Universal Banker I: Grow Relationships & Cross-Sell

Ultipro

West Allis (WI)

On-site

USD 25,000 - 32,000

Full time

5 hours ago
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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 is hiring a Universal Banker I at the West Allis branch. The role combines teller duties with platform sales to deliver exceptional service and grow customer relationships.

Starting hourly wage is $19.50 and up, depending on experience. The position requires completion of Banker Certification within 18 months and supports development toward Universal Banker II with training and performance milestones.

Qualifications

  • 1-2 years of sales experience required.
  • 2-4 years of customer service experience required.
  • 2-4 years of sales and customer service experience in branch banking preferred.

Responsibilities

  • Process customer transactions with accuracy and compliance.
  • Offer bank products to customers and prospects using approved sales process.
  • Open, maintain, and close deposit accounts and services.
  • Identify and deepen customer relationships; refer to other lines of business as needed.
  • Engage in proactive sales and cross-sell activities and follow up with customers.

Skills

Sales experience
Customer service experience
Branch banking experience

Education

High School Diploma or GED
Associate’s Degree in business or related field

Job description

WaterStone Bank is hiring a Universal Banker I at the West Allis branch. The role combines teller duties with platform sales to deliver exceptional service and grow customer relationships.

Starting hourly wage is $19.50 and up, depending on experience. The position requires completion of Banker Certification within 18 months and supports development toward Universal Banker II with training and performance milestones.

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