What are the responsibilities and job description for the Customer Service Representative position at WaFd Bank?
Company Description WaFd Bank is a national bank that operates with a community-focused approach, striving to be a reliable and trusted financial neighbor. Since 1917, the bank has supported healthy, thriving communities by offering practical and straightforward banking solutions. WaFd Bank is committed to building long-term relationships with clients and helping them make the most of their money through accessible and transparent services. As an engaged member of the communities it serves, WaFd Bank emphasizes customer care, financial stability, and responsible banking practices. WaFd Bank is a Member FDIC, underscoring its commitment to safety and soundness.
Role Description The Customer Service Representative is a full-time, on-site role based in Murray, UT. This position is responsible for assisting clients with their banking needs, including answering inquiries, resolving issues, processing transactions, and providing information about products and services. The role involves maintaining a high level of professionalism, accurately handling account information, and ensuring a positive customer experience at every interaction. The Customer Service Representative will collaborate with team members to meet branch service goals, support sales efforts by identifying customer needs, and follow bank policies, procedures, and compliance requirements. Daily responsibilities also include managing phone and in-person communications, documenting interactions, and contributing to an inclusive, respectful workplace.
Qualifications
Role Description The Customer Service Representative is a full-time, on-site role based in Murray, UT. This position is responsible for assisting clients with their banking needs, including answering inquiries, resolving issues, processing transactions, and providing information about products and services. The role involves maintaining a high level of professionalism, accurately handling account information, and ensuring a positive customer experience at every interaction. The Customer Service Representative will collaborate with team members to meet branch service goals, support sales efforts by identifying customer needs, and follow bank policies, procedures, and compliance requirements. Daily responsibilities also include managing phone and in-person communications, documenting interactions, and contributing to an inclusive, respectful workplace.
Qualifications
- Strong customer-facing skills, including Customer Service, Customer Support, and Customer Experience capabilities.
- Ability to maintain and improve Customer Satisfaction through attentive listening, problem-solving, and follow-through.
- Experience working as Customer Service Representatives or in a similar client-focused role in banking, retail, or service industries.
- Clear and professional verbal and written communication skills.
- Basic math skills and comfort working with financial transactions and account details.
- High level of integrity, reliability, and attention to detail in handling confidential information.
- Ability to work on-site full-time in Murray, UT, with consistent punctuality and teamwork.
- Proficiency with computer systems and the ability to learn banking software and processes quickly.
- High school diploma or equivalent required; additional education or banking experience is a plus.
- Commitment to providing inclusive, non-discriminatory service to all clients and contributing to a respectful workplace culture.