Personal Banker- Exton Banking Office
About The Position
At WSFS Bank, Personal Bankers are responsible for enhancing customer relationships by providing products and services. This involves understanding customer financial needs, educating them, and recommending appropriate products through in-person interactions and outbound calls. Key duties include opening new accounts, submitting loan applications, resolving customer service issues, performing account maintenance, and promoting digital banking services. Personal Bankers also assist customers with teller transactions, ensuring timely, efficient, accurate, and friendly processing. The role includes a comprehensive 4-6 month training period covering transaction processing, account opening, referral techniques, customer service, and relationship building to ensure success and stellar service.
Requirements
- High School Diploma or equivalent is required
- At least one year of face-to-face customer service experience
- One year of previous banking experience is required
- Previous cash handling experience is required
- Prior consultative sales experience is required
- Proven ability to work with customers in an enthusiastic manner
- Proven ability for attention to detail
- Ability to use and learn multiple banking and software programs
- Proven, excellent customer service skills
- Excellent oral and written communication skills
- Ability to market Bank products and services
Nice To Haves
- Previous experience in a retail sales environment is strongly preferred
Responsibilities
- Provide products and services to enhance Customer relationships
- Get to know customers, understand and educate them regarding their financial needs
- Recommend appropriate products and services through in-person interactions and outbound calling efforts
- Open new accounts
- Submit loan applications
- Comply with Bank policies and procedures, as well as regulatory banking requirements
- Resolve customer service issues
- Perform account maintenance requests for customers as needed
- Recommend and promote the Bank’s digital banking services
- Assist Customers with teller transactions
- Process various transactions in a timely, efficient, accurate, and friendly manner
Benefits
- Competitive salaries
- Advancement opportunities
- Competitive base salary
- Incentive opportunities
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan
- Life insurance
- Accident insurance
- Disability insurance
- Flexible spending accounts (FSAs)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
