Relationship Banker — Drive Deposits & Loans

WaFd Bank; Phoenix (AZ); Presencial; USD 28 000 - 39 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO

Health insurance

Stock options

Bonus programs

401(k)

Parental leave

Life & AD&D

Long-term disability

Tuition reimbursement

Employee assistance

Pre-tax spending

Resumo da oferta

WaFd Bank in Phoenix, AZ is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships while delivering outstanding customer service. You will learn bank products, open new accounts, discuss loans, and onboard clients, supporting branch operations with consultative conversations and digital self-service adoption.

The role emphasizes relationship management, daily operations, and professional development as you progress through WaFd's foundational

Qualificações

• 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.
• Smart phone and digital channel skills are well developed. Must have 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 satisfactory transportation.

Responsabilidades

• 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.
• Comfortable functioning as a concierge or greeter.
• Develop skills, competencies and certifications necessary to support branch performance goals.
• Ensure high level of customer satisfaction through the delivery of excellent service.
• Proactively accepts bank initiatives and assignments.
• Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.

Conhecimentos

Math skills

10-key

Excel

Word

Teams

PowerBI

Outlook

Digital channels

Organization

Communication

Formação académica

High school diploma

Business classes preferred

Ferramentas

PowerBI

Microsoft Office

Teams

Outlook

Descrição da oferta de emprego

WaFd Bank in Phoenix, AZ is seeking a Personal Banker to win new business and deepen consumer deposit and loan relationships while delivering outstanding customer service. You will learn bank products, open new accounts, discuss loans, and onboard clients, supporting branch operations with consultative conversations and digital self-service adoption.

The role emphasizes relationship management, daily operations, and professional development as you progress through WaFd's foundational