Universal Banker I

Ultipro; Waukesha (WI); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

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 in Wisconsin seeks a Universal Banker I to assist customers in a dual role (40% Platform/60% Teller), delivering outstanding service and handling teller transactions and deposits.

Under supervision, you will build relationships, offer bank products, and work toward Banker Certification within 18 months; benefits include strong medical and retirement plans.

Qualifications

• Banker Certification within 18 months of hire/promotion date

Responsibilities

• Process customer transactions with accuracy and integrity, complying with policies and regulations.
• Offer bank products to customers and prospects, open/maintain/close deposits.
• Identify and deepen customer relationships, refer to other lines of business as appropriate.
• Engage in proactive sales, outbound calls, follow-ups, and resolve account issues.
• Maintain knowledge of core processing system, products, services, and regulatory requirements for retail deposits.
• Complete Banker Certification and perform other duties as assigned.

Education

Banker Certification

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'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.

Certifications, Licenses, Registration

Required: Banker Certification within 18 months of hire/promotion date

Benefits and Perks 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.