Personal Banker

WSFS Bank•King of Prussia, PA

15d

About The Position

WSFS Bank Personal Bankers provide products and services that strengthen customer relationships. They get to know customers, understand and educate them about their financial needs, and recommend appropriate products and services through in-person interactions and outbound calls. The position includes opening new accounts, submitting loan applications, resolving service issues, handling account maintenance requests, promoting digital banking services, and assisting with teller transactions. Transactions must be processed accurately, efficiently, promptly, and in a friendly manner. Personal Bankers must comply with Bank policies, procedures, and regulatory banking requirements. The role includes a 4–6 month training period combining classroom instruction and hands-on experience 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 weekly schedule; 2–3 Saturdays per month are required, and the schedule may change according to business needs. The listed schedule is Monday through 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.

Requirements

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

Responsibilities

Build customer relationships by understanding and educating customers about their financial needs.
Recommend appropriate bank products and services through in-person interactions and outbound calling.
Open new accounts and submit loan applications.
Comply with Bank policies and procedures and regulatory banking requirements.
Resolve customer service issues and perform account maintenance requests.
Recommend and promote the Bank’s digital banking services.
Assist customers with teller transactions and process transactions accurately, efficiently, promptly, and courteously.
Participate in classroom and hands-on training covering transaction processing, account opening, customer service, relationship building, and referrals.