Personal Banker- Floater

WaFd Bank•Federal Way, WA

5d•$22 - $34

About The Position

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 customer service, supports branch operations, and assists clients with financial needs. Personal Bankers develop foundational sales, service, and relationship-management skills; learn to navigate WaFd systems; engage clients through consultative conversations; and identify solutions that support customers’ financial goals. The position provides hands-on experience with daily operational responsibilities and emphasizes interpersonal and problem-solving skills. The Personal Banker works toward completing WaFd’s foundational certifications, supporting ongoing professional development and career advancement within WaFd. A successful candidate builds knowledge of bank products and services, assists clients with banking needs, and supports branch performance goals while reflecting WaFd Bank’s values and ethics.

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 to teach clients self-service skills.
Satisfactory transportation.

Nice To Haves

Business-related college classes or degree preferred.
Preference for candidates with 2–4 years of banking experience, experience recommending products and services, or experience in client relationship management.

Responsibilities

Build knowledge of bank products and services to understand client needs, maintain rapport, and offer solutions that can bring new deposit and loan relationships to the bank.
Assist clients with banking needs, including opening new accounts, discussing and referring or originating loans, and onboarding 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 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 as needed.
Develop skills, competencies, and certifications needed to support branch performance goals.
Ensure a high level of customer satisfaction through excellent service.
Proactively accept bank initiatives and assignments.
Reflect WaFd Bank’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.