Personal Banker: Grow Relationships & Drive Deposits

WaFd Bank

Tigard (OR)

On-site

USD 28,000 - 43,000

Full time

4 days ago
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Benefits offered by this job

Paid time off
Health insurance
Stock options
Bonus programs
401(k) plan
Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care

Job summary

WaFd Bank is seeking a Personal Banker in Tigard, OR to win new business and deepen consumer deposit and loan relationships while delivering outstanding customer service. You will balance sales with service, support branch operations, and guide clients through WaFd systems with consultative conversations.

The role emphasizes daily operational responsibilities and developing skills in digital/self-service options, compliance, and product knowledge to meet customer financial goals.

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.
  • 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.
  • Must have satisfactory transportation.

Responsibilities

  • 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.
  • Develop skills, competencies and certifications necessary to support branch performance goals.
  • Ensure high level of customer satisfaction through the delivery of excellent service.

Skills

Math skills
10-key
Keyboarding
Microsoft Office

Education

High school diploma
College classes or degree preferred

Tools

PowerBI
Excel
Word
Teams
Outlook

Job description

WaFd Bank is seeking a Personal Banker in Tigard, OR to win new business and deepen consumer deposit and loan relationships while delivering outstanding customer service. You will balance sales with service, support branch operations, and guide clients through WaFd systems with consultative conversations.

The role emphasizes daily operational responsibilities and developing skills in digital/self-service options, compliance, and product knowledge to meet customer financial goals.

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