Relationship Banker: Grow Deposits & Loans

WaFd Bank

Plano (TX)

On-site

USD 43,000 - 61,000

Full time

6 days ago
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Benefits offered by this job

Health insurance
Stock options
401(k) plan
Bonus programs
Paid time off

Job summary

WaFd Bank in Plano, TX is seeking a Personal Banker who will win new business and deepen customer relationships by delivering outstanding service. You will open new accounts, discuss loans, and guide clients through digital options while meeting branch goals.

This role blends sales with service, requires knowledge of bank products, strong communication, and problem-solving skills. You will participate in WaFd’s certifications and pursue career growth within the bank.

Qualifications

  • High school diploma or approved equivalent.
  • Business related college classes or degree preferred.
  • Good math skills, 10-key and keyboarding, Excel/Word/Teams/PowerBI/Outlook.
  • Smart phone and digital channel skills; strong organizational and communication skills.
  • Must have satisfactory transportation.

Responsibilities

  • Build knowledge of bank products to develop client deposits and loans.
  • Open new accounts and discuss loans or onboard new clients.
  • Make outreach calls and visits to businesses and community groups.
  • Promote digital/self-service options to clients.
  • Contribute to strategies to expand small business and consumer client base.
  • Communicate clearly with staff and clients; be a concierge or greeter.

Skills

Customer service
Sales skills
Communication skills
Microsoft Excel
Analytical skills
Organization
Digital channel skills

Education

High school diploma
Business college classes or degree

Tools

Excel
Word
PowerBI
Outlook
Teams

Job description

WaFd Bank in Plano, TX is seeking a Personal Banker who will win new business and deepen customer relationships by delivering outstanding service. You will open new accounts, discuss loans, and guide clients through digital options while meeting branch goals.

This role blends sales with service, requires knowledge of bank products, strong communication, and problem-solving skills. You will participate in WaFd’s certifications and pursue career growth within the bank.

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