Personal Banker I

Disabled Job Seekers; Newtown Township (Delaware County); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Paid holidays

Job summary

WSFS Bank is seeking a Personal Banker to build and deepen customer relationships by explaining financial products and guiding clients to suitable services. You will open accounts, process loan applications, and promote digital banking options while ensuring compliance with bank policies and regulatory requirements.

The role requires strong customer service, cash handling experience, and the ability to market bank products.

Qualifications

• High School Diploma or equivalent required.
• At least one year of face-to-face customer service experience.
• One year of prior banking experience.
• Previous cash handling experience.
• Prior consultative sales experience.
• Must be able to market bank products and services.
• Excellent oral and written communication skills.
• Ability to learn multiple banking software programs.

Responsibilities

• Provide products and services to enhance customer relationships.
• Get to know customers, educate them on financial needs, and recommend appropriate products and services through in-person interactions and outbound calls.
• Open new accounts and submit loan applications.
• Comply with bank policies and regulatory requirements.
• Resolve customer service issues and perform account maintenance; promote digital banking services.
• Assist customers with teller transactions and process transactions accurately and efficiently.

Skills

Customer service

Sales experience

Communication

Attention to detail

Enthusiastic

Education

High School Diploma or equivalent

Job description

Job DescriptionAt 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.

Key Responsibilities

• 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.

Schedule

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 are required. This schedule can change at any time based on business needs.

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.

Salaries & Benefits

This position offers a competitive base salary, incentive opportunities, and benefits. 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 does not intend to file any visa applications in connection with this opening. 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 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.