Personal Banker: Growth-Focused Client Advisor

WaFd Bank

Caldwell (ID)

On-site

USD 28,000 - 39,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

WaFd Bank is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships by delivering exceptional customer service. The Personal Banker will build foundational sales, service, and relationship management skills while supporting branch operations and guiding clients through WaFd systems.

A successful candidate will work toward WaFd's foundational certifications, supporting ongoing professional development and career advancement within WaFd.

Qualifications

  • High school diploma or equivalent is required.
  • Business-related college classes or degree preferred.
  • Proficient in math, 10-key, and keyboarding; strong Microsoft Office skills (Excel, Word, Teams, PowerBI, Outlook).
  • Strong organizational, analytical, and communication abilities; familiarity with digital channels.

Responsibilities

  • Open new accounts and discuss/originate loans; onboard new clients.
  • Win new business and deepen deposit/loan relationships through excellent service.
  • Support branch operations and guide clients in WaFd digital/self-service options.
  • Build client base through outreach to businesses and community organizations.
  • Contribute to branch performance goals and uphold WaFd values.

Skills

Math skills
10-key
Keyboarding
Microsoft Office
Digital channels
Organizational skills
Analytical skills
Communication skills

Education

High school diploma or equivalent
Business-related college classes or degree

Tools

PowerBI
Excel
Outlook
Teams

Job description

WaFd Bank is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships by delivering exceptional customer service. The Personal Banker will build foundational sales, service, and relationship management skills while supporting branch operations and guiding clients through WaFd systems.

A successful candidate will work toward WaFd's foundational certifications, supporting ongoing professional development and career advancement within WaFd.

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