Personal Banker III

WSFS Bank • Lumberton, NJ

2d

About The Position

WSFS Bank Personal Bankers build customer relationships by understanding and educating customers about their financial needs and recommending suitable banking products and services. Through in-person interactions and outbound calls, the Personal Banker opens new accounts, submits loan applications, resolves service issues, performs account maintenance, and promotes the Bank’s digital banking services. The role also assists customers with teller transactions and processes transactions accurately, efficiently, promptly, and courteously while complying with Bank policies, procedures, and regulatory requirements.

The position includes a 4–6 month training period comprising classroom instruction and hands-on experience at 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 weekly schedule; work on 2–3 Saturdays per month is required. The schedule may change according to business needs. Listed hours are Monday–Friday, 8:00 a.m.–6:00 p.m., and Saturday, 9:00 a.m.–1:00 p.m.

The role offers a competitive base salary, incentive opportunities, and benefits. Candidates must be legally authorized to work in the United States without an employer-sponsored visa petition.

Requirements

• High school diploma or equivalent.
• At least one year of face-to-face customer service experience.
• Previous cash handling experience.
• Previous sales experience.
• Proven ability to work with customers in an enthusiastic manner.
• 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.
• Legal authorization 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.
• One year of previous banking experience is preferred.

Responsibilities

• Build customer relationships by learning about customers’ financial needs and educating them about appropriate products and services.
• Recommend and promote Bank products, services, and digital banking services through in-person interactions and outbound calling.
• Open new accounts and submit loan applications.
• Resolve customer service issues and perform account maintenance requests.
• Assist customers with teller transactions and process transactions promptly, accurately, efficiently, and courteously.
• Comply with Bank policies and procedures and regulatory banking requirements.
• Participate in classroom and hands-on training in banking offices.

Benefits

• Competitive base salary
• Incentive opportunities
• Medical coverage
• Dental coverage
• 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
• Military leave may be available
• Vacation and other paid time off may be available
• Sick leave in accordance with applicable state laws
• Paid holidays

What This Job Offers

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