Personal Banker
Location: Mercer Island, WA Address: 7633 SE 27th St Position Type: Full Time Min Salary: $22.33/Hr. Max Salary: $33.18/Hr. 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, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their 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. Comfortable functioning as a concierge or greeter. Make out-of-office calls to businesses, community organizations, and referral sources. Develop competencies and certifications/registration necessary to support branch performance goals. Proactively accepts initiatives and assignments. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications: Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smart phone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits: Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 4% 401(k) matching plus a generous 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 WaFd Bank Benefits Summary - Click here for more information EEO Statement: We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other characteristic protected by law.
Location: Mercer Island, WA Address: 7633 SE 27th St Position Type: Full Time Min Salary: $22.33/Hr. Max Salary: $33.18/Hr. 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, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their 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. Comfortable functioning as a concierge or greeter. Make out-of-office calls to businesses, community organizations, and referral sources. Develop competencies and certifications/registration necessary to support branch performance goals. Proactively accepts initiatives and assignments. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications: Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smart phone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits: Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 4% 401(k) matching plus a generous 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 WaFd Bank Benefits Summary - Click here for more information EEO Statement: We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other characteristic protected by law.