Personal Banker

WSFS Bank • Paoli, PA

18d

About The Position

WSFS Bank Personal Bankers build customer relationships by learning about customers’ financial needs, educating them, and recommending appropriate products and services through in-person interactions and outbound calls. The role opens new accounts, submits loan applications, resolves customer service issues, performs account maintenance, promotes digital banking services, and assists with teller transactions. Transactions must be completed accurately, efficiently, promptly, and courteously, in compliance with Bank policies, procedures, and regulatory requirements.

The role includes a 4–6 month training period featuring 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. The position is full-time at 40 hours per week, with a flexible rotating weekly schedule that includes 2–3 Saturdays per month. The schedule may change based on business needs.

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.
• 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.
• One year of previous banking experience.

Responsibilities

• Build customer relationships by understanding customers’ financial needs and educating them about suitable products and services.
• Recommend and promote Bank products, services, and digital banking options through in-person interactions and outbound calls.
• Open new accounts and submit loan applications.
• Resolve customer service issues and complete account maintenance requests.
• Assist customers with teller transactions and process transactions accurately, efficiently, promptly, and courteously.
• Comply with Bank policies and procedures and regulatory banking requirements.

Benefits

• Competitive base salary
• Incentive opportunities
• 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 may be available
• Military leave may be available
• Vacation and other paid time off may be available
• Sick leave in accordance with applicable state laws
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED