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- 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.
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.
- 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 is 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.
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 answer questions confidently but also demonstrate your commitment to helping clients improve their financial health.
✨Tip Number 2
Practice your communication skills, especially in a digital context. Since the role involves interacting with clients via video chat and phone, being articulate and clear will set you apart from other candidates.
✨Tip Number 3
Showcase your ability to think creatively when solving problems. Prepare examples of how you've previously provided innovative solutions in customer service or banking scenarios to highlight your fit for the role.
✨Tip Number 4
Network within the banking community and reach out to current or former employees of WaFd Bank. Gaining insights about the company culture and expectations can give you an edge during the interview process.
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. Highlight your ability to assist clients with both personal and business banking solutions in your application.
Tailor Your CV: Customise your CV to reflect relevant experience in banking or customer service. Emphasise skills such as communication, problem-solving, and familiarity with digital banking tools, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients improve their financial health. Mention specific examples of how you've successfully assisted clients in the past and how you align with WaFd Bank's values.
Proofread Your Application: Ensure your application is free from spelling and grammatical errors. A well-presented application reflects your attention to detail and professionalism, which are essential traits for a Personal Banker.
How to prepare for a job interview at WaFd Bank
✨Know Your Products
Familiarise yourself with WaFd Bank's products and services. Being able to discuss specific offerings and how they can benefit clients will demonstrate your commitment and knowledge during the interview.
✨Showcase Your Communication Skills
As a Personal Banker, clear communication is key. Practice articulating your thoughts clearly and confidently, whether in person or over video chat, as this will be crucial in your role.
✨Demonstrate Problem-Solving Abilities
Prepare examples of how you've creatively solved problems in previous roles. This will highlight your ability to think outside the box and provide relevant solutions for clients.
✨Emphasise Teamwork and Ethics
WaFd Bank values integrity and teamwork. Be ready to discuss how you embody these values in your work and how you can contribute positively to the team environment.
