Personal Banker

WaFd Bank•Tigard, OR

2d•$20 - $31

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 with their financial needs. The Personal Banker develops foundational sales, service, and relationship-management skills; learns WaFd systems; engages clients in consultative conversations; and identifies solutions aligned with customers’ financial goals. The position includes 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 professional development and career advancement.

Requirements

High school diploma or approved equivalent.
Prior banking experience, including previous customer-service work or equivalent.
Good math, 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.
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 to maintain client rapport, understand needs, provide solutions, and bring 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 for expanding the small-business and consumer client base.
Communicate clearly with staff and clients verbally, by phone, and through video chat.
Serve as a concierge or greeter when needed.
Develop the skills, competencies, and certifications necessary to support branch performance goals.
Ensure high customer satisfaction by delivering excellent service.
Proactively accept bank initiatives and assignments.
Reflect WaFd Bank’s core values and ethics: integrity, teamwork, ownership, simplicity, discipline, service, and kindness.