Client Banking Advisor - Grow Deposits & Loans

WaFd Bank

Bend (OR)

On-site

USD 41,000 - 55,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care

Job summary

WaFd Bank in Bend, OR is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships. You will deliver outstanding customer service while supporting branch operations and helping clients meet their financial goals.

The role blends sales with service, requiring consultative conversations, knowledge of bank products, and proficiency with WaFd systems. Expect ongoing professional development and certifications along the way.

Qualifications

  • High school diploma or equivalent; business classes preferred.
  • Proficient in math, 10-key, and keyboarding; strong MS Office skills.
  • Familiar with Excel, Word, Teams, Power BI, and Outlook; good digital skills.
  • Strong organizational, analytical, and communication abilities.

Responsibilities

  • Win new business and consumer deposit and loan relationships while delivering exceptional service.
  • Build and deepen relationships through consultative conversations and WaFd systems.
  • Support branch operations and daily banking needs for clients.
  • Onboard new clients and refer or originate loans as appropriate.
  • Promote digital/self-service options and contribute to growth strategies.

Skills

Math skills
10-key
Keyboarding
Excel
Word
Teams
PowerBI
Outlook
Digital channels
Organizational skills
Analytical skills
Communication skills

Education

High school diploma or approved equivalent
Business related college classes or degree preferred

Tools

Microsoft Office
PowerBI

Job description

WaFd Bank in Bend, OR is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships. You will deliver outstanding customer service while supporting branch operations and helping clients meet their financial goals.

The role blends sales with service, requiring consultative conversations, knowledge of bank products, and proficiency with WaFd systems. Expect ongoing professional development and certifications along the way.

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