Relationship Banking Specialist

WaFd Bank; University Place (WA); On-site; USD 30,045 - 43,711; 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 health and dependent-care

Job summary

WaFd Bank is hiring a Personal Banker to strengthen clients’ financial health and build relationships. The role focuses on opening accounts, onboarding relationships, originations, and proactive community outreach across the bank’s service area.

We seek motivated individuals who deliver banking solutions with integrity and strong communication. This position emphasizes customer service, regulatory compliance, and collaborative teamwork within WaFd Bank.

Qualifications

• High school diploma or approved equivalent.
• 10-key and keyboarding skills.
• Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
• Well-developed smart phone and digital channel skills.
• 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 valid driver’s license, satisfactory transportation, and adequate insurance coverage.

Responsibilities

• Build rapport with clients, understand their needs, and provide solutions.
• Open new accounts, onboard new relationships, originate loans and lines, refer to partners to help meet additional needs.
• Make out-of-office business development calls to businesses, community organizations, and referral sources.
• Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
• Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.

Skills

Customer service

Communication

Organization

Analytical skills

10-key

Education

High school diploma

Tools

Excel

Word

Teams

PowerBI

Outlook

Job description

WaFd Bank is hiring a Personal Banker to strengthen clients’ financial health and build relationships. The role focuses on opening accounts, onboarding relationships, originations, and proactive community outreach across the bank’s service area.

We seek motivated individuals who deliver banking solutions with integrity and strong communication. This position emphasizes customer service, regulatory compliance, and collaborative teamwork within WaFd Bank.