Universal Banker I

WaterStone Bank; Waukesha (WI); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

WaterStone Bank is seeking a Universal Banker I to assist customers with teller transactions and product recommendations while delivering outstanding service. The role blends platform and teller duties and requires completing Banker Certification within 18 months of hire.

Under supervision, you will identify opportunities to deepen relationships, open and maintain deposits, and refer clients to other lines of business when appropriate.

Qualifications

• Banker Certification within 18 months of hire date.
• High integrity and accuracy in processing transactions.
• Excellent customer service and sales skills.

Responsibilities

• Process customer transactions accurately and compliantly.
• Offer bank products to customers and prospects via established sales process.
• Identify opportunities to deepen relationships and refer to other lines of business.
• Engage in proactive sales and outbound calls; follow up on referrals.
• Maintain knowledge of WaterStone Bank's core processing system and products.
• Complete Banker Certification process.
• Perform other duties as assigned.

Skills

Customer service

Teller transactions

Sales skills

Cross-selling

Banking software literacy

Attention to detail

Tools

Core banking system

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 within18 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.