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Customer Service Representative

Job Overview

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Employment Type

Full-time
Hourly
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Compensation

Hourly
Range $18.00 - $19.47
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Work Schedule

Standard Hours
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Benefits

Paid Time Off
Health Insurance
Stock options
401(k) Plan
Paid parental leave
Life insurance
long-term disability
Tuition Reimbursement
Employee Assistance Programs
Pre-tax health and dependent-care spending plans

Job Description

WaFd Bank has been a trusted financial leader for over a century, serving consumers and business clients across nine Western states. Known for its commitment to community and customer service, WaFd Bank prides itself on fostering a positive and engaging work environment where kindness, integrity, and respect are paramount. The company motto, "Love What You Do...Make A Difference!" truly reflects its culture and approach to banking, where employees are motivated not only to excel professionally but also to contribute meaningfully to the health and wellbeing of their communities.

As a Customer Service Representative (CSR) at WaFd Bank, you will play a vital role in shaping the first impression of the bank for clients visiting the branch. This position is an excellent opportunity for someone eager to build a career in the financial services industry with a stable employer that values professional growth, work-life balance, and ethical standards. The CSR role typically offers Monday through Friday workdays with weekends off, making it ideal for those seeking regular hours and a balanced lifestyle.

This role involves providing friendly and courteous service while accurately handling banking transactions. You will engage with clients by building rapport and trust, assisting them with various banking needs while adhering to policies designed to meet federal regulations such as the Bank Secrecy Act, USA Patriot Act, and OFAC regulations. The CSR position is not only about processing transactions but also about helping strengthen your community’s financial health through exceptional customer care and ethical service. WaFd Bank emphasizes promoting from within, offering career advancement opportunities for dedicated employees who align with the company’s values of integrity, teamwork, ownership, simplicity, discipline, service, and kindness.

As a CSR, you will be part of an employer of choice that encourages employees to be technologically savvy, adaptable, and detail-oriented. The bank equips its team with the tools and training needed to succeed in a digital banking environment, including proficiency with Microsoft Office applications and digital channels. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to work well in a collaborative setting to ensure clients receive top-tier service.

Joining WaFd Bank means becoming part of a community-focused institution that offers comprehensive benefits such as paid time off, health insurance, 401(k) plans, stock options, and life and disability insurance. Employees also have access to tuition reimbursement and employee assistance programs, highlighting the bank’s commitment to supporting personal development and wellbeing.

This Customer Service Representative role is not just a job but a chance to build a meaningful career while making a real difference in your community. If you are personable, detail-oriented, and committed to ethical banking practices, this position offers a supportive environment where you can thrive and grow alongside a respected financial institution.

Job Requirements

  • High school diploma or approved equivalent
  • previous experience in retail, consumer service delivery, or client relations
  • strong work ethic and integrity
  • personable and outgoing
  • great attention to detail
  • technically savvy and adaptable
  • compliance with federal banking regulations including Bank Secrecy Act, USA Patriot Act, and OFAC
  • ability to reflect WaFd Bank's corporate values including kindness

Job Qualifications

  • High school diploma or approved equivalent
  • basic math skills, 10-key and keyboarding
  • proficient in Microsoft Office tools such as Excel, Word, Teams, and Outlook
  • well-developed smartphone and digital channel skills
  • organized with excellent communication skills
  • personable attitude
  • previous experience in retail, consumer service delivery, or client relations

Job Duties

  • Provide friendly and courteous service to clients
  • perform efficient and accurate banking transactions
  • build rapport and relationships with clients
  • adhere to bank policies and procedures including federal regulations
  • use multiple computer systems and adapt to change
  • maintain great attention to detail
  • reflect WaFd Bank's corporate values including kindness

Job Criteria

Experience

Entry Level (1-2 years)


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