Personal Banker: Grow Deposits, Loans & Client Relationships

WaFd Bank; Portland (OR); Sur place; USD 278 000 - 405 000; Plein temps

Avantages offerts par ce poste

Paid time off

Health insurance

Stock options

Bonus programs

401(k) plan

Paid Parental Leave

Life and AD&D insurance

Tuition Reimbursement

Employee assistance programs

Pre-tax health and dependent-care

Résumé du poste

WaFd Bank is seeking a Personal Banker in Portland to win new business and deepen consumer deposit and loan relationships through exceptional customer service. You will develop consultative skills, support branch operations, and assist clients with financial needs while navigating WaFd systems.

The role emphasizes relationship management, daily operations, and ongoing professional development, including foundational certifications. A path to career advancement within WaFd is highlighted.

Qualifications

• 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.
• Smart phone and digital channel skills are well developed.
• Excellent organizational and analytical skills and superior written and oral communication skills.
• Must have satisfactory transportation.

Responsabilités

• Build knowledge base of bank products and services to maintain rapport with clients and bring new deposit and loan relationships.
• Open new accounts, discuss and refer/originate loans, and onboard new clients.
• Make out-of-office calls and visits to businesses and referral sources; demonstrate digital/self-service options.
• Contribute to strategies to expand small business and consumer client base.
• Communicate clearly with staff and clients verbally, over the phone, and via video chat.
• Develop skills and certifications to support branch performance goals.
• Ensure high level of customer satisfaction with excellent service.

Connaissances

Math skills & 10-key

Keyboarding

Analytical skills

Oral & written communication

Digital channel skills

Customer service

Problem solving

Organization

Formation

High school diploma or equivalent

Business college classes preferred

Outils

Microsoft Office

PowerBI

Description du poste

WaFd Bank is seeking a Personal Banker in Portland to win new business and deepen consumer deposit and loan relationships through exceptional customer service. You will develop consultative skills, support branch operations, and assist clients with financial needs while navigating WaFd systems.

The role emphasizes relationship management, daily operations, and ongoing professional development, including foundational certifications. A path to career advancement within WaFd is highlighted.