Consumer Banking Learning Specialist II

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 regions 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 its our mission and our purpose.

The Consumer Banking Learning Specialist II demonstrates proficiency in independently facilitating Learning and Development programs across both classroom and in branch environments. The incumbent will effectively manage the transfer of knowledge related to sales processes products services soft skills leadership performance management and policies while applying adult learning theory to ensure participant comprehension and job ready performance. The role alternates between delivering structured curriculum in a traditional classroom setting and supporting in branch on the job learning to reinforce skills in real time scenarios. The specialist will contribute to the strategy design and enhancement of training programs through their perspective and addition the incumbent will provide recommendations to improve curriculum relevancy engagement and alignment with business outcomes. Traveling across the WSFS footprint is required to deliver training support branch learning needs and ensure consistent program execution. Additionally the Learning Specialist is responsible for measuring the impact of training through retention participant performance feedback and behavioral observations to continuously strengthen learning effectiveness.

Job Responsibilities:

• Independently facilitate structured curriculum across both classroom and inbranch settings applying adult learning theory to ensure comprehension engagement and jobready performance. This includes preparing materials adapting delivery based on learners needs and managing classroom performance.
• Facilitate structured inbranch curriculum which includes observation coaching and reinforcement to support realtime skill application and ensure learning transfer into realistic environments.
• Maintain the accuracy and relevance of all assigned training programs by reviewing materials prior to delivery identifying content gaps and providing actionable feedback and recommendations for curriculum enhancements to leadership.
• Measure the effectiveness of learning programs through learner assessments retention trends behavioral observations feedback data and performance indicators. Communicate insights to leadership and recommend improvements to increase training impact.
• Travel to branches operations centers and training facilities to deliver programs support inbranch learning attend meetings and ensure consistent execution of training initiatives across the footprint.
• Complete required administrative tasks including attendance tracking roster management evaluations updating WSFS University records maintaining training spaces and performing additional duties necessary to support training operations.

Minimum Qualifications:

• Minimum of a high school diploma or GED required; bachelors degree preferred (Education Training Human Resources Communications or related field).

• 34 years of professional facilitation experience in systems training softskills training or a comparable Learning & Development role required.

• 34 years of facilitation experience delivering systems softskills and rolespecific training in various settings (i.e. classroom on-the-job virtual etc.) required.

• Proven experience delivering training in both classroom on-the-job and virtual environments.

• Basic instructional design experience including updating training materials and creating job aids guides or assessments.
• Preferred experience in retail banking or financial services including knowledge of bank systems policies and procedures.
• Relevant professional certifications preferred such as ATD (e.g. APTD CPTD) training/facilitation certifications or other L&Daligned credentials.
• Strong understanding and application of adult learning theory to create inclusive engaging and adaptive learning environments.
• High level of professionalism when interacting with participants peers management and external partners.
• Coaching and mentoring skills to support inbranch learning reinforce performance expectations and address behavioral or performancerelated concerns.
• Strong timemanagement organization and prioritization abilities with the capacity to work independently and manage shifting priorities.
• Proficiency with technology including Windows Microsoft Office learning management systems and the ability to learn and teach bank systems confidently.
• Excellent verbal and written communication skills along with strong listening and facilitation abilities.
• Ability to analyze learner performance and measure training impact using data observations and feedback to adjust delivery and improve outcomes.
• Adaptability and problemsolving skills to navigate unexpected situations adjust content delivery and support varying learner needs.
• Must be able to travel throughout the WSFS footprint and facilitate training across classroom virtual and inbranch environments.

Salary Range:

Individual base pay may vary on additional factors such as the candidates 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 Associates location and employment status. For more information about Associate benefits please visit 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.