Personal Banker: Build Relationships & Financial Solutions

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

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.