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Retail Banking Associate Jobs in Delaware (NOW HIRING)

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... retail and commercial banking divisions. * 3-5 years of experience working in a loan servicing ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... retail and commercial banking divisions. * 3-5 years of experience working in a loan servicing ...

Vuori, Inc

Retail Sales Associate

Rehoboth Beach, DE

$15 - $18/hr

The role of a Retail Sales Associate at Vuori is to forge connections with customers while ... Understand and execute cash control procedures including bank deposits, petty cash. * Assist in the ...

PNC Bank

Assistant Branch Manager

Bear, DE · On-site

$53K - $89K/yr

As an Assistant Branch Manager within PNC's Retail Banking organization, you will be based at 250 ... Education Associates Certifications No Required Certification(s) Licenses Candidates being ...

PNC Bank

Assistant Branch Manager

Middletown, DE

$53K - $89K/yr

As a Assistant Branch Manager within PNC's Retail Banking organization, you will be based at 460 ... Education Associates Certifications No Required Certification(s) Licenses Candidates being ...

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Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a retail banking associate?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.

What are popular job titles related to Retail Banking Associate jobs in Delaware?

For Retail Banking Associate jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Retail Banking Associate jobs in Delaware look for?

The top searched job categories for Retail Banking Associate jobs in Delaware are:

What cities in Delaware are hiring for Retail Banking Associate jobs?

Cities in Delaware with the most Retail Banking Associate job openings:

Retail Banking Associate jobs near you

Private Banking Portfolio Manager

WSFS Bank

Wilmington, DE • On-site

$77K - $127K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

23rd of 171 rated banks

Job description

Job Description
At WSFS Bank, we 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. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will include completing annual reviews, renewing maturing loan facilities, monitoring covenant compliance, and underwriting new lending opportunities. Complexity of the customer relationships managed, any credit authority extended, and the designation of the Portfolio Manager is determined by the candidate's work experience and training. Private Banking credit includes loans to wealthy individuals, and their business interests, Medical Practices, Dental Practices, Law Firms, partner buy-in loans, and Marketable Securities based lending.
Job Responsibilities:
  • Assist with the collection of financials statements and borrower information.
  • Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
  • Attend in-person/virtual calls to help assess the needs of prospective and existing bank clients.
  • Assist Relationship Managers with the structuring of proposed deals and term sheets that conform with the bank's Credit Policy.
  • Work with Relationship Managers, Lead Portfolio Managers, and Credit Officer in obtaining loan approvals in a timely manner.
  • Coordinate loan closings with the bank's Loan Operations group.
  • Collection and organization of relevant legal documents from the borrower.
  • Assist other Portfolio Managers with workflow as time allows.

Minimum Qualifications:
  • Must have a bachelor's degree, preferably in a business-related field, or equivalent experience in retail and commercial banking divisions.
  • 3-5 years of experience working in a loan servicing environment is required.
  • Must have a minimum of 2 years of commercial loan underwriting experience.
  • Must have strong knowledge of commercial and consumer loan and deposit products.
  • Must have thorough understanding of commercial lending and accounting standard practices.
  • Must be self-motivated and able to work with minimal supervision.
  • Must have the ability to thoroughly interpret financial data and use sound business judgment.
  • Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
  • Must have the ability to learn from the experience of others, both inside and outside the organization.
  • Must have strong skills using Microsoft Excel, Word and Outlook.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$77,390.00 - $127,139.75
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. WSFS provides a competitive benefits package, which includes 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. 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
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 careers@wsfsbank.com.
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.

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