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Financial Services Representative

2 months ago

Wenatchee Washington, United States WaFd Bank Full time
Job Summary

WaFd Bank is seeking a skilled Financial Services Representative to join our team. As a Personal Banker, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on our range of banking products and services.

Key Responsibilities
  • Build Strong Relationships: Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Product Knowledge: Stay up-to-date on our banking products and services to effectively communicate their benefits to clients.
  • Client Onboarding: Welcome new clients and ensure a smooth onboarding process, including opening new accounts and discussing loan options.
  • Digital Solutions: Introduce clients to our digital banking platforms and self-service options to enhance their banking experience.
  • Communication: Effectively communicate with clients, colleagues, and management to ensure seamless service delivery.
  • Business Development: Identify opportunities to grow our client base and increase revenue through referrals and new business development.
Requirements
  • Education: High school diploma or equivalent required.
  • Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving skills, and proficiency in Microsoft Office tools.
  • Experience: Prior banking experience, including familiarity with lending and retail banking, is preferred.
Benefits
  • Paid Time Off: Enjoy paid vacation, sick days, and holidays.
  • Health Insurance: Comprehensive health insurance coverage.
  • Stock Options: Participate in our stock option program.
  • 401(k) Matching: Enjoy a generous 7% employer matching contribution to your 401(k) plan.
  • Tuition Reimbursement: Pursue your education goals with our tuition reimbursement program.