More jobs:
Universal Banker I Includes Incentive
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-08-22
Listing for:
WaterStone Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
Universal Banker I
Starting salary: $19.50 an hour and up, depending on experience.
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.
Responsibilities- Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
- Operate 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 following up with customers 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.
- Perform other duties as assigned.
- 1–2 years of sales experience.
- 2–4 years of customer‑service experience.
- Preferred: 2–4 years of sales and customer‑service experience in branch banking.
- High School Diploma or general education degree (GED); associate's degree in business or a related field preferred.
- Banker Certification within 18 months of hire or promotion date.
Outstanding Medical, Dental, and Vision Insurance; 401(k) plan.
Equal Opportunity EmploymentEOE—Minorities/Females/Vets/Disabled. Affiantative Action Employer.
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