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. Must have the 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.
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 xyz X@. 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), interactionual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
meeting assigned sales goals, in support of Individual and Branch production goals.
Shared responsibility of duties is dictated by the business needs of the branch. Completion of Frontline & Platform Training program as assigned by Consumer Bank training.
Uses a combination of Computer Inquiry Systems, FOR-LIFE sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions, including the following: a. Utilizing Computer Inquiry Systems to properly identify customers, verify authenticity of the requested transaction,
and complete required steps to protect the customer and the bank from fraud (including, but not limited to verifying balances, placing holds, and documenting proper identification).
b. Accepting deposits, verifying endorsements, and issuing receipts. c. Accepting checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization. d. Accepting savings deposits and withdrawals and performing related duties. e. Providing additional customer services, including bank money orders and other services. f. Accepting various loan payments or other types of payments. g. Balancing window cash daily. h. Performing
ATM settlement where applicable. i. Assisting in vault balancing, where applicable.
Uses the following key sales functions to deliver exceptional customer service and ensure complete customer satisfaction, while meeting and exceeding established sales goals: a. Profile customers to determine and recommend appropriate S&T loan and deposit products. b. Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: Loan Fit, Solutions Guide, etc. c. Completes FOR-LIFE Sales process and customer focused conversation with each customer, document notes in FOR-LIFE guides. d. Successfully develops customer profiles and identifies their banking needs.
e. Closes business and performs follow-up calls to ensure customer satisfaction. f. Builds warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank. g. Uses a complete understanding of the FOR-LIFE process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs. h. Completes “Meet the Manager” expectation as part of onboarding new customers to S&T Bank.
Performs follow-up calls to new account customers to determine satisfaction and additional leads. Performs outbound calls as outlined in the branch playbook with reference to sample scripts in the Sales & Service Guide and to Tableau system for most potential customer lists to grow existing customer relationships. Participates in branch sales call campaigns, as needed. Performs data entry and prepares documentation to process new account customers and change existing accounts. Maintains existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed.
Performs customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals. Prepares loan applications using LOS software and coordinates loan document preparation. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Requires S. A. F. E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.
A. F. E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S. A. F. E. Act. Assumes additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc. Physical Demands Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position.
Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs. 2 times per day. Maximum lift is 20 lbs. one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Qualifications Education Required High School or better in Academic/General Licenses & Certifications Required Natl Mortgage Licnsng Sys Experience Preferred 2-5 years: Two to five years general and specialized experience.
Successful completion of the retail training program required including CSR and RSA training programs. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.35(c)For more details: jobs-search. org/finance_exton-c445791/retail-sales-associate-universal-banker-exton_i1961159678
