Customer Service Representative

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
Candidates must meet all requirements of NMLS Registry
Must have 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

Assist clients with both personal and business banking solutions that improve their financial health
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

No preferred qualifications provided.