Relationship Banker & Financial Solutions Advisor

WaFd Bank; Ashland (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

Paid Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance programs

Pre-tax spending plans

Job summary

WaFd Bank is hiring a Personal Banker in Ashland, Oregon. The role focuses on building client relationships, opening accounts, originating loans, and referring to partners to meet financial needs.

Candidates should bring banking experience, strong communication, and solid digital skills to support customers and communities WaFd serves in the region.

Qualifications

• High school diploma or approved equivalent.
• Good math skills, 10-key and keyboarding.
• Proficient in Excel, Word, Teams, PowerBI and Outlook.
• Well-developed smart phone and digital channel skills.
• Excellent organizational and analytical skills with strong written and oral communication.
• Ability to teach clients self-service skills using automated technology.
• Valid driver's license, adequate transportation and insurance coverage.
• Prior banking experience including lending familiarity or retail/service delivery.

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 sources.
• Adhere to bank policies and regulatory requirements including BSA/Patriot Act and OFAC.
• Reflect WaFd Bank's values of integrity, teamwork, ownership, simplicity, discipline, and service.

Skills

Math skills

Excel

Word

Teams

PowerBI

Outlook

Mobile and digital skills

Organizational skills

Analytical skills

Driver's license

Banking experience

Lending familiarity

Customer service

Education

High school diploma or equivalent

Tools

Excel

Word

Teams

PowerBI

Outlook

Job description

Personal Banker

Location : Location

US-OR-Ashland

Location/Org Data : Name

Ashland

Location : Address

175 Lithia Way

Location : City

Ashland

Location : State/Province

OR

ID

2026-5007

Category

Retail Banking

Position Type

Full Time

Min

USD $19.71/Hr.

Max

USD $26.68/Hr.

Min

USD $19.71/Hr.

Max

USD $26.68/Hr.

Job Summary

The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service, and relationship management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial goals. This position provides hands on experience with daily operational responsibilities and emphasizes the development of strong interpersonal and problem solving skills.

As part of the requirements of the role, the Personal Banker works toward completing WaFd's foundational certifications, supporting ongoing professional development and career advancement within WaFd.

A successful Personal Banker must:

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.

Qualifications

Education/Skills/Training:

• 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.
• In addition, 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.

Experience:

• Prior banking experience, including previous work in customer service or equivalent. Preference is given to candidates who have 2 - 4 years' experience in banking, experience in recommending products and services or experience in client relationship management.

Benefits

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information

EEO Statement

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375

EEO Policy Statement - WaFd Bank

Know Your Rights: Workplace Discrimination is Illegal - click here for more information

California Consumer Privacy Act 2026

Requisition Post Information* : Posted Date

8/5/2026