Personal Banker
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to decide which sections to include based on content.
Content includes:
- Intro about WSFS Bank, mission, culture, etc. Could be "About the role" or "About WSFS Bank". The instruction says we can use "About the role" as example. We'll use "About the role" for the introductory paragraph(s) describing role and company.
- Responsibilities: many bullet-like sentences: providing products and services, get to know customers, understand and educate, recommend appropriate products/services through in-person interactions and outbound calling, opening new accounts, submitting loan applications, comply with policies, resolve customer service issues, perform account maintenance, recommend/promote digital banking services, assist customers with teller transactions, process various transactions timely, efficient, accurate, friendly. Also training details? Might be part of responsibilities or qualifications. We'll treat responsibilities as duties.
- Requirements/Qualifications: Minimum Qualifications list: High School Diploma or equivalent required; at least one year face-to-face customer service experience; previous cash handling experience required; prior sales experience required; one year previous banking experience preferred; proven ability to work with customers enthusiastically; previous experience in retail sales environment strongly preferred; 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.
- Skills: maybe overlapping with qualifications. Could combine.
- Benefits: described: competitive base salary, incentive opportunities, benefits; medical, dental, vision; 401(k); life, accident, disability insurance; FSAs and HSAs; wellness programs; additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave per state law, paid holidays. Also mention "competitive benefits package". So we can include Benefits section.
- Pay: Salary Range: $37,440 - $52,800. Also mention base pay may vary, discretionary incentive and retention awards. So we can include Pay section.
- Schedule: 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. Also 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. So we can include Schedule section.
We must not include filler like "commensurate with experience". The salary range is specific, so we can include Pay.
We must not repeat job title as heading. We'll not.
We must not include Job ID etc.
We must remove EEO boilerplate etc. The last paragraphs about equal opportunity, accommodation contact, etc. Should be removed as boilerplate. Also the line about "If you have a physical or other impairment..." is accommodation request; could be considered EEO? Probably remove as boilerplate. Also "WSFS is an equal opportunity employer..." remove.
We must preserve all substantive information: so we need to keep the accommodation contact? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The accommodation request might be considered part of EEO? It's about accommodation for disability. Likely considered EEO boilerplate. Safer to remove.
Thus final HTML will have sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule. Possibly Skills but we can merge into Requirements.
We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. So we need to include each duty as list items? The responsibilities are many sentences; we can break into list items. Must not lose any detail.
Let's extract responsibilities sentences:
- providing products and services to enhance our Customer relationships.
- get to know their customers,
- understand and educate them regarding their financial needs,
- recommend the appropriate products and services through in-person interactions and outbound calling efforts.
- opening new accounts and submitting loan applications.
- comply with Bank policies and procedures, as well as regulatory banking requirements.
- resolve customer service issues and perform account maintenance requests for customers as needed,
- while also recommending and promoting the Bank’s digital banking services.
- assist Customers with teller transactions
- be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
Also training details: "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."
These could be part of responsibilities or maybe a separate "Training" section but not in allowed headings. Could be included in Responsibilities as part of role.
We'll include them as list items under Responsibilities.
Now Requirements/Qualifications list:
- High School Diploma or equivalent is required.
- Must have at least one year of face-to-face customer service experience.
- Previous cash handling experience is required.
- Prior sales experience is required.
- One year of previous banking experience preferred.
- 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.
We could also include "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." That's a requirement about work authorization. Should we include? It's substantive. Not EEO. We'll include under Requirements.
Now Benefits list:
- competitive base salary (but that's Pay)
- incentive opportunities
- benefits: medical, dental, and vision coverage;
- a 401(k) plan;
- life, accident, and disability insurance;
- flexible spending accounts (FSAs) and health savings accounts (HSAs);
- 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.
We'll list these as bullet items.
Pay section:
- 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.
Schedule section:
- 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.
- Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM.
We need to avoid duplication: there are two sentences about full-time 40-hour/week position with flexible rotating weekly schedule and 2-3 Saturdays per month. We'll combine.
Now About the role section: Should include introductory paragraphs about WSFS Bank mission, culture, etc. Also description of role: "WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships." etc. But we already have responsibilities list; we can keep a brief prose paragraph summarizing role, then list responsibilities.
We must not repeat job title as heading. So About the role heading is fine.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft.
Structure:
About the role
WSFS Bank empowers Associates to grow their careers, guides customers to secure their financial futures, and supports communities so they can thrive. The bank offers an inclusive and supportive culture, competitive salaries, advancement opportunities, and is recognized as a Top Workplace. As a locally headquartered bank and wealth management company, WSFS Bank’s Personal Bankers provide products and services to enhance customer relationships, get to know customers, understand and educate them about financial needs, and recommend appropriate products and services through in-person interactions and outbound calling.
Then Responsibilities:
Responsibilities
- Provide products and services to enhance customer relationships.
- Get to know customers and understand and educate them regarding their financial needs.
- Recommend appropriate products and services through in-person interactions and outbound calling efforts.
- Open new accounts and submit loan applications.
- Comply with bank policies and procedures and regulatory banking requirements.
- Resolve customer service issues and perform account maintenance requests as needed.
- Recommend and promote the bank’s digital banking services.
- Assist customers with teller transactions.
- Process various transactions in a timely, efficient, accurate, and friendly manner.
- Participate in a continuous learning environment with classroom and hands‑on training at various banking offices over a 4‑6 month period.
- Learn transaction processing and account opening applications, referral techniques, customer service, and relationship building.
- Receive training in relationship‑building methods and referral techniques to make optimal product recommendations and expand the branch’s customer base.
Requirements:
Requirements
- High School Diploma or equivalent required.
- At least one year of face‑to‑face customer service experience.
- Previous cash handling experience required.
- Prior sales experience required.
- One year of previous banking experience preferred.
- Proven ability to work with customers in an enthusiastic manner.
- Previous experience in a retail sales environment strongly preferred.
- 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.
- Legally authorized to work in the United States without employer‑sponsored visa sponsorship (e.g., H‑1B
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include based on content. Content includes: - Intro about WSFS Bank, mission, culture, etc. Could be "About the role" or "About WSFS Bank". The instruction says we can use "About the role" as example. We'll use "About the role" for the introductory paragraph(s) describing role and company. - Responsibilities: many bullet-like sentences: providing products and services, get to know customers, understand and educate, recommend appropriate products/services through in-person interactions and outbound calling, opening new accounts, submitting loan applications, comply with policies, resolve customer service issues, perform account maintenance, recommend/promote digital banking services, assist customers with teller transactions, process various transactions timely, efficient, accurate, friendly. Also training details? Might be part of responsibilities or qualifications. We'll treat responsibilities as duties. - Requirements/Qualifications: Minimum Qualifications list: High School Diploma or equivalent required; at least one year face-to-face customer service experience; previous cash handling experience required; prior sales experience required; one year previous banking experience preferred; proven ability to work with customers enthusiastically; previous experience in retail sales environment strongly preferred; 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. - Skills: maybe overlapping with qualifications. Could combine. - Benefits: described: competitive base salary, incentive opportunities, benefits; medical, dental, vision; 401(k); life, accident, disability insurance; FSAs and HSAs; wellness programs; additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave per state law, paid holidays. Also mention "competitive benefits package". So we can include Benefits section. - Pay: Salary Range: $37,440 - $52,800. Also mention base pay may vary, discretionary incentive and retention awards. So we can include Pay section. - Schedule: 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. Also 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. So we can include Schedule section. We must not include filler like "commensurate with experience". The salary range is specific, so we can include Pay. We must not repeat job title as heading. We'll not. We must not include Job ID etc. We must remove EEO boilerplate etc. The last paragraphs about equal opportunity, accommodation contact, etc. Should be removed as boilerplate. Also the line about "If you have a physical or other impairment..." is accommodation request; could be considered EEO? Probably remove as boilerplate. Also "WSFS is an equal opportunity employer..." remove. We must preserve all substantive information: so we need to keep the accommodation contact? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The accommodation request might be considered part of EEO? It's about accommodation for disability. Likely considered EEO boilerplate. Safer to remove. Thus final HTML will have sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule. Possibly Skills but we can merge into Requirements. We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. So we need to include each duty as list items? The responsibilities are many sentences; we can break into list items. Must not lose any detail.
Let's extract responsibilities sentences:
- providing products and services to enhance our Customer relationships.
- get to know their customers,
- understand and educate them regarding their financial needs,
- recommend the appropriate products and services through in-person interactions and outbound calling efforts.
- opening new accounts and submitting loan applications.
- comply with Bank policies and procedures, as well as regulatory banking requirements.
- resolve customer service issues and perform account maintenance requests for customers as needed,
- while also recommending and promoting the Bank’s digital banking services.
- assist Customers with teller transactions
- be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
Also training details: "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."
These could be part of responsibilities or maybe a separate "Training" section but not in allowed headings. Could be included in Responsibilities as part of role.
We'll include them as list items under Responsibilities.
Now Requirements/Qualifications list:
- High School Diploma or equivalent is required.
- Must have at least one year of face-to-face customer service experience.
- Previous cash handling experience is required.
- Prior sales experience is required.
- One year of previous banking experience preferred.
- 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.
We could also include "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." That's a requirement about work authorization. Should we include? It's substantive. Not EEO. We'll include under Requirements.
Now Benefits list:
- competitive base salary (but that's Pay)
- incentive opportunities
- benefits: medical, dental, and vision coverage;
- a 401(k) plan;
- life, accident, and disability insurance;
- flexible spending accounts (FSAs) and health savings accounts (HSAs);
- 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.
We'll list these as bullet items.
Pay section:
- 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.
Schedule section:
- 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.
- Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM.
We need to avoid duplication: there are two sentences about full-time 40-hour/week position with flexible rotating weekly schedule and 2-3 Saturdays per month. We'll combine.
Now About the role section: Should include introductory paragraphs about WSFS Bank mission, culture, etc. Also description of role: "WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships." etc. But we already have responsibilities list; we can keep a brief prose paragraph summarizing role, then list responsibilities.
We must not repeat job title as heading. So About the role heading is fine.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft.
Structure:
About the role
WSFS Bank empowers Associates to grow their careers, guides customers to secure their financial futures, and supports communities so they can thrive. The bank offers an inclusive and supportive culture, competitive salaries, advancement opportunities, and is recognized as a Top Workplace. As a locally headquartered bank and wealth management company, WSFS Bank’s Personal Bankers provide products and services to enhance customer relationships, get to know customers, understand and educate them about financial needs, and recommend appropriate products and services through in-person interactions and outbound calling.
Then Responsibilities:
Responsibilities
- Provide products and services to enhance customer relationships.
- Get to know customers and understand and educate them regarding their financial needs.
- Recommend appropriate products and services through in-person interactions and outbound calling efforts.
- Open new accounts and submit loan applications.
- Comply with bank policies and procedures and regulatory banking requirements.
- Resolve customer service issues and perform account maintenance requests as needed.
- Recommend and promote the bank’s digital banking services.
- Assist customers with teller transactions.
- Process various transactions in a timely, efficient, accurate, and friendly manner.
- Participate in a continuous learning environment with classroom and hands‑on training at various banking offices over a 4‑6 month period.
- Learn transaction processing and account opening applications, referral techniques, customer service, and relationship building.
- Receive training in relationship‑building methods and referral techniques to make optimal product recommendations and expand the branch’s customer base.
Requirements:
Requirements
- High School Diploma or equivalent required.
- At least one year of face‑to‑face customer service experience.
- Previous cash handling experience required.
- Prior sales experience required.
- One year of previous banking experience preferred.
- Proven ability to work with customers in an enthusiastic manner.
- Previous experience in a retail sales environment strongly preferred.
- 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.
- Legally authorized to work in the United States without employer‑sponsored visa sponsorship (e.g., H‑1B
for prose. We need to preserve all substantive information, not invent or summarize away detail. So we need to include each duty as list items? The responsibilities are many sentences; we can break into list items. Must not lose any detail. Let's extract responsibilities sentences: - providing products and services to enhance our Customer relationships. - get to know their customers, - understand and educate them regarding their financial needs, - recommend the appropriate products and services through in-person interactions and outbound calling efforts. - opening new accounts and submitting loan applications. - comply with Bank policies and procedures, as well as regulatory banking requirements. - resolve customer service issues and perform account maintenance requests for customers as needed, - while also recommending and promoting the Bank’s digital banking services. - assist Customers with teller transactions - be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner. Also training details: "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." These could be part of responsibilities or maybe a separate "Training" section but not in allowed headings. Could be included in Responsibilities as part of role. We'll include them as list items under Responsibilities. Now Requirements/Qualifications list: - High School Diploma or equivalent is required. - Must have at least one year of face-to-face customer service experience. - Previous cash handling experience is required. - Prior sales experience is required. - One year of previous banking experience preferred. - 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. We could also include "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." That's a requirement about work authorization. Should we include? It's substantive. Not EEO. We'll include under Requirements. Now Benefits list: - competitive base salary (but that's Pay) - incentive opportunities - benefits: medical, dental, and vision coverage; - a 401(k) plan; - life, accident, and disability insurance; - flexible spending accounts (FSAs) and health savings accounts (HSAs); - 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. We'll list these as bullet items. Pay section: - 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. Schedule section: - 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. - Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM. We need to avoid duplication: there are two sentences about full-time 40-hour/week position with flexible rotating weekly schedule and 2-3 Saturdays per month. We'll combine. Now About the role section: Should include introductory paragraphs about WSFS Bank mission, culture, etc. Also description of role: "WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships." etc. But we already have responsibilities list; we can keep a brief prose paragraph summarizing role, then list responsibilities. We must not repeat job title as heading. So About the role heading is fine. Now we need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:
About the role
WSFS Bank empowers Associates to grow their careers, guides customers to secure their financial futures, and supports communities so they can thrive. The bank offers an inclusive and supportive culture, competitive salaries, advancement opportunities, and is recognized as a Top Workplace. As a locally headquartered bank and wealth management company, WSFS Bank’s Personal Bankers provide products and services to enhance customer relationships, get to know customers, understand and educate them about financial needs, and recommend appropriate products and services through in-person interactions and outbound calling.
Then Responsibilities:Responsibilities
- Provide products and services to enhance customer relationships.
- Get to know customers and understand and educate them regarding their financial needs.
- Recommend appropriate products and services through in-person interactions and outbound calling efforts.
- Open new accounts and submit loan applications.
- Comply with bank policies and procedures and regulatory banking requirements.
- Resolve customer service issues and perform account maintenance requests as needed.
- Recommend and promote the bank’s digital banking services.
- Assist customers with teller transactions.
- Process various transactions in a timely, efficient, accurate, and friendly manner.
- Participate in a continuous learning environment with classroom and hands‑on training at various banking offices over a 4‑6 month period.
- Learn transaction processing and account opening applications, referral techniques, customer service, and relationship building.
- Receive training in relationship‑building methods and referral techniques to make optimal product recommendations and expand the branch’s customer base.
Requirements
- High School Diploma or equivalent required.
- At least one year of face‑to‑face customer service experience.
- Previous cash handling experience required.
- Prior sales experience required.
- One year of previous banking experience preferred.
- Proven ability to work with customers in an enthusiastic manner.
- Previous experience in a retail sales environment strongly preferred.
- 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.
- Legally authorized to work in the United States without employer‑sponsored visa sponsorship (e.g., H‑1B