Personal Banker

WaFd Bank•Lynnwood, WA

9d•$22 - $34

About The Position

The Personal Banker wins new consumer and business deposit and loan relationships and strengthens existing relationships by providing exceptional customer service. This role combines sales and service, supports branch operations, and helps clients address their financial needs. The banker develops foundational sales, service, and relationship-management skills; learns to navigate WaFd systems; engages clients in consultative conversations; and identifies solutions that support their financial goals. The position offers hands-on experience with daily operational responsibilities and emphasizes interpersonal and problem-solving skills. The banker also works toward WaFd’s foundational certifications to support ongoing professional development and career advancement.

Requirements

High school diploma or approved equivalent.
Prior banking experience, including previous work in customer service or equivalent.
Good math skills, 10-key, and keyboarding skills.
Ability to use standard Microsoft Office tools, including Excel, Word, Teams, PowerBI, and Outlook.
Well-developed smartphone and digital-channel skills.
Excellent organizational and analytical skills.
Superior written and oral communication skills.
Ability to demonstrate automated technology and teach clients self-service skills.
Satisfactory transportation.

Nice To Haves

Business-related college classes or a degree.
Two to four years of banking experience.
Experience recommending products and services.
Experience in client relationship management.

Responsibilities

Build knowledge of bank products and services, maintain rapport with clients, understand their needs, and provide solutions with the goal of establishing new deposit and loan relationships.
Assist clients with banking needs, open accounts, discuss and refer or originate loans, and onboard new clients.
Make assigned calls and visits outside the office to businesses, community organizations, and referral sources.
Introduce and demonstrate digital and self-service options to clients.
Contribute to strategies to expand the small business and consumer client base.
Communicate clearly with staff and clients verbally, by phone, and through video chat.
Serve as a concierge or greeter when needed.
Develop the skills, competencies, and certifications needed to support branch performance goals.
Deliver excellent service to ensure high customer satisfaction.
Proactively accept bank initiatives and assignments.
Reflect WaFd Bank’s values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.