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WaFd Bank

Regional bank for personal & business needs

Personal Banker

Retail & Commercial BankingUpdated on Nov 5
Full-timeDraper, UT, USA

About the Job

Requirements

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

Responsibilities

  • Build knowledge of bank products and services, maintain rapport with clients, understand their needs, and provide solutions to bring new deposit and loan relationships to the bank.
  • Assist clients with banking needs by opening new accounts, discussing and referring or originating loans, and onboarding 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 that expand the small-business and consumer client base.
  • Communicate with staff and clients verbally, by phone, and via video chat.
  • Function as a concierge or greeter as needed.
  • Develop skills, competencies, and certifications needed to support branch performance goals.
  • Ensure customer satisfaction through excellent service.
  • Accept bank initiatives and assignments.
  • Reflect WaFd Bank's values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.

Desired Qualifications

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

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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