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.
