promotes digital banking services. Personal Bankers also assist customers with teller transactions, processing transactions accurately, efficiently, promptly, and in a friendly manner.

The role includes a 4–6 month training period combining classroom instruction and hands-on experiences at various banking offices. Training covers transaction-processing and account-opening applications, customer service, relationship building, and referral techniques. This is a full-time, 40-hour-per-week position with a flexible rotating schedule; working 2–3 Saturdays per month is required. The schedule may change based on business needs. The listed schedule is Monday–Friday, 8 AM–6 PM, and Saturday, 9 AM–1 PM.

The position offers a competitive base salary and incentive opportunities. Candidates must be legally authorized to work in the United States without an employer-sponsored visa petition; WSFS does not intend to file visa applications for this opening.

Requirements

• High school diploma or equivalent.
• At least one year of face-to-face customer service experience.
• One year of previous banking experience.
• Previous cash-handling experience.
• Prior consultative sales experience.
• Demonstrated ability to work with customers in an enthusiastic manner.
• Proven attention to detail.
• Ability to use and learn multiple banking and software programs.
• Excellent customer service skills.
• Excellent oral and written communication skills.
• Ability to market Bank products and services.
• Legally authorized to work in the United States without an employer-sponsored visa petition.

Nice To Haves

• Previous experience in a retail sales environment is strongly preferred.

Responsibilities

• Build customer relationships and learn about customers’ financial needs.
• Educate customers and recommend appropriate Bank products and services through in-person interactions and outbound calls.
• Open new accounts and submit loan applications.
• Comply with Bank policies, procedures, and regulatory banking requirements.
• Resolve customer service issues and complete account maintenance requests.
• Recommend and promote the Bank’s digital banking services.
• Assist customers with teller transactions and process transactions promptly, efficiently, accurately, and in a friendly manner.
• Participate in classroom and hands-on training at various banking offices.
• Use relationship-building and referral techniques to make product and service recommendations and expand the branch’s customer base.

Benefits

• Competitive base salary and incentive opportunities.
• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Flexible spending accounts (FSAs) and health savings accounts (HSAs).
• Wellness programs.
• Paid parental leave may be available to eligible Associates.
• Military leave may be available to eligible Associates.
• Vacation and other paid time off may be available to eligible Associates.
• Sick leave in accordance with applicable state laws.
• Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED