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Personal Banker
WSFS BankPersonal Banker serving customers at WSFS Bank, a regional bank and wealth management company. Opening accounts, processing transactions, submitting loans, and recommending financial products across Delaware branches.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and the ability to effectively market banking products and services. Proficient in transaction processing and account management while ensuring compliance with banking regulations.
Highest-signal resume keywords
Customer Service ExperienceCash Handling ExperienceConsultative Sales ExperienceAttention to DetailCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount OpeningLoan ApplicationsDigital Banking ServicesTeller Transactions
Soft Skills
Enthusiastic Customer InteractionRelationship Building
Tools & Technologies
Banking Software Programs
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Bank PoliciesRegulatory Banking RequirementsRetail Sales Environment
About the role
Key responsibilities & impact- Provide products and services that enhance customer relationships
- Get to know customers, understand and educate them regarding their financial needs, and recommend appropriate products and services
- Conduct in-person interactions and outbound calling efforts
- Open new accounts and submit loan applications
- Comply with Bank policies, procedures, and regulatory banking requirements
- Resolve customer service issues and perform account maintenance requests
- Recommend and promote the Bank’s digital banking services
- Assist customers with teller transactions
- Process transactions in a timely, efficient, accurate, and friendly manner
- Complete classroom and hands-on training at various banking offices
- Apply training in transaction processing, account opening, referral techniques, customer service, and relationship building
- Expand the branch’s customer base through product and service recommendations
Requirements
What you’ll need- 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 consultative sales experience is required
- Proven ability to work with customers in an enthusiastic manner
- Proven ability for attention to detail
- Ability to use and learn multiple banking and software programs
- Proven, excellent customer service skills
- Excellent oral and written communication skills
- Ability to market Bank products and services
- Must be legally authorized to work in the United States without an employer-sponsored visa petition
- Previous banking experience is preferred
- Previous experience in a retail sales environment is strongly preferred
Benefits
Comp & perks- Competitive base salary
- Incentive opportunities
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan
- Life insurance
- Accident insurance
- Disability insurance
- Flexible spending accounts (FSAs)
- Health savings accounts (HSAs)
- Wellness programs
- Paid parental leave
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays
- Continuous learning environment
- 4–6 month classroom and hands-on training period
- Advancement opportunities