Universal Banker I

WaterStone Bank SSB; Town of Brookfield (WI); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

WaterStone Bank SSB is seeking a Universal Banker I to support customers through a dual role (40% Platform/60% Teller). Under supervision, you will process teller transactions, service existing customers, and offer product and service solutions.

Certification within 18 months of hire, with training and progression to Banker II. The role emphasizes relationship building, outbound outreach, and cross-selling, with a strong focus on accuracy, compliance, and customer satisfaction in a branch

Qualifications

• Minimum 1–2 years of sales experience.
• Minimum 2–4 years of customer service experience.
• Preferred: 2–4 years sales and customer service in branch banking.

Responsibilities

• Process customer transactions with integrity, accuracy, and knowledge, in full compliance with policies, procedures, and regulations.
• Offer bank products to existing customers and prospects using the established sales process; open, maintain, and close deposit accounts and services.
• Identify and deepen customer relationships by profiling customers and recommending appropriate products and services.
• Engage in proactive sales and cross-sell activities, including outbound onboarding and campaign calls; resolve account issues in person or by phone.
• Maintain knowledge of WaterStone Bank’s core processing system, products, services, policies, procedures, and regulatory requirements for retail deposits.
• Focus on completing Banker Certification within 18 months of hire/promotion date.
• Perform other duties as assigned.

Skills

Sales experience

Customer service

Education

High School Diploma or GED

Associate’s Degree in business or related field

Job description

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

What is 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 will do 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.

What you bring to WaterStone Bank...

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

Certifications, Licenses, Registration

Required: Banker Certification within18 months of hire/promotion date

Education

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

Perks and Benefits of working at WaterStone Bank...

• 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
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.