Personal Banker

Santa Fe, NM, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Hourly

Rate:

Range $20.00 - $28.00

Work Schedule

Standard Hours

Benefits

Paid Time Off

Health Insurance

Stock options

401(k) Employer Matching

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 is a well-established financial institution with over a century of experience serving consumers and business clients across nine Western states. Known for its commitment to exceptional service, WaFd Bank operates as a trusted leader in the banking industry with a focus on community involvement and financial health. The company’s motto, "Love What You Do...Make A Difference!", reflects its dedication to fostering a positive work environment where employees are inspired and supported in their careers. As a forward-thinking bank, WaFd integrates modern technology solutions to better serve its clients while maintaining personalized service and community connection.

The rol... Show More

Job Requirements

prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relations

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
must have excellent organizational and analytical skills and 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

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

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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