Personal Banker - WaFd Bank
San Jose, CA 95130
About the Job
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.
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.
- Candidates must meet all requirements of NMLS Registry.
- 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
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
