Personal Banker

Requirements

• 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.

Benefits

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 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