Relationship Banking Specialist

WaFd Bank; Lynnwood (PA); In loco; USD 31.000 - 47.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

WaFd Bank is seeking a Personal Banker in the United States who will win new business and strengthen consumer deposit and loan relationships while delivering exemplary customer service. The role blends sales with strong client service, supports branch operations, and helps clients meet financial goals.

You will pursue foundational certifications and ongoing professional development within WaFd. You will develop relationships, open accounts, discuss loans, onboard clients, and visit businesses to

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Math skills

10-key

Keyboarding

MS Office

Excel

Word

Teams

PowerBI

Outlook

Digital channels

Organizational skills

Analytical skills

Communication skills

Transportation

Formazione

High school diploma

Business classes preferred

Strumenti

PowerBI

Descrizione del lavoro

WaFd Bank is seeking a Personal Banker in the United States who will win new business and strengthen consumer deposit and loan relationships while delivering exemplary customer service. The role blends sales with strong client service, supports branch operations, and helps clients meet financial goals.

You will pursue foundational certifications and ongoing professional development within WaFd. You will develop relationships, open accounts, discuss loans, onboard clients, and visit businesses to