Personal Banker

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.

Requirements

• High school diploma or equivalent.
• Good math skills, 10-key and keyboarding.
• Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
• Well-developed smartphone 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.
• Valid driver’s license, satisfactory transportation, and adequate insurance coverage.
• Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relations.

Qualifications

• Education/Skills/Training:
• High school diploma or approved equivalent.
• Good math skills, 10-key and keyboarding.
• 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.
• Valid driver’s license, satisfactory transportation, and adequate insurance coverage.
• Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relations.

Benefits

• Paid time off for vacation, sick days and holidays.
• 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 spending plans.

Pay

USD $21.29/Hr. USD $30.27/Hr.

Schedule

N/A

Skills

Must have excellent organizational and analytical skills and superior written and oral communication skills. Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage. Must have prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relations.

Benefits Summary

We are committed to providing all of these great benefits!

WaFd Bank Benefits Summary - Click here for more information

EEO Policy Statement

We are committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA).

California Consumer Privacy Act 2026

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