Personal Banker
About The Position
WSFS Bank Personal Bankers provide products and services that enhance customer relationships. They learn about customers’ financial needs, educate them, and recommend appropriate products and services through in-person interactions and outbound calls. The role includes opening new accounts, submitting loan applications, resolving customer service issues, completing account maintenance requests, promoting digital banking services, and assisting with teller transactions. Transactions must be processed in a timely, efficient, accurate, and friendly manner, in compliance with Bank policies, procedures, and regulatory requirements. The position includes a 4–6 month training period consisting of 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 role with a flexible rotating weekly schedule. The stated schedule is Monday through Friday, 8 AM–6 PM, and Saturday, 9 AM–1 PM, with 2–3 Saturdays per month required. The schedule may change based on business needs. Compensation includes 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.
- Prior sales experience.
- 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.
- 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
- Understand customers’ financial needs, educate them, and recommend suitable Bank products and services.
- Build customer relationships 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 complete 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.
Benefits
- 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
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays
- Discretionary and formula-based incentive and retention awards may be offered to eligible Associates
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
