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Financial Services Representative

2 months ago

San Jose, California, 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 clients achieve their financial goals by providing personalized banking solutions.

Key Responsibilities
  • Build strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Develop and maintain knowledge of bank products and services to effectively communicate with 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.
  • Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service.
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 smartphone 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.
  • Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relations.
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.