Personal Banker & Relationship Builder

WaFd Bank; Mount Vernon (WA); On-site; USD 44,000 - 63,000; Full time

Benefits offered by this job

PTO

Health insurance

Stock options

Bonuses

401(k) matching

Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance program

Pre-tax benefits

Job summary

WaFd Bank seeks a Personal Banker to help strengthen the community's financial health. You will open accounts, onboard relationships, and originate loans while building lasting client relationships in Mount Vernon, WA.

Role requires strong math, organizational, and communication skills, plus proficiency with MS Office and digital channels. You will conduct outreach, adhere to regulatory requirements, and represent WaFd with integrity and service.

Qualifications

• High school diploma or approved equivalent.
• Good math skills, 10-key and keyboarding.
• Proficient in Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
• Well-developed smartphone and digital channel skills.
• 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 valid driver’s license, satisfactory transportation, and adequate insurance coverage.

Responsibilities

• Build rapport with clients, understand their needs, and provide solutions.
• Open new accounts, onboard new relationships, originate loans and lines, refer to partners to help meet additional needs.
• Make out-of-office business development calls to businesses, community organizations, and referral sources.
• Adhere to bank policies and procedures designed to comply with Federal regulations.
• Reflect WaFd Bank values, including integrity, teamwork, ownership, simplicity, discipline, and service.

Skills

Math skills

Microsoft Office

Organizational skills

Analytical skills

Communication skills

Smartphone & digital channels

Customer service mindset

Education

High school diploma

10-key & keyboarding

Tools

PowerBI

Excel

Word

Teams

Outlook

Job description

WaFd Bank seeks a Personal Banker to help strengthen the community's financial health. You will open accounts, onboard relationships, and originate loans while building lasting client relationships in Mount Vernon, WA.

Role requires strong math, organizational, and communication skills, plus proficiency with MS Office and digital channels. You will conduct outreach, adhere to regulatory requirements, and represent WaFd with integrity and service.