Universal Banker I

WaterStone Bank•Brookfield, WI

About The Position

Under the direct supervision of an Assistant Branch Manager or Community President, the Universal Banker I assists customers in a dual role consisting of 40% platform and 60% teller responsibilities, with a focus on delivering outstanding service in every customer interaction. The position processes teller transactions, serves existing customers, and offers product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I must complete required training, pass Banker Certification within 18 months of hire or promotion, and demonstrate the ability to meet or exceed customer and job expectations before progressing to Universal Banker II.

Requirements

1–2 years of sales experience.
2–4 years of customer service experience.
High school diploma or general education degree (GED).
Complete Banker Certification within 18 months of hire or promotion date.

Nice To Haves

2–4 years of sales and customer service experience in branch banking.
Associate’s degree in business or a related field.

Responsibilities

Efficiently process customer transactions with integrity, accuracy, and knowledge.
Comply with internal policies and procedures and applicable regulations and laws.
Offer bank products to existing customers and prospects using the established sales process while maintaining sales and procedural proficiency across services.
Accurately open, maintain, and close deposit accounts and services.
Profile customers to identify, expand, and deepen relationships, recommending products and services that meet their needs.
Refer customers to appropriate lines of business, including Residential Lending, Business Banking, Commercial Real Estate, WIS, and Merchant Services.
Conduct proactive sales and cross-sell activities, including service-related activities, outbound onboarding and campaign calls, and appropriate follow-up with customers and on referrals received.
Answer customer questions and resolve account-related issues by phone and in person.
Maintain knowledge of the bank’s core processing system, products and services, policies and procedures, and regulatory requirements governing retail deposit accounts.
Develop the skills and attributes needed to complete the Banker Certification process.
Perform other duties as assigned.