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Financial Services Representative

2 months ago

San Jose California, United States WaFd Bank Full time
{"Job Title": "Personal Banker", "Job Summary": "At WaFd Bank, we are seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in helping our clients achieve their financial goals by providing exceptional customer service and expert financial guidance.

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

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 an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

If you are a motivated and customer-focused individual who is passionate about delivering exceptional financial services, we encourage you to apply for this exciting opportunity.

Apply now to join our team and take the first step towards a rewarding career in finance"}