Personal Banker

WaFd Bank•Phoenix, AZ

1d•$20 - $28

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. This role combines sales and service, supports branch operations, and helps clients meet their financial needs. The Personal Banker develops foundational sales, service, and relationship-management skills; learns WaFd systems; uses consultative conversations to identify solutions; and gains hands-on experience with daily branch operations. The role also involves completing WaFd’s foundational certifications to support professional development and career advancement.

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.
Proficiency 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 a 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 that help bring new deposit and loan relationships to the bank.
Assist clients with banking needs, open 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 in person, by phone, and via video chat.
Serve as a concierge or greeter as needed.
Develop skills, competencies, and certifications that support branch performance goals.
Promote 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.
Work toward completing WaFd’s foundational certifications.