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Personal Banker

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $22.00 - $33.00
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Work Schedule

Standard Hours
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Benefits

Paid Time Off
Health Insurance
Stock options
Generous 7% 401(k) employer matching
Paid parental leave
Life and AD&D insurance
long-term disability
Tuition Reimbursement
Employee Assistance Programs
Pre-tax health and dependent-care spending plans

Job Description

WaFd Bank is a respected financial institution with a rich history spanning over a century. Established as a leader in the banking industry, the company currently serves a diverse range of consumers and business clients across nine Western states. WaFd Bank's commitment to community and financial wellness is reflected in its company motto: Love What You Do...Make A Difference! This ethos guides the bank's operations and employee culture, inspiring staff to deliver exceptional service and meaningful financial solutions to clients. As a stable and growing financial entity, WaFd Bank emphasizes innovation, customer centricity, and comprehensive support for both personal and... Show More

Job Requirements

  • High school diploma or approved equivalent
  • prior banking experience including familiarity with lending, previous work in retail, consumer service delivery, or client relation
  • good math skills, 10-key and keyboarding
  • proficiency in Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook
  • well-developed smart phone and digital channel skills
  • excellent organizational and analytical skills
  • superior written and oral communication skills
  • ability to demonstrate how to use automated technology to teach clients self-service skills
  • valid driver's license
  • satisfactory transportation
  • adequate insurance coverage

Job Qualifications

  • High school diploma or approved equivalent
  • good math skills, 10-key and keyboarding
  • proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook
  • well-developed smart phone and digital channel skills
  • excellent organizational and analytical skills
  • superior written and oral communication skills
  • ability to demonstrate how to use automated technology to teach clients self-service skills
  • must have valid driver's license, satisfactory transportation, and adequate insurance coverage
  • prior banking experience including familiarity with lending, previous work in retail, consumer service delivery, or client relation

Job Duties

  • Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions
  • open new accounts, discuss and refer or originate loans, and onboard new clients
  • introduce and demonstrate digital and self-service options to clients
  • communicate clearly with staff and clients verbally, over the phone, and via video chat
  • comfortable functioning as a concierge or greeter
  • make out-of-office calls to businesses, community organizations, and referral sources
  • develop competencies and certifications/registration necessary to support branch performance goals
  • proactively accept initiatives and assignments
  • adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations
  • reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service
  • be kind

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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