Universal Banker I

2 weeks ago

River Hills, WI, United States WaterStone Bank Full time
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.

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 joining 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 much more

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • Enterprise Applications and Services Director

    2 weeks ago

    River Falls, WI, United States Universities of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.Position Title: Enterprise Applications and Services Director Job Category: Limited Employment Type: Regular Job Profile: IT Director I (C) Job Duties: POSITION SUMMARY: Develops and directs the...

  • Enterprise Applications and Services Director

    2 weeks ago

    River Falls, WI, United States Universities of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.Position Title: Enterprise Applications and Services Director Job Category: Limited Employment Type: Regular Job Profile: IT Director I (C) Job Duties: POSITION SUMMARY: Develops and directs the...

  • Enterprise Applications and Services Director

    1 week ago

    River Falls, WI, United States Universities of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.Position Title: Enterprise Applications and Services Director Job Category: Limited Employment Type: Regular Job Profile: IT Director I (C) Job Duties: POSITION SUMMARY: Develops and directs the...

  • Universal Banker

    6 days ago

    Rocky River, United States Ohio Staffing Full time

    Universal BankerPosition Summary: The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provide exceptional front line customer service and sales within the branch.Level 1 Duties and Responsibilities:Operates...

  • Universal Banker

    2 weeks ago

    Fall River, United States BankFive Full time

    Work Location - Acushnet Avenue, New Bedford MA PURPOSE: The Universal Banker provides support to the BM and ABM in assisting customers. The Universal Banker may assist management with administrative functions. By delivering a world-class customer experience for all current and prospective customers, the Universal Banker deepens and retains existing customer...

  • Universal Banker

    2 weeks ago

    Fall River, MA, United States BankFive Full time

    Work Location - Acushnet Avenue, New Bedford MA PURPOSE: The Universal Banker provides support to the BM and ABM in assisting customers. The Universal Banker may assist management with administrative functions. By delivering a world-class customer experience for all current and prospective customers, the Universal Banker deepens and retains existing customer...

  • Universal Banker

    2 weeks ago

    Fall River, MA, United States BankFive Full time

    Work Location - Acushnet Avenue, New Bedford MA PURPOSE: The Universal Banker provides support to the BM and ABM in assisting customers. The Universal Banker may assist management with administrative functions. By delivering a world-class customer experience for all current and prospective customers, the Universal Banker deepens and retains existing customer...

  • Universal Banker

    1 week ago

    Rocky River, OH, United States First Mutual Holding Company Full time

    Apply Job Type Full-time Description Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. Level 1 Duties and...

  • Universal Banker

    2 weeks ago

    Rocky River, OH, United States First Mutual Holding Company Full time

    Apply Job Type Full-time Description Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. Level 1 Duties and...

  • Universal Banker

    1 week ago

    Rocky River, United States First Federal Lakewood Full time

    Description: Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.  Level 1 Duties and Responsibilities:Operates...

  • Universal Banker

    1 week ago

    Rocky River, United States First Federal Lakewood Full time

    Description:Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.Level 1 Duties and Responsibilities:Operates...

  • Universal Banker

    2 weeks ago

    Rocky River, OH, United States First Mutual Holding Company Full time

    Apply Job Type Full-time Description Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. Level 1 Duties and...

  • Universal Banker

    1 week ago

    Rocky River, OH, United States First Mutual Holding Company Full time

    Apply Job Type Full-time Description Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. Level 1 Duties and...