Universal Banker I

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 demonstrate their ability to meet/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
• 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

Requirements

• 1 - 2 years of sales experience
• 2-4 years customer service experience
• High School Diploma or general education degree (GED)
• Banker Certification within 18 months of hire/promotion date

Qualifications

• Preferred: 2-4 years of sales and customer service experience in branch banking
• Preferred: Associate's Degree business or related field

Pay

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