Personal Banker

WaFd Bank•Moses Lake, WA

11d•$21 - $31

About The Position

The Personal Banker wins new consumer and business deposit and loan relationships and deepens existing ones by delivering exceptional customer service. The role combines sales, customer service, branch operations, and assistance with clients’ financial needs. Personal Bankers build foundational sales, service, and relationship-management skills; 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 while developing 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 customer service work or equivalent.
Good math skills, 10-key, and keyboarding skills.
Skills 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 to teach clients self-service skills.
Satisfactory transportation.

Nice To Haves

Business-related college classes or 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, 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 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, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.