Personal Banker

USD $41,000.00 / Yr.

USD $55,500.00 / Yr.

Job Summary

Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance?

Your search is over... WaFd Bank is hiring a Personal Banker.

WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states.

Our company motto is : Love What You Do...Make A Difference!

The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals.

A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.

A successful Personal Banker must :

• 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 accepts 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.

In addition, they must be kind.

Qualifications

Education / Skills / Training :

• 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.
• Candidates must meet all requirements of NMLS Registry.
• Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage.

Experience :

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

Benefits

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• 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
7 days ago