Floating Personal Banker-New Jersey

WSFS Bank; Burlington (NJ); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Floating Personal Banker to enhance customer relationships and provide tailored financial solutions. This role involves opening new accounts, processing transactions, and promoting digital banking services. With a focus on customer service, you'll receive comprehensive training to ensure success in a dynamic environment. If you're passionate about finance and eager to make a difference, this full-time position offers a competitive salary and opportunities for growth. Join a team that values inclusivity and support for individual needs.

Qualifications

• 1+ year of face-to-face customer service experience required.
• Previous banking and cash handling experience is essential.

Responsibilities

• Provide products and services to enhance customer relationships.
• Open new accounts and submit loan applications.

Skills

Customer Service

Sales Experience

Cash Handling

Attention to Detail

Communication Skills

Education

High School Diploma or equivalent

Tools

Banking Software

Job description

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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 recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.

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 recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.

We provide a continuous learning environment, challenging work, and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4–6-month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization. Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building. You will also be trained in relationship-building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are required. This schedule can change at any time based on business needs. This 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 petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening.

Minimum Qualifications:

• High School Diploma or equivalent is required.
• Must have 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.
• Must have a proven ability to work with customers in an enthusiastic manner.
• Previous experience in a retail sales environment is strongly preferred.
• Must have a proven ability for attention to detail.
• Ability to use and learn multiple banking and software programs.
• Must have proven, excellent customer service skills.
• Must have excellent oral and written communication skills.
• Must possess the ability to market Bank products and services.
  
  
  

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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