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WaFd Bank

Regional bank for personal & business needs

Personal Banker

Retail & Commercial BankingPosted on Nov 6
Full-timePasadena, CA, USAIn-person

About the Job

Requirements

  • A high school diploma or approved equivalent is required.
  • Prior banking experience, including previous work in customer service or equivalent, is required.
  • Good math skills, 10-key and keyboarding skills, and proficiency with standard Microsoft Office tools such as Excel, Word, Teams, Power BI, and Outlook are required.
  • Well-developed smartphone and digital-channel skills are required.
  • Excellent organizational and analytical skills and strong written and oral communication skills are required.
  • The ability to demonstrate automated technology to teach clients self-service skills is required.
  • Satisfactory transportation is required.

Responsibilities

  • Build knowledge of bank products and services to maintain client rapport, understand client needs, and offer solutions that bring new deposit and loan relationships to the bank.
  • Assist clients with banking needs, open new accounts, discuss and refer or originate loans, and onboard new clients.
  • Make assigned out-of-office calls and visits to businesses, community organizations, and referral sources.
  • Introduce and demonstrate digital and self-service options to clients.
  • Contribute to strategies to expand the small-business and consumer client base.
  • Communicate with staff and clients verbally, by phone, and via video chat.
  • Serve as a concierge or greeter when needed.
  • Develop the skills, competencies, and certifications needed to support branch performance goals.
  • Ensure a high level of customer satisfaction by delivering excellent service.
  • Accept bank initiatives and assignments.
  • Uphold WaFd Bank's core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service.

Desired Qualifications

  • Business-related college classes or a degree are preferred.
  • Two to four years of banking experience is preferred.
  • Experience recommending products and services or managing client relationships is preferred.

About the Company

WaFd Bank

Regional bank for personal & business needs

WaFd Bank is a regional bank serving personal, business, and commercial customers across nine western states through branches and digital banking. It offers checking and savings accounts, home loans, business and SBA lending, commercial real estate financing, and mobile banking with fee-free ATMs. What sets WaFd Bank apart is its community-focused, branch-based service model, recognized by Forbes as a Best-in-State Bank. The goal is to be a trusted local bank helping individuals and businesses reach their financial goals.

Company size
Not listed
Company stage
IPO
Headquarters
Seattle, WA
Founded
1917

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