Personal Banking & Solutions Specialist

WaFd Bank; Tucson (AZ); 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

Paid Parental Leave

Life insurance

Long-term disability

Tuition Reimbursement

Employee assistance

Pre-tax health plans

Job summary

WaFd Bank is hiring a Personal Banker to help clients with personal and business banking solutions that improve their financial health and help them reach their goals.

WaFd Bank has served consumers and business clients across nine Western states for over a century. You will build rapport, open new accounts, originate loans, make business development calls, and ensure compliance with federal regulations while upholding WaFd Bank's values of integrity, teamwork, and service.

Qualifications

• High school diploma or approved equivalent.
• Good math skills, 10-key and keyboarding.
• Proficient in Microsoft Office tools: Excel, Word, Teams, PowerBI and Outlook.
• Well-developed smart phone and digital channel skills.
• Excellent organizational and analytical skills with superior written and oral communication.
• Ability to demonstrate how to use automated technology to teach clients self-service skills.
• Must have valid driver's license, 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.
• Make out-of-office business development calls to businesses and community organizations.
• Adhere to bank policies and Federal regulations including BSA, USA Patriot Act, OFAC.
• Reflect WaFd Bank's values of integrity, teamwork, ownership, simplicity, discipline, and service.

Skills

Math skills

10-key

Keyboarding

Microsoft Office

Excel

Word

Teams

PowerBI

Outlook

Smartphone skills

Digital channel skills

Organizational skills

Analytical skills

Communication skills

Driver's license

Education

High school diploma or equivalent

Tools

Excel

Word

Teams

PowerBI

Outlook

Job description

WaFd Bank is hiring a Personal Banker to help clients with personal and business banking solutions that improve their financial health and help them reach their goals.

WaFd Bank has served consumers and business clients across nine Western states for over a century. You will build rapport, open new accounts, originate loans, make business development calls, and ensure compliance with federal regulations while upholding WaFd Bank's values of integrity, teamwork, and service.