Universal Banker

Overview

JOB REQUIREMENTS:

Description Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker 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 is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
• 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 (i.e., WIS and WMC) to meet customer needs.
• Accurately open, maintain and close deposit accounts and services. Answer customer questions and resolve related account issues, including phone and in-person inquiries.
• Perform service-related activities such as onboarding calls and appropriate follow-up with customers.
• Engage in reactive sales and cross-sell activities, including calling on campaign lists and following up on referrals received.
• Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Keep abreast of industry trends, standards and external factors that may affect the bank. Operates in full compliance with internal policies/procedures, as well as applicable regulations.
• Perform other duties as assigned.

• Experience
  
  Required:
  
  1-2 years of sales experience; 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 GED. Preferred:
  Associate's Degree in business or related field.
• Certifications, Licenses, Registration
  
  Required:
  
  Banker Certification within 6 months of hire/promotion date.

Benefits for Universal Banker position:
Outstanding Medical, Dental, and Vision Insurance; 401(k) matching;
Employee Stock Ownership Plan;
Paid Time Off;
Paid Holidays;
Flexible Spending Account;
Pet Insurance; and more.

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or other protected characteristics. EOE - Minorities/Females/Vets/Disabled. Affirmative Action Employer.

APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/