Personal Banker

WaFd Bank•Mount Vernon, WA

14d•$21 - $31

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 combines sales, customer service, branch operations, and support for clients’ financial needs. The Personal Banker builds foundational sales, service, and relationship-management skills; learns to navigate WaFd systems; engages clients through consultative conversations; and identifies solutions that support their financial goals. The role 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 to support ongoing professional development and career advancement. The successful candidate develops knowledge of bank products and services, assists clients with banking needs, and helps bring new deposit and loan relationships to the bank. The role also involves outreach to businesses, community organizations, and referral sources; demonstrating digital and self-service options; contributing to strategies that expand the small-business and consumer client base; and supporting branch performance goals. Candidates are expected to deliver excellent service and reflect WaFd Bank’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.

Requirements

High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding skills, and proficiency with standard Microsoft Office tools such as 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.
Prior banking experience, including previous work in customer service or equivalent.

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 through video chat.
Function as a concierge or greeter as needed.
Develop the skills, competencies, and certifications necessary to support branch performance goals.
Ensure a high level of customer satisfaction by delivering 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.