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Description
- 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.
- Be 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 accept 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.
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Requirements
- 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.
- Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage.
- Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.
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Benefits
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- 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