Universal Banker I

3 weeks ago

Brookfield, United States Wisconsin Staffing Full time

Universal Banker PositionJob Requirements: Description Job Description for 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.Duties and Responsibilities for 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 WSBs 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 processPerform other duties as assigned.Qualifications for Universal Banker position:Experience Required: 1 - 2 years of sales experienceRequired: 2-4 years customer service experiencePreferred: 2-4 years of sales and customer service experience in branch bankingEducation Required: High School Diploma or general education degree (GED)Preferred: Associates Degree business or related fieldCertifications, Licenses, Registration Required: Banker Certification within 18 months of hire/promotion dateBenefits for Full-Time Position:Outstanding Medical, Dental, and Vision Insurance401(k) matchingEmployee Stock Ownership PlanPaid Time offPaid HolidaysFlexible Spending AccountPet InsuranceAnd so much more... For full info follow application link.EOE-Minorities/Females/Vets/Disabled Affirmative Action Employer

  • Universal Banker I

    3 days ago

    Brookfield, WI, United States WaterStone Bank Full time

    Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. Job Description for 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...

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    Brookfield, United States Wisconsin Staffing Full time

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    5 days ago

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