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WB
WaFd Bank
Personal Banker
Career Insights for Personal Banker
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Based on Arizona data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$70,977 / year median in Arizona
+1% projected growth
Job Description
Min USD $19.71/Hr. Max USD $26.68/Hr. Job Summary The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service, and relationship management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial goals. This position provides hands on experience with daily operational responsibilities and emphasizes the development of strong interpersonal and problem solving skills. As part of the requirements of the role, the Personal Banker works toward completing WaFd's foundational certifications, supporting ongoing professional development and career advancement within WaFd.
Introduce and demonstrate digital and self-service options to clients. Contribute to strategies to help expand small business and consumer client base. Communicate clearly with staff and clients verbally, over the phone, and via video chat. Comfortable functioning as a concierge or greeter. Develop skills, competencies and certifications necessary to support branch performance goals. Ensure high level of customer satisfaction through the delivery of excellent service. Proactively accepts bank initiatives and assignments. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
A successful Personal Banker must:
Build skills toward a solid knowledge base of bank products and services to maintain rapport with clients, understand their needs, and provide solutions - with the goal of bringing new deposit and loan relationships to the bank. Assist clients with their banking needs; open new accounts, discuss and refer or originate loans, and onboard new clients. Make out-of-office calls and visits to businesses, community organizations, and referral sources as assigned by leadership.Introduce and demonstrate digital and self-service options to clients. Contribute to strategies to help expand small business and consumer client base. Communicate clearly with staff and clients verbally, over the phone, and via video chat. Comfortable functioning as a concierge or greeter. Develop skills, competencies and certifications necessary to support branch performance goals. Ensure high level of customer satisfaction through the delivery of excellent service. Proactively accepts bank initiatives and assignments. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.