Job Title
Personal Banker
Location US-AZ-Mesa
Overview WaFd Bank is hiring a Personal Banker to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. The role requires creativity to provide relevant solutions while upholding the bank’s Vision, Mission, and Values.
Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.
WaFd Bank has been a financial leader for over a century, serving consumers and business clients across nine Western states. Our company motto is:
Love What You Do...Make A Difference!
The Personal Banker is responsible for assisting clients with banking solutions that improve their financial health and help them achieve goals. A Personal Banker should think outside the box to provide relevant solutions while maintaining WaFd Bank values.
Responsibilities
Build knowledge of bank products and services to understand client needs and provide solutions.
Open new accounts, discuss and refer or originate loans, and onboard new clients.
Introduce and demonstrate digital and self-service options to clients.
Communicate clearly with staff and clients verbally, over the phone, and via video chat.
Act as a concierge or greeter when needed.
Make outbound calls to businesses, community organizations, and referral sources.
Develop competencies and certifications/registrations necessary to support branch performance goals.
Proactively accept initiatives and assignments.
Adhere to bank policies and procedures complying with Federal regulations (e.g., Bank Secrecy Act, USA Patriot Act, OFAC).
Reflect WaFd Bank core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.
Qualifications Education/Skills/Training:
High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding.
Proficient in Microsoft Office tools (Excel, Word, Teams, PowerBI, Outlook).
Well-developed smartphone and digital channel skills.
Excellent organizational and analytical skills with superior written and oral communication.
Ability to demonstrate how to use automated technology to teach clients self-service skills.
Valid driver’s license, satisfactory transportation, and adequate insurance coverage.
Experience:
Prior banking experience, including familiarity with lending, retail, consumer service delivery, or client relations.
Benefits
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 4% 401(k) matching plus a 3% annual contribution (7% total employer contribution)
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military/veteran status, or disability in accordance with applicable laws. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under applicable law. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by law. If you need a reasonable accommodation, please contact us at 800.324.9375.
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act - CCPA 2025
#J-18808-Ljbffr
Location US-AZ-Mesa
Overview WaFd Bank is hiring a Personal Banker to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. The role requires creativity to provide relevant solutions while upholding the bank’s Vision, Mission, and Values.
Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.
WaFd Bank has been a financial leader for over a century, serving consumers and business clients across nine Western states. Our company motto is:
Love What You Do...Make A Difference!
The Personal Banker is responsible for assisting clients with banking solutions that improve their financial health and help them achieve goals. A Personal Banker should think outside the box to provide relevant solutions while maintaining WaFd Bank values.
Responsibilities
Build knowledge of bank products and services to understand client needs and provide solutions.
Open new accounts, discuss and refer or originate loans, and onboard new clients.
Introduce and demonstrate digital and self-service options to clients.
Communicate clearly with staff and clients verbally, over the phone, and via video chat.
Act as a concierge or greeter when needed.
Make outbound calls to businesses, community organizations, and referral sources.
Develop competencies and certifications/registrations necessary to support branch performance goals.
Proactively accept initiatives and assignments.
Adhere to bank policies and procedures complying with Federal regulations (e.g., Bank Secrecy Act, USA Patriot Act, OFAC).
Reflect WaFd Bank core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness.
Qualifications Education/Skills/Training:
High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding.
Proficient in Microsoft Office tools (Excel, Word, Teams, PowerBI, Outlook).
Well-developed smartphone and digital channel skills.
Excellent organizational and analytical skills with superior written and oral communication.
Ability to demonstrate how to use automated technology to teach clients self-service skills.
Valid driver’s license, satisfactory transportation, and adequate insurance coverage.
Experience:
Prior banking experience, including familiarity with lending, retail, consumer service delivery, or client relations.
Benefits
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 4% 401(k) matching plus a 3% annual contribution (7% total employer contribution)
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military/veteran status, or disability in accordance with applicable laws. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under applicable law. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by law. If you need a reasonable accommodation, please contact us at 800.324.9375.
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act - CCPA 2025
#J-18808-Ljbffr