Floating Personal Banker - Delaware County, PA

WSFS Bank; Havertown (Delaware County); On-site; USD 40,000 - 60,000; Full time

Job summary

WSFS Bank is seeking a Floating Personal Banker to enhance customer relationships through personalized service and product recommendations. This full-time role includes training and offers a competitive salary, incentives, and benefits. Candidates should have customer service and banking experience, along with a high school diploma.

Benefits

Competitive salary

Incentives and benefits

Continuous learning environment

Qualifications

• At least one year of face-to-face customer service experience.
• One year of banking experience preferred.
• Proficiency with banking software is essential.

Responsibilities

• Provide products and services to enhance customer relationships.
• Open new accounts and submit loan applications.
• Resolve customer service issues and assist with transactions.

Skills

Customer Service

Attention to Detail

Communication

Sales

Cash Handling

Education

High School Diploma or equivalent

Tools

Banking Software

Job description

Floating Personal Banker - Delaware County, PA

Join to apply for the Floating Personal Banker - Delaware County, PA role at WSFS Bank

Job Description

Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM

WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also promoting the Bank’s digital banking services. Additionally, this role will assist customers with teller transactions and process various transactions efficiently, accurately, and friendly manner.

We provide a continuous learning environment, challenging work, and opportunities for advancement. Our Personal Bankers undergo classroom and hands-on training at various banking offices over 4–6 months to gain the necessary knowledge for stellar service and engagement. Training includes transaction processing, account opening, referral techniques, customer service, and relationship building. You will be trained in relationship-building methods to make the best product and service recommendations and expand your branch's customer base. This is a full-time position with a 40-hour/week schedule, including 2-3 Saturdays per month, with flexibility based on business needs. The position offers a competitive salary, incentives, and benefits. Candidates must be legally authorized to work in the U.S. without visa sponsorship, as WSFS Bank does not sponsor visas.

Minimum Qualifications

• High School Diploma or equivalent
• At least one year of face-to-face customer service experience
• One year of banking experience
• Cash handling experience
• Prior consultative sales experience
• Ability to work enthusiastically with customers
• Experience in retail sales preferred
• Attention to detail
• Proficiency with banking software
• Excellent customer service skills
• Strong oral and written communication skills
• Ability to market Bank products and services

WSFS Bank is committed to inclusion and supports individual needs. For accommodations, contact us at [e-mail]. We are an equal opportunity employer and do not discriminate based on race, religion, gender, age, veteran status, disability, or other protected characteristics.