Personal Banking Advisor: Build Relationships & Solutions

WaFd Bank; Waldport (OR); On-site; USD 27,000 - 37,000; Full time

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 hiring a Personal Banker to help clients with personal and business banking needs, building relationships and delivering tailored solutions. You will open accounts, onboard clients, originate loans, and refer to partners to meet financial goals.

We seek proactive individuals who can build community ties and represent WaFd in local markets with integrity and teamwork while delivering excellent service.

Qualifications

• High school diploma or approved equivalent.
• Good math skills, 10-key and keyboarding.
• Proficient in Microsoft Office tools (Excel, Word, Teams, PowerBI, Outlook).
• Strong smartphone and digital channel skills.
• Excellent organizational, analytical, and communication skills.

Responsibilities

• Build rapport with clients, understand needs, provide solutions.
• Open new accounts, onboard relationships, originate loans and lines, refer to partners.
• Make out-of-office business development calls to businesses and community orgs.
• Adhere to bank policies and federal regulations (BSA, USA Patriot Act, OFAC).
• Reflect WaFd Bank values: integrity, teamwork, ownership, simplicity, discipline, service.

Skills

Math skills (10-key)

Smartphone & digital channels

Organizational & analytical

Written & oral communication

Teaching self-service tech

Education

High school diploma or equivalent

Tools

Microsoft Office (Excel, Word, Teams, Outlook, PowerBI)

Job description

WaFd Bank is hiring a Personal Banker to help clients with personal and business banking needs, building relationships and delivering tailored solutions. You will open accounts, onboard clients, originate loans, and refer to partners to meet financial goals.

We seek proactive individuals who can build community ties and represent WaFd in local markets with integrity and teamwork while delivering excellent service.