Universal Banker I

WaterStone Bank; Brookfield (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking bank as a Universal Banker, where you will play a vital role in delivering exceptional customer service. In this dual role, you will assist customers with transactions while also identifying their needs and recommending suitable products. With a focus on building relationships, you will engage in sales activities and ensure compliance with banking regulations. This position offers an opportunity to grow your skills in a supportive environment, where your contributions will directly impact customer satisfaction and the bank's success. If you are passionate about helping others and thrive in a dynamic setting, this role is perfect for you.

Benefits

Outstanding Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Qualifications

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

Responsibilities

• Process customer transactions with accuracy and integrity.
• Identify and recommend products to enhance customer relationships.
• Maintain knowledge of bank products, policies, and regulations.

Skills

Sales Experience

Customer Service

Cross-Selling

Problem Solving

Education

High School Diploma or GED

Associate’s Degree in Business or Related Field

Tools

WSB Core Processing System

Job description

Job Description for Universal Banker position:

Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.

Duties and responsibilities for Universal Banker position:

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
• Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
• Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
• Accurately open, maintain and close deposit accounts and services.
• Answer customer questions and resolve related account issues, including phone and in-person.
• Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
• Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Keep abreast of industry trends, standards and external factors that may affect the bank.
• Operate in full compliance with internal policies/procedures, as well as applicable regulations/laws.
• Perform other duties as assigned.

Qualifications for Universal Banker position:

Experience

• Required: 1 - 2 years of sales experience
• Required: 2-4 years customer service experience
• Preferred: 2-4 years of sales and customer service experience in branch banking

Education

• Required: High School Diploma or general education degree (GED)
• Preferred: Associate’s Degree business or related field

Certifications, Licenses, Registration

Required: Banker Certification within 6 months of hire/promotion date.

Benefits for Full-Time Position:

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

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.