Personal Banker

WaFd Bank•Grants Pass, OR

About The Position

The Personal Banker wins new consumer and business deposit and loan relationships and deepens existing relationships by delivering exceptional customer service. The role combines sales, relationship management, customer service, and support for branch operations. The banker develops foundational skills in sales, service, and relationship management; learns to navigate WaFd systems; engages clients through consultative conversations; and identifies solutions that support customers’ financial goals. The position offers hands-on experience with daily operational responsibilities while building interpersonal and problem-solving skills. Personal Bankers work toward completing WaFd’s foundational certifications to support professional development and career advancement.

Requirements

High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding ability, and familiarity with Microsoft Office tools such as 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.
Prior banking experience, including previous work in customer service or equivalent.

Nice To Haves

Business-related college classes or a degree.
Two to four years of experience in banking.
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 aimed at 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 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 for expanding the small business and consumer client base.
Communicate clearly with staff and clients verbally, by phone, and via video chat.
Serve as a concierge or greeter when needed.
Develop the skills, competencies, and certifications needed to support branch performance goals.
Promote customer satisfaction by delivering 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.