Universal Banker I

Job Purpose

Your Job Purpose As a Universal Banker...

What You'll Be Doing In Your Role...

• 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.
• Made 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, make 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.

Experience What you bring to the table...

• 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

• Required: High School Diploma or general education degree (GED)

Preferred

• Preferred: Associate’s Degree business or related field

Certifications, Licenses, Registration Required

• Certification within18 months of hire/promotion date

Benefits and Perks of starting your career with 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

Waterstone Bank is an equal opportunity employer