Personal Banker

WaFd Bank•Long Beach, CA

1d•Onsite

About The Position

WaFd Bank is seeking a motivated Personal Banker to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. WaFd Bank has been a financial leader for over a century, serving consumers and business clients across nine Western states. The company's motto is "Love What You Do...Make A Difference!" This role involves building relationships, delivering solutions, and representing WaFd in the communities served. The bank hires individuals from diverse backgrounds to strengthen its team and reflect the communities it serves, valuing core ethics such as integrity, teamwork, ownership, simplicity, discipline, service, and kindness.

Requirements

High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding.
Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
Well-developed smart phone and digital channel skills.
Must have excellent organizational and analytical skills and superior written and oral communication skills.
Ability to demonstrate how to use automated technology to teach clients self-service skills.
Must have valid driver’s license, satisfactory transportation, and adequate insurance coverage.
Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.

Responsibilities

Build rapport with clients, understand their needs, and provide solutions.
Open new accounts, onboard new relationships, originate loans and lines, refer to partners to help meet additional needs.
Make out-of-office business development calls to businesses, community organizations, and referral sources.
Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.