Personal Banker

About the role

The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The role combines sales with excellent customer service, supports branch operations, and assists clients with their financial needs. Personal Bankers develop skills to navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers’ financial goals, while gaining hands‑on experience with daily operational responsibilities and building strong interpersonal and problem‑solving skills. As part of the role, they work toward completing WaFd’s foundational certifications to support professional development and career advancement.

Responsibilities

• 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 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.
• Function comfortably as a concierge or greeter.
• Develop skills, competencies, and certifications necessary to support branch performance goals.
• Ensure a high level of customer satisfaction through excellent service.
• Proactively accept bank initiatives and assignments.
• Reflect the core values and ethics of WaFd Bank (integrity, teamwork, ownership, simplicity, discipline, service) and be kind.

Requirements

• High school diploma or approved equivalent.
• Business‑related college classes or degree preferred.

Qualifications

• Prior banking experience, including previous work in customer service or equivalent.
• Preference given to candidates with 2‑4 years’ experience in banking, experience recommending products and services, or experience in client relationship management.

Skills

• Good math skills, 10‑key and keyboarding proficiency.
• Standard Microsoft Office tools (Excel, Word, Teams, PowerBI, Outlook).
• Well‑developed smartphone and digital channel skills.
• Excellent organizational and analytical skills.
• Superior written and oral communication skills.
• Ability to demonstrate how to use automated technology to teach clients self‑service skills.
• Satisfactory transportation.

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