Universal Banker I

WaterStone Bank; Brookfield (WI, IL); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Universal Banker to deliver exceptional service in a dual role. This position focuses on processing transactions and building strong customer relationships. You will engage in sales activities, recommend products, and ensure compliance with banking regulations. This role offers the opportunity to grow within a supportive environment while enjoying a comprehensive benefits package, including health insurance and retirement plans. If you have a passion for customer service and sales, this is the perfect opportunity for you to thrive and make a difference.

Benefits

Outstanding Medical, Dental, and Vision Insurance

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Qualifications

• 1-2 years of sales experience required.
• 2-4 years of customer service experience required.

Responsibilities

• Process customer transactions accurately and efficiently.
• Identify and recommend products to meet customer needs.
• Maintain knowledge of bank products and services.

Skills

Customer Service

Sales Experience

Problem Solving

Communication Skills

Education

High School Diploma or GED

Associate's Degree in Business or Related Field

Job description

Description

Starting salary for Universal Banker position is $18.50 an hour and up, depending on experience.

Job Description for Universal Banker position:

Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker 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 is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.

Duties and responsibilities for Universal Banker position:

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.


• 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 (i.e., WIS and WMC) to meet customer needs.


• Accurately open, maintain and close deposit accounts and services.


• Answer customer questions and resolve related account issues, including phone and in-person.


• Perform service related activities such as on-boarding calls and appropriate follow-up with customers.


• Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.


• Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.


• Keep abreast of industry trends, standards and external factors that may affect the bank.


• Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws


• Perform other duties as assigned.

Qualifications for Universal Banker position:

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

Education

• Required: High School Diploma or general education degree (GED)


• Preferred: Associate's Degree business or related field

Certifications, Licenses, Registration

Required Banker Certification within 6 months of hire/promotion date

Benefits for Full-Time Position:

• Outstanding Medical, Dental, and Vision Insurance


• 401(k) matching


• Employee Stock Ownership Plan


• Paid Time off


• Paid Holidays


• Flexible Spending Account


• 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.