Universal Banker I

Wsbonline; Fox Point (WI); Hybrid; USD 22,000 - 32,000; Full time

Job summary

Waterstone Bank is hiring a Universal Banker I in Wisconsin. The role combines teller transactions (40%) and platform service (60%), focusing on delivering outstanding service while applying knowledge of bank products. You will train, certify as a Banker within 18 months, and grow toward Universal Banker II.

Responsibilities include processing transactions, serving customers, and identifying opportunities to meet financial needs, with ongoing adherence to policy and regulatory standards.

Qualifications

• The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial.
• Complete training, pass Banker Certification within 18 months of hire/promotion date and demonstrate ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.

Job description

Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience.

Purpose of the Universal Banker position...

Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I 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 I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.

What you'll be doing in the Universal Banker position...

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
• Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
• 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 including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
• Engage in proactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Focus on the skills and attributes in order to complete the Banker Certification process
• Perform other duties as assigned.

Benefits and Perks of the Universal Banker position...

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• Pet Insurance
• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.