Universal Banker I
What Is The Purpose Of The Universal Banker Position
The Universal Banker position serves under direct supervision of an Assistant Branch Manager or Community President. This role 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.
What You'll Be Doing In The Universal Banker Position
- 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.
- 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.
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
- Certification Required: Banker Certification within 18 months of hire/promotion date
Perks And Benefits Of Working At 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
About WaterStone Bank
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.