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For Companies At a Glance
- Tasks: Help clients with personal and business banking solutions to improve their financial health.
- Company: Join WaFd Bank, a century-old financial leader serving clients across nine Western states.
- Benefits: Enjoy paid time off, health insurance, stock options, and generous 401(k) matching.
- Why this job: Make a difference in your community while developing your career in finance.
- Qualifications: High school diploma required; prior banking or retail experience preferred.
- Other info: Embrace a culture of integrity, teamwork, and service at WaFd Bank.
The predicted salary is between 36800 - 55200 £ per year.
Min
USD $46,440.00/Yr.
Max
USD $69,012.00/Yr.
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
At WaFd Bank you get all of these great benefits!
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Generous 7% 401(k) employer matching*
- 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 and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375
EEO is The Law – click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EEO Policy Statement – WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal – click here for more information
Pay Transparency Nondiscrimination Provision – click here for more information
CCPA Notice at Collection for CA Employees and Applicants
Requisition Post Information* : Posted Date
4/25/2025 #J-18808-Ljbffr
Personal Banker employer: WaFd Bank
Contact Detail:
WaFd Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Banker
✨Tip Number 1
Familiarise yourself with WaFd Bank's products and services. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role of a Personal Banker.
✨Tip Number 2
Practice your communication skills, especially for video chats and phone calls. As a Personal Banker, you'll need to convey information clearly and effectively, so consider role-playing scenarios with friends or family.
✨Tip Number 3
Network within the banking community. Attend local finance events or join online forums to connect with current employees or industry professionals who can provide insights about WaFd Bank and the Personal Banker role.
✨Tip Number 4
Showcase your problem-solving skills by preparing examples of how you've creatively addressed client needs in past roles. This will highlight your ability to think outside the box, which is crucial for a Personal Banker.
We think you need these skills to ace Personal Banker
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Personal Banker at WaFd Bank. Familiarise yourself with their products and services, as well as the skills required for the role.
Tailor Your CV: Customise your CV to highlight relevant experience in banking or customer service. Emphasise your communication skills, organisational abilities, and any previous roles that demonstrate your capacity to build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients improve their financial health. Mention specific examples of how you've successfully assisted customers in the past and how you align with WaFd Bank's values.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at WaFd Bank
✨Know Your Products
Familiarise yourself with WaFd Bank's products and services. Be prepared to discuss how these offerings can meet the needs of clients, showcasing your ability to provide tailored solutions.
✨Demonstrate Communication Skills
Practice clear and concise communication. Since the role involves interacting with clients via various channels, ensure you can articulate your thoughts effectively, whether in person, over the phone, or through video chat.
✨Showcase Your Community Engagement
Highlight any previous experience in community outreach or client relations. Discuss how you can build relationships with local businesses and organisations, reflecting WaFd Bank's commitment to community financial health.
✨Emphasise Your Problem-Solving Skills
Prepare examples of how you've creatively solved problems in past roles. This will demonstrate your ability to think outside the box and provide relevant solutions to clients, aligning with the bank's values.
