Customer Banking Advisor — Growth & Training

wsfsbank; Town of Middletown (NY); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Competitive benefits package

Incentive opportunities

Health, dental and vision coverage

401(k) and retirement plans

Life, accidental and disability ins.

Wellness programs and paid time off

Job summary

WSFS Bank is seeking a Personal Banker to build relationships, educate customers about financial needs, and promote banking products in person and via outbound calls. The role includes opening accounts, processing loans, and guiding customers through digital banking solutions.

Training lasts 4–6 months with hands-on experience; compensation includes base salary, incentives, and benefits. Schedule includes weekdays and occasional Saturdays.

Qualifications

• At least one year of face-to-face customer service experience.
• Previous cash handling experience is required.
• Prior sales experience is required.
• One year of banking experience is required.
• Able to work with customers in an enthusiastic manner.
• Retail sales experience preferred.
• Must market bank products and services.

Responsibilities

• Open new accounts and submit loan applications.
• Educate customers on financial needs and recommend products/services.
• Resolve customer service issues and perform account maintenance requests.
• Promote the Bank's digital banking services.
• Assist customers with teller transactions and process various transactions timely and accurately.

Skills

Customer service

Cash handling

Sales experience

Communication skills

Relationship-building

Multi-banking software

Education

High School diploma or equivalent

Tools

Banking software

Job description

WSFS Bank is seeking a Personal Banker to build relationships, educate customers about financial needs, and promote banking products in person and via outbound calls. The role includes opening accounts, processing loans, and guiding customers through digital banking solutions.

Training lasts 4–6 months with hands-on experience; compensation includes base salary, incentives, and benefits. Schedule includes weekdays and occasional Saturdays.