Personal Banker

WSFS Bank•Harrington, DE

23d•$37,440 - $52,800

About The Position

At WSFS Bank, Personal Bankers help customers secure their financial futures by building customer relationships and recommending appropriate products and services. The role involves learning about customers’ financial needs, educating them about options, and serving them through in-person interactions and outbound calls. Personal Bankers open new accounts, submit loan applications, resolve service issues, handle account maintenance requests, promote digital banking services, and assist with teller transactions. Transactions must be processed accurately, efficiently, promptly, and in a friendly manner. The role requires compliance with Bank policies, procedures, and regulatory banking requirements. The position 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 role with a flexible rotating weekly schedule. The posting states that 2–3 Saturdays per month are required and lists a schedule of Monday–Friday, 8 AM–6 PM, and Saturday, 9 AM–1 PM; the schedule may change based on business needs. The position offers a competitive base salary, incentive opportunities, and benefits. The hired candidate 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.
One year of previous banking experience.
Proven ability to work enthusiastically with customers.
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.
Available for a full-time, 40-hour weekly schedule that includes 2–3 Saturdays per month.

Nice To Haves

Previous experience in a retail sales environment is strongly preferred.

Responsibilities

Build customer relationships and understand and educate 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 in a friendly manner.
Complete the provided classroom and hands-on training in transaction processing, account opening, customer service, relationship building, and referral techniques.