The Role of Personal Bankers at WSFS Bank
At WSFS Bank, our mission is to 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. We are the region’s locally headquartered bank and wealth management company, and we take pride in being named a Top Workplace by our Associates consistently. What sets us apart is our dedication to service, as reflected in our mission statement: We Stand For Service®.Here you can learn more about us.
Job Description and Expectations
WSFS Bank’s Personal Bankers play a crucial role in providing products and services to enhance our Customer relationships. As a Personal Banker, you will get to know your customers, understand their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role includes opening new accounts and submitting loan applications, always in compliance with Bank policies and procedures, as well as regulatory banking requirements.
Providing excellent customer service is key in this role. You will be expected to resolve customer service issues, perform account maintenance requests, and promote the Bank’s digital banking services. Additionally, this role involves assisting Customers with teller transactions, and processing various transactions in a timely, efficient, accurate, and friendly manner.
Training and Development
To ensure our Personal Bankers are fully equipped to meet these expectations, WSFS Bank provides a continuous learning environment, challenging work, and opportunities for advancement. Over a 4-6 month training period, Personal Bankers will learn applications to conduct transaction processing and account opening, referral techniques, customer service and relationship building strategies. This training aims to position each Associate for success and to become an engaged member of the organization.
Working Hours and Benefits
As a Personal Banker at WSFS Bank, you will work on a full-time basis, 40 hours per week, with a flexible rotating weekly schedule. It is required that you are available to work 2-3 Saturdays per month. This schedule can change at any time based on business needs. In addition to a competitive base salary, WSFS Bank offers incentive opportunities, and benefits packages, which include 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.
Qualifications
The minimum qualifications to become a Personal Banker at WSFS Bank include a high school diploma or equivalent, and at least one year of face-to-face customer service experience. Previous banking and cash handling experience is also required, along with prior consultative sales experience. Candidates must possess excellent customer service skills, attention to detail, and the ability to learn multiple banking and software programs. Proven experience in a retail sales environment is strongly preferred.
WSFS Bank’s Commitment to Diversity
WSFS Bank is an equal opportunity employer and is inclusive and supportive of individual needs. We do not discriminate based on 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 any other legally protected characteristics. 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 careers@wsfsbank.com.
In conclusion, a career with WSFS Bank offers an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. It is an opportunity to grow professionally while making a difference every day for the people, businesses, and Communities we serve.
