Universal Banker I

WaterStone Bank; Fox Point; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Universal Banker to provide exceptional customer service while performing teller transactions and assisting customers with their banking needs. This role emphasizes building strong customer relationships, identifying suitable products, and ensuring compliance with banking regulations. The successful candidate will undergo training and achieve Banker Certification within six months. Join a dynamic team where your contributions will directly impact customer satisfaction and the overall success of the bank.

Benefits

Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time Off and Holidays

Flexible Spending Account

Qualifications

• 1-2 years of sales experience and 2-4 years of customer service experience required.
• Banker Certification required within 6 months of hire.

Responsibilities

• Process customer transactions accurately and efficiently.
• Engage in reactive sales and cross-selling activities.
• Maintain knowledge of banking systems and services.

Skills

Sales Experience

Customer Service

Cross-Selling

Education

High School Diploma or GED

Associate's Degree in Business

Job description

Job Description for Universal Banker Position

Starting salary for Universal Banker position is $18.50 an hour and up, depending on experience.

Position Overview:

Under the supervision of an Assistant Manager or Community President, the Universal Banker assists customers through a dual role (Platform/60% Teller). This role emphasizes delivering excellent customer service, performing teller transactions, servicing existing customers, and offering suitable product and service solutions to customers and prospects. The Universal Banker must complete all required training, pass the Banker Certification within 6 months of hire or promotion, and demonstrate the ability to meet or exceed customer expectations.

Responsibilities:

1. Process customer transactions accurately, efficiently, and with integrity.
2. Identify and deepen customer relationships by profiling and recommending appropriate products and services.
3. Make referrals to other banking lines of business to meet customer needs.
4. Open, maintain, and close deposit accounts and services accurately.
5. Address customer inquiries and resolve account issues via phone and in person.
6. Conduct onboarding calls and follow-ups with customers.
7. Engage in reactive sales and cross-selling activities, including calling campaign lists and following up on referrals.
8. Maintain knowledge of WSB's systems, products, services, policies, and regulatory requirements.
9. Stay informed about industry trends and external factors affecting the bank.
10. Operate in compliance with internal policies and applicable regulations.
11. Perform other duties as assigned.

Qualifications:

Experience:

• 1-2 years of sales experience (required)
• 2-4 years of customer service experience (required)
• 2-4 years of sales and customer service in branch banking (preferred)

Certifications:

Banker Certification required within 6 months of hire or promotion.

Education:

• High School Diploma or GED (required)
• Associate's Degree in business or related field (preferred)

Benefits:

• Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time Off and Holidays
• Flexible Spending Account
• And more!

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability, genetic information, veteran status, or other protected characteristics.