Relationship Banker: Grow Deposits & Loans

WaFd Bank; Santa Fe (NM); Vor Ort; USD 42.000 - 58.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) plan

Paid time off

Bonus programs

Stock options

Tuition Reimbursement

Zusammenfassung

The Personal Banker position at WaFd Bank in Santa Fe, NM, focuses on winning new business and consumer deposit and loan relationships while delivering exceptional service. You will build consultative conversations, operate WaFd systems, and grow client relationships with a focus on customer outcomes.

As part of growth, you’ll pursue foundational WaFd certifications, supporting ongoing development and career advancement within WaFd Bank, while contributing to branch operations and community

Qualifikationen

• High school diploma or approved equivalent.
• Business classes or degree preferred.
• Good math skills and 10-key/keyboarding.
• Strong Microsoft Office skills (Excel, Word, Teams, PowerBI, Outlook).
• Smartphone and digital channel skills; excellent communication.

Aufgaben

• Build knowledge of bank products and services to grow deposits and loans.
• Open new accounts, discuss and refer or originate loans, onboard clients.
• Make out-of-office calls and visits to businesses and referral sources.
• Promote digital/self-service options to clients.
• Support branch performance goals and ensure customer satisfaction.

Kenntnisse

Math skills

10-key

Microsoft Office

PowerBI

Digital channels

Communication

Ausbildung

High school diploma

Business classes preferred

Tools

Excel

Word

Teams

PowerBI

Outlook

Jobbeschreibung

The Personal Banker position at WaFd Bank in Santa Fe, NM, focuses on winning new business and consumer deposit and loan relationships while delivering exceptional service. You will build consultative conversations, operate WaFd systems, and grow client relationships with a focus on customer outcomes.

As part of growth, you’ll pursue foundational WaFd certifications, supporting ongoing development and career advancement within WaFd Bank, while contributing to branch operations and community