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Universal Banker I Includes Incentive

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: WaterStone Bank
Full Time position
Listed on 2026-08-22
Job specializations:
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 19.5 USD Hourly USD 19.50 HOUR
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.
Qualifications
  • 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.
Benefits

Outstanding Medical, Dental, and Vision Insurance; 401(k) plan.

Equal Opportunity Employment

EOE—Minorities/Females/Vets/Disabled. Affiantative Action Employer.

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