Personal Banker

WSFS Bank; Narberth (Montgomery County); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Life, accident, disability insurance

FSAs and HSAs

Wellness programs

Paid parental leave and paid holidays

Job summary

WSFS Bank is seeking a Personal Banker to build relationships, open accounts, and guide customers through banking products. The role emphasizes in-person service and outbound outreach to educate clients on financial solutions.

Expect a 4–6 month training period covering transactions, referrals, customer service, and relationship building. Schedule includes some Saturdays, with a base salary and incentive opportunities based on performance.

Qualifications

• High School Diploma or equivalent is required.
• 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 previous banking experience preferred.
• 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.

Responsibilities

• Provide products and services to enhance customer relationships.
• Open new accounts and submit loan applications.
• Comply with bank policies and regulatory requirements.
• Resolve customer service issues and perform account maintenance requests.
• Promote the bank’s digital banking services.
• Assist customers with teller transactions and process transactions timely and accurately.

Skills

Customer service

Cash handling

Sales experience

Banking experience

Communication skills

Attention to detail

Market Bank products

Education

High School Diploma

Tools

Banking software

Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it’s our mission and our purpose.

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. Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month.

Minimum Qualifications

• High School Diploma or equivalent is required.


• Must have 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 previous banking experience preferred.


• 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.

Salary Range

Salary Range: $37,440 - $52,800 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits

• medical, dental, and vision coverage


• a 401(k) plan


• life, accident, and disability insurance


• flexible spending accounts (FSAs) and health savings accounts (HSAs)


• wellness programs


• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.


• Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status.

For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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.

Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.