Relationship Banker: Grow Deposits & Client Relationships

WaFd Bank; Draper (UT); On-site; USD 27,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Bonus programs

Stock options

Tuition Reimbursement

Life and AD&D insurance

Long-term disability

Employee assistance programs

Pre-tax health and dependent-care

Job summary

The Personal Banker role at WaFd Bank focuses on winning new business and growing consumer deposit and loan relationships while delivering exceptional customer service. It blends sales with servicing and supports branch operations and client financial needs, building skills in consultative conversations and WaFd systems.

Financial products knowledge, digital channel adoption, and strong interpersonal skills are essential for success and progression within WaFd Bank.

Qualifications

• 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.
• Must have satisfactory transportation.

Responsibilities

• Win new business and consumer deposit and loan relationships and deepen existing relationships by delivering exceptional customer service.
• 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.
• Reflect WaFd Bank values of integrity, teamwork, ownership, simplicity, discipline, and service.

Skills

Math skills

10-key

Keyboarding

Organizational skills

Education

High school diploma

Business related college classes or degree preferred

Tools

Microsoft Office

Job description

The Personal Banker role at WaFd Bank focuses on winning new business and growing consumer deposit and loan relationships while delivering exceptional customer service. It blends sales with servicing and supports branch operations and client financial needs, building skills in consultative conversations and WaFd systems.

Financial products knowledge, digital channel adoption, and strong interpersonal skills are essential for success and progression within WaFd Bank.