Personal Banker (Bilingual Spanish Language Preferred)

WaFd Bank•Everett, WA

21h•$22 - $34

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. The role combines sales and customer service, supports branch operations, and helps clients with their 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 and develops interpersonal and problem-solving skills. The Personal Banker works toward completing WaFd’s foundational certifications to support professional development and career advancement. The successful candidate builds knowledge of bank products and services, helps clients open accounts and explore or obtain loans, introduces digital and self-service options, and contributes to expanding the small-business and consumer client base. The role also involves communicating with clients and staff in person, by phone, and via video chat, and may include serving as a concierge or greeter. Bilingual Spanish is preferred.

Requirements

High school diploma or approved equivalent.
Prior banking experience, including previous work in customer service or equivalent.
Good math skills, 10-key skills, and keyboarding skills.
Ability to use 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.
Two to four years of experience in banking.
Experience recommending products and services.
Experience in client relationship management.
Bilingual Spanish language skills.

Responsibilities

Build knowledge of bank products and services to understand clients’ needs, maintain rapport, and identify solutions that can bring new deposit and loan relationships to the bank.
Assist clients with banking needs, including opening new accounts, discussing and referring or originating loans, and onboarding 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, over the phone, and via video chat.
Serve as a concierge or greeter as needed.
Develop the skills, competencies, and certifications needed to support branch performance goals.
Deliver excellent service to ensure a high level of customer satisfaction.
Accept bank initiatives and assignments proactively.
Reflect WaFd Bank’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.