Personal Banker

WaFd Bank; Salem (OR); On-site; USD 27,000 - 37,000; 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

Job summary

WaFd Bank is looking for a Personal Banker to win new consumer deposit and loan relationships by delivering exceptional customer service. This role emphasizes foundational sales skills, supports branch operations, and assists clients with their financial needs.

The ideal candidate will manage relationships effectively and demonstrate digital banking options. A successful Personal Banker will build skills in understanding bank products, assist clients by opening new accounts, and contribute to

Qualifications

• High school diploma or approved equivalent.
• Business related college classes or degree preferred.
• Good math skills and proficiency in Microsoft Office tools.
• Smartphone and digital channel skills are well developed.
• Satisfactory transportation must be available.

Responsibilities

• Assist clients with banking needs; open new accounts and onboard new clients.
• Contribute to strategies to help expand client base.
• Proactively accept bank initiatives and assignments.
• Ensure high level of customer satisfaction through excellent service.

Skills

Customer service

Mathematics

Communication skills

Organizational skills

Analytical skills

Digital skills

Education

High school diploma

Business-related college classes

Tools

Microsoft Office

PowerBI

Job description

Min

USD $19.71/Hr.

Max

USD $26.68/Hr.

Job Summary

The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service, and relationship management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers’ financial goals. This position provides hands on experience with daily operational responsibilities and emphasizes the development of strong interpersonal and problem solving skills.

As part of the requirements of the role, the Personal Banker works toward completing WaFd’s foundational certifications, supporting ongoing professional development and career advancement within WaFd.

A successful Personal Banker must:

• Build skills toward a solid knowledge base of bank products and services to maintain rapport with clients, understand their needs, and provide solutions – with the goal of bringing new deposit and loan relationships to the bank.
• Assist clients with their banking needs; open new accounts, discuss and refer or originate loans, and onboard new clients.
• Make out-of-office calls and visits to businesses, community organizations, and referral sources as assigned by leadership.Introduce and demonstrate digital and self-service options to clients.
• Contribute to strategies to help expand small business and consumer client base.
• Communicate clearly with staff and clients verbally, over the phone, and via video chat.
• Comfortable functioning as a concierge or greeter.
• Develop skills, competencies and certifications necessary to support branch performance goals.
• Ensure high level of customer satisfaction through the delivery of excellent service.
• Proactively accepts bank initiatives and assignments.
• 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.
• Business related college classes or degree preferred.
• Good math skills, 10-key and keyboarding, standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
• In addition, smart phone and digital channel skills are well developed. 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 satisfactory transportation.

Experience:

• Prior banking experience, including previous work in customer service or equivalent. Preference is given to candidates who have 2 - 4 years' experience in banking, experience in recommending products and services or experience in client relationship management.

Benefits

At WaFd Bank you get all of these great 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

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EEO Statement

We are committed to Equal Employment Opportunity and … If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375