Universal Banker I - Includes Incentive Perk - Apply Today to Learn More

WaterStone Bank; Waukesha (WI); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Outstanding Medical, Dental, andVision

401(k) matching

Employee Stock Ownership Plan

Paid Time off

Paid Holidays

Flexible Spending Account

Pet Insurance

Job summary

WaterStone Bank in Wisconsin is seeking a Universal Banker I to assist customers in a dual Platform/Teller role, delivering outstanding service. Starting pay is $19.50 per hour and up, with certification within 18 months of hire.

You’ll perform teller transactions, service existing customers, and offer product and service solutions when appropriate. Responsibilities include processing transactions accurately, opening/maintaining accounts, cross-selling, and deepening customer relationships.

Qualifications

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

Responsibilities

• Process customer transactions with accuracy and integrity in compliance with policies and regulations.
• Offer bank products to customers/prospects using the sales process and open/close deposit accounts.
• Identify and deepen customer relationships, referring to other lines of business as needed.
• Engage in proactive sales and cross-sell activities and handle inquiries by phone or in person.
• Maintain knowledge of core processing systems, products, services, policies, and regulatory requirements.
• Progress through Banker Certification within 18 months.
• Perform other duties as assigned.

Skills

Sales experience

Customer service

Branch banking

Education

High School Diploma or GED

Associate degree in business or related field

Job description

Universal Banker I - Includes Incentive Perk

Job Category: Retail Branch Banking

Requisition Number: UNIVE001650

• Full-Time

Locations

Showing 1 location

Description

Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience.

What is the Universal Banker position?

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. The Universal Banker I 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 I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.

What are your responsibilities in the position?

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates 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 proactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer 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.
• Focus on the skills and attributes in order to complete the Banker Certification process
• Perform other duties as assigned.

What you bring to the table for the 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 18 months of hire/promotion date

Benefits and Perks of working at WaterStone Bank:

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• Pet Insurance
• 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/Protected Veterans/Individuals with Disabilities
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.