Universal Banker I

Starting salary for this position is $19.50 an hour and up, depending on experience.

About the role

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 demonstrating the ability to meet or exceed customer and job expectations prior to progressing to Universal Banker II.

Responsibilities

• Efficiently process customer transactions with a high level of integrity, accuracy, and knowledge while operating 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 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 proactive 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 interactions.
• 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 required to complete the Banker Certification process.
• Perform other duties as assigned.

Requirements

• 1–2 years of sales experience (required).
• 2–4 years of customer service experience (required).
• 2–4 years of sales and customer service experience in branch banking (preferred).

Qualifications

• High School Diploma or general education degree (GED) (required).
• Associate’s Degree in business or a related field (preferred).
• Banker Certification within 18 months of hire/promotion date (required).

Benefits

• Outstanding Medical, Dental, and Vision Insurance.
• 401(k) matching.
• Employee Stock Ownership Plan.
• Paid Time Off.
• Paid Holidays.
• Flexible Spending Account.
• Pet Insurance.
• Additional benefits available.