Universal Banker I

WaterStone Bank•Brookfield, WI

15d

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 responsibilities and 60% teller responsibilities. The role focuses on delivering outstanding service in every customer interaction. The banker processes teller transactions, serves existing customers, and offers product and service solutions to existing customers or prospects when appropriate and beneficial. The position requires completing all training and passing Banker Certification within 18 months of the hire or promotion date, while demonstrating the ability to meet or exceed customer and job expectations before progressing to Universal Banker II. The starting salary is $19.50 per hour and up, depending on experience.

Requirements

1–2 years of sales experience.
2–4 years of customer service experience.
Obtain Banker Certification within 18 months of hire or promotion date.
High school diploma or GED.

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

Process customer transactions efficiently with integrity, accuracy, and knowledge, while complying with internal policies and procedures and applicable regulations and laws.
Offer bank products to existing customers and prospects using the established sales process, maintain proficiency in services, and accurately open, maintain, and close deposit accounts and services.
Identify, expand, and deepen customer relationships by profiling customers and 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-selling activities, including service-related activities, outbound onboarding and campaign calls, and follow-up with customers and on received referrals.
Answer customer questions and resolve account issues by phone and in person.
Maintain knowledge of WSB’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.