Personal Banker

About This Role

This role combines sales with excellent customer service, supporting branch operations and assisting clients with their financial needs. The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. This position provides hands-on experience with daily operational responsibilities and emphasizes the development of strong interpersonal and problem-solving skills.

Responsibilities

• Build skills toward a solid knowledge base of bank products and services to maintain rapport with clients, understand their needs, and provide solutions, with the goal of bringing new deposit and loan relationships to the bank
• Assist clients with their banking needs; open new accounts, discuss and refer or originate loans, and onboard new clients
• Make out-of-office calls and visits to businesses, community organizations, and referral sources as assigned by leadership
• Introduce and demonstrate digital and self-service options to clients
• Contribute to strategies to help expand small business and consumer client base
• Communicate clearly with staff and clients verbally, over the phone, and via video chat
• Function as a concierge or greeter
• Develop skills, competencies, and certifications necessary to support branch performance goals
• Ensure a high level of customer satisfaction through the delivery of excellent service
• Proactively accept bank initiatives and assignments
• Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service, and be kind

Requirements

• High school diploma or approved equivalent
• Good math skills, 10-key and keyboarding, standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook
• Well-developed smartphone and digital channel skills
• 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
• Satisfactory transportation
• Prior banking experience, including previous work in customer service or equivalent

Nice to have:

• Business-related college classes or degree
• 2 - 4 years

Benefits

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability