Personal Banker

WaFd Bank•Pasadena, CA

5d•$22 - $34

About The Position

The Personal Banker wins new business and consumer deposit and loan relationships and deepens existing relationships by delivering exceptional customer service. This role combines sales and customer service, supports branch operations, and assists clients with financial needs. The Personal Banker develops foundational sales, service, and relationship management skills; learns to navigate WaFd systems; conducts consultative conversations; and identifies 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 to support continued professional development and career advancement.

Requirements

High school diploma or approved equivalent.
Prior banking experience, including previous customer-service work or equivalent.
Good math skills, 10-key and keyboarding skills, and proficiency with standard 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.

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 bringing new deposit and loan relationships to the bank.
Assist clients with banking needs, including opening accounts, discussing and referring or originating loans, and onboarding new clients.
Make assigned out-of-office calls and visits 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.
Function as a concierge or greeter as needed.
Develop the skills, competencies, and certifications needed to support branch performance goals.
Ensure high customer satisfaction through excellent service.
Proactively accept bank initiatives and assignments.
Reflect WaFd Bank’s core values and ethics: integrity, teamwork, ownership, simplicity, discipline, service, and kindness.