Community Banking Advisor | Personal Banker

WaFd Bank; Medford (OR); On-site; USD 27,000 - 37,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Bonus programs

Tuition Reimbursement

Employee assistance programs

Life and AD&D insurance

Long-term disability

Pre-tax health and dependent-care

Stock options

Job summary

WaFd Bank in Medford, OR is hiring a Personal Banker to strengthen clients' financial health through personal and business banking solutions. You will build relationships, open new accounts, originate loans, and refer partners to meet clients' needs while representing WaFd in the communities we serve.

We seek motivated individuals with strong math and communication skills, a high school diploma, and experience in retail banking or client service.

Qualifications

• High school diploma or approved equivalent.
• Excellent math, 10-key and keyboarding skills.
• Proficient in Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
• Strong smartphone and digital channel skills.
• Excellent organizational and analytical abilities with strong written and verbal communication.
• Must have valid driver's license, transportation, and insurance.

Responsibilities

• Build rapport with clients, understand their needs, and provide solutions.
• Open new accounts, onboard relationships, originate loans and lines, refer to partners to help meet additional needs.
• Make out-of-office business development calls to businesses, community organizations, and referral sources.
• Adhere to bank policies and procedures designed to comply with federal regulations.
• Reflect WaFd Bank values: integrity, teamwork, ownership, simplicity, discipline, and service.

Skills

Good math skills

10-key

Keyboarding

Smartphone & digital channels

Organizational & analytical skills

Written & oral communication

Customer service mindset

Driver's license

Education

High school diploma or approved equivalent

Tools

Excel

Word

Teams

PowerBI

Outlook

Job description

WaFd Bank in Medford, OR is hiring a Personal Banker to strengthen clients' financial health through personal and business banking solutions. You will build relationships, open new accounts, originate loans, and refer partners to meet clients' needs while representing WaFd in the communities we serve.

We seek motivated individuals with strong math and communication skills, a high school diploma, and experience in retail banking or client service.