Personal Banker
Company | WaFd Bank |
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Location | Quincy, WA, USA |
Salary | $44280 – $62964 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
- Excellent organizational and analytical skills
- Superior written and oral communication skills
- Ability to demonstrate how to use automated technology to teach clients self-service skills
- Valid driver’s license, satisfactory transportation, and adequate insurance coverage
- Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Responsibilities
- Assist clients with both personal and business banking 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
- Function 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 accept initiatives and assignments
- Adhere to bank policies and procedures designed to comply with Federal regulations
- Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service
Preferred Qualifications
-
No preferred qualifications provided.