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WSFS Bank
Greenville, DE | Full Time
$97k-129k (estimate)
1 Day Ago
Personal banker
WSFS Bank Greenville, DE
$97k-129k (estimate)
Full Time | Securities 1 Day Ago
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WSFS Bank is Hiring a Personal banker Near Greenville, DE

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 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

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.

Last updated : 2024-05-20

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$97k-129k (estimate)

POST DATE

05/21/2024

EXPIRATION DATE

08/19/2024

WEBSITE

christianabankandtrust.com

HEADQUARTERS

Wilmington, DE

SIZE

<25

INDUSTRY

Securities

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The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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