Personal Banker

WaFd Bank•Sun City, AZ

5d•$20 - $29

About The Position

The Personal Banker is responsible for winning new consumer and business deposit and loan relationships and deepening existing relationships through exceptional customer service. The role combines sales and customer service, supports branch operations, and helps clients address their financial needs. The Personal Banker builds foundational sales, service, and relationship-management skills; learns WaFd systems; engages clients in consultative conversations; and identifies solutions that support their financial goals. The position provides hands-on experience with daily operational responsibilities and develops interpersonal and problem-solving skills. The Personal Banker works toward completing WaFd’s foundational certifications to support 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 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, understand clients’ needs, maintain rapport, 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, including teaching clients how to use automated technology.
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 the skills, competencies, and certifications needed to support branch performance goals.
Ensure a high level of 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.