Financial Services Representative

1 week ago

San Jose California, United States WaFd Bank Full time
{"Job Title": "Personal Banker", "Job Summary": "At WaFd Bank, we are seeking a Personal Banker to assist clients with personal and business banking solutions that improve their financial health and help them reach their goals. As a Personal Banker, you will be responsible for building exceptional knowledge of bank products and services, maintaining rapport with clients, and providing solutions to meet their needs.

Responsibilities:

* Build relationships with clients and understand their financial goals and needs
* Provide personalized banking solutions and recommendations to clients
* 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

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
* 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

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

Equal Employment Opportunity:

WaFd Bank is 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 (phone number removed)

", "Language": "en-US"}

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