Personal Banker

WaFd Bank; Bellevue (WA); On-site; USD 46,000 - 70,000; Full time

Job summary

A leading bank is seeking a Personal Banker to assist clients with their financial needs. The role requires strong communication and analytical skills, along with a high school diploma. The Personal Banker will provide tailored banking solutions while adhering to the bank's values and policies. Join a community-focused team dedicated to improving financial health.

Benefits

Paid time off for vacation, sick days and holidays

Health insurance

Stock options

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

Qualifications

• Prior banking experience preferred.
• Must have valid driver’s license and satisfactory transportation.

Responsibilities

• Assist clients with personal and business banking solutions.
• Open new accounts and onboard new clients.
• Communicate clearly with clients via various channels.

Skills

Good math skills

Organizational skills

Analytical skills

Communication skills

Education

High school diploma or approved equivalent

Tools

Microsoft Office

Job description

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USD $46,440.00/Yr.

USD $69,012.00/Yr.

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.
  
  
  

Education/Skills/Training

• 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.
  
  
  

Experience

• Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
  
  
  

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• 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
  
  
  

WaFd Bank Benefits Summary - Click here for more information

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375

EEO is The Law - click here for more information

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

EEO Policy Statement - WaFd Bank

Know Your Rights Workplace Discrimination is Illegal - click here for more information

Pay Transparency Nondiscrimination Provision - click here for more information

Notice at Collection for California Employees and Applicants 2025

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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