Personal Banker

WaFd Bank•Draper, UT

12d•$20 - $29

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. This role builds foundational sales, service, and relationship-management skills while combining sales, customer service, branch operations, and assistance with clients’ financial needs. Personal Bankers learn to navigate WaFd systems, engage clients in 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 the bank. The role requires reflecting WaFd Bank’s core values and ethics: integrity, teamwork, ownership, simplicity, discipline, service, and kindness.

Requirements

High school diploma or approved equivalent.
Prior banking experience, including previous customer-service work or equivalent experience.
Good math skills, 10-key, and keyboarding skills.
Familiarity with 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, 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, open new accounts, discuss and refer or originate loans, and onboard 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 via video chat.
Function as a concierge or greeter when needed.
Develop the skills, competencies, and certifications necessary 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, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.