Universal Banker I: Customer Solutions & Teller

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

Benefits offered by this job

Medical 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 to deliver outstanding service to customers. Starting salary is $19.50 per hour (depending on experience). The role combines Platform and Teller duties and requires completion of training with certification within 6 months to advance.

The Universal Banker handles teller transactions, opens deposits, cross-sell products, and supports customers and prospects with efficient service while staying compliant with banking regulations.

Qualifications

• 1–2 years of sales experience.
• 2–4 years of customer service experience.
• 2–4 years of combined sales and customer service experience in branch banking preferred.
• High School Diploma or GED required; Associate’s Degree in business or related field preferred.
• Banker Certification within 6 months of hire/promotion.

Responsibilities

• Efficiently process customer transactions with a high level of integrity, accuracy, and knowledge.
• Identify, expand, and deepen customer relationships by profiling customers and recommending appropriate products and services.
• Make referrals to other appropriate lines of business 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 interactions.
• Perform service-related activities such as onboarding calls and appropriate follow-up with customers.
• Engage in reactive sales and cross-sell activities, including calling on campaign lists and following 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.
• Operate in full compliance with internal policies and procedures, as well as applicable regulations and laws.
• Perform other duties as assigned.

Skills

Sales experience

Customer service

Education

High school diploma or GED

Associate degree in business or related field

Job description

WaterStone Bank is seeking a Universal Banker to deliver outstanding service to customers. Starting salary is $19.50 per hour (depending on experience). The role combines Platform and Teller duties and requires completion of training with certification within 6 months to advance.

The Universal Banker handles teller transactions, opens deposits, cross-sell products, and supports customers and prospects with efficient service while staying compliant with banking regulations.