Universal Banker I

WaterStone Bank; Milwaukee (WI); Hybrid; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

WaterStone Bank in Milwaukee, WI seeks a Universal Banker I to assist customers in a 40% Platform/60% Teller role. You will handle teller transactions, open and service accounts, and promote bank products to existing customers and prospects with a focus on exceptional service.

You will progress toward Banker Certification within 18 months of hire, with training and compliance requirements emphasized. Equal opportunity employer and competitive benefits are included.

Qualifications

• Customer service experience
• Strong cash handling and accuracy
• Sales-oriented with ability to cross-sell

Responsibilities

• Process teller transactions with accuracy and integrity.
• Open/close deposit accounts and service existing customers.
• Identify opportunities to recommend banking products and services.

Skills

Customer service

Cash handling

Job description

JOB REQUIREMENTS:

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...

EOE-Minorities/Females/Vets/Disabled

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