Personal Banker

WaFd Bank; Los Altos (CA); On-site; USD 46,000 - 58,000; Full time

Benefits offered by this job

Paid time off

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 spending plans

Job summary

WaFd Bank is looking for a motivated Personal Banker to help enhance financial health within the community. You'll assist clients with both personal and business banking solutions while reflecting WaFd's core values of integrity and teamwork.

This position requires solid communication and organizational skills, with a focus on building relationships and understanding client needs. Prior banking experience is a plus, and the role offers a supportive and inspiring work environment.

Qualifications

• High school diploma or approved equivalent.
• Proficient in Microsoft Office tools.
• Excellent communication and organizational skills.
• Prior banking experience preferred.

Responsibilities

• Build rapport with clients and understand their needs.
• Open new accounts and originate loans.
• Make business development calls.
• Adhere to bank policies and regulations.
• Reflect WaFd Bank's core values and ethics.

Skills

Good math skills

Microsoft Office proficiency

Organizational skills

Analytical skills

Communication skills

Smartphone and digital skills

Education

High school diploma or equivalent

Tools

Excel

Word

Teams

PowerBI

Outlook

Job description

Min

USD $22.33/Hr.

Max

USD $33.18/Hr.

Job Summary

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!

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. We hire great people from a wide variety of backgrounds to make us stronger and ensure our team reflects the diversity of the businesses and communities we serve.

Responsibilities

• Build rapport with clients, understand their needs, and provide solutions.
• Open new accounts, onboard new 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, 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.

Qualifications

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 smartphone 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.

Benefits

• Paid time off for vacation, sick days and holidays
• 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 spending plans

EEO Statement

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.