Personal Banker

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

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

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 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.

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. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and 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