Universal Banker I

WATERSTONE BANK • Franklin, WI • 1h ago

JOB REQUIREMENTS: Description What is the purpose of 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 you\'ll be doing in the Universal Banker
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 reactive 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 WaterStone Bank: 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
within18 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... For full
info follow application link. EOE-Minorities/Females/Vets/Disabled
Affirmative Action Employer *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/E82F86FA10C04893

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