Universal Banker I: Drive Customer Growth & Service

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

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