Personal Banker - Media, PA

WSFS Bank•Media, PA

About The Position

WSFS Bank Personal Bankers provide products and services that enhance 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 calling. 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 accurately, efficiently, promptly, and in a friendly manner, in compliance with Bank policies, procedures, and regulatory requirements. Associates complete a 4–6 month training period involving 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. The stated schedule is Monday–Friday, 8 AM–6 PM, and Saturday, 9 AM–1 PM; working 2–3 Saturdays per month is required. The schedule may change based on business needs. The role 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.
  • One year of previous banking experience.
  • Previous cash handling experience.
  • Prior consultative sales experience.
  • Proven 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 by understanding and educating customers about their financial needs.
  • Recommend appropriate bank products and services through in-person interactions and outbound calls.
  • 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 in a friendly manner.
  • Complete required classroom and hands-on training in transaction processing, account opening, customer service, relationship building, and referral techniques.

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.
  • Discretionary and formula-based incentive and retention awards may be offered to eligible Associates.
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