Universal Banker I Includes Incentive

WaterStone Bank; Waukesha (WI); On-site; USD 26,174 - 34,440; Full time

Benefits offered by this job

Outstanding Medical, Dental, and Vision Insurance

401(k) plan

Job summary

WaterStone Bank is searching for a Universal Banker I located in Waukesha, Wisconsin. This role will involve assisting customers in a dual capacity, primarily focusing on delivering outstanding service while processing transactions.

The ideal candidate should possess strong sales and customer service experience, engaging with customers effectively while promoting bank products. The starting salary is competitive at $19.50 an hour, with additional benefits including medical and dental insurance.

Qualifications

• 1–2 years of sales experience.
• 2–4 years of customer service experience.
• Banker Certification within 18 months of hire.

Responsibilities

• Efficiently process customer transactions with integrity.
• Offer bank products to customers using the sales process.
• Identify and deepen customer relationships.

Skills

Sales experience

Customer service experience

Banking knowledge

Education

High School Diploma or GED

Associate's degree in business or related field

Job description

Universal Banker I

Starting salary: $19.50 an hour and up, depending on experience.

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.

Responsibilities

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
• Operate 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 reactive sales and cross‑sell activities, including service‑related activities, making outbound onboarding and campaign calls and following up with customers 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.
• Perform other duties as assigned.

Qualifications

• 1–2 years of sales experience.
• 2–4 years of customer‑service experience.
• Preferred: 2–4 years of sales and customer‑service experience in branch banking.
• High School Diploma or general education degree (GED); associate's degree in business or a related field preferred.
• Banker Certification within 18 months of hire or promotion date.

Benefits

Outstanding Medical, Dental, and Vision Insurance; 401(k) plan.

Equal Opportunity Employment

EOE—Minorities/Females/Vets/Disabled. Affiantative Action Employer.